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Get Institutions for : 
iShares Barclays Short Treasury Bond (SHV)  
$110.47 0.01 (0.01%) as of 4:30 Tue 4/30


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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  : 
0.24 (0.22%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Sequoia Financial Advisors LLC *New 2023-12-31 118,265 $13,025,000 118,265
   MANUFACTURERES LIFE INSURANCE CO 817 *New 2023-12-31 96,518 $10,630,000 96,518
   Kensington Asset Management LLC *New 2023-12-31 95,297 $10,495,000 95,297
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 3 *New 2024-03-31 92,435 $10,218,000 92,435
   PRESILIUM PRIVATE WEALTH LLC 14 *New 2023-12-31 60,620 $6,676,000 60,620
   PUTNAM FL INVESTMENT MANAGEMENT CO 179 *New 2023-12-31 28,270 $3,113,000 28,270
   KICKSTAND VENTURES LLC. 36 *New 2023-12-31 23,430 $2,580,000 23,430
   Grant/GrossMendelsohn LLC 22 *New 2024-03-31 23,239 $2,561,000 23,239
   Premier Path Wealth Partners LLC 47 *New 2024-03-31 22,384 $2,443,000 22,384
   MILESTONE ASSET MANAGEMENT LLC 39 *New 2024-03-31 20,325 $2,247,000 20,325
   DAVIDSON D A & CO 486 *New 2023-12-31 19,236 $2,118,000 19,236
   Archetype Wealth Partners LLC 26 *New 2023-12-31 19,137 $2,108,000 19,137
   Merit Financial Group LLC 216 *New 2023-12-31 16,866 $1,858,000 16,866
   Mayflower Financial Advisors LLC *New 2023-12-31 12,973 $1,429,000 12,973
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 102 *New 2023-12-31 12,155 $1,339,000 12,155
   CPR Investments Inc. 23 *New 2024-03-31 12,023 $1,329,000 12,023
   Eagle Strategies LLC 102 *New 2024-03-31 9,261 $1,024,000 9,261
   DOHJ LLC 72 *New 2024-03-31 9,117 $1,008,000 9,117
   Simplicity WealthLLC 534 *New 2024-03-31 8,665 $958,000 8,665
   NAVELLIER & ASSOCIATES INC 145 *New 2023-12-31 8,552 $942,000 8,552
   Robertson Stephens Wealth Management LLC 229 *New 2023-12-31 8,426 $928,000 8,426
   Global Assets Advisory LLC 266 *New 2024-03-31 85,300 $775,000 85,300
   Resonant Capital Advisors LLC 153 *New 2023-12-31 7,000 $771,000 7,000
   Bleakley Financial Group LLC *New 2023-12-31 6,845 $754,000 6,845
   WILEY BROS.-AINTREE CAPITAL LLC 219 *New 2024-03-31 6,148 $680,000 6,148
   Atomi Financial Group Inc. 204 *New 2023-12-31 5,969 $657,000 5,969
   Inscription Capital LLC 81 *New 2024-03-31 5,837 $643,000 5,837
   TCG Advisory Services LLC 206 *New 2023-12-31 5,607 $617,000 5,607
   Retireful LLC 88 *New 2024-03-31 5,559 $614,000 5,559
   Trilogy Capital Inc. 179 *New 2024-03-31 5,393 $596,000 5,393
   Pinnacle Family Advisors LLC 46 *New 2023-12-31 5,284 $582,000 5,284
   KISTLERTIFFANY COMPANIES, LLC 169 *New 2023-06-30 5,175 $572,000 5,175
   Evanson Asset Management LLC 174 *New 2024-03-31 4,753 $525,000 4,753
   TCP Asset Management LLC 42 *New 2024-03-31 4,540 $502,000 4,540
