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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
   Japan Science & Technology Agency 3 - 2023-12-31 13,806,450 $1,527,822,000 0
   STATE TREASURER STATE OF MICHIGAN 11 - 2024-03-31 2,172,400 $236,618,000 0
   Elliott Investment Management L.P. 9 - 2023-12-31 1,975,000 $218,554,000 0
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 1,578,140 $174,637,000 0
   Allspring Global Investments Holdings LLC 163 - 2024-03-31 865,235 $94,241,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 94 - 2023-12-31 550,000 $60,863,000 0
   NUVEEN ASSET MANAGEMENT, LLC 595 - 2023-12-31 462,157 $51,142,000 0
   CONNING ASSET MANAGEMENT CO. 3 - 2024-03-31 416,358 $45,350,000 0
   BANK OF KOREA - 2023-12-31 396,053 $43,827,000 0
   TORONTO DOMINION BANK 238 - 2023-12-31 300,000 $33,198,000 0
   PETRUS TRUST COMPANY, LTA 19 - 2023-12-31 228,689 $25,307,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 131 - 2024-03-31 184,023 $20,364,000 0
   CI INVESTMENTS INC 171 - 2023-12-31 171,346 $18,961,000 0
   AMERICAN INTERNATIONAL GROUP INC 220 - 2023-12-31 126,800 $14,032,000 0
   SHELTER MUTUAL INSURANCE CO 9 - 2023-12-31 95,196 $10,534,000 0
   UG Investment Advisers Ltd. 8 - 2024-03-31 66,820 $7,278,000 0
   AOZORA BANK, LTD. 3 - 2023-12-31 60,000 $6,640,000 0
   ANCHOR CAPITAL ADVISORS INC 105 - 2023-12-31 49,566 $5,485,000 0
   Partners Value Investments LP 9 - 2023-12-31 36,515 $4,041,000 0
   Pacific Wealth Management 11 - 2024-03-31 35,735 $3,954,000 0
   Providence First Trust Co 17 - 2023-12-31 27,837 $3,080,000 0
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 69 - 2023-12-31 25,000 $2,767,000 0
   Sunesis Advisors LLC 16 - 2024-03-31 19,683 $2,144,000 0
   Flagship Private Wealth LLC 22 - 2023-12-31 18,095 $2,002,000 0
   Ropes Wealth Advisors LLC 68 - 2023-09-30 19,125 $1,951,000 0
   Allie Family Office LLC 18 - 2023-12-31 13,025 $1,441,000 0
   Greenland Capital Management LP 106 - 2023-12-31 12,500 $1,383,000 0
   INVESCO LTD 2675 - 2023-12-31 12,108 $1,340,000 0
   Nationwide Asset Management LLC 3 - 2023-09-30 13,030 $1,332,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 47 - 2024-03-31 10,730 $1,169,000 0
   Sharper & Granite LLC 58 - 2024-03-31 9,365 $1,002,000 0
   Bellecapital International Ltd. 68 - 2024-03-31 9,173 $999,000 0
   Smallwood Wealth Investment Management LLC 26 - 2024-03-31 8,223 $896,000 0
   E Fund Management Co. Ltd. 101 - 2023-12-31 7,900 $874,000 0
   E Fund Management (Hong Kong) Co. Ltd. 20 - 2024-03-31 7,900 $860,000 0
   JTC Employer Solutions Trusteee Ltd 71 - 2024-03-31 6,076 $663,000 0
   Milestone Advisory Partners 35 - 2023-09-30 6,385 $651,000 0
   New England Professional Planning Group Inc. 13 - 2024-03-31 5,718 $623,000 0
   Independence Bank of Kentucky 132 - 2024-03-31 5,464 $595,000 0
   Summa Corp. 27 - 2024-03-31 5,450 $594,000 0
   ALESCO ADVISORS LLC 112 - 2023-12-31 5,300 $586,000 0
   Life Planning Partners Inc 42 - 2024-03-31 4,044 $440,000 0
   Planned Solutions Inc. 54 - 2024-03-31 3,942 $429,000 0
   IMS CAPITAL MANAGEMENT 96 - 2023-12-31 3,800 $421,000 0
   Exchange Bank 75 - 2024-03-31 3,722 $405,000 0
   GRAHAM CAPITAL MANAGEMENT LP 605 - 2023-12-31 3,600 $398,000 0
   SlateStone Wealth LLC 216 - 2024-03-31 3,608 $393,000 0
