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Get Institutions for : 
iShares JPMorgan USD Emerg Markets Bond (EMB)  
$88.58 0.72 (0.82%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 770    11
Total shares held : 
 142,151,112  
% of shares held : 
 8.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 14,802,363  
% of shares held change : 
   0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.27  
Last Quarter's Ending Price : 
 $89.06  
Last Quarter's Average Price : 
 $84.22  
Change from last quarter's     
avg. price to the last closing  : 
4.36 (5.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
60
 1,855,629
 1.31%
 
Increased Positions :
298
 26,779,122
 18.84%
 
Unchanged Positions :
129
 5,010,592
 3.52%
 
Decreased Positions :
283
-10,353,590
-7.28%
 
Closed Positions :
71
-3,478,798
-2.45%
 
Guru Positions :
1
179
 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
   Centiva Capital LP 4 *New 2023-12-31 325,000 $28,945,000 325,000
   Benchmark Investment Advisors LLC 15 *New 2023-12-31 209,414 $18,650,000 209,414
   ANGELES INVESTMENT ADVISORS, LLC 17 *New 2023-12-31 184,500 $16,432,000 184,500
   FEDERATED INVESTORS INC /PA/ 434 *New 2023-12-31 183,840 $16,373,000 183,840
   NUVEEN ASSET MANAGEMENT, LLC 1553 *New 2023-12-31 117,871 $10,498,000 117,871
   MARSHALL WACE LLP 601 *New 2023-12-31 94,068 $8,378,000 94,068
   SMI Advisory Services LLC 15 *New 2024-03-31 72,915 $6,554,000 72,915
   PEAK FINANCIAL ADVISORS LLC 8 *New 2024-03-31 68,509 $6,143,000 68,509
   COLONY GROUP, LLC 243 *New 2023-12-31 51,132 $4,554,000 51,132
   Global Assets Advisory LLC 120 *New 2024-03-31 278,586 $3,133,000 278,586
   Sowell Financial Services LLC *New 2023-12-31 14,494 $1,291,000 14,494
   OARSMAN CAPITAL, INC. 84 *New 2023-12-31 11,721 $1,044,000 11,721
   DAGCO INC. 19 *New 2023-12-31 11,447 $1,019,000 11,447
   Qube Research & Technologies Ltd 1647 *New 2023-12-31 11,148 $993,000 11,148
   BEACON FINANCIAL GROUP 159 *New 2023-12-31 10,164 $905,000 10,164
   JOURNEY STRATEGIC WEALTH LLC 73 *New 2023-12-31 9,370 $834,000 9,370
   Camden Capital LLC 141 *New 2023-12-31 8,035 $716,000 8,035
   All Season Financial Advisors Inc. 41 *New 2024-03-31 7,949 $713,000 7,949
   Toroso Investments LLC 853 *New 2023-12-31 6,666 $594,000 6,666
   STOCK YARDS BANK & TRUST CO 273 *New 2023-12-31 5,855 $521,000 5,855
   HRT FINANCIAL LLC 1263 *New 2023-12-31 5,567 $495,000 5,567
   Beacon Bridge Wealth Partners LLC 60 *New 2023-12-31 5,104 $455,000 5,104
   Prime Capital Investment Advisors LLC *New 2023-12-31 4,582 $408,000 4,582
   GAMMA Investing LLC 225 *New 2024-03-31 4,503 $404,000 4,503
   SILVER OAK SECURITIES Inc 329 *New 2023-12-31 4,290 $382,000 4,290
   MORNINGSTAR INVESTMENT SERVICES, INC. 317 *New 2023-12-31 4,266 $381,000 4,266
   WOLVERINE TRADING LLC 799 *New 2023-12-31 4,187 $373,000 4,187
   DRAVO BAY LLC 40 *New 2023-12-31 4,090 $364,000 4,090
