Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Barclays Short Treasury Bond (SHV)  
$110.26 0.01 (0.01%) as of 4:30 Tue 4/16


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 643    4
Total shares held : 
 78,290,006  
% of shares held : 
 44.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -48  
Amount of shares held : 
 -13,405,514  
% of shares held change : 
   -7.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $110.03  
Last Quarter's Ending Price : 
 $110.13  
Last Quarter's Average Price : 
 $110.23  
Change from last quarter's     
avg. price to the last closing  : 
0.03 (0.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
58
 705,859
 0.9%
 
Increased Positions :
223
 8,054,600
 10.29%
 
Unchanged Positions :
95
 1,242,394
 1.59%
 
Decreased Positions :
267
-20,048,319
-25.61%
 
Closed Positions :
62
-2,117,654
-2.7%
 
Guru Positions :
2
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 733 - 2023-12-31 6,672,828 $734,879,000 -1,474,660
   MORGAN STANLEY 290 - 2023-12-31 6,162,389 $678,664,000 -1,382,216
   WELLS FARGO & CO/MN 172 - 2023-12-31 3,812,911 $419,916,000 404,970
   BANK OF AMERICA CORP /DE/ 374 - 2023-12-31 3,490,407 $384,399,000 -214,360
   J P MORGAN CHASE & CO 483 - 2023-12-31 2,512,084 $276,656,000 1,490,327
   Betterment LLC 22 - 2023-12-31 2,283,392 $251,470,000 -243,564
   UBS Group AG 208 - 2023-12-31 2,235,509 $246,197,000 129,249
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 2 - 2023-12-31 1,893,085 $208,485,000 -539,392
   ENVESTNET ASSET MANAGEMENT INC 255 - 2023-12-31 1,668,675 $183,771,000 9,248
   BB&T CORP 84 - 2023-12-31 1,512,329 $166,553,000 306,437
   LPL FINANCIAL CORP 182 - 2023-12-31 1,496,926 $164,856,000 57,319
   ROYAL BANK OF CANADA 364 - 2023-12-31 1,383,116 $152,322,000 14,998
   BANK OF NOVA SCOTIA / 75 - 2023-12-31 1,310,234 $144,161,000 298,508
   ANCHOR CAPITAL ADVISORS INC 1 - 2023-12-31 1,155,425 $127,247,000 -357,506
   GOLDMAN SACHS GROUP INC/ 618 - 2023-12-31 1,027,629 $113,173,000 14,376
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 127 - 2023-12-31 941,357 $103,672,000 -280,088
   Advisor Group Holdings Inc. 123 - 2023-12-31 903,668 $99,529,000 -258,598
   BP WEALTH MANAGEMENT LLC 6 - 2023-12-31 767,857 $84,564,000 -915,331
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 90 - 2023-12-31 754,534 $83,097,000 145,901
   GM Advisory Group Inc. 4 - 2023-12-31 727,803 $80,153,000 -80,197
   LaSalle St. Investment Advisors LLC 1 - 2023-09-30 723,745 $79,952,000 515
   FMR LLC 1097 - 2023-12-31 720,671 $79,368,000 -719,348
   RENAISSANCE TECHNOLOGIES LLC 181 - 2023-12-31 705,000 $77,642,000 248,100
   Ausdal Financial Partners Inc. 1 - 2024-03-31 697,803 $77,135,000 13,427
   AMERIPRISE FINANCIAL INC 626 - 2023-12-31 658,459 $72,308,000 -201,305
   Divergent Wealth Advisors LLC 2 - 2023-12-31 648,869 $71,460,000 4,974
   O SHAUGHNESSY ASSET MANAGEMENT LLC 11 - 2023-12-31 618,666 $68,134,000 72,060
   GATEWAY ADVISORY, LLC 1 - 2023-12-31 611,709 $67,367,000 -1,042,608
   CYNOSURE MANAGEMENT LLC 1 - 2023-12-31 592,395 $65,094,000 508,923
   Foundations Investment Advisors LLC 10 - 2023-12-31 584,619 $64,408,000 -115,480
   HPM Partners LLC - 2023-12-31 541,382 $59,622,000 -426,089
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 143 - 2023-12-31 533,746 $58,781,000 -6,509
   Cornerstone Retirement Group Inc. 3 - 2023-09-30 530,662 $58,622,000 -336,182
   STIFEL FINANCIAL CORP 254 - 2023-12-31 522,042 $57,493,000 -10,023
   ADVISORY SERVICES NETWORK, LLC 7 - 2023-12-31 506,499 $55,781,000 -42,978
   Hansen & Associates Financial Group Inc. 1 - 2023-12-31 499,185 $55,000,000 0
   FAMILY MANAGEMENT CORP 1 - 2023-12-31 470,957 $51,866,000 -75,529
   Townsend & Associates Inc 1 - 2023-12-31 455,833 $50,347,000 202,134
   RAYMOND JAMES & ASSOCIATES 396 - 2023-12-31 445,022 $49,010,000 114,269
   True Link Financial Advisors LLC 5 - 2023-12-31 443,862 $48,883,000 199,419
   Comprehensive Portfolio Management LLC 14 - 2023-12-31 434,065 $47,804,000 60,828
   Parallel Advisors LLC 12 - 2023-12-31 391,080 $43,070,000 171,937
   Rockefeller Capital Management L.P. 156 - 2023-12-31 388,431 $42,778,000 28,740
