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
Bank of America Corporation 68M $6.6B 100% Jun 2022
Jpmorgan Chase & Co 25M $2.5B -1% Jun 2022
Envestnet Asset Management 11M $1.0B 1% Sep 2022
Morgan Stanley 5.5M $533M 5% Jun 2022
Jane Street 3.8M $352M 70% Sep 2022
LPL Financial 3.2M $317M -3% Jun 2022
Branch Banking & Trust Company 3.2M $295M 18% Sep 2022
Royal Bank of Canada 3.1M $280M 100% Sep 2022
Richard Bernstein Advisors 2.8M $272M 100% Jun 2022
Tiaa 2.3M $213M 11% Sep 2022
Hanson McClain Advisors 2.2M $204M 57% Sep 2022

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Wells Fargo & Company 2.2M $215M -14% Jun 2022
United Capital Financial Advisers 2.2M $200M -3% Sep 2022
BlackRock 2.0M $192M 100% Jun 2022
State of Tennessee, Treasury Department 1.7M $163M 7% Sep 2022
Bridgewater Associates 1.3M $120M 9% Sep 2022
Ronald Blue Trust 1.3M $126M 100% Sep 2022
UBS Group 1.2M $112M -4% Sep 2022
Hancock Bank Trust Department 1.1M $103M 11% Sep 2022
Connectus Wealth 1.0M $96M 29% Sep 2022
Pfs Investments 1.0M $98M 9% Jun 2022
Citigroup 1.0M $84M 100% Sep 2022
Diam 877k $80M -5% Sep 2022
Assetmark 831k $76M 55% Sep 2022
Advisor Group Holdings 788k $77M -14% Jun 2022
Mitsubishi UFJ Trust & Banking Corp 750k $69M -11% Sep 2022
Money Design 696k $64M 12% Sep 2022
Haverford Trust Company 644k $63M -2% Jun 2022
RiverFront Investment Group 625k $57M 4% Sep 2022
Raymond James & Associates 613k $56M -3% Sep 2022
Sensible Financial Planning & Management 604k $55M 11% Sep 2022
Alliancebernstein 548k $50M 6% Sep 2022
Fisher Investments 539k $49M 2% Sep 2022
Parallax Volatility Advisers 516k $47M 94% Sep 2022
Streettalk Advisors 515k $47M -1% Sep 2022
Municipal Employees' Retirement System of Michigan 512k $50M -5% Jun 2022
Korea Investment Corporation 500k $46M 0% Sep 2022
CWM 497k $46M -26% Sep 2022
D. J. St. Germain 488k $48M -6% Sep 2022
CIBC Global Asset Management 480k $44M 0% Sep 2022
Capital Investment Advisors 470k $43M -1% Sep 2022
Janney Montgomery Scott 422k $39M -1% Sep 2022
Hrt Financial 416k $41M -2% Jun 2022
Rockland Trust 402k $37M 5% Sep 2022
Mirae Asset Global Investments 392k $36M 9% Sep 2022
Conning 388k $36M 0% Sep 2022
Pnc Financial Services 376k $34M -3% Sep 2022
Zurich Insurance Group Ltd/FI 338k $33M 0% Jun 2022
Motley Fool Wealth Management 320k $31M -5% Jun 2022
Sumitomo Mitsui Financial 319k $29M -5% Sep 2022
Keybank National Association 317k $29M -6% Sep 2022
Mml Investors Services 316k $31M 3% Jun 2022
Miracle Mile Advisors 303k $28M 1% Sep 2022
Hilltop Holdings 286k $28M 108% Jun 2022
Wealth Enhancement Advisory Services 285k $26M 17% Sep 2022
Horizon Investments 285k $26M 29% Sep 2022
Raymond James Financial Services Advisors 281k $26M -39% Sep 2022