   Clearview Wealth Advisors LLC 69 *New 2024-03-31 3,946 $354,000 3,946
   WILEY BROS.-AINTREE CAPITAL LLC 343 *New 2024-03-31 3,636 $326,000 3,636
   Bremer Bank National Association 155 *New 2024-03-31 3,638 $326,000 3,638
   INNEALTA CAPITAL LLC 66 *New 2023-12-31 3,648 $325,000 3,648
   DRIEHAUS CAPITAL MANAGEMENT LLC 351 *New 2023-12-31 3,598 $320,000 3,598
   Upper Left Wealth Management LLC 52 *New 2024-03-31 3,292 $295,000 3,292
   VILLERE ST DENIS J & CO LLC 66 *New 2024-03-31 3,219 $289,000 3,219
   Streettalk Advisors LLC 354 *New 2023-12-31 3,042 $271,000 3,042
   Waterloo Capital L.P. 314 *New 2023-12-31 2,973 $265,000 2,973
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 87 *New 2023-12-31 2,930 $261,000 2,930
   Twin Peaks Wealth Advisors LLC 113 *New 2024-03-31 2,752 $247,000 2,752
   SUTTON PLACE INVESTORS LLC 138 *New 2024-03-31 2,544 $228,000 2,544
   Beverly Hills Private Wealth LLC 300 *New 2023-12-31 2,518 $224,000 2,518
   Secure Asset Management LLC *New 2023-12-31 2,476 $221,000 2,476
   TRANSCEND WEALTH COLLECTIVE LLC 455 *New 2023-12-31 2,398 $214,000 2,398
   Strategic Financial Group LLC *New 2023-12-31 2,389 $213,000 2,389
   Personal Capital Advisors Corp 466 *New 2022-12-31 2,388 $202,000 2,388
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 272 *New 2024-03-31 580 $52,000 580
   FIRST UNITED BANK TRUST/ 253 *New 2023-12-31 432 $38,000 432
   PHILLIPS FINANCIAL MANAGEMENT LLC 225 *New 2024-03-31 209 $19,000 209
   MILESTONE GROUP INC 341 *New 2023-12-31 156 $14,000 156
   LifeSteps Financial Inc. 283 *New 2024-03-31 135 $12,000 135
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 165 *New 2023-12-31 101 $9,000 101
   NORTH STAR INVESTMENT MANAGEMENT CORP. 842 *New 2023-12-31 100 $9,000 100
   BANGOR SAVINGS BANK 415 *New 2024-03-31 101 $9,000 101
   ATLAS CAPITAL ADVISORS LLC 691 *New 2024-03-31 90 $8,000 90
   QUADRANT CAPITAL GROUP LLC 2184 *New 2023-12-31 80 $7,000 80
   Financial Advisory Service Inc. *New 2023-12-31 59 $5,000 59
   SCBT FINANCIAL CORP 506 *New 2023-12-31 52 $5,000 52
   Deane Retirement Strategies Inc. 70 *New 2024-03-31 29 $3,000 29
   SHEETS SMITH & ASSOCIATES INC 465 *New 2023-09-30 30 $2,000 30
   SRS Capital Advisors Inc. 1052 *New 2023-12-31 24 $2,000 24
   Trust Co 316 *New 2024-03-31 25 $2,000 25
   CFG ASSET MANAGEMENT LLC 394 *New 2023-12-31 17 $2,000 17
   MEADOWBROOK INVESTMENT ADVISORS LLC 319 *New 2023-12-31 24 $2,000 24
   VitalStone Financial LLC 402 *New 2023-12-31 21 $2,000 21
   GHP INVESTMENT ADVISORS INC 777 *New 2024-03-31 9 $1,000 9
   WFA Asset Management Corp 220 *New 2024-03-31 9 $1,000 9
   HighMark Wealth Management LLC *New 2023-12-31 7 $1,000 7
   Global Wealth Strategies & Associates 303 *New 2024-03-31 7 $1,000 7
   Piscataqua Savings Bank 395 *New 2024-03-31 4 $0 4
   Iron Horse Wealth Management LLC 459 *New 2024-03-31 1 $0 1
  70 Records found
  1    
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