Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares Intermediate Government/Credit Bond ETF include Midwest Trust Co, Transamerica Financial Advisors, Inc., VisionPoint Advisory Group, LLC, Charles Schwab Trust Co, Curbstone Financial Management Corp, GM Advisory Group, Inc., Centennial Bank/AR/, Skopos Labs, Inc., J.w. Cole Advisors, Inc., HB Wealth Management, LLC, Tactive Advisors, LLC, American Trust, Orleans Capital Management Corp/la, and Glassman Wealth Services .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 118,121 | 12,614 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,963 | 24.24 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 8,911 | 15.26 | 949 | 15.75 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8,439 | 901 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 359 | 0.28 | 38 | 2.70 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 691 | 122.19 | 73 | 128.13 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3,788 | 2.02 | 405 | 2.80 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 13,046 | 74.02 | 1,393 | 75.44 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 9,992 | 11.15 | 1,067 | 11.96 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,001,432 | 10.22 | 106,943 | 11.55 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 103,225 | 3.32 | 11,023 | 4.07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53,956 | 1.58 | 5,762 | 2.31 | ||||
| 2025-06-24 | NP | MBNAX - MainStay Balanced Fund Class A | 159,088 | 69.94 | 16,954 | 72.95 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 5,334 | 9.33 | 570 | 10.06 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11,263 | 34.34 | 1,203 | 35.36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,752 | 26.71 | 401 | 29.87 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 2,842 | 0.11 | 303 | 1.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68,197 | 7 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,036 | 111 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 231,747 | 1.87 | 24,749 | 2.62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 21,988 | 2,348 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 25,907 | 30.20 | 2,767 | 31.15 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,303 | 246 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 561,865 | 6.00 | 60,002 | 6.77 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 62,984 | 9.81 | 6,726 | 10.63 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,563 | 74.64 | 167 | 76.60 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 4,793 | 0.88 | 512 | 1.59 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 34,797 | 2.56 | 3,702 | 2.89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152,807 | 0.60 | 16,318 | 1.33 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,831 | 0.37 | 1 | |||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2,300 | 246 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,186 | 0.51 | 127 | 0.80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 47,822 | 13.66 | 5,107 | 14.48 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 42,724 | 3.05 | 4,563 | 3.80 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 176,740 | 2.20 | 18,840 | 2.88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4,209 | 449 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,136 | 10,580.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 65,025 | 4.59 | 6,944 | 5.36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 183,828 | 5.71 | 19,631 | 6.48 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9,198 | 9.60 | 982 | 10.46 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 182,443 | 9.37 | 19,408 | 9.74 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 92,777 | 0.01 | 9,908 | 0.74 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1,007,399 | 107,580 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4,866 | 520 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5,309 | 3.23 | 567 | 3.85 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 42,602 | 6.00 | 4,549 | 6.78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 405 | 43 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,081 | 11.89 | 649 | 12.67 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 17,933 | 1.39 | 1,915 | 2.13 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 27,614 | 108.00 | 2,949 | 109.52 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 77,218 | 6.32 | 8,246 | 7.09 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,590 | 0 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 135,305 | 1.46 | 14,449 | 2.20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 270 | -15.67 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 10,245 | 8.34 | 1,094 | 9.18 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 11,386 | 21.15 | 1,216 | 21.99 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 8,038 | 858 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47,327 | 11.98 | 5,054 | 12.81 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 151,590 | 1.22 | 16,188 | 1.96 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 833,504 | 0.33 | 89,010 | 1.05 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 53,964 | 5,763 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4,771 | 509 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14,242 | 46.19 | 1,521 | 47.29 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 408,955 | 3.36 | 43,672 | 4.11 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 27,985 | 17.78 | 2,967 | 19.16 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 2,197 | 0.05 | 235 | 0.86 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 11,425 | 23.31 | 1,220 | 24.24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 73,674 | 188.01 | 7,831 | 188.75 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 12,239 | 22.68 | 1,307 | 23.65 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 5,132 | 2.27 | 548 | 3.01 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3,906 | 4.41 | 417 | 5.30 | ||||
| 2025-08-01 | 13F | First National Trust Co | 60,582 | 0.68 | 6,470 | 1.41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,553 | 379 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56,025 | 7.06 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 53,871 | 5.71 | 5,753 | 6.48 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 5,441 | 581 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2,092 | 223 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,786 | 17.57 | 726 | 19.44 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 9,661 | 6.27 | 1,032 | 7.06 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 960,611 | 8.67 | 102,584 | 9.46 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 20,045 | 12.79 | 2,141 | 13.59 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 78,769 | 8.73 | 8,412 | 9.52 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8,248 | 169.90 | 881 | 171.91 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,112 | 5.47 | 653 | 6.19 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 3,743 | 49.00 | 379 | 46.90 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 105,119 | 10.94 | 11,226 | 11.75 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4,508 | 481 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 55,300 | 4.73 | 5,905 | 5.50 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 109,920 | 30.72 | 11,738 | 31.67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2,377,520 | 28.39 | 253,895 | 29.32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,490 | 115.94 | 159 | 117.81 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 65 | 1.56 | 7 | 0.00 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 44,685 | 2.56 | 4,754 | 2.90 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 259,817 | 0.31 | 27,746 | 1.04 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 98,233 | 0.23 | 10,415 | 1.96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,450 | 262 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 118,644 | 0.28 | 12,670 | 1.00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 322,816 | 4.10 | 34,474 | 4.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 2,379 | 254 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 58,330 | 0.57 | 6,229 | 1.30 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 199,344 | 0.11 | 21,288 | 0.83 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8,502 | 35.23 | 908 | 36.19 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 19,529 | 6.32 | 2,086 | 7.09 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 38,736 | 6.95 | 4,137 | 7.71 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8,497 | 0.24 | 901 | 0.45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 278,458 | 5.01 | 29,737 | 5.78 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 401,424 | 11.80 | 42,868 | 12.61 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 157,181 | 1.60 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5,081 | 4.44 | 543 | 5.24 | ||||
| 2025-09-03 | 13F | American Trust | 2,379 | 254 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 74,696 | 0.14 | 7,977 | 0.86 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 213,756 | 3.72 | 22,827 | 4.48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 48,426 | 2.63 | 5,171 | 3.38 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 17,910 | 0.14 | 1,913 | 0.84 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 52 | 1.96 | 0 | |||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 236,852 | 18.18 | 25,291 | 19.06 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 93 | 1.09 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,729 | 11.46 | 1,039 | 12.22 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 102,175 | 3.08 | 10,911 | 3.84 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 6,553 | 122.97 | 700 | 124.76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,153 | 337 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 19,913 | 10.57 | 2,127 | 11.37 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 17,432 | 0.02 | 1,862 | 0.76 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 15,000 | 25.00 | 1,602 | 25.86 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 119,906 | 6.33 | 12,805 | 7.11 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,465 | 156 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4,035 | 431 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 14,384 | 6.86 | 1,536 | 7.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6,000 | 641 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7,562 | 15.91 | 808 | 16.79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,802 | 450.41 | 6,066 | 454.39 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 14,704 | 25.03 | 1,570 | 26.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,126 | 0.59 | 441 | 1.38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 582,293 | 3.49 | 62,183 | 4.24 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 74,976 | 4.11 | 8,007 | 4.86 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,146 | 0.92 | 550 | 1.67 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3,144 | 6.32 | 336 | 7.03 |