Thrivent Financial for Lutherans 279k $27M -87% Jun 2022
BerganKDV Wealth Management 275k $25M 4% Sep 2022
Willis Johnson & Associates 258k $24M -1% Sep 2022
Park Avenue Securities 249k $23M -1% Sep 2022
State Treasurer State Of Michigan 226k $21M 0% Sep 2022
Franklin Resources 225k $22M 5% Jun 2022
Confluence Investment Management 224k $21M 0% Sep 2022
Insight Wealth Strategies 223k $22M 0% Sep 2022
CI Investments 219k $21M 0% Jun 2022
Lazard Asset Management 219k $20M 100% Sep 2022
Aj Wealth Strategies 216k $20M 3% Sep 2022
Commonwealth Equity Services 216k $21M 7% Jun 2022
Galvin, Gaustad & Stein 213k $20M 9% Sep 2022
Avalon Advisors 211k $19M -28% Sep 2022
FMR 209k $19M 52% Sep 2022
Boyd Watterson Asset Management 195k $18M 0% Sep 2022
Us Bancorp 194k $18M -93% Sep 2022
Eagle Ridge Investment Management 194k $18M 4% Sep 2022
Mather Group 193k $18M 2% Sep 2022
Kuntz Lesher Capital 192k $19M 5% Jun 2022
Jacobson & Schmitt Advisors 190k $17M 0% Sep 2022
Manning & Napier Group 186k $17M 5% Sep 2022
Change Path 178k $16M -13% Sep 2022
Heartwood Wealth Advisors 174k $16M 1% Sep 2022
CFG Asset Management 172k $16M -2% Sep 2022
M^T Bank Corporation 169k $16M -16% Sep 2022
Rockefeller Capital Management 166k $14M -3% Sep 2022
Cutler Investment Counsel 162k $15M 1% Sep 2022
West Coast Financial 159k $15M 5% Sep 2022
Dixon Hubard Feinour & Brown 159k $16M -3% Jun 2022
Integrated Wealth Concepts 156k $15M -29% Jun 2022
Foster & Motley 152k $14M 0% Sep 2022
Brookstone Capital Management 149k $14M -7% Sep 2022
Tortoise Investment Management 149k $14M 21% Sep 2022
Ubs Global Asset Management Americas 147k $14M -47% Jun 2022
Snider Financial Group 144k $14M 30% Jun 2022
Kingsview Wealth Management 142k $13M 26% Sep 2022
Betterment 133k $13M -8% Jun 2022
FDx Advisors 132k $12M -3% Sep 2022
Amerivest Investment Management 130k $13M -10% Jun 2022
Protective Life Corp 123k $11M -25% Sep 2022
Bank Of Montreal 123k $13M -4% Sep 2022
Captrust Financial Advisors 123k $11M -26% Sep 2022
Integrated Advisors Network 118k $11M 2% Sep 2022
TCW Group 114k $11M -17% Sep 2022
Banque Cantonale Vaudoise 113k $10M -4% Sep 2022
Ballast 106k $9.7M 3% Sep 2022
Baird Financial 104k $9.6M 1% Sep 2022
LWS Wealth Advisors 103k $10M -4% Jun 2022
Kestra Advisory Services 100k $9.2M 3% Sep 2022
H D Vest Advisory Services 99k $9.1M 1% Sep 2022
Meiji Yasuda Asset Management Company 97k $8.9M -15% Sep 2022
Huntington National Bank 96k $8.8M -1% Sep 2022
Mercer Global Advisors 95k $8.7M -1% Sep 2022
Harvest Group Wealth Management 95k $8.4M 2% Sep 2022
Global Retirement Partners 93k $8.4M 14% Sep 2022
KWMG 93k $8.5M 4% Sep 2022
Goss Wealth Management 92k $8.9M -9% Jun 2022
McKinley Carter Wealth Services 88k $8.1M 2% Sep 2022
