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 74M $6.8B 3% Jun 2024
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Jpmorgan Chase & Co 29M $2.7B 15% Jun 2024
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Envestnet Asset Management 25M $2.3B 13% Jun 2024
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LPL Financial 18M $1.7B 7% Jun 2024
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Fisher Investments 17M $1.5B 3030% Jun 2024
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Ameriprise Financial 14M $1.3B 100% Mar 2024
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Morgan Stanley 7.7M $706M 0% Jun 2024
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Charles Schwab Investment Management 5.6M $510M 6383% Jun 2024
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Tiaa Trust, National Association 4.8M $438M 2% Jun 2024
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Stifel Financial 3.5M $323M -1% Jun 2024
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Branch Banking & Trust Company 3.4M $312M -3% Jun 2024
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Bank of New York Mellon 3.3M $304M -4% Jun 2024
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State of Tennessee, Treasury Department 3.2M $293M 5% Jun 2024
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Hanson McClain Advisors 3.0M $278M 8% Jun 2024
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Wells Fargo & Company 2.9M $266M -11% Jun 2024
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Envestnet Portfolio Solutions 2.8M $260M 2% Jun 2024
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Pnc Financial Services 2.8M $256M 646% Jun 2024
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Bank Of Montreal 2.5M $231M 158% Mar 2024
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Adviser Investments 2.4M $224M 7% Jun 2024
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BlackRock 2.3M $207M -6% Jun 2024
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CWM 2.2M $205M -4% Jun 2024
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UBS Group 2.0M $189M 17% Mar 2024
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Sei Investments 2.0M $183M 100% Mar 2024
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Dynasty Wealth Management 1.9M $178M 13% Jun 2024
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Royal Bank of Canada 1.9M $174M -6% Jun 2024
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Quotient Wealth Partners 1.8M $167M 10% Jun 2024
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FMR 1.8M $167M 100% Mar 2024
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Midland Wealth Advisors 1.8M $163M 3% Jun 2024
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Resources Investment Advisors 1.6M $148M 23% Jun 2024
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United Capital Financial Advisers 1.5M $139M -1% Jun 2024
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Ronald Blue Trust 1.5M $136M 0% Jun 2024
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Bridgewater Associates 1.5M $134M -2% Jun 2024
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Cetera Investment Advisers 1.4M $133M -3% Jun 2024
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Park Avenue Securities 1.4M $130M 3% Jun 2024
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Janney Montgomery Scott 1.4M $128M 4% Jun 2024
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Hancock Bank Trust Department 1.4M $126M 3% Jun 2024
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Miracle Mile Advisors 1.4M $125M 53% Jun 2024
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Mml Investors Services 1.3M $120M 4% Jun 2024
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Money Design 1.2M $110M 13% Jun 2024
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Sumitomo Mitsui Trust Holdings 1.1M $103M 4% Jun 2024
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Bessemer 994k $92M 0% Jun 2024
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Diam 941k $86M -7% Jun 2024
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Kovitz Investment Group Partners 820k $75M 18155% Jun 2024
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Sensible Financial Planning & Management 661k $61M 4% Jun 2024
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Streettalk Advisors 633k $58M 4% Jun 2024
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Raymond James & Associates 631k $58M 23% Jun 2024
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Commonwealth Equity Services 621k $57M -8% Jun 2024
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State Treasurer State Of Michigan 600k $55M -62% Jun 2024
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Susquehanna International 590k $54M 109% Jun 2024
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Alliancebernstein 585k $54M -3% Jun 2024
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Allianz Asset Management 580k $53M 42% Jun 2024
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CIBC Global Asset Management 580k $53M 21% Jun 2024
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Us Bancorp 558k $51M -8% Jun 2024
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Mirae Asset Global Investments 539k $50M 7% Jun 2024
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Rockland Trust 532k $49M 2% Jun 2024
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Willis Johnson & Associates 503k $46M 8% Jun 2024
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Mill Creek Capital Advisors 501k $46M 3% Jun 2024
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Korea Investment Corporation 500k $46M 100% Mar 2024
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Goldman Sachs Group 491k $45M -5% Jun 2024
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Raymond James Financial Services Advisors 485k $45M -2% Jun 2024
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Goss Wealth Management 473k $44M 57% Jun 2024
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Bnp Paribas Investment Partners 457k $42M 19% Jun 2024
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Mitsubishi UFJ Asset Management 443k $41M -7% Mar 2024
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SkyView Investment Advisors 436k $41M 1% Jun 2024
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Cambridge Investment Research Advisors 426k $39M 58% Jun 2024
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Capital Investment Advisors 418k $38M 1% Jun 2024
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Conning 388k $36M 0% Jun 2024
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Manning & Napier Advisors 381k $35M 100% Jun 2024
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Thrivent Financial for Lutherans 372k $34M 100% Mar 2024
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Lutz Financial Services 372k $34M 23% Jun 2024
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CFS Investment Advisory Services 360k $33M 100% Jun 2024
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Manning & Napier Group 356k $33M 14% Mar 2024
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Sumitomo Mitsui Financial 355k $33M 2% Mar 2024
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Nottingham Advisors 349k $32M 4% Jun 2024
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JB Capital 342k $31M 1% Jun 2024
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Capital Advisors 341k $31M -2% Jun 2024
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Strategic Wealth Partners 340k $31M 11% Mar 2024
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Zurich Insurance Group Ltd/FI 338k $31M 0% Jun 2024
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Sanctuary Advisors 331k $30M 100% Jun 2024
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Assetmark 327k $30M -11% Jun 2024
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Johnson Financial Group 325k $30M -39% Jun 2024
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Advisor Group Holdings 319k $30M -84% Mar 2024