   HAVERFORD TRUST CO 305 - 2023-12-31 3,448 $382,000 0
   FIDUCIARY TRUST CO 525 - 2023-12-31 2,880 $319,000 0
   Jentner Corp 41 - 2023-12-31 2,500 $277,000 0
   SWS Partners 104 - 2023-12-31 2,406 $266,000 0
   KANAWHA CAPITAL MANAGEMENT LLC 184 - 2023-12-31 2,285 $253,000 0
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 175 - 2024-03-31 2,309 $251,000 0
   Red Spruce Capital LLC 84 - 2024-03-31 2,287 $249,000 0
   Nilsine Partners LLC 298 - 2024-03-31 2,275 $248,000 0
   YALE CAPITAL CORP 390 - 2023-12-31 2,205 $244,000 0
   WEDGEWOOD INVESTORS INC /PA/ 88 - 2023-12-31 2,086 $231,000 0
   PRIVATE WEALTH PARTNERS LLC 156 - 2023-12-31 2,000 $221,000 0
   BARTLETT & CO. LLC 453 - 2023-12-31 1,955 $217,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 453 - 2023-12-31 1,955 $217,000 0
   Key Financial Inc 214 - 2024-03-31 1,952 $216,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 693 - 2023-12-31 1,700 $187,000 0
   Sachetta LLC 158 - 2024-03-31 1,344 $149,000 0
   Hartland & Co. LLC 514 - 2023-12-31 1,214 $134,000 0
   KENFARB & CO. 117 - 2023-09-30 1,235 $126,000 0
   Spotlight Asset Group Inc. 91 - 2023-12-31 1,124 $115,000 0
   SANDY SPRING BANK - 2023-12-31 1,002 $111,000 0
   WEBSTER BANK 264 - 2024-03-31 967 $105,000 0
   Glass Jacobson Investment Advisors llc 281 - 2024-03-31 872 $95,000 0
   Salomon & Ludwin LLC 230 - 2023-12-31 901 $92,000 0
   TCTC HOLDINGS, LLC 250 - 2023-12-31 813 $90,000 0
   Ambassador Advisors LLC 181 - 2023-12-31 820 $89,000 0
   ARMSTRONG ADVISORY GROUP INC 269 - 2024-03-31 805 $89,000 0
   Register Financial Advisors LLC 289 - 2024-03-31 775 $84,000 0
   ADIRONDACK TRUST CO 195 - 2024-03-31 714 $78,000 0
   BARRETT & COMPANY INC. 231 - 2024-03-31 655 $71,000 0
   UNION SAVINGS BANK 198 - 2023-12-31 630 $70,000 0
   PrairieView Partners LLC 161 - 2024-03-31 642 $70,000 0
   NWK Group Inc. 53 - 2023-12-31 560 $62,000 0
   Blume Capital Management Inc. 160 - 2023-12-31 550 $61,000 0
   Security National Bank 182 - 2024-03-31 560 $61,000 0
   JFS WEALTH ADVISORS, LLC 376 - 2023-12-31 542 $60,000 0
   Mechanics Financial Corp 146 - 2023-12-31 531 $59,000 0
   Financial Gravity Wealth Inc. 312 - 2023-12-31 573 $57,000 0
   Activest Wealth Management 106 - 2024-03-31 527 $57,000 0
   WEST PACES ADVISORS INC. 220 - 2024-03-31 500 $54,000 0
   Northwest Capital Management Inc 218 - 2024-03-31 470 $51,000 0
   Signature Resources Capital Management LLC 100 - 2024-03-31 368 $41,000 0
   Efficient Wealth Management LLC 174 - 2024-03-31 354 $39,000 0
   OLD SECOND NATIONAL BANK OF AURORA 215 - 2023-12-31 349 $39,000 0
   Gould Capital LLC 98 - 2023-12-31 347 $38,000 0
   Beaird Harris Wealth Management LLC 207 - 2023-12-31 336 $37,000 0
   Citizens National Bank Trust Department 229 - 2023-12-31 286 $32,000 0
   Lumature Wealth Partners LLC 245 - 2023-06-30 292 $32,000 0
   GODSEY & GIBB ASSOCIATES 198 - 2024-03-31 271 $30,000 0
   MONTAG A & ASSOCIATES INC 648 - 2023-12-31 275 $30,000 0
   CAMBRIDGE TRUST CO 467 - 2023-12-31 270 $30,000 0
   Pacific Center for Financial Services 201 - 2023-12-31 265 $29,000 0
   TD CAPITAL MANAGEMENT LLC 223 - 2023-12-31 240 $27,000 0
   Matrix Trust Co 64 - 2023-12-31 223 $25,000 0

  100 Records found
  1    
  Page 1 of 1
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