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Get Institutions for : 
iShares Barclays 1-3 Year Credit Bond (CSJ)  
$50.79 0.04 (0.08%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 861    27
Total shares held : 
 310,653,550  
% of shares held : 
 37.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -123  
Amount of shares held : 
 -24,719,158  
% of shares held change : 
   -2.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.58  
Last Quarter's Ending Price : 
 $51.28  
Last Quarter's Average Price : 
 $50.21  
Change from last quarter's     
avg. price to the last closing  : 
0.58 (1.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 4,029,108
 1.3%
 
Increased Positions :
276
 12,890,837
 4.15%
 
Unchanged Positions :
164
 21,891,468
 7.05%
 
Decreased Positions :
372
-38,298,669
-12.33%
 
Closed Positions :
76
-3,340,434
-1.08%
 
Guru Positions :
2
11,504
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Dai-Ichi Life Insurance Company Ltd 1 - 2023-12-31 8,165,000 $418,660,000 0
   ARCH CAPITAL GROUP LTD 1 - 2023-12-31 5,422,939 $278,061,000 0
   SUN LIFE FINANCIAL INC 5 - 2023-12-31 1,509,000 $77,374,000 0
   Zurich Insurance Group Ltd/FI 90 - 2023-12-31 679,581 $34,842,000 0
   American Family Insurance Mutual Holding Co 6 - 2023-12-31 670,543 $34,382,000 0
   Amtrust Financial Services Inc. - 2023-12-31 367,800 $18,859,000 0
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 98 - 2023-12-31 295,500 $15,152,000 0
   MITSUBISHI UFJ TRUST & BANKING CORP 476 - 2023-12-31 278,770 $14,294,000 0
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 37 - 2023-12-31 133,225 $6,831,000 0
   WHARTON BUSINESS GROUP, LLC 51 - 2023-12-31 114,940 $5,894,000 0
   BABSON CAPITAL MANAGEMENT LLC 78 - 2023-12-31 76,800 $3,938,000 0
   CAPITAL CITY TRUST CO/FL 29 - 2023-12-31 73,585 $3,773,000 0
   NEW SOUTH CAPITAL MANAGEMENT INC 51 - 2023-12-31 65,903 $3,379,000 0
   Asset Allocation & Management Company LLC 12 - 2024-03-31 60,000 $3,077,000 0
   WASHINGTON CAPITAL MANAGEMENT INC 5 - 2024-03-31 58,418 $2,996,000 0
   Forza Wealth Management LLC 19 - 2024-03-31 49,293 $2,528,000 0
   MOODY NATIONAL BANK TRUST DIVISION 109 - 2024-03-31 32,949 $1,690,000 0
   FIRST WASHINGTON CORP 46 - 2023-12-31 31,420 $1,611,000 0
   A. D. BEADELL INVESTMENT COUNSEL, INC. 31 - 2024-03-31 30,250 $1,551,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 253 - 2023-12-31 28,390 $1,456,000 0
   CHARTWELL INVESTMENT PARTNERS INC. 322 - 2023-12-31 27,515 $1,411,000 0
   BALLENTINE FINN & COMPANY INC 196 - 2024-03-31 26,720 $1,370,000 0
   Advisor OS LLC 124 - 2023-12-31 22,683 $1,163,000 0
   BECKER CAPITAL MANAGEMENT INC 156 - 2023-12-31 20,918 $1,073,000 0
   GRAND WEALTH MANAGEMENT LLC 21 - 2023-12-31 20,657 $1,059,000 0
   KANAWHA CAPITAL MANAGEMENT LLC 108 - 2023-12-31 20,225 $1,037,000 0
   RED CEDAR INVESTMENT MANAGEMENT LLC 68 - 2024-03-31 19,907 $1,021,000 0
   FinTrust Capital Advisors LLC 113 - 2023-12-31 18,373 $942,000 0
   FAMILY CAPITAL TRUST CO 30 - 2024-03-31 17,719 $908,000 0
   MEITAV DASH INVESTMENTS LTD 215 - 2023-12-31 17,034 $873,000 0
   MMBG INVESTMENT ADVISORS CO. 88 - 2023-12-31 16,642 $853,000 0
   CARDINAL CAPITAL MANAGEMENT 130 - 2024-03-31 15,340 $787,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 286 - 2024-03-31 14,560 $747,000 0
   GFG Capital LLC 67 - 2023-12-31 14,372 $737,000 0
   Sunburst Financial Group LLC 57 - 2024-03-31 14,057 $717,000 0
   Stonehage Fleming Financial Services Holdings Ltd 72 - 2023-12-31 13,848 $710,000 0
   Banco Santander S.A. 323 - 2023-12-31 13,714 $703,000 0
   U.S. Capital Wealth Advisors LLC 452 - 2023-12-31 9,916 $508,000 0
   Tri-Star Advisors Inc. 4 - 2023-09-30 9,939 $495,000 0
   AllSquare Wealth Management LLC 50 - 2023-12-31 9,568 $491,000 0
   COCONUT GROVE BANK 148 - 2023-12-31 9,307 $477,000 0
