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Get Institutions for : 
iShares Barclays MBS Bond (MBB)  
$90.67 0.51 (0.57%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 809    25
Total shares held : 
 282,067,833  
% of shares held : 
 31.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   69  
Amount of shares held : 
 7,829,875  
% of shares held change : 
   0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $87.60  
Last Quarter's Ending Price : 
 $94.08  
Last Quarter's Average Price : 
 $89.68  
Change from last quarter's     
avg. price to the last closing  : 
0.99 (1.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
91
 2,733,206
 0.97%
 
Increased Positions :
321
 24,745,963
 8.77%
 
Unchanged Positions :
120
 8,388,574
 2.97%
 
Decreased Positions :
277
-18,272,967
-6.48%
 
Closed Positions :
66
-1,376,327
-0.49%
 
Guru Positions :
1
444,210
 0.16%
 
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
   ENVESTNET ASSET MANAGEMENT INC 14 - 2023-12-31 21,347,964 $2,008,416,000 -814,274
   MORGAN STANLEY 300 - 2023-12-31 7,063,172 $664,503,000 -773,359
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 4,167,402 $392,528,000 -48,849
   BANK OF NEW YORK MELLON CORP 278 - 2024-03-31 3,437,850 $317,726,000 -99,206
   BB&T CORP 44 - 2023-12-31 3,201,188 $301,168,000 -3,146
   STIFEL FINANCIAL CORP 72 - 2023-12-31 3,024,264 $284,523,000 -96,782
   WELLS FARGO & CO/MN 221 - 2023-12-31 3,021,758 $284,287,000 -96,243
   State of Tennessee Treasury Department 14 - 2023-12-31 2,944,478 $277,016,000 -2,408,818
   BLACKROCK INC. 1511 - 2023-12-31 2,599,478 $244,559,000 -3,947,197
   CWM LLC 17 - 2024-03-31 2,321,736 $214,575,000 -6,304
   ROYAL BANK OF CANADA 308 - 2023-12-31 2,172,309 $204,372,000 -128,256
   Advisor Group Holdings Inc. 55 - 2023-12-31 1,991,501 $187,491,000 -991,447
   BRIDGEWATER ASSOCIATES INC 25 - 2023-12-31 1,451,800 $136,585,000 -29,500
   HANCOCK HOLDING CO 3 - 2023-12-31 1,258,998 $118,447,000 -86,519
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 301 - 2024-03-31 1,073,501 $99,213,000 -3,049
   Municipal Employees Retirement System of Michigan 21 - 2024-03-31 1,066,311 $98,548,000 -16,068
   DIAM CO. LTD 49 - 2024-03-31 1,009,546 $93,302,000 -7,597
   Cetera Investment Advisers 30 - 2023-12-31 736,726 $69,311,000 -152,216
   COMMONWEALTH EQUITY SERVICES LLC. 183 - 2024-03-31 675,712 $62,449,000 -47,797
   EVOKE WEALTH LLC 17 - 2023-12-31 638,533 $60,073,000 -56,965
   Sensible Financial Planning & Management LLC. 4 - 2023-12-31 607,790 $57,181,000 -17,241
   Connectus Wealth LLC 17 - 2023-12-31 548,677 $51,657,000 -388,850
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 198 - 2024-03-31 504,771 $46,651,000 -34,851
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 270 - 2024-03-31 497,232 $45,954,000 -11,498
   CI Private Wealth LLC 257 - 2023-12-31 425,506 $40,032,000 -283,175
   CIBC GLOBAL ASSET MANAGEMENT INC 110 - 2023-12-31 415,107 $39,053,000 -1,727
   Capital Investment Advisors LLC 29 - 2024-03-31 413,916 $38,254,000 -11,546
   FINANCIAL NETWORK 97 - 2023-12-31 402,615 $37,878,000 -22,942
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 152 - 2023-12-31 383,214 $36,053,000 -486,266
   CAPITAL ADVISORS INC/OK 56 - 2024-03-31 349,208 $32,274,000 -8,096
   WEALTHSOURCE PARTNERS LLC 9 - 2023-12-31 309,641 $29,131,000 -15,594
   HORIZON INVESTMENTS, LLC/SC 21 - 2023-12-31 259,060 $24,295,000 -106,940
   Foundations Investment Advisors LLC 34 - 2023-12-31 255,358 $23,991,000 -7,392
   Rockefeller Capital Management L.P. 266 - 2023-12-31 240,346 $22,612,000 -19,275
   Galvin Gaustad & Stein LLC 17 - 2024-03-31 237,949 $21,991,000 -5,180
   Change Path LLC 10 - 2023-12-31 230,987 $21,731,000 -12,111
   Tortoise Investment Management LLC 4 - 2023-12-31 229,761 $21,616,000 -76,547
   BSC PRIVATE WEALTH MANAGEMENT LLC 11 - 2023-12-31 222,679 $20,950,000 -144,778
   Brookstone Capital Management 64 - 2024-03-31 215,417 $19,909,000 -3,773
   Kuntz Lesher Capital LLC - 2023-12-31 210,350 $19,790,000 -23,958
   FDX ADVISORS, INC. - 2024-03-31 201,035 $18,580,000 -7,382
   ATRIA INVESTMENTS LLC 76 - 2023-12-31 193,018 $18,159,000 -22,862
