Who owns iShares Lehman MBS Bond Fund?

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Analyze quarterly positions in iShares Lehman MBS Bond Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Lehman MBS Bond Fund stock

Who bought or sold iShares Lehman MBS Bond Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 75M $7.1B 14% Dec 2023
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Jpmorgan Chase & Co 30M $2.8B 11% Dec 2023
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Envestnet Asset Management 22M $2.0B -27% Sep 2023
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LPL Financial 17M $1.5B 0% Sep 2023
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Ameriprise Financial 13M $1.2B 10% Sep 2023
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Morgan Stanley 7.8M $696M -6% Sep 2023
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BlackRock 6.5M $581M -1% Sep 2023
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Charles Schwab Investment Advisory 5.5M $514M 25% Dec 2023
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State of Tennessee, Treasury Department 5.4M $475M 124% Sep 2023
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Tiaa Trust, National Association 4.2M $393M -1% Dec 2023
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Bank of New York Mellon 3.5M $333M -2% Dec 2023
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Branch Banking & Trust Company 3.2M $301M 0% Dec 2023
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Stifel Financial 3.0M $285M -3% Dec 2023
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Wells Fargo & Company 3.0M $284M -3% Dec 2023
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Richard Bernstein Advisors 2.8M $250M -5% Sep 2023
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Envestnet Portfolio Solutions 2.6M $247M 100% Dec 2023
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Hanson McClain Advisors 2.6M $247M 0% Dec 2023
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CWM 2.3M $219M -10% Dec 2023
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Adviser Investments 2.2M $210M 25% Dec 2023
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Royal Bank of Canada 2.2M $204M -6% Dec 2023
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Us Bancorp 2.1M $194M 38% Dec 2023
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Goldman Sachs Group 2.0M $187M 259% Dec 2023
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Advisor Group Holdings 2.0M $188M -33% Dec 2023
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FMR 1.9M $167M 0% Sep 2023
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Sei Investments 1.8M $164M 8% Sep 2023
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UBS Group 1.7M $164M 8% Dec 2023
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Midland Wealth Advisors 1.6M $152M 100% Dec 2023
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United Capital Financial Advisers 1.5M $146M 22% Dec 2023
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Quotient Wealth Partners 1.5M $139M 100% Dec 2023
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Bridgewater Associates 1.5M $137M -2% Dec 2023
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Ronald Blue Trust 1.4M $128M 0% Dec 2023
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Park Avenue Securities 1.3M $124M -1% Dec 2023
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Janney Montgomery Scott 1.3M $124M 0% Dec 2023
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Jane Street 1.3M $124M 657% Dec 2023
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Hancock Bank Trust Department 1.3M $118M -6% Dec 2023
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Mml Investors Services 1.2M $102M -14% Sep 2023
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Resources Investment Advisors 1.1M $97M 13% Sep 2023
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Municipal Employees' Retirement System of Michigan 1.1M $102M 0% Dec 2023
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Sumitomo Mitsui Trust Holdings 1.1M $101M 78% Dec 2023
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Diam 1.0M $96M -7% Dec 2023
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Bank Of Montreal 967k $102M 0% Dec 2023
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Connectus Wealth 938k $83M -4% Sep 2023
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Money Design 903k $85M -3% Dec 2023
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Cetera Investment Advisers 889k $79M -15% Sep 2023
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Commonwealth Equity Services 724k $68M 4% Dec 2023
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Miracle Mile Advisors 672k $63M 37% Dec 2023
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Evoke Wealth 639k $60M -8% Dec 2023
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Sensible Financial Planning & Management 608k $57M -3% Dec 2023
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Alliancebernstein 603k $57M 9% Dec 2023
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Johnson Financial Group 567k $53M 844% Dec 2023
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Streettalk Advisors 564k $53M 10% Dec 2023
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State Treasurer State Of Michigan 541k $51M 0% Dec 2023
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Mirae Asset Global Investments 540k $51M 8% Dec 2023
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Haverford Trust Company 538k $51M 3% Dec 2023