Guggenheim Capital, LLC Managers 87k $8.0M -9% Sep 2022
Strategic Wealth Partners 87k $8.5M -1% Jun 2022
Cim 87k $7.9M 1% Sep 2022
Citadel Advisors 85k $8.3M -48% Jun 2022
Atria Investments 84k $7.7M 19% Sep 2022
Horst & Graben Wealth Management 84k $7.7M 8% Sep 2022
Geneos Wealth Management 84k $8.2M -7% Jun 2022
Goelzer Investment Management 81k $7.9M 4% Jun 2022
Portland Global Advisors 79k $7.2M 1% Sep 2022
Wealthsource Partners 78k $7.1M -4% Sep 2022
Apex Investment Services 77k $7.0M 0% Sep 2022
Cambridge Investment Research Advisors 72k $6.6M 18% Sep 2022
Leuthold Weeden Capital Management 69k $6.3M -40% Sep 2022
Dubuque Bank & Trust 68k $6.2M 2% Sep 2022
Summit Wealth & Retirement Planning 67k $6.5M 4% Jun 2022
Keystone Financial Services 66k $6.0M 743% Sep 2022
AE Wealth Management 66k $6.1M -65% Sep 2022
Bartlett & Co. 66k $6.0M 8% Sep 2022
Checchi Capital Advisers 62k $5.7M -68% Sep 2022
Tri-Star Advisors 61k $5.6M -11% Sep 2022
RFG Advisory 61k $5.5M 189% Sep 2022
Steel Peak Wealth Management 60k $5.5M -6% Sep 2022
Cetera Investment Advisers 60k $5.8M 1% Jun 2022
Boltwood Capital Management 59k $5.4M 42% Sep 2022
Private Advisor 59k $5.4M 6% Sep 2022
Proequities 59k $5.4M 15% Sep 2022
Proquility Private Wealth Partners 55k $5.3M 0% Jun 2022
Park Avenue Institutional Advisers 54k $4.9M 100% Sep 2022
First Trust Advisors 54k $5.3M -1% Jun 2022
Resources Investment Advisors 54k $4.9M 294% Sep 2022
Congress Wealth Management LLC / DE / 53k $4.9M -1% Sep 2022
Monticello Wealth Management 53k $4.8M -4% Sep 2022
SP Asset Management 52k $4.8M -12% Sep 2022
Vise Technologies 49k $4.8M 63% Jun 2022
FinTrust Capital Advisors 49k $4.4M -16% Sep 2022
Comerica Securities 48k $4.4M -10% Sep 2022
Round Table Services 45k $4.1M -33% Sep 2022
Proficio Capital Partners 39k $3.6M -60% Sep 2022
Coury Firm Asset Management 36k $3.5M -74% Jun 2022
Lowe, Brockenbrough & Company 35k $3.2M -30% Sep 2022
Annandale Capital 22k $2.0M -88% Sep 2022
HighTower Advisors 21k $1.9M -89% Sep 2022
SRS Capital Advisors 15k $1.4M -93% Sep 2022
Scissortail Wealth Management 12k $1.1M -86% Sep 2022
Mitsubishi UFJ Asset Management 10k $934k -99% Sep 2022
Brandywine Oak Private Wealth 4.1k $397k -98% Jun 2022
Nomura Asset Management 3.7k $339k -93% Sep 2022
Cabot Money Management 3.0k $277k -95% Sep 2022
Semmax Financial Advisors 1.7k $151k -97% Sep 2022

Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Polaris Wealth Advisers Jun 2022 404k $39M
Boothbay Fund Management Mar 2022 329k $34M
Renaissance Technologies Jun 2022 161k $16M
55i Mar 2022 158k $16M
CliftonLarsonAllen Wealth Advisors Jun 2022 73k $7.1M
MBM Wealth Consultants Mar 2022 65k $6.6M
Sailer Financial Jun 2022 61k $5.9M
Continuum Advisory Jun 2022 59k $5.7M