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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
   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
   BANK OF AMERICA CORP /DE/ 374 - 2023-12-31 3,490,407 $384,399,000 -214,360
   Betterment LLC 22 - 2023-12-31 2,283,392 $251,470,000 -243,564
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 2 - 2023-12-31 1,893,085 $208,485,000 -539,392
   ANCHOR CAPITAL ADVISORS INC 1 - 2023-12-31 1,155,425 $127,247,000 -357,506
   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
   GM Advisory Group Inc. 4 - 2023-12-31 727,803 $80,153,000 -80,197
   FMR LLC 1097 - 2023-12-31 720,671 $79,368,000 -719,348
   AMERIPRISE FINANCIAL INC 626 - 2023-12-31 658,459 $72,308,000 -201,305
   GATEWAY ADVISORY, LLC 1 - 2023-12-31 611,709 $67,367,000 -1,042,608
   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
   FAMILY MANAGEMENT CORP 1 - 2023-12-31 470,957 $51,866,000 -75,529
   Trust Co 6 - 2024-03-31 365,706 $40,425,000 -2,408
   Allred Capital Management LLC 1 - 2024-03-31 351,762 $38,884,000 -1,855
   Americana Partners LLC - 2023-12-31 340,408 $35,697,000 -14,227
   RAYMOND JAMES & ASSOCIATES 525 - 2024-03-31 318,434 $35,200,000 -126,588
   Mader & Shannon Wealth Management Inc. - 2023-12-31 305,597 $33,655,000 -61,859
   Northwest Quadrant Wealth Management LLC 6 - 2024-03-31 298,459 $32,992,000 -2,893
   CREATIVE PLANNING 174 - 2023-12-31 294,029 $32,381,000 -93,495
   Global Retirement Partners LLC 12 - 2024-03-31 288,037 $31,840,000 -2,366
   TOWNSQUARE CAPITAL LLC 46 - 2023-12-31 252,005 $27,753,000 -11,244
   Client First Capital LLC 1 - 2024-03-31 243,869 $26,957,000 -71,645
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 216 - 2024-03-31 208,922 $23,094,000 -24,708
   JANNEY MONTGOMERY SCOTT LLC 275 - 2023-12-31 199,930 $22,018,000 -9,723
   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 14 - 2024-03-31 187,679 $20,746,000 -1,640
   FINANCIAL ENGINES ADVISORS L.L.C. 60 - 2023-12-31 178,150 $19,620,000 -18,154
   BURROUGHS HUTCHINSON 2 - 2024-03-31 167,935 $18,564,000 -6,105
   Concord Wealth Partners 5 - 2023-12-31 158,262 $17,429,000 -22,819
   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
   One Day In July LLC 14 - 2024-03-31 138,455 $15,305,000 -1,727
   COMERICA SECURITIESINC. 12 - 2023-09-30 136,911 $15,125,000 -208,256
   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
   TITAN CAPITAL MANAGEMENT, LLC /CA 1 - 2023-12-31 130,795 $14,404,000 -3,937
   Delta Investment Management LLC 7 - 2023-12-31 126,244 $13,903,000 -3,309
   GAMBLE JONES MORPHY & BENT 24 - 2022-12-31 122,841 $13,503,000 -1,952
   MARINER WEALTH ADVISORS, LLC 395 - 2023-12-31 121,376 $13,367,000 -1,539,682
   Winch Advisory Services LLC 9 - 2023-12-31 117,323 $12,921,000 -711
   STABLEFORD CAPITAL II LLC 2 - 2024-03-31 108,548 $11,999,000 -4,574
   UDINE WEALTH MANAGEMENT INC. 5 - 2024-03-31 107,750 $11,911,000 -3,000
   Semmax Financial Advisors Inc. 2 - 2023-12-31 104,213 $11,489,000 -7,755
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 17 - 2023-12-31 99,632 $10,972,000 -10,881
   Lakeview Capital Partners LLC 7 - 2023-12-31 96,897 $10,671,000 -6,668