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Raymond James Financial Services Advisors 509k $48M 58% Dec 2023
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Franklin Resources 504k $47M 93% Dec 2023
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Korea Investment Corporation 500k $44M 0% Sep 2023
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Rockland Trust 491k $46M 3% Dec 2023
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Mitsubishi UFJ Asset Management 476k $45M 100% Dec 2023
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Fisher Investments 444k $42M 3% Dec 2023
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Willis Johnson & Associates 440k $41M -19% Dec 2023
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Financial Network Investment Corporation 426k $38M -17% Sep 2023
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CI Private Wealth 426k $40M -40% Dec 2023
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Capital Investment Advisors 426k $40M -4% Dec 2023
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Raymond James & Associates 423k $40M -17% Dec 2023
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SkyView Investment Advisors 421k $40M 1903% Dec 2023
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CIBC Global Asset Management 417k $37M 2% Sep 2023
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Allianz Asset Management 410k $39M 0% Dec 2023
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Conning 388k $37M 0% Dec 2023
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Pnc Financial Services 386k $36M 4% Dec 2023
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Assetmark 383k $36M -56% Dec 2023
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Kb Financial Partners 368k $33M 0% Sep 2023
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Multi-Financial Securities 367k $33M -4% Sep 2023
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Capital Advisors 357k $34M 100% Dec 2023
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Sumitomo Mitsui Financial 347k $33M 6% Dec 2023
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Financial Gravity Wealth 346k $3.5B 0% Dec 2023
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Mill Creek Capital Advisors 339k $30M 9% Sep 2023
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Zurich Insurance Group Ltd/FI 338k $32M 0% Dec 2023
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Creative Planning 333k $31M 5% Dec 2023
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Citadel Advisors 327k $31M -38% Dec 2023
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Mitsubishi UFJ Trust & Banking Corp 323k $30M 0% Dec 2023
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JB Capital 317k $30M -2% Dec 2023
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Atria Wealth Solutions 313k $29M 1% Dec 2023
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Manning & Napier Group 313k $29M 49% Dec 2023
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Wealthsource Partners 310k $29M -5% Dec 2023
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Point72 Asset Management 301k $28M 100% Dec 2023
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AE Wealth Management 287k $27M 13% Dec 2023
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Thrivent Financial for Lutherans 283k $25M 38% Sep 2023
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Allspring Global Investments Holdings 278k $26M 1% Dec 2023
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D. J. St. Germain 278k $26M -23% Dec 2023
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Susquehanna International 261k $23M 27% Sep 2023
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Horizon Investments 259k $24M -29% Dec 2023
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Foundations Investment Advisors 255k $24M -3% Dec 2023
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Cambridge Investment Research Advisors 247k $23M -6% Dec 2023
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Millennium Management 244k $23M 100% Dec 2023
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Galvin, Gaustad & Stein 243k $23M -6% Dec 2023
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Rockefeller Capital Management 240k $23M -7% Dec 2023
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Parnassus Investments 233k $22M 55% Dec 2023
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Change Path 231k $22M -5% Dec 2023
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Proequities 230k $22B 0% Dec 2023
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Arvest Investments 230k $22M 100% Dec 2023
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Tortoise Investment Management 230k $22M -25% Dec 2023
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FDx Advisors 228k $20M -1% Sep 2023
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Sage Advisory Services 225k $21M -4% Dec 2023
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Bsc Private Wealth Management 223k $21M -39% Dec 2023
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Horst & Graben Wealth Management 222k $21M -5% Dec 2023
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Ubs Global Asset Management Americas 220k $21M 21% Dec 2023
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Brookstone Capital Management 219k $21M 8% Dec 2023
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Acorns Advisers 214k $19M 6% Sep 2023
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PointState Capital 213k $20M 100% Dec 2023
