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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 57 - 2023-12-31 24,323,092 $1,247,167,000 -503,423
   Japan Science & Technology Agency 5 - 2023-12-31 15,409,088 $790,101,000 -5,920,873
   FMR LLC 333 - 2023-12-31 13,167,043 $675,140,000 -1,721,307
   Matson Money. Inc. 1 - 2023-12-31 13,041,274 $668,757,000 -403,186
   NYL Investors LLC 3 - 2023-12-31 10,867,301 $557,221,000 -2,183,684
   Johns Hopkins University 2 - 2023-12-31 9,822,884 $503,668,000 -8,752,640
   AMERIPRISE FINANCIAL INC 155 - 2023-12-31 9,896,351 $501,724,000 -621,446
   MORGAN STANLEY 405 - 2023-12-31 9,522,930 $488,288,000 -1,431,782
   GOLDMAN SACHS GROUP INC/ 207 - 2023-12-31 8,652,995 $443,682,000 -341,241
   BANK OF AMERICA CORP /DE/ 349 - 2023-12-31 8,288,262 $424,981,000 -264,315
   ALLSTATE CORP 2 - 2023-12-31 5,530,549 $283,579,000 -2,260,615
   SPX Equities Gestao de Recursos Ltda 1 - 2023-12-31 4,950,070 $253,815,000 -519,118
   UBS Group AG 223 - 2023-12-31 4,453,830 $228,370,000 -15,090
   ROYAL BANK OF CANADA 288 - 2023-12-31 4,356,796 $223,396,000 -354,465
   PNC FINANCIAL SERVICES GROUP INC 113 - 2023-12-31 3,643,099 $186,800,000 -167,379
   BB&T CORP 106 - 2023-12-31 2,466,878 $126,489,000 -106,147
   BUSEY TRUST CO 3 - 2024-03-31 2,294,449 $117,659,000 -7,106
   STIFEL FINANCIAL CORP 163 - 2023-12-31 2,122,092 $108,810,000 -8,693
   MEMBERS Trust Co 13 - 2024-03-31 1,866,833 $95,731,000 -200,683
   KEYBANK NATIONAL ASSOCIATION/OH 65 - 2023-12-31 1,546,871 $79,316,000 -31,771
   One Capital Management LLC 5 - 2023-12-31 1,511,630 $77,509,000 -21,839
   FIDUCIARY TRUST CO 14 - 2023-12-31 1,476,108 $75,687,000 -17,614
   YCMNET ADVISORS INC 11 - 2023-12-31 1,190,609 $61,048,000 -63,055
   US BANCORP 168 - 2023-12-31 1,183,377 $60,678,000 -79,056
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 104 - 2023-12-31 1,118,614 $57,357,000 -907,311
   Money Design Co.Ltd. 11 - 2024-03-31 1,067,528 $54,743,000 -413,739
   BOSTON FINANCIAL MANGEMENT INC /MA 12 - 2023-12-31 972,507 $49,865,000 -24,577
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 58 - 2023-12-31 884,545 $45,355,000 -542,397
   ARKANSAS FINANCIAL GROUP INC. 3 - 2024-03-31 863,888 $44,300,000 -393
   STEPHENS INC /AR/ 23 - 2023-12-31 808,423 $41,452,000 -13,692
   BANGOR SAVINGS BANK 7 - 2024-03-31 796,027 $40,820,000 -30,958
   SUMITOMO MITSUI FINANCIAL GROUP INC. 14 - 2023-12-31 759,463 $38,941,000 -222,272
   BANK OF NEW YORK MELLON CORP 1205 - 2024-03-31 739,039 $37,898,000 -147,398
   MA GREENWOOD & ASSOCIATES INC 6 - 2023-12-31 621,877 $31,887,000 -10,058
   TRUSTCORE FINANCIAL SERVICES LLC 11 - 2022-12-31 640,027 $31,886,000 -17,242
   Advisor Group Holdings Inc. 347 - 2023-12-31 589,455 $30,226,000 -114,905
   CFG ASSET MANAGEMENT LLC 5 - 2023-12-31 582,777 $29,882,000 -12,366
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 642 - 2024-03-31 543,497 $27,871,000 -130,345
   PRUDENTIAL FINANCIAL INC 358 - 2023-12-31 524,352 $26,886,000 -586
   OBERMEYER ASSET MANAGEMENT CO 22 - 2023-12-31 514,790 $26,396,000 -39,327
   Lutz Financial Services LLC 11 - 2023-12-31 498,594 $25,565,000 -17,251
   Comprehensive Portfolio Management LLC 18 - 2024-03-31 498,054 $25,540,000 -459,622
   UNITED BANK /VA/ 7 - 2023-12-31 469,788 $24,088,000 -622,635
   Fiduciary Group LLC 6 - 2023-12-31 460,104 $23,592,000 -13,941
   HNP Capital LLC 3 - 2023-03-31 457,664 $23,130,000 -12,742
   Gilbert & Cook Inc. 8 - 2023-12-31 439,059 $22,513,000 -110,832
   DDFG Inc 4 - 2023-12-31 438,113 $22,464,000 -2,507
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 192 - 2023-12-31 434,143 $22,229,000 -21,803
   THRIVENT FINANCIAL FOR LUTHERANS 414 - 2023-12-31 418,429 $21,455,000 -15,998
