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Get Institutions for : 
Ishares Barclays 1-3 Treasury Bond Fund (SHY)  
$83.11 0.03 (0.04%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1038    25
Total shares held : 
 220,068,357  
% of shares held : 
 24.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -79  
Amount of shares held : 
 -5,478,506  
% of shares held change : 
   -0.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.34  
Last Quarter's Ending Price : 
 $81.65  
Last Quarter's Average Price : 
 $81.36  
Change from last quarter's     
avg. price to the last closing  : 
1.75 (2.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
68
 1,606,151
 0.73%
 
Increased Positions :
386
 12,329,296
 5.6%
 
Unchanged Positions :
144
 2,187,741
 0.99%
 
Decreased Positions :
440
-17,340,607
-7.88%
 
Closed Positions :
93
-2,073,346
-0.94%
 
Guru Positions :
1
120,150
 0.05%
 
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
   MORGAN STANLEY 95 - 2024-06-30 29,050,094 $2,371,940,000 -1,651,630
   BLACKROCK INC. 384 - 2024-06-30 22,193,385 $1,812,090,000 -2,214,790
   BANK OF AMERICA CORP /DE/ 205 - 2024-06-30 12,964,320 $1,058,537,000 316,288
   J P MORGAN CHASE & CO 279 - 2024-06-30 8,372,604 $683,623,000 -498,461
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 7 - 2024-06-30 7,405,678 $604,674,000 83,182
   WELLS FARGO & CO/MN 163 - 2024-06-30 5,807,034 $474,144,000 7,341
   LPL FINANCIAL CORP 96 - 2024-06-30 5,465,454 $446,254,000 422,978
   UBS Group AG 148 - 2024-06-30 5,316,342 $434,079,000 -38,734
   BANK OF MONTREAL /CAN/ 94 - 2024-06-30 5,093,376 $416,638,000 -57,821
   ENVESTNET ASSET MANAGEMENT INC 130 - 2024-06-30 5,031,184 $410,796,000 -100,047
   CAPTRUST FINANCIAL ADVISORS 13 - 2024-06-30 4,902,356 $400,277,000 170,524
   BANK OF NEW YORK MELLON CORP 245 - 2024-06-30 4,515,878 $368,721,000 -30,281
   BB&T CORP 36 - 2024-06-30 4,260,091 $347,836,000 -330,264
   PINEBRIDGE INVESTMENTS LTD 5 - 2024-06-30 4,043,000 $330,111,000 -240,000
   ROYAL BANK OF CANADA 276 - 2024-06-30 3,159,382 $257,965,000 77,563
   RAYMOND JAMES & ASSOCIATES 104 - 2024-06-30 3,021,899 $246,738,000 250,959
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 325 - 2024-06-30 2,985,837 $243,794,000 -90,982
   FMR LLC 718 - 2024-06-30 2,958,782 $241,585,000 493,064
   Balentine LLC 5 - 2024-06-30 2,881,491 $235,274,000 -2,531,240
   HPM Partners LLC 38 - 2024-06-30 2,335,931 $190,729,000 -37,871
   AMERIPRISE FINANCIAL INC 353 - 2024-06-30 2,202,763 $179,794,000 -16,583
   COLONY GROUP, LLC 37 - 2024-06-30 2,091,800 $170,796,000 1,294,132
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 104 - 2024-06-30 1,658,189 $135,391,000 83,881
   BARCLAYS PLC 271 - 2024-06-30 1,635,397 $133,530,000 -345,399
   STIFEL FINANCIAL CORP 148 - 2024-06-30 1,595,043 $130,236,000 -440,638
   ARGI INVESTMENT SERVICES, LLC 4 - 2024-06-30 1,580,837 $129,075,000 1,485,190
   Wealthfront Advisers LLC 27 - 2024-06-30 1,545,247 $126,169,000 101,302
   MEMBERS Trust Co 10 - 2024-06-30 1,479,228 $120,779,000 -14,070
   Matson Money. Inc. 10 - 2024-06-30 1,388,454 $113,367,000 20,456
   Advisor Group Holdings Inc. 73 - 2024-06-30 1,331,440 $108,722,000 -313,726
   STEPHENS INC /AR/ 6 - 2024-06-30 1,329,128 $108,523,000 6,363
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 101 - 2024-06-30 1,200,547 $98,025,000 -29,888
   AMERIVEST INVESTMENT MANAGEMENT LLC 20 - 2023-06-30 1,170,500 $94,904,000 -58,073
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 4 - 2024-03-31 1,114,775 $91,166,000 -655,330
   TD PRIVATE CLIENT WEALTH LLC 6 - 2024-06-30 1,109,202 $90,566,000 30,196
   SMITHFIELD TRUST CO 4 - 2024-06-30 1,033,983 $84,411,000 200,455