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Kuntz Lesher Capital 210k $20M -10% Dec 2023
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Pathstone Family Office 208k $19M 33% Sep 2023
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Pathstone Holdings 206k $19M 100% Dec 2023
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Goss Wealth Management 200k $18M -11% Sep 2023
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West Coast Financial 199k $19M 14% Dec 2023
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Keybank National Association 197k $18M -11% Sep 2023
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Eagle Ridge Investment Management 196k $18M -2% Dec 2023
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Atria Investments 193k $18M -11% Dec 2023
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Integrated Wealth Concepts 191k $17M -8% Sep 2023
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Bangor Savings Bank 186k $18M 5% Dec 2023
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Vestmark Advisory Solutions 181k $17M 0% Dec 2023
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Kingsview Wealth Management 178k $17M 21% Dec 2023
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Modera Wealth Management 172k $16M 67% Dec 2023
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Prudential Financial 171k $15M -19% Sep 2023
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Meridian Wealth Partners 166k $15M 10% Sep 2023
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High Falls Advisors 166k $16M 1% Dec 2023
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Mariner Wealth Advisors 162k $15M 100% Dec 2023
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CFG Asset Management 161k $15M 4% Dec 2023
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TCW Group 158k $15M -2% Dec 2023
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Natixis Asset Management Advisors 157k $15M 100% Dec 2023
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Sharkey, Howes & Javer 157k $15M 6% Dec 2023
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Prime Capital Investment Advisors 156k $15M 196% Dec 2023
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Private Advisor 156k $15M -62% Dec 2023
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Kestra Advisory Services 155k $15M 10% Dec 2023
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Banque Cantonale Vaudoise 153k $14M 140% Dec 2023
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Park Avenue Institutional Advisers 152k $14M 16% Dec 2023
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Nottingham Advisors 150k $12M 100% Dec 2023
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Perigon Wealth Management 145k $14M 4% Dec 2023
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LWS Wealth Advisors 143k $14M 1% Dec 2023
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Global Retirement Partners 142k $13M 4% Dec 2023
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Retirement Capital Strategies 142k $13M 100% Dec 2023
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Advocacy Wealth Management Services 140k $13M 100% Dec 2023
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Motley Fool Wealth Management 139k $13M 2% Dec 2023
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Boltwood Capital Management 138k $13M 0% Dec 2023
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Icon Wealth Advisors 137k $13M 100% Dec 2023
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Icon Wealth Partners 137k $12M -20% Sep 2023
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Leuthold Weeden Capital Management 135k $13M 577% Dec 2023
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McKinley Carter Wealth Services 133k $13M 1% Dec 2023
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Lineweaver Wealth Advisors 132k $12M 5% Dec 2023
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Chiron Investment Management 132k $12M 100% Dec 2023
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Betterment 130k $12M -16% Dec 2023
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Lazard Asset Management 130k $12M -12% Dec 2023
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CI Investments 116k $11M -47% Dec 2023
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Comerica Securities 109k $9.7M -27% Sep 2023
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Geneos Wealth Management 108k $10M -41% Dec 2023
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Snider Financial Group 106k $9.9M -36% Dec 2023
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Community Trust & Investment 96k $9.1M -52% Dec 2023
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HighTower Advisors 95k $8.9M -28% Dec 2023
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Checchi Capital Advisers 95k $8.9M -30% Dec 2023
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HPM Partners 53k $5.0M -69% Dec 2023
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Bessemer 43k $4.1M -96% Dec 2023
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Northwestern Mutual Wealth Management Company 40k $3.5M -86% Sep 2023
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Market Street Wealth Management Advisors 23k $2.2M -84% Dec 2023
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Syon Capital 21k $2.0M -85% Dec 2023
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Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Centiva Capital Sep 2023 1.9M $170M
Two Sigma Investments Sep 2023 500k $44M
CFS Investment Advisory Services Jun 2023 172k $16M