Who owns iShares Lehman MBS Bond Fund?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 74M $7.1B 1% Sep 2024
 View chart
Jpmorgan Chase & Co 35M $3.3B 19% Sep 2024
 View chart
Envestnet Asset Management 27M $2.6B 10% Sep 2024
 View chart
LPL Financial 19M $1.8B 6% Sep 2024
 View chart
Fisher Investments 18M $1.8B 8% Sep 2024
 View chart
Morgan Stanley 7.7M $706M 0% Jun 2024
 View chart
Tiaa Trust, National Association 4.8M $438M 2% Jun 2024
 View chart
Stifel Financial 3.5M $323M -1% Jun 2024
 View chart
Branch Banking & Trust Company 3.4M $312M -3% Jun 2024
 View chart
Bank of New York Mellon 3.3M $314M -1% Sep 2024
 View chart
State of Tennessee, Treasury Department 3.2M $293M 5% Jun 2024
 View chart
Hanson McClain Advisors 3.1M $294M 2% Sep 2024
 View chart
Envestnet Portfolio Solutions 3.0M $290M 7% Sep 2024
 View chart
Pnc Financial Services 2.8M $269M 1% Sep 2024
 View chart
Wells Fargo & Company 2.6M $249M -10% Sep 2024
 View chart
Dynasty Wealth Management 2.4M $187M 24% Sep 2024
 View chart
CWM 2.4M $229M 7% Sep 2024
 View chart
Adviser Investments 2.3M $225M -4% Sep 2024
 View chart
BlackRock 2.3M $207M -6% Jun 2024
 View chart
BlackRock 2.2M $213M 100% Sep 2024
 View chart
Sei Investments 1.9M $183M -3% Sep 2024
 View chart
Quotient Wealth Partners 1.9M $178M 2% Sep 2024
 View chart
Royal Bank of Canada 1.8M $174M -4% Sep 2024
 View chart
Mml Investors Services 1.7M $159M 27% Sep 2024
 View chart
Resources Investment Advisors 1.6M $157M 2% Sep 2024
 View chart
United Capital Financial Advisers 1.5M $143M -1% Sep 2024
 View chart
Janney Montgomery Scott 1.5M $142M 7% Sep 2024
 View chart
Miracle Mile Advisors 1.5M $142M 9% Sep 2024
 View chart
Park Avenue Securities 1.5M $141M 4% Sep 2024
 View chart
Cetera Investment Advisers 1.4M $133M -3% Jun 2024
 View chart
Bridgewater Associates 1.4M $136M -3% Sep 2024
 View chart
Hancock Bank Trust Department 1.4M $126M 3% Jun 2024
 View chart
Midland Wealth Advisors 1.3M $128M -25% Sep 2024
 View chart
Ronald Blue Trust 1.3M $120M -11% Sep 2024
 View chart
Money Design 1.3M $121M 6% Sep 2024
 View chart
Sumitomo Mitsui Trust Holdings 1.1M $105M -2% Sep 2024
 View chart
Bessemer 994k $94M 0% Sep 2024
 View chart
Diam 982k $94M 4% Sep 2024
 View chart
Hilton Capital Management 925k $89M 100% Sep 2024
 View chart
Assetmark 888k $85M 172% Sep 2024
 View chart
Merit Financial Group 823k $79M 871% Sep 2024
 View chart
Kovitz Investment Group Partners 817k $78M 0% Sep 2024
 View chart
Bnp Paribas Arbitrage, Snc 794k $76M 487% Sep 2024
 View chart
Thrivent Financial for Lutherans 744k $71M 100% Sep 2024
 View chart
Raymond James & Associates 689k $66M 9% Sep 2024
 View chart
Sensible Financial Planning & Management 669k $64M 1% Sep 2024
 View chart
Jane Street 647k $62M 6393% Sep 2024
 View chart
Nottingham Advisors 646k $62M 85% Sep 2024
 View chart
Streettalk Advisors 646k $62M 2% Sep 2024
 View chart
Evoke Wealth 643k $62M 100% Sep 2024
 View chart
Advisor Group Holdings 623k $60M 95% Sep 2024
 View chart
State Treasurer State Of Michigan 600k $58M 0% Sep 2024
 View chart
Commonwealth Equity Services 587k $56M -5% Sep 2024
 View chart
