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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
   Betterment LLC 11 - 2023-12-31 10,301,767 $917,475,000 72,760
   PHARO MANAGEMENT LLC 1 - 2023-12-31 6,552,802 $583,593,000 6,552,802
   MORGAN STANLEY 384 - 2023-12-31 5,855,079 $521,453,000 584,367
   Wealthfront Advisers LLC 14 - 2024-03-31 5,555,082 $498,124,000 204,115
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 18 - 2023-12-31 4,961,934 $441,984,000 800,782
   ENVESTNET ASSET MANAGEMENT INC 126 - 2023-12-31 4,018,388 $357,878,000 366,567
   GOLDMAN SACHS GROUP INC/ 282 - 2023-12-31 3,728,362 $332,048,000 928,342
   D E SHAW & CO INC 31 - 2023-12-31 3,447,043 $306,994,000 388,996
   WELLINGTON MANAGEMENT CO LLP 309 - 2023-12-31 3,279,707 $292,091,000 3,084,130
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 37 - 2023-12-31 2,138,556 $190,460,000 1,744,144
   MANUFACTURERES LIFE INSURANCE CO 131 - 2023-12-31 2,062,080 $183,649,000 663,535
   BESSEMER GROUP INC 90 - 2023-12-31 1,751,858 $156,020,000 15,364
   BNP PARIBAS ARBITRAGE SA 100 - 2023-12-31 1,433,655 $127,681,000 1,085,683
   RAYMOND JAMES & ASSOCIATES 224 - 2024-03-31 1,294,752 $116,100,000 17,639
   BREVAN HOWARD CAPITAL MANAGEMENT LP 1 - 2023-12-31 1,244,000 $110,791,000 1,139,000
   Hamilton Capital Management Inc. 4 - 2023-12-31 1,197,082 $106,612,000 14,612
   BANK OF AMERICA CORP /DE/ 833 - 2023-12-31 1,170,736 $104,266,000 187,591
   Wright Fund Managment LLC - 2023-12-31 1,148,500 $102,285,000 1,148,500
   J P MORGAN CHASE & CO 871 - 2023-12-31 984,813 $87,707,000 455,450
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 135 - 2023-12-31 912,670 $81,282,000 55,002
   SG AMERICAS SECURITIES LLC 17 - 2023-12-31 888,731 $79,150,000 888,731
   Advisor Group Holdings Inc. 146 - 2023-12-31 883,591 $78,823,000 99,263
   LPL FINANCIAL CORP 368 - 2023-12-31 848,602 $75,577,000 53,040
   BARCLAYS PLC 413 - 2023-12-31 760,293 $67,712,000 22,045
   ALLIANZ ASSET MANAGEMENT AG 169 - 2023-12-31 746,894 $66,518,000 13,520
   NATIONAL BANK OF CANADA /FI/ 160 - 2023-12-31 716,879 $63,203,000 640,450
   Spire Wealth Management 21 - 2024-03-31 167,394 $61,413,000 5,725
   PICTET ASSET MANAGEMENT SA 274 - 2023-06-30 649,500 $56,208,000 46,500
   SigFig Wealth Management LLC 16 - 2023-12-31 616,419 $54,684,000 10,355
   NEUBERGER BERMAN GROUP LLC 449 - 2023-12-31 489,039 $43,554,000 125,719
   DEUTSCHE BANK AG 577 - 2023-12-31 475,966 $42,390,000 19,730
   Venturi Wealth Management LLC 6 - 2024-03-31 466,466 $41,828,000 19,006
   CONSULTIVA WEALTH MANAGEMENT CORP. 14 - 2023-09-30 485 $40,050,000 4
   SEI INVESTMENTS CO 328 - 2023-12-31 443,509 $39,501,000 192,772
   Envestnet Portfolio Solutions Inc. 88 - 2023-12-31 385,705 $34,351,000 3,127
   BALYASNY ASSET MANAGEMENT LLC 311 - 2023-12-31 353,086 $31,446,000 353,086
   HSBC HOLDINGS PLC 503 - 2023-12-31 341,144 $30,391,000 32,639
   Resources Investment Advisors Inc. 43 - 2023-12-31 334,941 $29,830,000 24,805
   COUNTRY TRUST BANK 57 - 2024-03-31 309,578 $27,760,000 14,778
   MML INVESTORS SERVICES LLC 194 - 2023-12-31 276,211 $24,599,000 71,560
   Amia Capital LLP 1 - 2023-09-30 855,000 $24,399,000 855,000
   BlueCrest Capital Management Ltd 3 - 2023-12-31 270,000 $24,046,000 62,000
   Invst LLC 6 - 2023-12-31 266,133 $23,337,000 257,713
   PARK AVENUE SECURITIES LLC 52 - 2024-03-31 244,507 $21,925,000 100,792
   STAIRWAY PARTNERS, LLC 12 - 2024-03-31 239,096 $21,440,000 123,481
   PRUDENT INVESTORS NETWORK 3 - 2023-09-30 255,318 $21,069,000 7,301
   Greystone Financial Group LLC 3 - 2024-03-31 225,406 $20,212,000 95,187
   TD ASSET MANAGEMENT INC 478 - 2023-12-31 221,700 $19,745,000 61,500
   JANNEY MONTGOMERY SCOTT LLC 302 - 2023-12-31 218,923 $19,497,000 7,732