   P-Solve LLC 25 *New 2023-12-31 4,522 $498,000 4,522
   PATHSTONE FAMILY OFFICE, LLC 1123 *New 2023-09-30 3,832 $423,000 3,832
   Prostatis Group LLC 73 *New 2023-03-31 3,731 $411,000 3,731
   Truadvice LLC 149 *New 2023-09-30 3,691 $407,000 3,691
   TILIA FIDUCIARY PARTNERS INC. 76 *New 2024-03-31 3,645 $403,000 3,645
   COLONY GROUP, LLC 620 *New 2023-12-31 3,574 $394,000 3,574
   BURNS WEALTH MANAGEMENT, INC. 376 *New 2023-12-31 3,558 $392,000 3,558
   Ahrens Investment Partners LLC 91 *New 2023-03-31 3,425 $378,000 3,425
   Gladstone Institutional Advisory LLC 477 *New 2023-12-31 3,401 $375,000 3,401
   Patriot Financial Group Insurance Agency LLC 292 *New 2023-12-31 3,394 $374,000 3,394
   DIVERSIFIED TRUST CO 594 *New 2024-03-31 3,315 $366,000 3,315
   Streettalk Advisors LLC 324 *New 2023-12-31 2,959 $326,000 2,959
   BEACON FINANCIAL GROUP 251 *New 2023-12-31 2,908 $320,000 2,908
   Retirement Network 112 *New 2023-12-31 2,806 $309,000 2,806
   PFG Investments LLC 727 *New 2024-03-31 2,759 $305,000 2,759
   Pinnacle Wealth Management Group Inc. 82 *New 2024-03-31 2,680 $296,000 2,680
   Csenge Advisory Group 529 *New 2023-12-31 2,635 $290,000 2,635
   Schrum Private Wealth Management LLC *New 2023-12-31 2,604 $287,000 2,604
   Sovereign Financial Group Inc. 227 *New 2024-03-31 2,448 $271,000 2,448
   LOOMIS SAYLES & CO L P 443 *New 2023-12-31 2,418 $266,000 2,418
   Jessup Wealth Management Inc 52 *New 2024-03-31 2,345 $259,000 2,345
   GUARANTY TRUST CO OF MISSOURI /MO/ 518 *New 2024-03-31 2,275 $251,000 2,275
   AJ WEALTH STRATEGIES LLC 261 *New 2023-06-30 2,220 $245,000 2,220
   BENEDICT FINANCIAL ADVISORS INC 122 *New 2024-03-31 2,176 $241,000 2,176
   Wedmont Private Capital 523 *New 2024-03-31 2,088 $230,000 2,088
   Fiduciary Planning LLC *New 2023-12-31 2,090 $230,000 2,090
   Quadrant Private Wealth Management LLC 212 *New 2023-12-31 1,903 $210,000 1,903
   EverSource Wealth Advisors LLC 717 *New 2023-12-31 737 $81,000 737
   BENJAMIN F. EDWARDS & COMPANY INC. 1180 *New 2023-12-31 574 $63,000 574
   Industrial Alliance Investment Management Inc. 165 *New 2023-12-31 452 $50,000 452
   Princeton Global Asset Management LLC *New 2023-12-31 408 $45,000 408
   Cape Investment Advisory Inc. 454 *New 2023-12-31 269 $30,000 269
   Crewe Advisors LLC 148 *New 2023-12-31 249 $27,000 249
   MATHER GROUP, INC. 1096 *New 2024-03-31 141 $16,000 141
   JONES FINANCIAL COMPANIES LLLP 625 *New 2023-12-31 135 $15,000 135
   Scarborough Advisors LLC 399 *New 2023-12-31 83 $9,000 83
   New Republic Capital LLC 221 *New 2023-12-31 65 $7,000 65
   McClarren Financial Advisors Inc. 307 *New 2023-12-31 27 $3,000 27
   Creative Capital Management Investments LLC 188 *New 2024-03-31 17 $2,000 17
   LifeSteps Financial Inc. 419 *New 2024-03-31 7 $1,000 7
  74 Records found
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