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
Jpmorgan Chase & Co 52M $4.9B 100% Sep 2025
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LPL Financial 28M $2.7B 4% Dec 2025
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Envestnet Asset Management 26M $2.5B -5% Dec 2025
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Tiaa Trust, National Association 26M $2.5B 3% Dec 2025
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Ameriprise Financial 15M $1.4B 3% Dec 2025
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Barclays 4.4M $418M 100% Dec 2025
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Branch Banking & Trust Company 3.9M $375M 9% Dec 2025
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Renaissancere Holdings 3.9M $367M 0% Dec 2025
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Stifel Financial 3.7M $352M 4% Dec 2025
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Hanson McClain Advisors 3.3M $313M 3% Dec 2025
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Pnc Financial Services 3.0M $286M 4% Dec 2025
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Midland Wealth Advisors 2.8M $263M 4% Dec 2025
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Wells Fargo & Company 2.7M $259M 7% Dec 2025
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State of Tennessee, Treasury Department 2.5M $238M 6% Dec 2025
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BlackRock 2.3M $214M -5% Dec 2025
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Bank of New York Mellon 2.1M $201M 4% Dec 2025
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Sei Investments 2.1M $199M -4% Dec 2025
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Envestnet Portfolio Solutions 2.0M $191M 6% Dec 2025
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Cetera Investment Advisers 2.0M $189M -2% Dec 2025
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UBS Group 1.9M $184M 9% Dec 2025
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CWM 1.9M $182M 0% Dec 2025
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Miracle Mile Advisors 1.8M $171M 1% Dec 2025
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Royal Bank of Canada 1.8M $170M -38% Sep 2025
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Mml Investors Services 1.7M $166M -6% Dec 2025
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Resources Investment Advisors 1.6M $156M 3% Dec 2025
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Mirae Asset Global Investments 1.5M $147M 12% Dec 2025
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Bessemer 1.5M $141M 7% Dec 2025
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Dynasty Wealth Management 1.5M $139M -12% Dec 2025
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Ubs Global Asset Management Americas 1.4M $137M 116% Dec 2025
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Raymond James Financial 1.4M $135M 6% Dec 2025
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Bridgewater Associates 1.4M $131M 1% Dec 2025
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Quotient Wealth Partners 1.4M $131M -13% Dec 2025
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Janney Montgomery Scott 1.3M $128M 3% Dec 2025
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Park Avenue Securities 1.3M $126M -2% Dec 2025
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Ronald Blue Trust 1.3M $124M 2% Dec 2025
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United Capital Financial Advisers 1.3M $124M 2% Sep 2025
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Merit Financial Group 1.3M $121M 7% Dec 2025
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Hancock Bank Trust Department 1.1M $109M -1% Dec 2025
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CliftonLarsonAllen Wealth Advisors 1.1M $101M 5% Dec 2025
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Fisher Investments 1.1M $101M -95% Dec 2025
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Diam 1.0M $97M -3% Dec 2025
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Bnp Paribas Investment Partners 933k $89M -4% Dec 2025
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 903k $86M 5% Dec 2025
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Beacon Pointe Advisors 851k $81M 1600% Dec 2025
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Evoke Wealth 837k $80M 14% Dec 2025
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Sensible Financial Planning & Management 796k $76M 8% Sep 2025
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Goss Wealth Management 766k $73M 9% Dec 2025
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Mill Creek Capital Advisors 747k $71M 7% Dec 2025
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Streettalk Advisors 743k $71M 5% Dec 2025
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Allianz Asset Management 708k $67M 7% Dec 2025
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Exchange Traded Concepts 688k $66M 17% Dec 2025
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Alliancebernstein 688k $66M 2% Sep 2025
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Nottingham Advisors 680k $65M 9% Dec 2025
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Commonwealth Equity Services 676k $64M 1% Dec 2025
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CIBC Global Asset Management 650k $62M -2% Dec 2025
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Kovitz Investment Group Partners 647k $62M 0% Dec 2025
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Sumitomo Mitsui Trust Holdings 639k $61M 4% Dec 2025
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Willis Johnson & Associates 605k $58M -4% Dec 2025
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State Treasurer State Of Michigan 600k $57M 0% Dec 2025
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Lutz Financial Services 598k $57M 11% Dec 2025
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Kestra Investment Management 594k $57M 8% Dec 2025
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Rockland Trust 591k $56M -1% Dec 2025
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Hilton Capital Management 577k $55M 1% Dec 2025
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AE Wealth Management 572k $55M 7% Dec 2025
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Stockman Asset Management 550k $52M 11% Dec 2025
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Oakmont Partners 546k $52M 50% Dec 2025
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Dymon Asia Capital 524k $50M 0% Dec 2025
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SkyView Investment Advisors 509k $48M 3% Dec 2025
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Us Bancorp 501k $48M 9% Dec 2025
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Korea Investment Corporation 500k $48M 0% Dec 2025
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Advisor Group Holdings 497k $47M -5% Dec 2025
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Ohio National Investments 496k $47M 0% Dec 2025
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NorthRock Partners 456k $43M 3185% Dec 2025
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Sumitomo Mitsui Financial 454k $43M 3% Dec 2025
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State of New Jersey Common Pension Fund D 450k $43M 0% Dec 2025
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Foundations Investment Advisors 450k $43M 6% Dec 2025
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Thrivent Financial for Lutherans 449k $43M -2% Dec 2025
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CI Private Wealth 386k $37M -16% Dec 2025