   PFS INVESTMENTS INC. 91 - 2023-06-30 221,896 $19,203,000 76,924
   MACKENZIE FINANCIAL CORP 343 - 2023-12-31 214,141 $19,071,000 118,087
   Checchi Capital Advisers LLC 12 - 2024-03-31 211,800 $18,992,000 33,013
   Retirement Investment Advisors Inc. 9 - 2023-12-31 190,740 $16,987,000 2,394
   FIRST HAWAIIAN BANK 23 - 2024-03-31 186,072 $16,685,000 570
   GREAT VALLEY ADVISOR GROUP INC. 47 - 2023-12-31 173,505 $15,453,000 19,022
   Equitable Holdings Inc. 101 - 2023-12-31 172,641 $15,375,000 746
   Adviser Investments LLC 79 - 2023-12-31 158,349 $14,103,000 130,717
   MARINER WEALTH ADVISORS, LLC 377 - 2023-12-31 157,821 $14,056,000 12,525
   PURE FINANCIAL ADVISORS, INC. 44 - 2024-03-31 151,420 $13,578,000 9,098
   FINANCIAL NETWORK 272 - 2023-12-31 151,511 $13,494,000 58,247
   STIFEL FINANCIAL CORP 675 - 2023-12-31 146,643 $13,060,000 53,026
   BLB&B ADVISORS LLC 33 - 2024-03-31 142,566 $12,784,000 9,010
   Bank Julius Baer & Co. Ltd Zurich 138 - 2023-12-31 142,787 $12,717,000 112,941
   Coastal Capital Group Inc. 9 - 2023-06-30 127,858 $11,065,000 646
   Strategic Investment Advisors / MI 18 - 2024-03-31 116,991 $10,491,000 6,375
   CITIZENS FINANCIAL GROUP INC/RI 60 - 2023-12-31 116,653 $10,389,000 92,866
   WASHINGTON TRUST BANK 41 - 2023-12-31 116,600 $10,384,000 79,219
   Vontobel Holding Ltd. 264 - 2023-12-31 114,190 $10,170,000 179
   TOWNSQUARE CAPITAL LLC 112 - 2023-12-31 114,186 $10,169,000 109,029
   TEWKSBURY CAPITAL MANAGEMENT LTD 8 - 2023-12-31 107,300 $9,556,000 107,300
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 198 - 2023-12-31 103,887 $9,252,000 95,062
   Alliance Wealth Management Group 12 - 2023-12-31 102,660 $9,143,000 30
   FMR LLC 1803 - 2023-12-31 102,255 $9,107,000 23,305
   Idaho Trust Bank 3 - 2023-12-31 100,518 $8,952,000 26,660
   BANK OF MONTREAL /CAN/ 911 - 2023-12-31 97,913 $8,756,000 78,935
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 504 - 2024-03-31 97,370 $8,731,000 3,388
   J.Safra Asset Management Corp 12 - 2023-12-31 95,635 $8,517,000 763
   HPM Partners LLC - 2023-12-31 94,070 $8,378,000 83,536
   COMMONWEALTH EQUITY SERVICES LLC. 819 - 2023-12-31 92,649 $8,251,000 3,245
   Financial Advisors Network Inc. 17 - 2023-12-31 91,880 $8,183,000 1,216
   FOSTER & MOTLEY INC 45 - 2024-03-31 85,068 $7,628,000 6,218
   Occidental Asset Management LLC 17 - 2024-03-31 82,686 $7,414,000 2,699
   Ellevest Inc. 27 - 2023-12-31 81,703 $7,277,000 3,613
   Monument Capital Management 6 - 2024-03-31 80,492 $7,218,000 2,158
   H D Vest Advisory Services 216 - 2023-12-31 79,811 $7,108,000 4,565
   Omega Financial Group LLC 12 - 2024-03-31 78,268 $7,018,000 1,652
   Crabel Capital Management LLC 8 - 2023-12-31 76,919 $6,850,000 45,158
   JOHNSON FINANCIAL GROUP, INC. 32 - 2023-12-31 74,883 $6,669,000 67,513
   CITADEL ADVISORS LLC 1419 - 2023-12-31 73,301 $6,528,000 73,301
   Forefront Analytics LLC 13 - 2023-12-31 67,328 $5,996,000 36,084
   Horst & Graben Wealth Management LLC 19 - 2024-03-31 66,769 $5,987,000 24,385
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 614 - 2024-03-31 66,305 $5,946,000 1,785
   HORIZON INVESTMENTS, LLC/SC 71 - 2023-12-31 66,552 $5,902,000 1,793
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 28 - 2024-03-31 63,079 $5,656,000 15,105
   Apella Capital LLC 60 - 2024-03-31 62,473 $5,615,000 12,352
   Atria Wealth Solutions Inc. 287 - 2023-12-31 62,459 $5,563,000 1,285
   Stonehearth Capital Management LLC 13 - 2024-03-31 61,246 $5,492,000 1,973
   MERCER GLOBAL ADVISORS INC /ADV 448 - 2023-12-31 60,822 $5,417,000 11,713
   Financial Alternatives Inc 5 - 2023-12-31 60,069 $5,350,000 7,312
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 49 - 2023-12-31 59,920 $5,336,000 2,733
  100 Records found
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