   Column Capital Advisors LLC 87 - 2023-09-30 9,516 $474,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 140 - 2023-12-31 8,800 $451,000 0
   MESIROW FINANCIAL INVESTMENT MANAGEMENT 11 - 2023-12-31 8,404 $431,000 0
   COREPATH WEALTH PARTNERS LLC 27 - 2023-12-31 8,247 $421,000 0
   ADVISORY RESEARCH INC 263 - 2023-12-31 8,065 $414,000 0
   Cito Capital Group LLC 114 - 2023-12-31 8,000 $410,000 0
   New Legacy Group LLC 18 - 2023-09-30 8,200 $409,000 0
   Garrett Investment Advisors LLC 197 - 2024-03-31 7,389 $379,000 0
   Sunflower Bank N.A. 82 - 2024-03-31 7,180 $368,000 0
   COMMERCE BANK N A/MO 960 - 2023-12-31 6,920 $355,000 0
   Granite Springs Asset Management LLC - 2023-12-31 6,898 $354,000 0
   Cottage Street Advisors LLC 67 - 2024-03-31 6,670 $342,000 0
   GARRISON POINT ADVISORS LLC 110 - 2023-12-31 6,630 $340,000 0
   SEASCAPE CAPITAL MANAGEMENT 88 - 2023-12-31 6,600 $338,000 0
   Greytown Advisors Inc. 52 - 2023-12-31 6,407 $329,000 0
   Townsend & Associates Inc 85 - 2024-03-31 6,334 $322,000 0
   Capasso Planning Partners LLC 86 - 2024-03-31 6,105 $313,000 0
   MAYPORT LLC 68 - 2024-03-31 6,039 $310,000 0
   Hoxton Planning & Management LLC 115 - 2024-03-31 5,816 $298,000 0
   DORSEY & WHITNEY TRUST CO LLC 453 - 2023-12-31 5,800 $297,000 0
   Autumn Glory Partners LLC - 2023-12-31 5,485 $281,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 360 - 2023-12-31 5,342 $274,000 0
   Pinnacle Wealth Management Advisory Group LLC 268 - 2023-12-31 5,303 $272,000 0
   VAN CLEEF ASSET MANAGEMENT,INC 97 - 2023-12-31 5,250 $269,000 0
   Black Maple Capital Management LP 68 - 2023-12-31 5,000 $256,000 0
   CLIFFORD ASSOCIATES LLC 279 - 2024-03-31 4,930 $253,000 0
   Private Wealth Group LLC 58 - 2024-03-31 4,910 $252,000 0
   AVIANCE CAPITAL PARTNERS, LLC 278 - 2024-03-31 4,772 $245,000 0
   C2C Wealth Management LLC 96 - 2023-12-31 4,752 $244,000 0
   MIDDLETON & CO INC/MA 141 - 2023-12-31 4,766 $244,000 0
   TD CAPITAL MANAGEMENT LLC 91 - 2023-12-31 4,610 $236,000 0
   Intercontinental Wealth Advisors LLC 291 - 2023-06-30 4,640 $233,000 0
   REGATTA CAPITAL GROUP LLC 167 - 2024-03-31 4,500 $231,000 0
   WETHERBY ASSET MANAGEMENT INC 808 - 2023-12-31 4,508 $231,000 0
   BLB&B ADVISORS LLC 262 - 2024-03-31 4,375 $224,000 0
   COLONIAL ASSET MANAGEMENT, INC. 175 - 2023-12-31 4,348 $223,000 0
   IPSWICH INVESTMENT MANAGEMENT CO., INC. 192 - 2024-03-31 4,000 $205,000 0
   Pinnacle Bank 203 - 2024-03-31 3,849 $197,000 0
   ALASKA PERMANENT CAPITAL MANAGEMENT 36 - 2024-03-31 3,750 $192,000 0
   OPTIMUM INVESTMENT ADVISORS 207 - 2024-03-31 3,280 $168,000 0
   STUDIO INVESTMENT MANAGEMENT LLC 160 - 2023-12-31 2,350 $120,000 0
   Security National Bank 143 - 2024-03-31 2,030 $104,000 0
   Community Bank N.A. 242 - 2023-12-31 1,900 $97,000 0
   Cassady Schiller Wealth Management LLC 159 - 2023-12-31 1,700 $87,000 0
   Newbridge Financial Services Group Inc. 310 - 2024-03-31 1,700 $87,000 0
   Financial Gravity Wealth Inc. 302 - 2023-12-31 1,677 $83,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 81 - 2023-12-31 1,423 $73,000 0
   Wunderlich Capital Managemnt 91 - 2023-12-31 1,400 $72,000 0
   CVA Family Office LLC 425 - 2024-03-31 1,353 $69,000 0
   BALDWIN BROTHERS INC/MA 339 - 2024-03-31 1,200 $62,000 0
   COUNTRY TRUST BANK 165 - 2024-03-31 1,124 $58,000 0
   Cape Investment Advisory Inc. 334 - 2023-12-31 1,078 $55,000 0
   Founders Capital Management 131 - 2024-03-31 1,040 $53,000 0
   AdvisorNet Financial Inc 795 - 2024-03-31 1,010 $52,000 0
   CNB Bank 242 - 2023-12-31 1,000 $51,000 0
   NVWM LLC 233 - 2023-12-31 1,000 $51,000 0
   WHITE BAY PT LLC 228 - 2023-12-31 1,000 $51,000 0
   Sargent Bickham Lagudis LLC 432 - 2022-12-31 1,008 $50,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 284 - 2024-03-31 949 $49,000 0
  100 Records found
  1    
  Page 1 of 1
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