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Get Institutions for : 
iShares Trust Goldman Sachs (LQD)  
$106.40 0.74 (0.7%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1033    29
Total shares held : 
 284,056,568  
% of shares held : 
 68.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 6,255,327  
% of shares held change : 
   1.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $100.69  
Last Quarter's Ending Price : 
 $110.66  
Last Quarter's Average Price : 
 $104.14  
Change from last quarter's     
avg. price to the last closing  : 
2.26 (2.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
74
 6,778,169
 2.39%
 
Increased Positions :
433
 38,471,174
 13.54%
 
Unchanged Positions :
164
 24,486,205
 8.62%
 
Decreased Positions :
362
-31,554,272
-11.11%
 
Closed Positions :
103
-7,439,744
-2.62%
 
Guru Positions :
4
15,176,030
 5.34%
 
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
   BANK OF AMERICA CORP /DE/ 69 - 2023-12-31 25,288,204 $2,798,393,000 921,857
   MEIJI YASUDA LIFE INSURANCE CO 1 - 2023-12-31 18,498,368 $2,047,029,000 673,500
   MORGAN STANLEY 160 - 2023-12-31 12,152,971 $1,344,848,000 3,116,924
   ENVESTNET ASSET MANAGEMENT INC 44 - 2023-12-31 9,421,390 $1,042,571,000 1,984,715
   NYL Investors LLC 1 - 2023-12-31 9,329,454 $1,032,397,000 253,373
   Wealthfront Advisers LLC 11 - 2024-03-31 5,953,739 $648,481,000 315,348
   JANE STREET GROUP LLC 23 - 2023-12-31 5,134,312 $568,163,000 4,277,427
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 8 - 2023-12-31 4,530,962 $501,396,000 1,555,172
   D E SHAW & CO INC 16 - 2023-12-31 4,127,501 $456,749,000 2,246,177
   NORTHERN TRUST CORP 234 - 2023-12-31 3,985,069 $440,988,000 1,013,845
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 7 - 2024-03-31 4,040,400 $440,080,000 618,000
   LPL FINANCIAL CORP 93 - 2023-12-31 3,542,078 $391,966,000 703,650
   UBS Group AG 142 - 2023-12-31 3,466,794 $383,635,000 109,840
   WELLS FARGO & CO/MN 194 - 2023-12-31 3,298,099 $364,968,000 18,348
   J P MORGAN CHASE & CO 441 - 2023-12-31 2,845,322 $314,863,000 1,874,918
   BARCLAYS PLC 128 - 2023-12-31 2,821,945 $312,275,000 567,378
   SCHRODER INVESTMENT MANAGEMENT GROUP 63 - 2023-12-31 2,189,345 $242,273,000 1,225,973
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 60 - 2023-12-31 1,837,943 $201,549,000 467,112
   LEGAL & GENERAL GROUP PLC 403 - 2023-12-31 1,532,103 $169,566,000 303,376
   ROYAL BANK OF CANADA 362 - 2023-12-31 1,386,898 $153,473,000 218,474
   Envestnet Portfolio Solutions Inc. 39 - 2023-12-31 1,366,962 $151,268,000 319,522
   VANGUARD GROUP INC 1654 - 2023-12-31 1,353,816 $149,813,000 1,350,056
   STIFEL FINANCIAL CORP 129 - 2023-12-31 1,277,749 $141,396,000 435,494
   Money Design Co.Ltd. 3 - 2024-03-31 1,258,111 $137,033,000 288,093
   CITADEL ADVISORS LLC 173 - 2023-12-31 1,167,658 $129,213,000 1,167,658
   Man Group plc 53 - 2023-12-31 1,022,524 $113,153,000 1,022,524
   Squarepoint Ops LLC 32 - 2023-12-31 1,012,201 $112,010,000 1,012,201
   ING INVESTMENT MANAGEMENT LLC 165 - 2023-12-31 974,770 $107,868,000 144,716
   MML INVESTORS SERVICES LLC 35 - 2023-12-31 887,413 $98,201,000 261,058
   MACKENZIE FINANCIAL CORP 144 - 2023-12-31 830,900 $91,947,000 1,600
   MARSHALL WACE LLP 123 - 2023-12-31 784,183 $86,778,000 673,970
   MARINER WEALTH ADVISORS, LLC 103 - 2023-12-31 756,419 $83,705,000 646,127
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 121 - 2024-03-31 715,890 $77,975,000 353,381
   COUNTRY TRUST BANK 10 - 2024-03-31 682,823 $74,373,000 18,200
   PRINCIPAL FINANCIAL GROUP INC 328 - 2023-12-31 668,531 $73,980,000 200,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 113 - 2023-12-31 664,327 $73,514,000 49,171
   HUDSON BAY CAPITAL MANAGEMENT LP 27 - 2023-12-31 600,000 $66,396,000 600,000
   Wright Fund Managment LLC 11 - 2024-03-31 574,960 $62,625,000 834
   TruWealth Advisors LLC 5 - 2024-03-31 539,163 $58,726,000 13,903
   Cetera Investment Advisers 36 - 2023-12-31 462,501 $51,180,000 57,899
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 249 - 2024-03-31 468,490 $51,028,000 45,540
   NOMURA ASSET MANAGEMENT CO LTD 116 - 2023-12-31 460,435 $50,952,000 435,570
   SEI INVESTMENTS CO 267 - 2023-12-31 459,693 $50,870,000 362,843
