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Get Institutions for : 
iShares Barclays Short Treasury Bond (SHV)  
$110.46 0.04 (0.04%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 635    21
Total shares held : 
 91,674,761  
% of shares held : 
 51.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 19,601,894  
% of shares held change : 
   11.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $110.07  
Last Quarter's Ending Price : 
 $110.50  
Last Quarter's Average Price : 
 $110.27  
Change from last quarter's     
avg. price to the last closing  : 
0.19 (0.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 850,741
 0.93%
 
Increased Positions :
243
 25,123,702
 27.41%
 
Unchanged Positions :
102
 1,510,629
 1.65%
 
Decreased Positions :
246
-5,400,387
-5.89%
 
Closed Positions :
65
-972,162
-1.06%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   Eagle Strategies LLC 274 *Closed 2024-06-30 0 $0 -9,261
   HUNTINGTON ASSET ADVISORS INC. 173 *Closed 2024-06-30 0 $0 -1,422
   Elevated Capital Advisors LLC 229 *Closed 2024-06-30 0 $0 -14,996
   Vident Investment Advisory LLC 125 *Closed 2023-09-30 0 $0 -27,147
   KICKSTAND VENTURES LLC. 80 *Closed 2024-06-30 0 $0 -18,054
   SATHER FINANCIAL GROUP INC 93 *Closed 2024-06-30 0 $0 -3,423
   Morling Financial Advisors LLC 89 *Closed 2024-06-30 0 $0 -1,186
   Cape Investment Advisory Inc. 864 *Closed 2024-06-30 0 $0 -19
   Change Path LLC 783 *Closed 2024-06-30 0 $0 -18,979
   CoreCap Advisors LLC 1659 *Closed 2024-06-30 0 $0 -56,657
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1131 *Closed 2024-06-30 0 $0 -123,999
   DecisionPoint Financial LLC 233 *Closed 2024-06-30 0 $0 -50
   EQIS CAPITAL MANAGEMENT, INC. 779 *Closed 2024-06-30 0 $0 -9,988
   JNBA FINANCIAL ADVISORS 630 *Closed 2024-06-30 0 $0 -150
   Sowell Financial Services LLC 516 *Closed 2024-06-30 0 $0 -13,291
   Claraphi Advisory Network LLC 173 *Closed 2022-12-31 0 $0 -3,213
   Rakuten Securities Inc. 652 *Closed 2024-06-30 0 $0 -806
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5866 *Closed 2024-06-30 0 $0 -144,324
   Gallagher Fiduciary Advisors LLC 266 *Closed 2024-06-30 0 $0 -54,981
   Meridian Wealth Management LLC 370 *Closed 2024-06-30 0 $0 -60,097
   Banque Cantonale Vaudoise 985 *Closed 2024-06-30 0 $0 -2,148
   Evanson Asset Management LLC 311 *Closed 2024-06-30 0 $0 -4,753
   Capital Analysts Inc. 1213 *Closed 2024-06-30 0 $0 -176
   NWAM LLC 211 *Closed 2024-06-30 0 $0 -1,984
   Resurgent Financial Advisors LLC 189 *Closed 2024-06-30 0 $0 -1,823
   Csenge Advisory Group 707 *Closed 2024-06-30 0 $0 -2,228
   WEALTH BUILDERS 189 *Closed 2024-06-30 0 $0 -2,276
   LifeSteps Financial Inc. 373 *Closed 2024-06-30 0 $0 -7
   SageView Advisory Group LLC 578 *Closed 2024-06-30 0 $0 -5,915
   Authentikos Wealth Advisory LLC 48 *Closed 2024-06-30 0 $0 -9,064
