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Get Institutions for : 
iShares Barclays Short Treasury Bond (SHV)  
$110.46 0.01 (0.01%) as of 4:30 Mon 4/29


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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  : 
0.23 (0.21%)  




 
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
   Fortis Group Advisors LLC 7 - 2023-12-31 90,457 $9,996,000 0
   Balentine LLC 43 - 2023-12-31 56,949 $6,272,000 0
   Transcendent Capital Group LLC 17 - 2024-03-31 29,434 $3,242,000 0
   EAGLE ROCK INVESTMENT COMPANY LLC 58 - 2024-03-31 23,820 $2,633,000 0
   Clarity Financial LLC 42 - 2024-03-31 21,629 $2,391,000 0
   KOCHIS FITZ/QUINTILE LLC 94 - 2024-03-31 18,835 $2,082,000 0
   Sunpointe LLC 10 - 2024-03-31 14,548 $1,608,000 0
   Yarbrough Capital LLC 80 - 2024-03-31 14,053 $1,553,000 0
   Sicart Associates LLC 40 - 2023-12-31 13,600 $1,498,000 0
   Heritage Wealth Partners LLC 11 - 2024-03-31 12,905 $1,421,000 0
   Salomon & Ludwin LLC 72 - 2023-12-31 12,676 $1,400,000 0
   SAGE ADVISORY SERVICES, LTD.CO. 29 - 2024-03-31 12,078 $1,335,000 0
   Pathway Financial Advisors LLC 36 - 2024-03-31 12,042 $1,331,000 0
   Rosenberg Matthew Hamilton 37 - 2024-03-31 9,100 $1,002,000 0
   First National Bank of South Miami 33 - 2023-06-30 8,851 $978,000 0
   LEAVELL T & ASSOCIATES INC 273 - 2024-03-31 8,658 $957,000 0
   ATWOOD & PALMER INC 78 - 2024-03-31 8,316 $919,000 0
   Forza Wealth Management LLC 60 - 2024-03-31 8,302 $918,000 0
   FORTE ASSET MANAGEMENT LLC 38 - 2023-12-31 6,750 $743,000 0
   Vestcor Investment Management Corp 576 - 2023-12-31 5,785 $637,000 0
   BFT FINANCIAL GROUP LLC 159 - 2023-06-30 5,639 $623,000 0
   Argent Trust Co 372 - 2023-12-31 5,559 $612,000 0
   PECAUT & CO. 52 - 2023-12-31 5,403 $595,000 0
   Investment Advisory Group LLC 71 - 2023-12-31 5,290 $583,000 0
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 55 - 2023-12-31 5,000 $551,000 0
   FINANCEWARE, INC. 52 - 2024-03-31 4,646 $514,000 0
   MAS Advisors LLC 34 - 2023-12-31 4,534 $499,000 0
   HOWARD FINANCIAL SERVICES LTD. 92 - 2024-03-31 4,143 $458,000 0
   Core Wealth Advisors Inc. 36 - 2023-12-31 4,133 $455,000 0
   Columbus Macro LLC 142 - 2024-03-31 4,111 $454,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 423 - 2023-12-31 3,600 $396,000 0
   Cooper Financial Group 250 - 2024-03-31 3,551 $393,000 0
   Financial Architects LLC 18 - 2024-03-31 3,510 $388,000 0
   Cito Capital Group LLC 118 - 2023-12-31 3,500 $385,000 0
   Hemington Wealth Management - 2023-12-31 3,291 $362,000 0
   LTG Capital LLC 26 - 2023-12-31 3,258 $359,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 268 - 2024-03-31 3,089 $341,000 0
   KYNIKOS ASSOCIATES LP 4 - 2023-09-30 2,725 $301,000 0
   Intergy Private Wealth LLC 70 - 2024-03-31 2,568 $284,000 0
   Quantinno Capital Management LP 975 - 2023-12-31 2,502 $276,000 0
