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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CULLEN FROST BANKERS INC 1001 *Closed 2023-12-31 0 $0 -21
   CWA Asset Management Group LLC 417 *Closed 2023-12-31 0 $0 -2,349
   SageView Advisory Group LLC 635 *Closed 2023-12-31 0 $0 -4,056
   TOMPKINS FINANCIAL CORP 620 *Closed 2024-03-31 0 $0 -27
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1531 *Closed 2024-03-31 0 $0 -157,300
   FFG RETIREMENT ADVISORS LLC 44 *Closed 2023-12-31 0 $0 -79,139
   WILEY BROS.-AINTREE CAPITAL LLC 498 *Closed 2024-03-31 0 $0 -2,311
   Chicago Partners Investment Group LLC 745 *Closed 2024-03-31 0 $0 -2,281
   Solstein Capital LLC 314 *Closed 2024-03-31 0 $0 -2,571
   Keystone Financial Group 309 *Closed 2023-12-31 0 $0 -2,458
   Strengthening Families & Communities LLC 276 *Closed 2023-12-31 0 $0 -596
   Claraphi Advisory Network LLC 174 *Closed 2022-12-31 0 $0 -5,150
   Vident Investment Advisory LLC 262 *Closed 2023-09-30 0 $0 -2,451
   SIMPLEX TRADING LLC 2565 *Closed 2024-03-31 0 $0 -64,585
   ANGELES WEALTH MANAGEMENT LLC 261 *Closed 2023-12-31 0 $0 -544
   Mendel Money Management 131 *Closed 2024-03-31 0 $0 -3,745
   Arlington Trust Co LLC 679 *Closed 2024-03-31 0 $0 -249
   BAKER AVENUE ASSET MANAGEMENT, LP 853 *Closed 2023-12-31 0 $0 -22,601
   Empower Advisory Group LLC 503 *Closed 2024-03-31 0 $0 -2,267
   CARDIFF PARK ADVISORS LLC 331 *Closed 2023-12-31 0 $0 -500
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 192 *Closed 2023-12-31 0 $0 -22,071
   Coury Firm Asset Management LLC 52 *Closed 2023-09-30 0 $0 -14,304
   Kure Advisory LLC 111 *Closed 2023-12-31 0 $0 -3,427
   HHM Wealth Advisors LLC 757 *Closed 2023-12-31 0 $0 -301
   Stonebridge Capital Advisors LLC 574 *Closed 2023-12-31 0 $0 -257
   Garden State Investment Advisory Services LLC 216 *Closed 2023-12-31 0 $0 -2,272
   Cooksen Wealth LLC 56 *Closed 2024-03-31 0 $0 -98
   Fragasso Group Inc. 259 *Closed 2024-03-31 0 $0 -2,651
   Williams Financial LLC 28 *Closed 2024-03-31 0 $0 -72,794
   Fortitude Family Office LLC 1059 *Closed 2024-03-31 0 $0 -567
   Allen Capital Group LLC 207 *Closed 2024-03-31 0 $0 -30,828
   Headlands Technologies LLC 1099 *Closed 2023-12-31 0 $0 -34
   Seed Wealth Management Inc. 155 *Closed 2024-03-31 0 $0 -6,645
   NORTHERN TRUST CORP 4532 *Closed 2023-12-31 0 $0 -16,433
   EQ LLC 46 *Closed 2023-12-31 0 $0 -3,080
   Alpha Cubed Investments LLC 318 *Closed 2024-03-31 0 $0 -3,949
   PATRON PARTNERS ADVISORS LLC 164 *Closed 2023-12-31 0 $0 -8,769
   Hibernia Wealth Partners LLC 268 *Closed 2023-12-31 0 $0 -53
   TRUST POINT INC. 542 *Closed 2024-03-31 0 $0 -20,507
   PORTLAND GLOBAL ADVISORS LLC 134 *Closed 2023-12-31 0 $0 -92,887
   Proquility Private Wealth Partners LLC 94 *Closed 2023-12-31 0 $0 -54,169
   Visionary Wealth Advisors 481 *Closed 2023-12-31 0 $0 -25,151
   Blue Edge Capital LLC 104 *Closed 2023-12-31 0 $0 -74,334
   Bremer Bank National Association 191 *Closed 2024-03-31 0 $0 -15,681
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -30
   Onyx Bridge Wealth Group LLC 264 *Closed 2023-12-31 0 $0 -3,123
   ATTICUS WEALTH MANAGEMENT LLC 575 *Closed 2024-03-31 0 $0 -80
   TrinityPoint Wealth LLC 299 *Closed 2023-12-31 0 $0 -6,962
   Centiva Capital LP 1661 *Closed 2023-12-31 0 $0 -88,000
   Moisand Fitzgerald Tamayo LLC 632 *Closed 2024-03-31 0 $0 -358
   Register Financial Advisors LLC 750 *Closed 2024-03-31 0 $0 -267
   Cutler Group LP 1482 *Closed 2024-03-31 0 $0 -33
   BKM Wealth Management LLC 571 *Closed 2024-03-31 0 $0 -7
   Beaumont Capital Management LLC 50 *Closed 2023-12-31 0 $0 -4,451
   GUIDANCE CAPITAL INC 207 *Closed 2024-03-31 0 $0 -25,660
   Savior LLC 89 *Closed 2023-12-31 0 $0 -120
   TWO SIGMA INVESTMENTS LLC 3291 *Closed 2023-12-31 0 $0 -500,000
   MACKAY SHIELDS LLC 50 *Closed 2023-12-31 0 $0 -9,050
   Ellis Investment Partners LLC 238 *Closed 2024-03-31 0 $0 -2,899
   HANSON INVESTMENT MANAGEMENT 520 *Closed 2024-03-31 0 $0 -49
   Schonfeld Strategic Advisors LLC 2120 *Closed 2023-12-31 0 $0 -60,705
   KARLINSKI ANDREW C 187 *Closed 2022-12-31 0 $0 -857
   VERITABLE LP 885 *Closed 2023-09-30 0 $0 -4,100
   Halpern Financial Inc. 252 *Closed 2024-03-31 0 $0 -6
   ACIMA PRIVATE WEALTH LLC 252 *Closed 2023-12-31 0 $0 -39,541
   SCHRODER INVESTMENT MANAGEMENT GROUP 1208 *Closed 2023-12-31 0 $0 -8,163
  66 Records found
  1    
  Page 1 of 1
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