CUSIP 092528207ISHARES INTERMEDINMUQ4 2025
6 filings · latest Jan 17, 2023
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 1.74M | $41.94M |
| 2 | Jpmorgan Chase & Co | 1.63M | $39.15M |
| 3 | Lpl Financial LLC | 1.58M | $38.08M |
| 4 | Sagespring Wealth Partners, LLC | 1.18M | $28.43M |
| 5 | Larson Financial Group LLC | 900.7K | $21.65M |
| 6 | Openarc Corporate Advisory, LLC | 544.7K | $13.10M |
| 7 | Commonwealth Equity Services, LLC | 493.1K | $11.85M |
| 8 | Envestnet Asset Management Inc | 329.9K | $7.93M |
| 4 | Jun 9, 2022 | Blackrock Inc. | 13G | 37.0% | 370.0K | SEC |
| 5 | Jan 10, 2022 | Blackrock Inc. | 13G/A | 65.0% | 650.0K | SEC |
| 6 | Apr 12, 2021 | Blackrock Inc. | 13G | 80.0% | 800.0K | SEC |
| 9 |
| Cetera Investment Advisers |
| 272.3K |
| $6.54M |
| 10 | Keystone Financial Group, Inc. | 267.0K | $6.42M |