   SABAL TRUST CO - 2023-12-31 414,436 $21,250,000 -20,795
   NELSON ROBERTS INVESTMENT ADVISORS, LLC - 2023-12-31 400,377 $20,529,000 -6,148
   Procyon Private Wealth Partners LLC 12 - 2024-03-31 385,576 $19,772,000 -367,303
   CHARTER TRUST CO 16 - 2024-03-31 384,952 $19,740,000 -448
   MERCER GLOBAL ADVISORS INC /ADV 202 - 2023-12-31 374,197 $19,187,000 -33,334
   Astoria Strategic Wealth Inc. 6 - 2023-12-31 358,141 $18,364,000 -5,064
   FUND EVALUATION GROUP LLC 11 - 2023-12-31 354,128 $18,158,000 -27
   F3Logic LLC 8 - 2022-12-31 364,162 $18,143,000 -5,436
   BP WEALTH MANAGEMENT LLC 55 - 2023-12-31 346,290 $17,756,000 -5,750
   PRESILIUM PRIVATE WEALTH LLC 8 - 2023-12-31 309,956 $15,893,000 -220,412
   TCTC HOLDINGS, LLC 41 - 2023-12-31 303,474 $15,561,000 -34,632
   Steward Partners Investment Advisory LLC 109 - 2023-12-31 285,810 $14,655,000 -99,728
   COURIER CAPITAL CORP 20 - 2024-03-31 282,726 $14,498,000 -10,982
   SMITHFIELD TRUST CO 28 - 2023-12-31 281,399 $14,432,000 -30,409
   NBT BANK N A /NY 20 - 2024-03-31 280,766 $14,398,000 -575
   GUGGENHEIM CAPITAL LLC 196 - 2023-12-31 275,856 $14,146,000 -6,495
   Baird Financial Group Inc. 392 - 2023-12-31 272,295 $13,962,000 -4,624
   Larson Financial Group LLC 25 - 2023-12-31 259,153 $13,288,000 -3,550
   SHUFRO ROSE & CO LLC 22 - 2023-12-31 264,450 $13,178,000 -3,225
   Argent Advisors Inc. 2 - 2023-12-31 255,763 $13,114,000 -13,770
   Charter Oak Capital Management LLC 11 - 2024-03-31 255,692 $13,112,000 -9,170
   FIFTH THIRD BANCORP 217 - 2024-03-31 250,681 $12,855,000 -13,588
   Vectors Research Management LLC 6 - 2023-12-31 269,061 $12,778,000 -13,068
   Better Money Decisions LLC - 2023-12-31 246,743 $12,652,000 -25,085
   ENDURANCE WEALTH MANAGEMENT, INC. 17 - 2023-06-30 250,999 $12,592,000 -8,100
   DAVIS R M INC 84 - 2023-12-31 241,533 $12,385,000 -51,086
   JAMES INVESTMENT RESEARCH INC 10 - 2023-12-31 236,657 $12,135,000 -36,572
   BlueSky Wealth Advisors LLC 4 - 2024-03-31 229,723 $11,780,000 -1,590
   RAYMOND JAMES TRUST CO 80 - 2024-03-31 229,561 $11,772,000 -8,580
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 227,285 $11,654,000 -27,644
   WOODMONT INVESTMENT COUNSEL LLC 25 - 2024-03-31 219,147 $11,238,000 -16,666
   Fullen Financial Group 6 - 2023-03-31 220,984 $11,206,000 -8,441
   Envestnet Portfolio Solutions Inc. 194 - 2023-12-31 217,240 $11,139,000 -1,920
   MERITAGE PORTFOLIO MANAGEMENT 26 - 2023-12-31 217,079 $11,131,000 -7,138
   Total Wealth Planning LLC 15 - 2024-03-31 204,713 $10,498,000 -10,519
   CRESTWOOD ADVISORS LLC 83 - 2023-12-31 201,139 $10,313,000 -77,931
   HSBC HOLDINGS PLC 768 - 2023-12-31 200,376 $10,274,000 -100,432
   Galvin Gaustad & Stein LLC 43 - 2024-03-31 199,094 $10,210,000 -21,599
   Cetera Investment Advisers 228 - 2023-12-31 193,557 $9,925,000 -42,556
   Strategic Financial Group LLC - 2023-12-31 193,455 $9,919,000 -17,823
   HUDSON VALLEY INVESTMENT ADVISORS INC 27 - 2024-03-31 188,887 $9,686,000 -89,655
   OPPENHEIMER & CO INC 132 - 2023-12-31 182,281 $9,346,000 -12,865
   DIMENSION CAPITAL MANAGEMENT PARTNERS 13 - 2023-12-31 174,435 $8,944,000 -74,453
   PROFFITT & GOODSON INC 15 - 2024-03-31 174,281 $8,937,000 -927
   FINANCIAL NETWORK 385 - 2023-12-31 170,819 $8,759,000 -65,838
   Core Wealth Advisors Inc. 10 - 2023-12-31 163,267 $8,372,000 -5,461
   DELTA ASSET MANAGEMENT LLC/TN 28 - 2023-12-31 159,681 $8,188,000 -12,175
   Meridian Wealth Management LLC 15 - 2024-03-31 157,780 $8,091,000 -18,062
   RESOLUTE FINANCIAL LLC 3 - 2022-12-31 161,030 $8,023,000 -1,891
   EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 31 - 2023-12-31 154,942 $7,945,000 -568
   SAGE ADVISORY SERVICES, LTD.CO. 16 - 2024-03-31 152,617 $7,826,000 -29,143
  100 Records found
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