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CI Private Wealth 306k $28M 5% Jun 2024
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Atria Wealth Solutions 303k $28M -4% Jun 2024
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Foundations Investment Advisors 299k $28M 9% Jun 2024
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Sage Advisory Services 297k $27M 1% Jun 2024
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D. J. St. Germain 294k $27M 2% Jun 2024
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Franklin Resources 293k $27M -4% Jun 2024
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Rockefeller Capital Management 288k $27M -20% Jun 2024
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PointState Capital 275k $25M 100% Jun 2024
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West Coast Financial 270k $25M 14% Jun 2024
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Bangor Savings Bank 267k $25M 15% Jun 2024
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Park Avenue Institutional Advisers 265k $24M 74% Jun 2024
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Acorns Advisers 262k $24M 6% Jun 2024
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Bsc Private Wealth Management 255k $23M 4% Jun 2024
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Arvest Investments 242k $22M 2% Jun 2024
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Integrated Wealth Concepts 238k $22M 18% Jun 2024
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Change Path 235k $22M -40% Jun 2024
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Parnassus Investments 233k $21M 0% Jun 2024
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Galvin, Gaustad & Stein 233k $21M -2% Jun 2024
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Allspring Global Investments Holdings 233k $21M -19% Jun 2024
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Proequities 225k $21B -5% Jun 2024
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Horst & Graben Wealth Management 223k $20M -2% Jun 2024
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Keybank National Association 223k $20M -6% Jun 2024
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Tortoise Investment Management 218k $20M -2% Jun 2024
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Kuntz Lesher Capital 218k $20M 0% Jun 2024
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Modera Wealth Management 214k $20M 20% Jun 2024
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Advocacy Wealth Management Services 213k $20M 9% Jun 2024
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HighTower Advisors 210k $19M 57% Jun 2024
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Walleye Trading Advisors 210k $19M 100% Mar 2024
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Parkside Investments 208k $19M 5% Jun 2024
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Pathstone Holdings 206k $19M 0% Jun 2024
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Eagle Ridge Investment Management 205k $19M 3% Jun 2024
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Northland Capital Management 204k $19M 8830% Jun 2024
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Toronto-Dominion Bank 200k $18M 100% Jun 2024
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Kingsview Wealth Management 199k $18M 6% Jun 2024
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FDx Advisors 197k $18M -2% Jun 2024
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Confluence Investment Management 196k $18M -1% Jun 2024
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Creative Planning 193k $18M -26% Jun 2024
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Citadel Advisors 192k $18M 7% Jun 2024
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Meridian Wealth Partners 192k $18M 8% Jun 2024
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Prudential Financial 191k $18M -1% Mar 2024
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Kestra Advisory Services 190k $16M 4% Jun 2024
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Ubs Global Asset Management Americas 190k $18M -14% Mar 2024
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Mitsubishi UFJ Trust & Banking Corp 189k $17M 0% Jun 2024
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Atria Investments 187k $17M -3% Jun 2024
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Stephens 180k $17M 0% Jun 2024
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Sharkey, Howes & Javer 177k $16M 5% Jun 2024
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High Falls Advisors 172k $16M 2% Jun 2024
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Mariner Wealth Advisors 169k $16M -1% Jun 2024
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Liberty Wealth Management 167k $5.3M 188% Jun 2024
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Atlantic Trust 166k $15M 7% Jun 2024
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H D Vest Advisory Services 165k $15M 33% Jun 2024
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Banque Cantonale Vaudoise 164k $15M 7% Jun 2024
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CFG Asset Management 163k $15M 3% Jun 2024
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TCW Group 158k $15M 0% Jun 2024
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Global Retirement Partners 153k $14M 13% Jun 2024
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AE Wealth Management 153k $14M -5% Jun 2024
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Austin Private Wealth 149k $14M 5% Jun 2024
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Alera Investment Advisors 148k $14M 100% Jun 2024
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Perigon Wealth Management 147k $14M 3% Jun 2024
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Goelzer Investment Management 145k $13M -5% Jun 2024
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Marshall Wace 143k $13M 241% Jun 2024
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Huntington National Bank 143k $13M 8% Jun 2024
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Private Advisor 142k $13M -6% Jun 2024
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Icon Wealth Advisors 140k $13M 2% Mar 2024
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Guggenheim Capital, LLC Managers 140k $13M -1% Jun 2024
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Boltwood Capital Management 137k $13M -4% Jun 2024
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Tandem Wealth Advisors 136k $13M 2% Jun 2024
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Steel Peak Wealth Management 136k $13M 4% Jun 2024
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Huntington Asset Advisors 106k $9.8M -53% Jun 2024
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Brookstone Capital Management 100k $9.3M -54% Jun 2024
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Prime Capital Investment Advisors 85k $7.8M -38% Jun 2024
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Municipal Employees' Retirement System of Michigan 75k $6.9M -93% Jun 2024
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Haverford Trust Company 47k $4.3M -91% Jun 2024
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Cresset Asset Management 38k $3.5M -82% Mar 2024
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Retirement Capital Strategies 38k $3.5M -73% Mar 2024
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Jane Street 10k $914k -100% Jun 2024
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Global Assets Advisory 7.7k $707k -98% Jun 2024
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Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Charles Schwab Investment Advisory Mar 2024 5.4M $496M
State Street Corporation Mar 2024 1.2M $109M
Evoke Wealth Mar 2024 643k $59M
Connectus Wealth Dec 2023 549k $52M
CTC Alternative Strategies Mar 2024 200k $19M
Lineweaver Wealth Advisors Mar 2024 139k $13M