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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
   TWO SIGMA SECURITIES LLC 1470 *Closed 2023-12-31 0 $0 -8,388
   Prestige Wealth Management Group LLC 967 *Closed 2024-03-31 0 $0 -1,740
   Smith Anglin Financial LLC 203 *Closed 2024-03-31 0 $0 -4,104
   WCM INVESTMENT MANAGEMENT/CA 250 *Closed 2024-03-31 0 $0 -14
   Destiny Capital Corp/CO 53 *Closed 2023-12-31 0 $0 -7,354
   Eley Financial Management Inc 69 *Closed 2023-12-31 0 $0 -249,657
   SALEM INVESTMENT COUNSELORS INC 1124 *Closed 2024-03-31 0 $0 -756
   Lehman & Derafelo Financial Resources LLC 155 *Closed 2022-12-31 0 $0 -188
   Lineweaver Wealth Advisors LLC 132 *Closed 2023-12-31 0 $0 -6,200
   CYPRESS CAPITAL MANAGEMENT LLC 31 *Closed 2022-12-31 0 $0 -41,814
   BALLAST ADVISORS LLC 174 *Closed 2023-12-31 0 $0 -908
   AVALON ADVISORS L P 315 *Closed 2023-03-31 0 $0 -16,836
   Nemes Rush Group LLC 631 *Closed 2023-12-31 0 $0 -30
   FCA CORP /TX 174 *Closed 2023-12-31 0 $0 -14,155
   Hibernia Wealth Partners LLC 106 *Closed 2023-12-31 0 $0 -2,251
   Fort Point Capital Partners LLC 296 *Closed 2023-12-31 0 $0 -4,585
   TOWER RESEARCH CAPITAL LLC 5841 *Closed 2023-12-31 0 $0 -285
   Milestone Investment Advisors LLC 287 *Closed 2023-12-31 0 $0 -246
   Canal Capital Management LLC 156 *Closed 2024-03-31 0 $0 -314,253
   Concorde Asset Management LLC 169 *Closed 2023-12-31 0 $0 -4,034
   Sonoma Private Wealth LLC 89 *Closed 2023-12-31 0 $0 -5,069
   Integrity Financial Corp /WA 213 *Closed 2023-12-31 0 $0 -50
   PACIFIC CAPITAL WEALTH ADVISORS INC 344 *Closed 2023-12-31 0 $0 -6,138
   TORONTO DOMINION BANK 1307 *Closed 2023-12-31 0 $0 -814,000
   Shepherd Financial Partners LLC 218 *Closed 2024-03-31 0 $0 -6,035
   SeaCrest Wealth Management LLC 608 *Closed 2024-03-31 0 $0 -4,465
   Carl P. Sherr & Co. LLC 118 *Closed 2023-12-31 0 $0 -9,132
   GPS Wealth Strategies Group LLC 1279 *Closed 2023-12-31 0 $0 0
   BCJ Capital Management LLC 321 *Closed 2023-12-31 0 $0 -4,828
   DDD Partners LLC 91 *Closed 2023-12-31 0 $0 -67,076
   First County Bank /CT/ 165 *Closed 2023-12-31 0 $0 -6,792
   COLTON GROOME FINANCIAL ADVISORS LLC 125 *Closed 2024-03-31 0 $0 -4,125
   Horan Capital Advisors LLC. 119 *Closed 2023-12-31 0 $0 -4,944
   Coppell Advisory Solutions Corp. 944 *Closed 2023-03-31 0 $0 -970
   BEACON INVESTMENT ADVISORY SERVICES INC. 278 *Closed 2023-12-31 0 $0 -5,415
   InterOcean Capital Group LLC 464 *Closed 2023-12-31 0 $0 -4,243
   9258 Wealth Management LLC 312 *Closed 2023-12-31 0 $0 -4,153
   VERITABLE LP 305 *Closed 2023-09-30 0 $0 -4,158
   Fortitude Family Office LLC 1043 *Closed 2024-03-31 0 $0 -406
   JANE STREET GROUP LLC 5755 *Closed 2023-12-31 0 $0 -654,996
   PROVISE MANAGEMENT GROUP LLC 346 *Closed 2023-12-31 0 $0 -4,201
   AXXCESS WEALTH MANAGEMENT LLC 922 *Closed 2023-12-31 0 $0 -26,234
