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Get Institutions for : 
iShares Barclays Interm Govt/Credit Bond (GVI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 256    14
Total shares held : 
 28,841,834  
% of shares held : 
 32.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 3,802,160  
% of shares held change : 
   4.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 619,261
 2.15%
 
Increased Positions :
92
 4,816,545
 16.7%
 
Unchanged Positions :
41
 155,946
 0.54%
 
Decreased Positions :
87
-1,379,379
-4.78%
 
Closed Positions :
22
-254,267
-0.88%
 
Guru Positions :
0
 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
   FIFTH THIRD BANCORP 8 - 2023-12-31 4,110,635 $430,630,000 2,333,207
   ENVESTNET ASSET MANAGEMENT INC 216 - 2023-12-31 2,045,151 $214,250,000 177,632
   STIFEL FINANCIAL CORP 96 - 2023-12-31 1,810,836 $189,703,000 -63,399
   BANK OF AMERICA CORP /DE/ 690 - 2023-12-31 1,330,248 $139,357,000 -413,590
   UMB BANK N A/MO - 2023-12-31 1,250,881 $131,042,000 237,524
   STRATEGIC INVESTMENT ADVISORS, INC 4 - 2023-12-31 1,047,930 $109,781,000 10,606
   KEYBANK NATIONAL ASSOCIATION/OH 53 - 2023-12-31 998,888 $104,644,000 3,687
   US BANCORP 141 - 2023-12-31 806,056 $84,442,000 14,931
   Envestnet Portfolio Solutions Inc. 50 - 2023-12-31 752,635 $78,846,000 -17,746
   GERMAN AMERICAN BANCORP INC. 1 - 2023-12-31 713,720 $74,769,000 -5,294
   JOHNSON FINANCIAL GROUP, INC. 7 - 2023-12-31 575,623 $60,302,000 469,078
   DT INVESTMENT PARTNERS, LLC 3 - 2023-12-31 555,511 $58,084,000 -34,663
   First Citizens Asset Management Inc. 2 - 2023-12-31 528,656 $55,382,000 -8,576
   PNC FINANCIAL SERVICES GROUP INC 256 - 2023-12-31 468,584 $49,089,000 -2,265
   BANK OF NEW YORK MELLON CORP 1082 - 2023-12-31 443,311 $46,441,000 -10,924
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 134 - 2023-12-31 409,436 $42,893,000 -102,622
   MORGAN STANLEY 1925 - 2023-12-31 396,422 $41,529,000 62,770
   HORIZON BANCORP /IN/ 2 - 2024-03-31 394,216 $40,991,000 -16,360
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 69 - 2023-12-31 373,083 $39,084,000 129,790
   BLACKROCK INC. 2621 - 2023-12-31 343,790 $36,015,000 124,803
   TRUST CO OF VIRGINIA /VA 5 - 2024-03-31 334,095 $34,739,000 5,563
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 49 - 2023-12-31 331,505 $34,728,000 73,080
   HOWE & RUSLING INC 1 - 2023-12-31 331,425 $34,720,000 13,391
   GOLDMAN SACHS GROUP INC/ 1204 *New 2023-12-31 322,018 $33,735,000 322,018
   Advisor Group Holdings Inc. 314 - 2023-12-31 311,583 $32,642,000 -233,517
   CAMBRIDGE TRUST CO 24 - 2023-12-31 289,269 $30,304,000 26,267
   FINANCIAL NETWORK 124 - 2023-12-31 289,157 $30,292,000 8,576
   ROYAL BANK OF CANADA 978 - 2023-12-31 252,121 $26,413,000 31,997
   GREENLEAF TRUST 27 - 2023-12-31 242,214 $25,374,000 150,830
   ALLIANZ ASSET MANAGEMENT AG 371 - 2023-12-31 236,355 $24,761,000 2,900
   D L CARLSON INVESTMENT GROUP INC 2 - 2023-12-31 236,840 $24,565,000 24,588
   Atlantic Trust Group LLC 243 - 2023-12-31 232,479 $24,355,000 -5,535
   PUTNAM FL INVESTMENT MANAGEMENT CO 41 - 2023-12-31 225,726 $23,647,000 -34,480
   COUNTRY CLUB BANK /GFN - 2023-12-31 219,855 $23,059,000 3,822
   BP WEALTH MANAGEMENT LLC 40 - 2023-12-31 216,245 $22,654,000 -3,400
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1540 - 2023-12-31 210,661 $22,069,000 12,790
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 372 - 2023-12-31 204,687 $21,443,000 204,687
   AMERIVEST INVESTMENT MANAGEMENT LLC 52 - 2023-06-30 181,776 $18,705,000 -10,121
   FIRST CITIZENS BANK & TRUST CO 37 - 2024-03-31 175,769 $18,276,000 31,427
   ALASKA PERMANENT CAPITAL MANAGEMENT 16 - 2024-03-31 170,214 $17,687,000 16,090
   MERIDIAN MANAGEMENT CO 5 - 2023-12-31 157,838 $16,395,000 -6,041
   DAVENPORT & CO LLC - 2023-12-31 150,427 $15,759,000 14,273
   CAPTRUST FINANCIAL ADVISORS 290 - 2023-12-31 140,147 $14,682,000 88,938
   TFC Financial Management - 2023-12-31 139,767 $14,642,000 10,906
