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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 172 - 2023-12-31 3,812,911 $419,916,000 404,970
   J P MORGAN CHASE & CO 483 - 2023-12-31 2,512,084 $276,656,000 1,490,327
   UBS Group AG 208 - 2023-12-31 2,235,509 $246,197,000 129,249
   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
   GOLDMAN SACHS GROUP INC/ 618 - 2023-12-31 1,027,629 $113,173,000 14,376
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 131 - 2024-03-31 992,056 $109,662,000 50,699
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 76 - 2024-03-31 952,662 $105,307,000 198,128
   LaSalle St. Investment Advisors LLC 1 - 2023-09-30 723,745 $79,952,000 515
   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
   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
   CYNOSURE MANAGEMENT LLC 1 - 2023-12-31 592,395 $65,094,000 508,923
   Wealthfront Advisers LLC 44 - 2024-03-31 522,698 $57,779,000 367,656
   True Link Financial Advisors LLC 5 - 2024-03-31 493,292 $54,529,000 49,430
   Townsend & Associates Inc 1 - 2024-03-31 467,090 $51,557,000 11,257
   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
   OLD NATIONAL BANCORP /IN/ 17 - 2024-03-31 382,268 $42,256,000 96,762
   FUND EVALUATION GROUP LLC 6 - 2023-12-31 369,977 $40,755,000 5,383
   MML INVESTORS SERVICES LLC 138 - 2023-12-31 324,629 $35,751,000 31,245
   FINANCIAL NETWORK 106 - 2023-12-31 307,053 $33,816,000 4,250
   Integrated Wealth Concepts LLC 28 - 2023-12-31 300,846 $33,132,000 207,157
   Banco Santander S.A. 39 - 2023-12-31 295,229 $32,514,000 37,835
   COMERICA BANK 137 - 2023-12-31 267,844 $29,498,000 25,590
   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
   Cardinal Point Capital Management ULC 7 - 2024-03-31 233,951 $25,861,000 89,120
   AE Wealth Management LLC 171 - 2023-12-31 233,069 $25,759,000 133,605
   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. 2 - 2024-03-31 207,565 $22,944,000 1,792
   KFA Private Wealth Group LLC 3 - 2023-12-31 205,764 $22,661,000 37,812
   M. Kulyk & Associates LLC 2 - 2023-12-31 198,554 $21,867,000 28,445
   Lee Financial CORP 6 - 2023-12-31 186,217 $20,508,000 15,523
   STRATEGIC POINT INVESTMENT ADVISORS LLC 11 - 2023-12-31 171,775 $18,918,000 1,696
   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
   Bridge Advisory LLC 1 - 2024-03-31 156,651 $17,316,000 81,895
   Mascoma Wealth Management LLC - 2023-12-31 156,674 $17,254,000 8,412
   COMMONWEALTH EQUITY SERVICES LLC. 513 - 2023-12-31 152,880 $16,837,000 24,581
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 115 - 2023-12-31 145,611 $16,036,000 61,057
   BUCKINGHAM ASSET MANAGEMENT, LLC 71 - 2023-12-31 136,671 $15,052,000 20,035
   Arete Wealth Advisors LLC 15 - 2023-12-31 133,550 $14,708,000 133,550
   CWM LLC 240 - 2024-03-31 130,175 $14,390,000 4,056
   BNP PARIBAS ARBITRAGE SA 579 - 2023-12-31 124,465 $13,707,000 53,760
   White Lighthouse Investment Management Inc. - 2023-12-31 123,423 $13,593,000 12,599
   GUIDANCE CAPITAL INC 3 - 2024-03-31 117,939 $13,003,000 6,697
   SEVEN POST INVESTMENT OFFICE LP 7 - 2024-03-31 116,630 $12,892,000 13,526
   RSM US WEALTH MANAGEMENT LLC 59 - 2023-12-31 113,503 $12,500,000 57,914