   Donald L. Hagan LLC 103 *Closed 2024-03-31 0 $0 -7,773
   ROCK POINT ADVISORS LLC 103 *Closed 2023-12-31 0 $0 -4,100
   BENJAMIN EDWARDS INC 647 *Closed 2023-12-31 0 $0 -44
   Lindbrook Capital LLC 2716 *Closed 2024-03-31 0 $0 -120
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 231 *Closed 2023-12-31 0 $0 -4,324
   Savior LLC 38 *Closed 2023-12-31 0 $0 -8
   Cornerstone Retirement Group Inc. 38 *Closed 2023-09-30 0 $0 -8,354
   SEGALL BRYANT & HAMILL 477 *Closed 2023-12-31 0 $0 -26,962
   SANDY SPRING BANK *Closed 2023-12-31 0 $0 -384
   Kovack Advisors Inc. 521 *Closed 2024-03-31 0 $0 -27,526
   FLOW TRADERS U.S. LLC 1143 *Closed 2023-12-31 0 $0 -307,653
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1218 *Closed 2023-12-31 0 $0 -200,000
   Alhambra Investment Partners LLC 164 *Closed 2024-03-31 0 $0 -15,175
   ATLAS CAPITAL ADVISORS LLC 910 *Closed 2024-03-31 0 $0 -201
   Focused Wealth Management Inc 1030 *Closed 2023-12-31 0 $0 -488
   Morton Brown Family Wealth LLC 269 *Closed 2024-03-31 0 $0 -261
   EVOKE WEALTH LLC 610 *Closed 2023-12-31 0 $0 -91,776
   Hemington Wealth Management *Closed 2023-12-31 0 $0 -5,436
   RWM Asset Management LLC 165 *Closed 2024-03-31 0 $0 -4,452
   SageView Advisory Group LLC 677 *Closed 2023-12-31 0 $0 -25,010
   Sarasin & Partners LLP 86 *Closed 2024-03-31 0 $0 -18,162
   Wayfinding Financial LLC 119 *Closed 2023-12-31 0 $0 -18,726
   Glenview Trust Co 488 *Closed 2023-12-31 0 $0 -16,797
   HOEY INVESTMENTS INC 364 *Closed 2023-12-31 0 $0 -271
   OLD MISSION CAPITAL LLC 1232 *Closed 2023-12-31 0 $0 -226,924
   Missouri Trust & Investment Co 446 *Closed 2023-12-31 0 $0 -121
   HEAD & ASSOCIATES LLC 686 *Closed 2023-12-31 0 $0 -673
   Vivaldi Capital Management LLC 222 *Closed 2023-12-31 0 $0 -7,300
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -801
   DFPG INVESTMENTS INC. 633 *Closed 2023-12-31 0 $0 -6,603
   EHRLICH FINANCIAL GROUP 108 *Closed 2024-03-31 0 $0 -14,213
   OTA FINANCIAL GROUP L.P. 30 *Closed 2023-06-30 0 $0 -12,110
   Armstrong Fleming & Moore Inc 95 *Closed 2024-03-31 0 $0 -4,735
   TRUE Private Wealth Advisors 304 *Closed 2024-03-31 0 $0 -6,167
   Bellecapital International Ltd. *Closed 2023-12-31 0 $0 -13,398
   KARLINSKI ANDREW C 130 *Closed 2022-12-31 0 $0 -2,599
   Ironsides Asset Advisors LLC 91 *Closed 2023-12-31 0 $0 -8,349
   CLARKSTON CAPITAL PARTNERS LLC 178 *Closed 2023-12-31 0 $0 -338
   CONCENTRIC WEALTH MANAGEMENT LLC 130 *Closed 2023-12-31 0 $0 -111,562
   OneAscent Wealth Management LLC 194 *Closed 2024-03-31 0 $0 -5,150
   Twin Lakes Capital Management LLC 252 *Closed 2023-12-31 0 $0 -16
   Precision Wealth Strategies LLC 99 *Closed 2023-12-31 0 $0 -67,146
   Johnson Bixby & Associates LLC 115 *Closed 2024-03-31 0 $0 -4,150

  85 Records found
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