   WASHINGTON TRUST CO 68 - 2023-12-31 133,620 $13,998,000 -1,198
   BESSEMER GROUP INC 261 - 2023-12-31 130,664 $13,688,000 3,773
   GREENWOOD CAPITAL ASSOCIATES LLC 5 - 2023-12-31 129,869 $13,605,000 -1,264
   WELLS FARGO & CO/MN 1295 - 2023-12-31 128,365 $13,447,000 5,220
   Wealthstar Advisors LLC 4 - 2024-03-31 124,998 $12,998,000 -2,238
   ZEKE CAPITAL ADVISORS, LLC 25 - 2022-12-31 111,796 $11,455,000 47,764
   Bank of New Hampshire 6 - 2024-03-31 100,154 $10,414,000 14,572
   FIRST NATIONAL TRUST CO 67 - 2023-12-31 94,436 $9,893,000 29,502
   OARSMAN CAPITAL, INC. 10 - 2023-12-31 88,812 $9,304,000 37,775
   RAYMOND JAMES & ASSOCIATES 1151 - 2023-12-31 87,599 $9,177,000 77,619
   FIRST HAWAIIAN BANK 42 - 2024-03-31 82,886 $8,618,000 554
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 137 - 2023-12-31 80,827 $8,467,000 -5,737
   HSBC HOLDINGS PLC 821 - 2023-12-31 78,425 $8,216,000 22,760
   NORTHWEST INVESTMENT COUNSELORS LLC 8 - 2024-03-31 78,720 $8,185,000 -2,224
   COMERICA BANK 464 - 2023-12-31 77,999 $8,171,000 -629
   J P MORGAN CHASE & CO 2159 - 2023-12-31 76,851 $8,051,000 -5,060
   WSFS CAPITAL MANAGEMENT LLC 53 - 2023-12-31 74,238 $7,777,000 -17,005
   HPM Partners LLC - 2023-12-31 72,765 $7,623,000 66,756
   Badgley Phelps Wealth Managers LLC 104 - 2023-12-31 71,959 $7,538,000 -10,168
   Sequoia Financial Advisors LLC - 2023-12-31 71,632 $7,504,000 -25,235
   M&T BANK CORP 346 - 2023-12-31 71,131 $7,452,000 -7,114
   Integrated Investment Consultants LLC 12 - 2024-03-31 68,784 $7,152,000 430
   LOWE BROCKENBROUGH & CO INC 56 - 2023-12-31 67,511 $7,072,000 -16,971
   BANK OF MONTREAL /CAN/ 969 - 2023-12-31 63,539 $6,664,000 -345
   AMG NATIONAL TRUST BANK 74 - 2023-12-31 61,285 $6,420,000 -6,099
   Cetera Investment Advisers 368 - 2023-12-31 60,069 $6,293,000 -4,407
   HIGHTOWER ADVISORS, LLC 870 *New 2023-12-31 58,154 $6,095,000 58,154
   LEGACY PRIVATE TRUST CO. 56 - 2024-03-31 57,998 $6,031,000 -2,343
   Global Retirement Partners LLC 85 - 2023-12-31 57,472 $6,008,000 57,159
   WEBSTER BANK 38 - 2024-03-31 56,063 $5,829,000 17,088
   LPL FINANCIAL CORP 1605 - 2023-12-31 54,101 $5,668,000 10,225
   MERITAGE PORTFOLIO MANAGEMENT 80 - 2023-12-31 53,895 $5,646,000 -2,249
   CITADEL ADVISORS LLC 1514 - 2023-12-31 52,412 $5,491,000 48,448
   1ST SOURCE BANK 46 - 2023-12-31 49,751 $5,212,000 3,841
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 9 *New 2023-12-31 49,598 $5,196,000 49,598
   MML INVESTORS SERVICES LLC 582 - 2023-12-31 49,176 $5,152,000 14,348
   BIDWELL C M & ASSOCIATES LTD/ 5 - 2023-12-31 48,947 $5,128,000 732
   WHITTIER TRUST CO 203 - 2023-12-31 43,070 $4,512,000 -1,994
   Goss Wealth Management LLC 379 - 2023-12-31 43,161 $4,499,000 26,403
   FINANCIAL COUNSELORS INC - 2023-12-31 42,726 $4,476,000 22,982
   OneAscent Financial Services LLC 38 - 2024-03-31 42,271 $4,395,000 232
   BB&T CORP 913 - 2023-12-31 41,093 $4,305,000 -328
   TUCKER ASSET MANAGEMENT LLC 12 - 2023-12-31 37,015 $3,878,000 17,790
   COMMONWEALTH EQUITY SERVICES LLC. 1262 - 2023-12-31 35,518 $3,721,000 -560
   Congress Wealth Management LLC / DE / 260 - 2024-03-31 33,756 $3,510,000 -732
   Aveo Capital Partners LLC 74 - 2023-12-31 32,965 $3,453,000 -6,019
   Simmons Bank 94 - 2023-12-31 31,976 $3,350,000 -2,031
   HANCOCK HOLDING CO 133 - 2023-12-31 31,958 $3,348,000 -14,729
   Baird Financial Group Inc. 785 - 2023-12-31 31,630 $3,314,000 -2,753
   COMMERCE BANK N A/MO 392 - 2023-12-31 31,416 $3,291,000 3,222
   Towneley Capital Management Inc / DE 20 - 2023-12-31 31,002 $3,248,000 0
   UBS Group AG 2384 - 2023-12-31 30,932 $3,240,000 10,376
   Trail Ridge Investment Advisors LLC 12 - 2023-12-31 29,901 $3,132,000 988
   CHATHAM CAPITAL GROUP INC 60 - 2024-03-31 27,995 $2,911,000 25,450
   OLD NATIONAL BANCORP /IN/ 189 - 2024-03-31 27,190 $2,827,000 -200
   COURIER CAPITAL CORP 102 - 2024-03-31 27,178 $2,826,000 4,653
  100 Records found
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