   US BANCORP 415 - 2023-12-31 93,949 $10,347,000 -27,949
   CADINHA & CO LLC - 2023-12-31 89,379 $9,843,000 -44,613
   Cetera Investment Advisers 235 - 2023-12-31 88,619 $9,760,000 -51,430
   GFS ADVISORS, LLC 23 - 2024-03-31 84,294 $9,318,000 -31,732
   Ethos Financial Group LLC 11 - 2023-12-31 83,062 $9,148,000 -3,606
   Robinson Value Management Ltd. 2 - 2024-03-31 80,779 $8,929,000 -9,796
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 284 - 2023-12-31 80,822 $8,901,000 -62,627
   Mutual Advisors LLC 58 - 2023-12-31 80,597 $8,876,000 -468,054
   Arkfeld Wealth Strategies L.L.C. 5 - 2024-03-31 78,562 $8,656,000 -2,327
   Astor Investment Management LLC 12 - 2023-12-31 78,394 $8,634,000 -16,158
   MinichMacGregor Wealth Management LLC 15 - 2024-03-31 76,789 $8,452,000 -4,316
   Values First Advisors Inc. 2 - 2024-03-31 68,942 $7,621,000 -1,327
   Ridgewood Investments LLC 2 - 2024-03-31 68,268 $7,546,000 -1,633
   HSBC HOLDINGS PLC 840 - 2023-12-31 68,083 $7,498,000 -174
   CI Private Wealth LLC 595 - 2023-12-31 67,075 $7,387,000 -7,187
   ACCREDITED INVESTORS INC. 34 - 2023-12-31 66,303 $7,302,000 -881,979
   UNITED BANK /VA/ 33 - 2023-12-31 65,088 $7,168,000 -13,862
   QUATTRO FINANCIAL ADVISORS LLC 16 - 2024-03-31 63,379 $7,006,000 -39,701
   Wealth Alliance 16 - 2023-12-31 60,858 $6,702,000 -15,067
   DRIVE WEALTH MANAGEMENT LLC 10 - 2024-03-31 60,445 $6,682,000 -194
   CALAMOS WEALTH MANAGEMENT LLC 61 - 2023-12-31 58,602 $6,454,000 -18,146
   Dynamic Advisors Solutions LLC 123 - 2024-03-31 57,413 $6,346,000 -12,158
   FLOW TRADERS U.S. LLC 68 - 2023-12-31 57,286 $6,309,000 -80,059
   JAMES INVESTMENT RESEARCH INC 45 - 2023-12-31 54,486 $6,001,000 -2,479
   Archford Capital Strategies LLC 26 - 2024-03-31 53,308 $5,893,000 -91
   Weaver Consulting Group 10 - 2024-03-31 53,150 $5,875,000 -8,283
   CITIGROUP INC 1027 - 2023-12-31 53,104 $5,848,000 -56
   J.W. COLE ADVISORS INC. 71 - 2023-12-31 50,398 $5,550,000 -3,375
   Carlton Hofferkamp 10 - 2024-03-31 48,709 $5,379,000 -11,304
   BANK OF MONTREAL /CAN/ 1037 - 2023-12-31 47,657 $5,248,000 -102,611
   CoreCap Advisors LLC 61 - 2023-12-31 47,241 $5,203,000 -29,447
   Comprehensive Portfolio Management LLC 71 - 2024-03-31 46,633 $5,155,000 -387,432
   HM PAYSON & CO 106 - 2023-12-31 42,855 $4,720,000 -1,733
   MMBG INVESTMENT ADVISORS CO. 41 - 2023-12-31 40,900 $4,504,000 -8,750
   FLC Capital Advisors 20 - 2023-12-31 40,277 $4,436,000 -13,204
   GeoWealth Management LLC 69 - 2023-12-31 38,639 $4,255,000 -11,718
   Laidlaw Wealth Management LLC 9 - 2023-12-31 36,895 $4,063,000 -9,329
   NORTHERN OAK CAPITAL MANAGEMENT INC 63 - 2023-12-31 35,679 $3,929,000 -18,744
   Sierra Capital LLC 27 - 2023-12-31 35,243 $3,881,000 -44,580
   Private Advisor Group LLC 533 - 2023-12-31 34,648 $3,816,000 -8,919
   NATIONAL ASSET MANAGEMENT, INC. 217 - 2023-12-31 33,933 $3,737,000 -4,266
   We Are One Seven LLC 112 - 2023-12-31 33,246 $3,661,000 -779
   Patton Fund Management Inc. 51 - 2023-12-31 31,334 $3,451,000 -1,086
   TBH Global Asset Management LLC 32 - 2023-12-31 31,310 $3,448,000 -3,462
  100 Records found
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