Alliancebernstein 585k $54M -3% Jun 2024
 View chart
Allianz Asset Management 580k $53M 100% Jun 2024
 View chart
CIBC Global Asset Management 576k $55M -1% Sep 2024
 View chart
Rockland Trust 562k $54M 6% Sep 2024
 View chart
Us Bancorp 542k $52M -3% Sep 2024
 View chart
Bank Of Hawaii 532k $51M 100% Sep 2024
 View chart
Brookstone Capital Management 529k $51M 428% Sep 2024
 View chart
Mirae Asset Global Investments 525k $51M -3% Sep 2024
 View chart
Willis Johnson & Associates 508k $49M 1% Sep 2024
 View chart
Mill Creek Capital Advisors 504k $48M 1% Sep 2024
 View chart
Bnp Paribas Investment Partners 503k $48M 10% Sep 2024
 View chart
Goldman Sachs Group 491k $45M -5% Jun 2024
 View chart
Goss Wealth Management 473k $44M 57% Jun 2024
 View chart
Raymond James Financial Services Advisors 472k $45M -3% Sep 2024
 View chart
SkyView Investment Advisors 436k $41M 1% Jun 2024
 View chart
Capital Investment Advisors 417k $40M 0% Sep 2024
 View chart
Lutz Financial Services 413k $40M 11% Sep 2024
 View chart
Cambridge Investment Research Advisors 407k $39M -5% Sep 2024
 View chart
Strategic Wealth Partners 393k $38M 9% Sep 2024
 View chart
Conning 388k $37M 0% Sep 2024
 View chart
Sumitomo Mitsui Financial 386k $37M 9% Sep 2024
 View chart
Manning & Napier Advisors 380k $36M 0% Sep 2024
 View chart
CFS Investment Advisory Services 368k $35M 2% Sep 2024
 View chart
Zurich Insurance Group Ltd/FI 338k $32M 0% Sep 2024
 View chart
Capital Advisors 336k $32M -1% Sep 2024
 View chart
JB Capital 336k $32M -2% Sep 2024
 View chart
AE Wealth Management 331k $32M 117% Sep 2024
 View chart
Sanctuary Advisors 331k $30M 100% Jun 2024
 View chart
Checchi Capital Advisers 329k $32M 181% Sep 2024
 View chart
CI Private Wealth 325k $31M 6% Sep 2024
 View chart
Foundations Investment Advisors 319k $31M 6% Sep 2024
 View chart
Change Path 312k $30M 33% Sep 2024
 View chart
Atria Wealth Solutions 312k $30M 3% Sep 2024
 View chart
D. J. St. Germain 301k $29M 2% Sep 2024
 View chart
Sage Advisory Services 297k $27M 0% Sep 2024
 View chart
Franklin Resources 297k $28M 1% Sep 2024
 View chart
Bangor Savings Bank 289k $28M 8% Sep 2024
 View chart
Rockefeller Capital Management 288k $27M -20% Jun 2024
 View chart
West Coast Financial 286k $27M 6% Sep 2024
 View chart
Johnson Financial Group 286k $27M -12% Sep 2024
 View chart
Cabot Money Management 280k $27M 162% Sep 2024
 View chart
Insight Wealth Strategies 270k $26M 565% Sep 2024
 View chart
Proequities 265k $25B 18% Sep 2024
 View chart
Bsc Private Wealth Management 263k $25M 3% Sep 2024
 View chart
Acorns Advisers 262k $24M 6% Jun 2024
 View chart
Kestra Investment Management 249k $24M 266% Sep 2024
 View chart
Arvest Investments 242k $23M 0% Sep 2024
 View chart
Galvin, Gaustad & Stein 237k $23M 2% Sep 2024
 View chart
Parnassus Investments 233k $22M 0% Sep 2024
 View chart
Allspring Global Investments Holdings 228k $22M -2% Sep 2024
 View chart
Horst & Graben Wealth Management 227k $22M 2% Sep 2024
 View chart
Advocacy Wealth Management Services 226k $22M 6% Sep 2024
 View chart
Modera Wealth Management 226k $22M 6% Sep 2024
 View chart