   Vestmark Advisory Solutions Inc. 20 - 2023-12-31 180,541 $16,985,000 -137
   TCW GROUP INC 115 - 2023-12-31 157,492 $14,817,000 -2,453
   Private Advisor Group LLC - 2024-03-31 151,354 $13,988,000 -4,931
   Perigon Wealth Management LLC - 2024-03-31 142,901 $13,207,000 -1,758
   Global Retirement Partners LLC 41 - 2024-03-31 135,986 $12,568,000 -6,381
   Betterment LLC 63 - 2023-12-31 130,216 $12,251,000 -25,274
   Icon Wealth Partners LLC 13 - 2023-09-30 136,726 $12,141,000 -34,376
   Tandem Wealth Advisors LLC 4 - 2023-12-31 128,115 $12,053,000 -2,871
   CI INVESTMENTS INC 207 - 2023-12-31 116,207 $10,933,000 -103,176
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 108,403 $10,019,000 -3,068
   COMERICA SECURITIESINC. 26 - 2023-09-30 109,160 $9,693,000 -39,492
   AMERIVEST INVESTMENT MANAGEMENT LLC 72 - 2023-06-30 98,909 $9,225,000 -6,717
   COMMUNITY TRUST & INVESTMENT CO 50 - 2023-12-31 96,207 $9,051,000 -103,217
   HIGHTOWER ADVISORS, LLC 725 - 2023-12-31 94,874 $8,920,000 -37,694
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2053 - 2023-12-31 93,743 $8,819,000 -6,940
   Geneos Wealth Management Inc. - 2024-03-31 85,808 $7,930,000 -22,115
   MDAM ASSET MANAGEMENT CO., LTD. 83 - 2023-12-31 83,449 $7,851,000 -3,360
   Stone House Investment Management LLC 10 - 2023-12-31 83,147 $7,823,000 -1,543
   PAX Financial Group LLC 11 - 2023-12-31 84,322 $7,778,000 -10,123
   MCKINLEY CARTER WEALTH SERVICES, INC. 51 - 2024-03-31 79,804 $7,375,000 -52,801
   Cornerstone Management Inc. 10 - 2023-12-31 78,183 $7,355,000 -1,201
   HARVEST GROUP WEALTH MANAGEMENT LLC 9 - 2023-03-31 76,901 $7,285,000 -20,542
   MATHER GROUP, INC. 72 - 2024-03-31 77,169 $7,260,000 -741
   M&T BANK CORP 362 - 2023-12-31 73,820 $6,945,000 -12,746
   Voya Financial Advisors Inc. 13 - 2023-12-31 73,092 $6,884,000 -129
   Optas LLC 15 - 2024-03-31 71,046 $6,566,000 -229
   Grubman Wealth Management 17 - 2024-03-31 70,943 $6,557,000 -1,211
   NATIONAL ASSET MANAGEMENT, INC. 126 - 2023-12-31 69,470 $6,536,000 -23,563
   LVW Advisors LLC 13 - 2024-03-31 70,195 $6,487,000 -39
   Snider Financial Group - 2024-03-31 68,761 $6,355,000 -36,962
   DUBUQUE BANK & TRUST CO 34 - 2023-09-30 71,205 $6,323,000 -323
   CAPTRUST FINANCIAL ADVISORS 486 - 2023-12-31 65,120 $6,127,000 -40,327
   Baird Financial Group Inc. 615 - 2023-12-31 62,057 $5,838,000 -20,172
   Keystone Financial Services 8 - 2023-12-31 60,793 $5,719,000 -1,547
   LIBERTY WEALTH MANAGEMENT LLC 26 - 2024-03-31 58,200 $5,367,000 -16,642
   ALLSTATE CORP 27 - 2023-12-31 56,155 $5,283,000 -35,000
   Scarborough Advisors LLC 25 - 2023-12-31 53,650 $5,047,000 -428
   HPM Partners LLC - 2023-12-31 53,069 $4,993,000 -120,389
   STANSBERRY ASSET MANAGEMENT LLC 38 - 2023-12-31 52,473 $4,937,000 -3,469
   West Wealth Group LLC 13 - 2023-12-31 51,378 $4,834,000 -529
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH - 2024-03-31 52,275 $4,831,000 -11,365
   Fort Point Capital Partners LLC 30 - 2023-12-31 50,871 $4,786,000 -32,172
   MERCER GLOBAL ADVISORS INC /ADV 487 - 2023-12-31 50,247 $4,727,000 -5,513
   SWMG LLC 9 - 2023-12-31 49,465 $4,654,000 -1,266
   Essential Planning LLC. 11 - 2023-12-31 49,060 $4,616,000 -2,093
   COMERICA BANK 735 - 2023-12-31 48,669 $4,579,000 -16,764
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 47,582 $4,398,000 -1,403
   RSM US WEALTH MANAGEMENT LLC 112 - 2024-03-31 47,380 $4,379,000 -12,430
   Jenkins Wealth 10 - 2022-12-31 44,998 $4,174,000 -7,024
   ADVISORY SERVICES NETWORK, LLC 227 - 2023-12-31 43,962 $4,136,000 -14,989
   BESSEMER GROUP INC 391 - 2023-12-31 43,254 $4,069,000 -979,736
   Ascent Group LLC 63 - 2023-12-31 40,903 $3,770,000 -2,777
   RFG Advisory Group LLC 132 - 2024-03-31 40,730 $3,764,000 -663
   Integrated Advisors Network LLC 149 - 2023-12-31 35,880 $3,376,000 -2,029
   Israel Discount Bank of New York 9 - 2023-12-31 33,241 $3,127,000 -2,048
   Apollon Wealth Management LLC - 2024-03-31 32,748 $3,027,000 -3,935
   PRIVATE TRUST CO NA 61 - 2024-03-31 32,084 $2,965,000 -3,503
   HARBOUR INVESTMENTS INC. 162 - 2023-12-31 30,657 $2,884,000 -4,392
  100 Records found
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