   BANK OF MONTREAL /CAN/ 441 - 2023-12-31 433,550 $48,510,000 169,857
   GDS Wealth Management 1 - 2024-03-31 422,329 $46,000,000 60,570
   BB&T CORP 248 - 2023-12-31 393,786 $43,576,000 13,749
   RAYMOND JAMES & ASSOCIATES 455 - 2024-03-31 388,263 $42,290,000 11,352
   LVZ Advisors Inc. 8 - 2024-03-31 383,347 $41,754,000 16,928
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 68 - 2023-12-31 358,883 $39,714,000 315,402
   SimpliFi Inc. 2 - 2024-03-31 348,337 $37,941,000 57,635
   HSBC HOLDINGS PLC 464 - 2023-12-31 336,238 $37,207,000 70,850
   BNP PARIBAS ARBITRAGE SA 317 - 2023-12-31 331,956 $36,734,000 201,295
   Atria Wealth Solutions Inc. 33 - 2023-12-31 322,870 $35,729,000 57,272
   TEWKSBURY CAPITAL MANAGEMENT LTD 2 - 2023-12-31 309,600 $34,260,000 309,600
   Townsend & Associates Inc 5 - 2024-03-31 319,794 $33,722,000 7,061
   LOOMIS SAYLES & CO L P 168 - 2023-12-31 304,727 $33,721,000 304,602
   Capital Analysts Inc. 12 - 2023-12-31 299,624 $33,156,000 296,883
   USA Financial Portformulas Corp 7 - 2023-12-31 294,592 $32,600,000 294,188
   Polaris Wealth Advisers LLC 9 - 2023-09-30 305,300 $31,147,000 1,830
   PFS INVESTMENTS INC. 61 - 2023-06-30 276,794 $29,933,000 23,597
   MULTIFINANCIAL SECURITIES CORP 50 - 2023-12-31 265,602 $29,392,000 32,285
   HIGHTOWER ADVISORS, LLC 365 - 2023-12-31 265,429 $29,373,000 99,077
   Willis Johnson & Associates Inc. 9 - 2024-03-31 267,479 $29,134,000 188,243
   Insight Wealth Strategies LLC 3 - 2024-03-31 255,776 $27,859,000 47,035
   WADE G W & INC 30 - 2023-12-31 245,499 $27,167,000 48,930
   Miracle Mile Advisors LLC 40 - 2024-03-31 234,837 $25,578,000 234,837
   Comprehensive Portfolio Management LLC 19 - 2024-03-31 227,459 $24,775,000 227,459
   Resources Investment Advisors Inc. 54 - 2023-12-31 215,930 $23,895,000 24,538
   SRS Capital Advisors Inc. 9 - 2023-12-31 215,647 $23,863,000 215,449
   VERITION FUND MANAGEGMENT LLC 46 - 2023-12-31 214,722 $23,761,000 64,722
   Migdal Insurance & Financial Holdings Ltd. 55 - 2024-03-31 218,066 $23,752,000 3,066
   Invst LLC 5 - 2023-12-31 213,885 $23,352,000 182,508
   US BANCORP 281 - 2023-12-31 204,386 $22,617,000 4,800
   Quantitative Strategies Inc. 3 - 2024-03-31 205,156 $22,346,000 8,455
   Alpha Cubed Investments LLC 28 - 2024-03-31 202,344 $22,039,000 86,632
   Members Advisory Group LLC 3 - 2024-03-31 195,296 $21,272,000 6,345
   Wela Strategies LLC 3 - 2024-03-31 194,645 $21,201,000 9,085
   REGAL INVESTMENT ADVISORS, LLC 7 - 2023-12-31 187,454 $20,744,000 9,994
   Westshore Wealth LLC 3 - 2023-12-31 182,031 $20,144,000 9,902
   Iron Horse Wealth Management LLC 5 - 2024-03-31 181,000 $19,715,000 16,055
   GFG Capital LLC 4 - 2023-12-31 177,743 $19,669,000 167,378
   THRIVENT FINANCIAL FOR LUTHERANS 437 - 2023-12-31 175,448 $19,415,000 149,100
   NATIONAL MUTUAL FUNDS MANAGEMENT LTD 1 - 2024-03-31 173,760 $18,926,000 36,686
   Alley Investment Management Company LLC 5 - 2023-12-31 170,986 $18,921,000 11,521
   GUGGENHEIM CAPITAL LLC 141 - 2023-12-31 170,504 $18,868,000 1,086
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 89 - 2023-12-31 168,619 $18,673,000 18,327
   JB Capital LLC - 2023-12-31 160,655 $17,778,000 51,150
   BFT FINANCIAL GROUP LLC 9 - 2023-06-30 164,695 $17,725,000 11,542
   Adviser Investments LLC 68 - 2023-12-31 159,419 $17,641,000 126,440
   H D Vest Advisory Services 103 - 2023-12-31 151,528 $16,768,000 19,334
   CTC ALTERNATIVE STRATEGIES, LTD. 1 - 2023-12-31 150,000 $16,599,000 150,000
   Canal Capital Management LLC 4 - 2024-03-31 149,949 $16,332,000 123,372
   SSI INVESTMENT MANAGEMENT INC 5 - 2023-12-31 146,570 $16,219,000 68,717
   Constant Guidance Financial LLC 2 - 2023-12-31 143,503 $15,880,000 140,110
   Goss Wealth Management LLC 141 - 2023-12-31 144,001 $15,820,000 58,904
   Kingsview Wealth Management LLC 46 - 2023-12-31 141,915 $15,704,000 3,455
   Fundamentun LLC 19 - 2024-03-31 143,554 $15,636,000 19,947
   Financiere des Professionnels - Fonds dinvestissem 13 - 2024-03-31 142,400 $15,510,000 91,400
   IHT Wealth Management LLC 23 - 2023-12-31 137,355 $15,200,000 23,204
   Betterment LLC 59 - 2023-12-31 137,170 $15,179,000 1,549
  100 Records found
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