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 72M $6.6B -5% Mar 2024
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Jpmorgan Chase & Co 25M $2.3B -16% Mar 2024
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Envestnet Asset Management 22M $2.1B 0% Mar 2024
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LPL Financial 17M $1.6B 2% Mar 2024
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Ameriprise Financial 14M $1.3B 2% Mar 2024
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Jane Street 8.4M $779M 542% Mar 2024
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Morgan Stanley 7.7M $708M -2% Mar 2024
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Charles Schwab Investment Advisory 5.4M $496M -2% Mar 2024
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Tiaa Trust, National Association 4.7M $431M 12% Mar 2024
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Stifel Financial 3.6M $328M 17% Mar 2024
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Branch Banking & Trust Company 3.5M $324M 9% Mar 2024
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Bank of New York Mellon 3.4M $318M -3% Mar 2024
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Wells Fargo & Company 3.3M $301M 8% Mar 2024
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State of Tennessee, Treasury Department 3.0M $281M -43% Mar 2024
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Envestnet Portfolio Solutions 2.8M $258M 6% Mar 2024
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Hanson McClain Advisors 2.8M $257M 6% Mar 2024
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Bank Of Montreal 2.5M $231M 158% Mar 2024
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BlackRock 2.4M $223M -63% Mar 2024
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CWM 2.3M $215M 0% Mar 2024
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Adviser Investments 2.3M $211M 2% Mar 2024
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UBS Group 2.0M $189M 17% Mar 2024
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Royal Bank of Canada 2.0M $186M -7% Mar 2024
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Sei Investments 2.0M $183M 7% Mar 2024
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FMR 1.8M $167M -4% Mar 2024
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Midland Wealth Advisors 1.7M $160M 7% Mar 2024
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Dynasty Wealth Management 1.7M $158M 100% Mar 2024
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State Treasurer State Of Michigan 1.6M $145M 190% Mar 2024
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United Capital Financial Advisers 1.5M $141M -1% Mar 2024
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Cetera Investment Advisers 1.5M $138M 68% Mar 2024
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Ronald Blue Trust 1.5M $137M 3% Mar 2024
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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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Park Avenue Securities 1.4M $127M 4% Mar 2024
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Janney Montgomery Scott 1.3M $123M 1% Mar 2024
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Hancock Bank Trust Department 1.3M $123M 6% Mar 2024
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Resources Investment Advisors 1.3M $122M 20% Mar 2024
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Sumitomo Mitsui Trust Holdings 1.1M $99M 0% Mar 2024
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Municipal Employees' Retirement System of Michigan 1.1M $99M -1% Mar 2024
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Money Design 1.1M $98M 17% Mar 2024
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Diam 1.0M $93M -1% Mar 2024
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Miracle Mile Advisors 884k $82M 32% Mar 2024
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Commonwealth Equity Services 676k $62M -7% Mar 2024
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Evoke Wealth 643k $59M 15399% Mar 2024
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Sensible Financial Planning & Management 636k $59M 5% Mar 2024
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Streettalk Advisors 611k $57M 8% Mar 2024
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Us Bancorp 604k $56M -71% Mar 2024
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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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Haverford Trust Company 540k $50M 0% Mar 2024
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Fisher Investments 539k $50M 21% Mar 2024
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Rockland Trust 520k $48M 6% Mar 2024
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Goldman Sachs Group 518k $48M -74% Mar 2024
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Raymond James & Associates 513k $48M 21% Mar 2024
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Mirae Asset Global Investments 505k $47M -6% Mar 2024
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Global Assets Advisory 503k $5.5M 100% Mar 2024
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Korea Investment Corporation 500k $46M 0% Mar 2024
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Raymond James Financial Services Advisors 497k $46M -2% Mar 2024
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CIBC Global Asset Management 480k $44M 15% Mar 2024
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Willis Johnson & Associates 464k $43M 6% Mar 2024
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Mitsubishi UFJ Asset Management 443k $41M -7% Mar 2024
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SkyView Investment Advisors 434k $40M 3% Mar 2024
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Capital Investment Advisors 414k $38M -3% Mar 2024
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Allianz Asset Management 410k $39M 0% Dec 2023
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Conning 388k $36M 0% Mar 2024
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Bnp Paribas Investment Partners 384k $36M 100% Mar 2024
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Pnc Financial Services 373k $35M -3% Mar 2024
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Thrivent Financial for Lutherans 372k $34M 32% Mar 2024
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Assetmark 367k $34M -4% Mar 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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Capital Advisors 349k $32M -2% Mar 2024
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Financial Gravity Wealth 346k $3.5B 0% Dec 2023
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Strategic Wealth Partners 340k $31M 11% Mar 2024
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Zurich Insurance Group Ltd/FI 338k $31M 0% Mar 2024
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JB Capital 337k $31M 7% Mar 2024
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Advisor Group Holdings 319k $30M -84% Mar 2024
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Atria Wealth Solutions 315k $29M 1% Mar 2024
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Wealthsource Partners 310k $29M -5% Dec 2023
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Franklin Resources 304k $28M -40% Mar 2024
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Lutz Financial Services 304k $28M 134% Mar 2024
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Goss Wealth Management 302k $28M 51% Mar 2024
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Sage Advisory Services 293k $27M 30% Mar 2024