   ACUTE INVESTMENT ADVISORY LLC 4 - 2024-03-31 112,578 $12,444,000 1,648
   CAMARDA FINANCIAL ADVISORS, LLC 5 - 2023-12-31 111,991 $12,334,000 845
   ATRIA INVESTMENTS LLC 124 - 2023-12-31 110,616 $12,182,000 32,045
   LOWE BROCKENBROUGH & CO INC 34 - 2023-12-31 105,606 $11,630,000 2,331
   Strategic Wealth Partners Ltd. 11 - 2023-03-31 105,027 $11,606,000 17,722
   IFP Advisors Inc 36 - 2023-12-31 99,725 $10,983,000 54,285
   BANQUE PICTET & CIE SA 74 - 2023-12-31 99,485 $10,956,000 23,542
   MAYPORT LLC 6 - 2024-03-31 98,613 $10,901,000 9,659
   Liquid Strategies LLC 6 - 2023-12-31 95,297 $10,495,000 73,845
   KWMG LLC 26 - 2024-03-31 92,969 $10,277,000 3,002
   Paulson Wealth Management Inc. 7 - 2023-12-31 87,806 $9,670,000 6,689
   FINANCIAL MANAGEMENT NETWORK INC 11 - 2024-03-31 87,733 $9,665,000 7,364
   ATTICUS WEALTH MANAGEMENT LLC 4 - 2024-03-31 87,389 $9,660,000 5,373
   Birchcreek Wealth Management LLC 3 - 2023-12-31 86,293 $9,503,000 38,404
   Orion Portfolio Solutions LLC 192 - 2023-12-31 79,519 $8,764,000 64,574
   Morris Retirement Advisors LLC 5 - 2023-12-31 76,061 $8,377,000 53,462
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 84 - 2023-12-31 75,126 $8,274,000 1,400
   Proficio Capital Partners LLC 20 - 2023-12-31 73,808 $8,174,000 7,700
   WEDBUSH MORGAN SECURITIES INC 48 - 2023-12-31 72,828 $8,021,000 3,644
   Bulltick Wealth Management LLC 21 - 2023-12-31 70,619 $7,777,000 10,608
   Coppell Advisory Solutions LLC 9 - 2023-12-31 70,599 $7,775,000 69,496
   GTS SECURITIES LLC 115 - 2023-12-31 70,156 $7,726,000 70,156
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 240 - 2023-12-31 63,431 $6,986,000 16,854
   GRT CAPITAL PARTNERS LLC 4 - 2023-12-31 61,865 $6,813,000 8,669
   Kestra Advisory Services LLC 360 - 2023-12-31 61,321 $6,753,000 18,983
   ADVISORY RESEARCH INC 20 - 2023-12-31 60,543 $6,668,000 12,995
   Meridian Wealth Management LLC 19 - 2024-03-31 60,097 $6,643,000 14,228
   WEALTHSOURCE PARTNERS LLC 40 - 2023-12-31 57,813 $6,367,000 29,249
   Atria Wealth Solutions Inc. 248 - 2023-12-31 57,491 $6,332,000 3,018
   Gallagher Fiduciary Advisors LLC 22 - 2023-12-31 55,606 $6,124,000 620
   Baird Financial Group Inc. 600 - 2023-12-31 55,580 $6,121,000 42,686
   Capital Wealth Alliance LLC - 2023-12-31 53,151 $5,853,000 12,599
   Vise Technologies Inc. 18 - 2023-12-31 52,448 $5,776,000 35,895
   MORRIS FINANCIAL CONCEPTS INC. 9 - 2024-03-31 51,263 $5,667,000 1,073
   Fifth Third Securities Inc. 54 - 2024-03-31 46,113 $5,097,000 3,346
   AMG NATIONAL TRUST BANK 90 - 2023-12-31 44,895 $4,944,000 3,660
   INVESTMENT HOUSE LLC 73 - 2023-12-31 42,746 $4,708,000 20,030
   SUMITOMO MITSUI FINANCIAL GROUP INC. 55 - 2023-12-31 41,394 $4,559,000 25,177
   Actinver Wealth Management Inc. 2 - 2023-12-31 40,048 $4,410,000 11,300
   Shepherd Financial Partners LLC 30 - 2024-03-31 39,520 $4,369,000 215
   Spire Wealth Management 176 - 2024-03-31 38,916 $4,302,000 2,078
   FTB Advisors Inc. 148 - 2024-03-31 38,808 $4,290,000 588
   Heartland Bank & Trust Co - 2023-12-31 38,914 $4,286,000 36,408
  100 Records found
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