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Wright Fund Managment 424k $40M 2% Dec 2025
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Strategic Wealth Partners 418k $40M 5% Sep 2025
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Cambridge Investment Research Advisors 409k $39M 7% Dec 2025
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D. J. St. Germain 394k $38M 9% Dec 2025
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Conning 388k $37M 0% Dec 2025
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Bangor Savings Bank 379k $36M 10% Dec 2025
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FMR 354k $34M -4% Sep 2025
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Nan Fung Trinity 349k $33M 100% Dec 2025
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Parkside Investments 345k $33M 0% Dec 2025
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Confluence Investment Management 345k $33M -6% Dec 2025
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Zurich Insurance Group Ltd/FI 338k $32M 0% Dec 2025
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Franklin Resources 338k $32M 2% Dec 2025
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Baird Financial 337k $32M 7% Dec 2025
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Cabot Money Management 335k $32M 10% Dec 2025
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Goldman Sachs Group 334k $32M -17% Dec 2025
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JB Capital 319k $30M 3% Dec 2025
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Rockefeller Capital Management 316k $30M 4% Dec 2025
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Sanctuary Advisors 315k $30M 3% Dec 2025
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Bsc Private Wealth Management 311k $30M -3% Dec 2025
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Brookstone Capital Management 308k $29M 3% Dec 2025
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Mitsubishi UFJ Trust & Banking Corp 304k $29M 34% Dec 2025
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The Allstate Corporation 304k $29M -4% Dec 2025
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Capital Research and Management Company - Division 3 295k $28M 73% Dec 2025
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Modera Wealth Management 294k $28M 2% Dec 2025
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Northside Capital Management 292k $28M 13% Dec 2025
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Integrated Wealth Concepts 285k $27M -15% Dec 2025
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Principal Securities 280k $27M 21% Dec 2025
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Acorns Advisers 277k $26M 4% Dec 2025
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Meridian Wealth Partners 268k $26M 3% Dec 2025
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Integrity Alliance 265k $25M 5% Dec 2025
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Penserra Capital Management 265k $25M 100% Dec 2025
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Ascent Group 258k $25M 4% Dec 2025
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Atlantic Trust 254k $24M 7% Dec 2025
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Carnegie Capital Asset Management 253k $24M 1% Dec 2025
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Banque Cantonale Vaudoise 251k $24M 0% Dec 2025
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Kelman-Lazarov 244k $23M 8% Dec 2025
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Global Retirement Partners 242k $23M 23% Dec 2025
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Federated Investors 239k $23M -11% Dec 2025
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Private Advisor 237k $23M 4% Dec 2025
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Johnson Financial Group 234k $22M 5% Dec 2025
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HighTower Advisors 229k $22M 5% Dec 2025
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Jacobson & Schmitt Advisors 229k $22M 6% Dec 2025
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Horst & Graben Wealth Management 227k $22M 3% Dec 2025
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Arvest Investments 226k $22M 0% Dec 2025
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Manning & Napier Advisors 224k $21M -32% Dec 2025
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Galvin, Gaustad & Stein 223k $21M -8% Dec 2025
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Kingsview Wealth Management 223k $21M 6% Dec 2025
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Courier Capital Corp 218k $21M 9% Dec 2025
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Advocacy Wealth Management Services 218k $21M 3% Dec 2025
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Leavell Investment Management 217k $21M 7% Dec 2025
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Mariner Wealth Advisors 214k $20M 3% Dec 2025
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Wealth Enhancement Advisory Services 213k $20M 4% Dec 2025
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Vise Technologies 208k $20M 20% Dec 2025
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Kuntz Lesher Capital 205k $20M 2% Dec 2025
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CastleArk Management 204k $19M 4% Dec 2025
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TCW Group 198k $19M 24% Sep 2025
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Sharkey, Howes & Javer 197k $19M 5% Dec 2025
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Financial Engines Advisors L.L.C 196k $19M 23% Dec 2025
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Manhattan West Asset Management 196k $19M 32% Dec 2025
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MAI Wealth Advisors 195k $19M 0% Dec 2025
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Johns Hopkins University 193k $18M 0% Dec 2025
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Northern Trust 188k $18M -53% Dec 2025
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Lifeworks Advisors 188k $18M 4% Dec 2025
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CFS Investment Advisory Services 188k $18M 1% Dec 2025
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Hilltop Holdings 186k $18M 11% Dec 2025
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Huntington National Bank 183k $18M 5% Dec 2025
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HPM Partners 181k $17M -15% Dec 2025
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Keybank National Association 181k $17M 0% Dec 2025
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Tandem Wealth Advisors 176k $16M 13% Dec 2025
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Steel Peak Wealth Management 176k $17M 4% Dec 2025
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Atria Investments 174k $17M 5% Dec 2025
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Assetmark 164k $16M -11% Dec 2025
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Adviser Investments 162k $15M -11% Dec 2025
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Meteora Capital 147k $14M -61% Dec 2025
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AAFMAA Wealth Management & Trust 119k $11M -32% Dec 2025
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Avanda Investment Management Pte 113k $11M -54% Dec 2025
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Prudential Financial 14k $1.3M -99% Dec 2025
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Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
ARGI Investment Services Sep 2025 375k $36M