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CI Private Wealth 292k $27M -32% Mar 2024
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Allspring Global Investments Holdings 289k $27M 4% Mar 2024
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Susquehanna International 283k $26M 8% Mar 2024
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D. J. St. Germain 278k $26M -23% Dec 2023
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Foundations Investment Advisors 275k $25M 7% Mar 2024
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Cambridge Investment Research Advisors 270k $25M 10% Mar 2024
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Creative Planning 260k $24M -22% Mar 2024
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Bsc Private Wealth Management 246k $23M 10% Mar 2024
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Rockefeller Capital Management 240k $23M -7% Dec 2023
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Galvin, Gaustad & Stein 238k $22M -2% Mar 2024
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Proequities 237k $22B 3% Mar 2024
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Keybank National Association 236k $22M 20% Mar 2024
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Arvest Investments 236k $22M 3% Mar 2024
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West Coast Financial 236k $22M 19% Mar 2024
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Bangor Savings Bank 233k $22M 25% Mar 2024
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Parnassus Investments 233k $22M 0% Mar 2024
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Change Path 231k $22M -5% Dec 2023
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Horst & Graben Wealth Management 226k $21M 2% Mar 2024
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Huntington Asset Advisors 226k $21M 92% Mar 2024
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Tortoise Investment Management 222k $21M -3% Mar 2024
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Kuntz Lesher Capital 217k $20M 3% Mar 2024
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Brookstone Capital Management 215k $20M -2% Mar 2024
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Walleye Trading Advisors 210k $19M 100% Mar 2024
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Pathstone Holdings 206k $19M 0% Mar 2024
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FDx Advisors 201k $19M -12% Mar 2024
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Integrated Wealth Concepts 201k $19M 5% Mar 2024
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CTC Alternative Strategies 200k $19M 100% Mar 2024
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Eagle Ridge Investment Management 198k $18M 1% Mar 2024
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Parkside Investments 198k $18M 133% Mar 2024
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Advocacy Wealth Management Services 195k $18M 39% Mar 2024
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Atria Investments 194k $18M 0% Mar 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 -42% Mar 2024
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Kingsview Wealth Management 187k $17M 5% Mar 2024
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Stephens 180k $17M 82% Mar 2024
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Citadel Advisors 179k $17M -45% Mar 2024
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Modera Wealth Management 179k $17M 4% Mar 2024
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Meridian Wealth Partners 178k $17M 7% Mar 2024
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Mariner Wealth Advisors 171k $16M 6% Mar 2024
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High Falls Advisors 169k $16M 2% Mar 2024
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Sharkey, Howes & Javer 168k $16M 7% Mar 2024
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AE Wealth Management 161k $15M -44% Mar 2024
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CFG Asset Management 159k $15M -1% Mar 2024
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TCW Group 158k $15M 0% Mar 2024
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Prime Capital Investment Advisors 156k $15M 196% Dec 2023
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Atlantic Trust 155k $14M 102% Mar 2024
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Kestra Advisory Services 155k $15M 10% Dec 2023
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Goelzer Investment Management 154k $14M 29% Mar 2024
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Banque Cantonale Vaudoise 153k $14M 0% Mar 2024
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Park Avenue Institutional Advisers 152k $14M 0% Mar 2024
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Private Advisor 151k $14M -3% Mar 2024
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Nottingham Advisors 150k $12M 100% Dec 2023
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LWS Wealth Advisors 143k $14M 1% Dec 2023
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Perigon Wealth Management 143k $13M -1% Mar 2024
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Austin Private Wealth 142k $13M 13% Mar 2024
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Boltwood Capital Management 142k $13M 3% Mar 2024
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Icon Wealth Advisors 140k $13M 2% Mar 2024
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Lineweaver Wealth Advisors 139k $13M 5% Mar 2024
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Global Retirement Partners 136k $13M -4% Mar 2024
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HighTower Advisors 134k $12M 41% Mar 2024
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Tandem Wealth Advisors 133k $12M 4% Mar 2024
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Huntington National Bank 132k $12M 3% Mar 2024
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Leuthold Weeden Capital Management 132k $12M -2% Mar 2024
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Guggenheim Capital, LLC Managers 131k $12M 11% Dec 2023
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Hilltop Holdings 131k $12M 4% Mar 2024
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Lazard Asset Management 130k $12M -12% Dec 2023
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Steel Peak Wealth Management 130k $12M 15% Mar 2024
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Lincoln Capital 126k $12M 5% Mar 2024
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Betterment 125k $12M -4% Mar 2024
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Vestmark Advisory Solutions 96k $8.9M -47% Mar 2024
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Horizon Investments 81k $7.4M -69% Mar 2024
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McKinley Carter Wealth Services 80k $7.4M -40% Mar 2024
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Bessemer 43k $4.1M -96% Dec 2023
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Retirement Capital Strategies 38k $3.5M -73% Mar 2024
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Point72 Asset Management 5.0k $462k -98% Mar 2024
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Richard Bernstein Advisors 300.00 $28k -100% Mar 2024
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Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Financial Network Investment Corporation Sep 2023 426k $38M
Multi-Financial Securities Sep 2023 367k $33M
Millennium Management Dec 2023 244k $23M
PointState Capital Dec 2023 213k $20M
Natixis Asset Management Advisors Dec 2023 157k $15M
Motley Fool Wealth Management Dec 2023 139k $13M
Chiron Investment Management Dec 2023 132k $12M