   FINANCIAL LIFE ADVISORS 53 - 2024-03-31 2,424 $268,000 0
   BUFFINGTON MOHR MCNEAL 116 - 2024-03-31 2,323 $257,000 0
   MONTAG A & ASSOCIATES INC 374 - 2023-12-31 2,265 $249,000 0
   Levy Wealth Management Group LLC 91 - 2024-03-31 2,250 $248,000 0
   Raab & Moskowitz Asset Management LLC 151 - 2023-12-31 2,245 $247,000 0
   Benedetti & Gucer Inc. 118 - 2023-12-31 2,206 $243,000 0
   Madrona Financial Services LLC 87 - 2024-03-31 1,970 $218,000 0
   Gyroscope Capital Management Group LLC 203 - 2023-09-30 1,962 $217,000 0
   Bear Mountain Capital Inc. 42 - 2024-03-31 1,931 $213,000 0
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 1,840 $203,000 0
   DEUTSCHE BANK AG 2777 - 2023-12-31 1,837 $202,000 0
   Front Row Advisors LLC 110 - 2023-12-31 1,591 $175,000 0
   Bromfield Sneider Wealth Advisors 49 - 2024-03-31 1,450 $160,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 484 - 2023-12-31 1,000 $110,000 0
   Raleigh Capital Management Inc. 222 - 2023-12-31 951 $105,000 0
   AllSquare Wealth Management LLC 142 - 2023-12-31 904 $100,000 0
   FinTrust Capital Advisors LLC 363 - 2023-12-31 905 $100,000 0
   TOMPKINS FINANCIAL CORP 274 - 2024-03-31 900 $99,000 0
   JFS WEALTH ADVISORS, LLC 306 - 2023-12-31 882 $97,000 0
   HOLLENCREST SECURITIES LLC 425 - 2023-12-31 650 $72,000 0
   PROEQUITIES INC. 1072 - 2023-12-31 539 $59,000 0
   BIDWELL C M & ASSOCIATES LTD/ 209 - 2023-12-31 526 $58,000 0
   FIFTH THIRD BANCORP 1296 - 2024-03-31 516 $57,000 0
   SANDY SPRING BANK - 2023-12-31 510 $56,000 0
   Hoese & Co LLP 63 - 2024-03-31 480 $53,000 0
   Glass Jacobson Investment Advisors llc 418 - 2024-03-31 292 $32,000 0
   Beaird Harris Wealth Management LLC 236 - 2023-12-31 246 $27,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 581 - 2023-12-31 176 $19,000 0
   JNBA FINANCIAL ADVISORS 409 - 2024-03-31 150 $17,000 0
   Financial Gravity Wealth Inc. 371 - 2023-12-31 139 $15,000 0
   J.Safra Asset Management Corp 98 - 2023-12-31 140 $15,000 0
   DIAM CO. LTD - 2023-12-31 129 $14,000 0
   Ambassador Advisors LLC 222 - 2023-12-31 121 $13,000 0
   Key Financial Inc 699 - 2023-12-31 108 $12,000 0
   COLONIAL ASSET MANAGEMENT, INC. 542 - 2023-12-31 70 $8,000 0
   Pflug Koory LLC 370 - 2024-03-31 35 $4,000 0
   Sanctuary Wealth Management L.L.C. 213 - 2023-12-31 16 $2,000 0
   Cornerstone Planning Group LLC 724 - 2023-12-31 8 $1,000 0
   PayPay Securities Corp 175 - 2024-03-31 6 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 594 - 2023-12-31 1 $1,000 0
   APCM Wealth Management for Individuals 115 - 2024-03-31 3 $0 0
   OAK HARBOR WEALTH PARTNERS LLC 233 - 2024-03-31 3 $0 0
   First Capital Advisors Group LLC. 970 *Closed 2023-06-30 0 $0 0
  83 Records found
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  Page 1 of 1
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