   FLOW TRADERS U.S. LLC 948 *Closed 2024-06-30 0 $0 -21,443
   Hudson Portfolio Management LLC 101 *Closed 2023-12-31 0 $0 -2,100
   Northland Capital Management LLC 32 *Closed 2024-06-30 0 $0 -3,495
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 977 *Closed 2024-06-30 0 $0 -176
   Vontobel Holding Ltd. 1181 *Closed 2024-06-30 0 $0 -5,649
   SPIREPOINT PRIVATE CLIENT LLC 212 *Closed 2024-06-30 0 $0 -9,760
   Retireful LLC 133 *Closed 2024-06-30 0 $0 -5,559
   LINCOLN NATIONAL CORP 592 *Closed 2024-06-30 0 $0 -2,217
   Robertson Stephens Wealth Management LLC 514 *Closed 2024-06-30 0 $0 -4,430
   Crewe Advisors LLC 1002 *Closed 2024-06-30 0 $0 -249
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 855 *Closed 2024-06-30 0 $0 -497
   SYNOVUS FINANCIAL CORP 868 *Closed 2024-06-30 0 $0 -1,897
   Levy Wealth Management Group LLC 107 *Closed 2024-06-30 0 $0 -2,250
   Streettalk Advisors LLC 495 *Closed 2024-06-30 0 $0 -2,710
   Grant/GrossMendelsohn LLC 139 *Closed 2024-06-30 0 $0 -23,239
   Belpointe Asset Management LLC 931 *Closed 2024-06-30 0 $0 -3,685
   Ten Capital Wealth Advisors LLC 384 *Closed 2023-06-30 0 $0 -58
   PATTEN & PATTEN INC/TN 313 *Closed 2024-06-30 0 $0 -2,125
   Sunpointe LLC 171 *Closed 2024-06-30 0 $0 -14,548
   BEACON FINANCIAL GROUP 327 *Closed 2024-06-30 0 $0 -2,473
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 83 *Closed 2023-03-31 0 $0 -94,068
   VIMA LLC 331 *Closed 2024-06-30 0 $0 -30
   Advisor Resource Council 476 *Closed 2024-03-31 0 $0 -31,410
   First Capital Advisors Group LLC. 970 *Closed 2023-06-30 0 $0 0
   Colonial Trust Co / SC 1025 *Closed 2024-06-30 0 $0 -69
   WOODMONT INVESTMENT COUNSEL LLC 340 *Closed 2024-06-30 0 $0 -2,553
   Beacon Pointe Advisors LLC 1289 *Closed 2024-06-30 0 $0 -3,093
   Creative Capital Management Investments LLC 235 *Closed 2024-06-30 0 $0 -17
   McClarren Financial Advisors Inc. 364 *Closed 2024-06-30 0 $0 -111
   Fortress Wealth Group LLC 110 *Closed 2024-06-30 0 $0 -3,125
   Rinkey Investments 80 *Closed 2024-06-30 0 $0 -12,853
   Private Advisory Group LLC 213 *Closed 2024-06-30 0 $0 -2,094
   J.Safra Asset Management Corp 279 *Closed 2024-06-30 0 $0 -250
   JANNEY MONTGOMERY SCOTT LLC 2818 *Closed 2024-06-30 0 $0 -227,517
   Cypress Wealth Services LLC 275 *Closed 2024-06-30 0 $0 -5,604
   NUVEEN ASSET MANAGEMENT, LLC 3431 *Closed 2024-06-30 0 $0 -24,434
   Signal Advisors Wealth LLC 234 *Closed 2024-06-30 0 $0 -5,387
   Madrona Financial Services LLC 102 *Closed 2024-06-30 0 $0 -1,970
   Significant Wealth Partners LLC 113 *Closed 2024-06-30 0 $0 -3,712
   COLONIAL ASSET MANAGEMENT, INC. 982 *Closed 2024-06-30 0 $0 -70
   CHILTON INVESTMENT CO LLC 184 *Closed 2024-06-30 0 $0 -2,080
   Private Portfolio Partners LLC 223 *Closed 2024-06-30 0 $0 -8,734
  72 Records found
  1    
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