Meridian Wealth Partners 224k $21M 17% Sep 2024
 View chart
Citadel Advisors 222k $21M 16% Sep 2024
 View chart
Eagle Ridge Investment Management 218k $21M 7% Sep 2024
 View chart
Northside Capital Management 215k $21M 100% Sep 2024
 View chart
Keybank National Association 214k $21M -4% Sep 2024
 View chart
Kuntz Lesher Capital 212k $20M -3% Sep 2024
 View chart
HighTower Advisors 210k $19M 57% Jun 2024
 View chart
Park Avenue Institutional Advisers 209k $20M -21% Sep 2024
 View chart
Pathstone Holdings 206k $20M 0% Sep 2024
 View chart
Federated Investors 205k $20M 91% Sep 2024
 View chart
Integrated Wealth Concepts 204k $20M -14% Sep 2024
 View chart
Banque Cantonale Vaudoise 200k $19M 22% Sep 2024
 View chart
Hilltop Holdings 195k $19M 46% Sep 2024
 View chart
Penserra Capital Management 193k $19M 100% Sep 2024
 View chart
Westover Capital Advisors 192k $18M 122% Sep 2024
 View chart
Confluence Investment Management 190k $18M -3% Sep 2024
 View chart
Mitsubishi UFJ Trust & Banking Corp 189k $18M 0% Sep 2024
 View chart
Sharkey, Howes & Javer 189k $18M 7% Sep 2024
 View chart
Atria Investments 188k $18M 0% Sep 2024
 View chart
Orion Portfolio Solutions 180k $17M 70% Sep 2024
 View chart
Mariner Wealth Advisors 179k $17M 6% Sep 2024
 View chart
Creative Planning 174k $17M -10% Sep 2024
 View chart
CFG Asset Management 173k $17M 6% Sep 2024
 View chart
Private Advisor 172k $17M 21% Sep 2024
 View chart
Oakmont Partners 171k $16M 157% Sep 2024
 View chart
FDx Advisors 170k $16M -14% Sep 2024
 View chart
High Falls Advisors 169k $16M -2% Sep 2024
 View chart
H D Vest Advisory Services 165k $15M 33% Jun 2024
 View chart
Atlantic Trust 162k $16M -2% Sep 2024
 View chart
Marshall Wace 159k $15M 11% Sep 2024
 View chart
Susquehanna International 159k $15M -73% Sep 2024
 View chart
Austin Private Wealth 158k $15M 6% Sep 2024
 View chart
TCW Group 157k $15M -1% Sep 2024
 View chart
Perigon Wealth Management 151k $15M 3% Sep 2024
 View chart
Kingsview Wealth Management 151k $15M -24% Sep 2024
 View chart
Huntington National Bank 150k $14M 4% Sep 2024
 View chart
Kestra Advisory Services 149k $14M -21% Sep 2024
 View chart
Alera Investment Advisors 148k $14M 100% Jun 2024
 View chart
Northwestern Mutual Wealth Management Company 148k $14M 126% Sep 2024
 View chart
Farther Finance Advisors 144k $14M 14% Sep 2024
 View chart
Northland Capital Management 143k $14M -30% Sep 2024
 View chart
Steel Peak Wealth Management 142k $14M 4% Sep 2024
 View chart
Kelman-Lazarov 142k $14M 11% Sep 2024
 View chart
Global Retirement Partners 139k $13M -9% Sep 2024
 View chart
Parkside Investments 139k $13M -33% Sep 2024
 View chart
Tortoise Investment Management 138k $13M -37% Sep 2024
 View chart
Liberty Wealth Management 56k $5.4M -66% Sep 2024
 View chart
Stephens 9.5k $914k -95% Sep 2024
 View chart

Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Charles Schwab Investment Management Jun 2024 5.6M $510M
State Street Corporation Mar 2024 1.2M $109M
Mitsubishi UFJ Asset Management Mar 2024 443k $41M
PointState Capital Jun 2024 275k $25M
Toronto-Dominion Bank Jun 2024 200k $18M
Goelzer Investment Management Jun 2024 145k $13M