   Acorns Advisers LLC 12 - 2023-12-31 385,780 $42,486,000 4,180
   FUND EVALUATION GROUP LLC 6 - 2023-12-31 369,977 $40,755,000 5,383
   Trust Co 6 - 2024-03-31 365,706 $40,425,000 -2,408
   Allred Capital Management LLC 1 - 2023-12-31 353,617 $38,944,000 10,175
   MML INVESTORS SERVICES LLC 138 - 2023-12-31 324,629 $35,751,000 31,245
   Americana Partners LLC - 2023-12-31 340,408 $35,697,000 -14,227
   Client First Capital LLC 1 - 2023-12-31 315,514 $34,748,000 11,119
   FINANCIAL NETWORK 106 - 2023-12-31 307,053 $33,816,000 4,250
   Mader & Shannon Wealth Management Inc. - 2023-12-31 305,597 $33,655,000 -61,859
   Integrated Wealth Concepts LLC 28 - 2023-12-31 300,846 $33,132,000 207,157
   Northwest Quadrant Wealth Management LLC 6 - 2024-03-31 298,459 $32,992,000 -2,893
   Banco Santander S.A. 39 - 2023-12-31 295,229 $32,514,000 37,835
   CREATIVE PLANNING 174 - 2023-12-31 294,029 $32,381,000 -93,495
   Global Retirement Partners LLC 9 - 2023-12-31 290,403 $32,043,000 -39,775
   OLD NATIONAL BANCORP /IN/ 19 - 2023-12-31 285,506 $31,443,000 90,075
   COMERICA BANK 137 - 2023-12-31 267,844 $29,498,000 25,590
   TOWNSQUARE CAPITAL LLC 46 - 2023-12-31 252,005 $27,753,000 -11,244
   Steward Partners Investment Advisory LLC 59 - 2023-12-31 239,811 $26,410,000 101,238
   H D Vest Advisory Services 52 - 2023-12-31 235,619 $25,949,000 14,622
   AE Wealth Management LLC 171 - 2023-12-31 233,069 $25,759,000 133,605
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 179 - 2023-12-31 233,630 $25,730,000 -568,661
   HIGHTOWER ADVISORS, LLC 404 - 2023-12-31 232,903 $25,646,000 -82,436
   TFC Financial Management - 2023-12-31 219,816 $24,208,000 -425
   MILLENNIUM MANAGEMENT LLC 889 - 2023-12-31 218,230 $24,034,000 -56,782
   OPPENHEIMER & CO INC 36 - 2023-12-31 212,220 $23,372,000 16,646
   AFFINIA FINANCIAL GROUP LLC 3 - 2023-06-30 209,279 $23,022,000 8,166
   Whalen Wealth Management Inc. 1 - 2023-12-31 205,773 $22,662,000 0
   KFA Private Wealth Group LLC 3 - 2023-12-31 205,764 $22,661,000 37,812
   JANNEY MONTGOMERY SCOTT LLC 275 - 2023-12-31 199,930 $22,018,000 -9,723
   M. Kulyk & Associates LLC 2 - 2023-12-31 198,554 $21,867,000 28,445
   ESTATE COUNSELORS, LLC - 2023-12-31 191,517 $21,092,000 -804,458
   Virtue Capital Management LLC 3 - 2023-12-31 190,019 $20,940,000 -2,765
   Massey Quick & Co. LLC 12 - 2023-12-31 189,319 $20,850,000 -3,631
   Lee Financial CORP 6 - 2023-12-31 186,217 $20,508,000 15,523
   FINANCIAL ENGINES ADVISORS L.L.C. 60 - 2023-12-31 178,150 $19,620,000 -18,154
   Able Wealth Management LLC 1 - 2023-12-31 176,323 $19,418,000 0
   STRATEGIC POINT INVESTMENT ADVISORS LLC 11 - 2023-12-31 171,775 $18,918,000 1,696
   BURROUGHS HUTCHINSON 2 - 2024-03-31 167,935 $18,564,000 -6,105
   RWM Asset Management LLC 4 - 2024-03-31 167,164 $18,478,000 2,420
   ALLIANCEBERNSTEIN L.P. 904 - 2023-12-31 166,711 $18,360,000 514
   Onyx Bridge Wealth Group LLC 6 - 2023-12-31 160,126 $17,635,000 6,433
   Bull Oak Capital LLC 3 - 2024-03-31 157,732 $17,436,000 4,004
   Concord Wealth Partners 5 - 2023-12-31 158,262 $17,429,000 -22,819
   Mascoma Wealth Management LLC - 2023-12-31 156,674 $17,254,000 8,412
   Wealthfront Advisers LLC 81 - 2023-12-31 155,042 $17,075,000 -483,355
   COMMONWEALTH EQUITY SERVICES LLC. 513 - 2023-12-31 152,880 $16,837,000 24,581
   JANE STREET GROUP LLC 635 - 2023-12-31 148,755 $16,382,000 -1,295,457
   TUCKER ASSET MANAGEMENT LLC 5 - 2023-12-31 146,745 $16,161,000 -49,273
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 115 - 2023-12-31 145,611 $16,036,000 61,057
   Cardinal Point Capital Management ULC 7 - 2023-12-31 144,831 $15,950,000 128,380
   One Day In July LLC 13 - 2023-12-31 140,182 $15,438,000 8,783
   COMERICA SECURITIESINC. 12 - 2023-09-30 136,911 $15,125,000 -208,256
   BUCKINGHAM ASSET MANAGEMENT, LLC 71 - 2023-12-31 136,671 $15,052,000 20,035
   SMITHFIELD TRUST CO 27 - 2023-12-31 136,561 $15,050,000 -24,783
   Resources Investment Advisors Inc. 86 - 2023-12-31 133,732 $14,728,000 -56,914
   Arete Wealth Advisors LLC 15 - 2023-12-31 133,550 $14,708,000 133,550
   TITAN CAPITAL MANAGEMENT, LLC /CA 1 - 2023-12-31 130,795 $14,404,000 -3,937
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us