   PNC FINANCIAL SERVICES GROUP INC 200 - 2024-06-30 983,931 $80,338,000 19,627
   US BANCORP 161 - 2024-06-30 852,781 $69,630,000 -210,579
   RENAISSANCE TECHNOLOGIES LLC 200 - 2024-06-30 847,878 $69,229,000 364,878
   MML INVESTORS SERVICES LLC 67 - 2024-06-30 831,060 $67,856,000 -50,157
   WADE G W & INC 8 - 2023-12-31 789,213 $64,747,000 -154,033
   HIGHTOWER ADVISORS, LLC 216 - 2024-06-30 783,604 $63,975,000 -108,224
   GOLDMAN SACHS GROUP INC/ 865 - 2024-06-30 778,932 $63,600,000 -163,911
   RMB CAPITAL MANAGEMENT LLC 10 - 2024-06-30 740,485 $60,461,000 15,302
   SYON CAPITAL LLC 2 - 2024-06-30 722,984 $59,032,000 11,970
   Sawtooth Asset Management Inc. 11 - 2023-12-31 713,977 $58,575,000 -9,642
   BEACON INVESTMENT ADVISORY SERVICES INC. 8 - 2024-06-30 697,332 $56,937,000 7,641
   Pathstone Holdings LLC 64 - 2024-06-30 695,835 $56,815,000 632
   COMMONWEALTH EQUITY SERVICES LLC. 224 - 2024-06-30 648,492 $52,949,000 -218,368
   Bleakley Financial Group LLC 13 - 2024-06-30 643,784 $52,565,000 -68,848
   Simplicity WealthLLC 16 - 2024-06-30 643,750 $52,562,000 -68,848
   AMUNDI 522 - 2024-06-30 621,100 $50,620,000 262,500
   GM Advisory Group Inc. 7 - 2024-06-30 619,446 $50,578,000 25,398
   SCOPUS ASSET MANAGEMENT LP 22 - 2024-06-30 619,000 $50,541,000 0
   Cetera Investment Advisers 173 - 2024-06-30 580,786 $47,421,000 40,358
   HSBC HOLDINGS PLC 439 - 2024-06-30 570,139 $46,553,000 -117,893
   Clarity Financial LLC 1 - 2024-06-30 563,383 $46,000,000 18,204
   PUTNAM FL INVESTMENT MANAGEMENT CO 25 - 2024-06-30 527,866 $43,100,000 -25,768
   ELEMENT POINTE ADVISORS LLC 2 - 2024-06-30 527,439 $43,065,000 -9,077
   Strategic Investment Advisors / MI 4 - 2024-06-30 522,166 $42,635,000 21,381
   SG AMERICAS SECURITIES LLC 76 - 2024-06-30 522,140 $42,633,000 490,171
   VICTORY CAPITAL MANAGEMENT INC 493 - 2024-06-30 518,101 $42,303,000 370
   CITIGROUP INC 425 - 2024-06-30 492,404 $40,205,000 -733,394
   JANE STREET GROUP LLC 364 - 2024-06-30 491,833 $40,158,000 479,612
   ATWOOD & PALMER INC 4 - 2024-06-30 487,494 $39,804,000 5,320
   Fiduciary Group LLC 3 - 2024-06-30 486,761 $39,744,000 -47,236
   INSIGHT 2811 INC 2 - 2024-06-30 463,153 $37,816,000 -16,487
   ANCHOR CAPITAL ADVISORS INC 41 - 2024-06-30 456,559 $37,278,000 223,703
   BENJAMIN F. EDWARDS & COMPANY INC. 41 - 2024-06-30 437,386 $35,712,000 -231,040
   PATHSTONE FAMILY OFFICE, LLC 62 - 2023-09-30 437,915 $35,458,000 -161,620
   PARTNERS CAPITAL INVESTMENT GROUP LLP 28 - 2024-06-30 428,249 $34,964,000 200,825
   EVERGREEN CAPITAL MANAGEMENT LLC 9 - 2024-06-30 427,742 $34,925,000 -120,888
   Quent Capital LLC 4 - 2024-06-30 414,402 $33,836,000 60,390
   PINNACLE FINANCIAL PARTNERS INC 26 - 2024-06-30 412,785 $33,704,000 53,918
   TIAA FSB 93 - 2023-06-30 396,918 $32,182,000 53,848
   Allspring Global Investments Holdings LLC 423 - 2024-06-30 392,240 $32,026,000 0
   CI Private Wealth LLC 301 - 2024-06-30 388,445 $31,717,000 -14,795
   COMERICA BANK 139 - 2024-06-30 385,443 $31,471,000 -4,561
   Kovitz Investment Group Partners LLC 66 - 2024-06-30 380,039 $31,059,000 300,004
   M&T BANK CORP 156 - 2024-06-30 378,210 $30,881,000 -72,279
   GTS SECURITIES LLC 23 - 2024-06-30 372,834 $30,442,000 362,325
   AMERICA FIRST INVESTMENT ADVISORS LLC 1 - 2024-06-30 370,486 $30,250,000 10,035
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 259 - 2024-06-30 365,665 $29,857,000 303,284
   EDGE WEALTH MANAGEMENT LLC 5 - 2024-06-30 357,913 $29,224,000 -10,577
   ALLIANCEBERNSTEIN L.P. 761 - 2024-06-30 351,442 $28,695,000 5,590
   ZACKS INVESTMENT MANAGEMENT 75 - 2024-06-30 349,353 $28,525,000 -150
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 186 - 2024-06-30 340,326 $27,788,000 -234,701
   Whalen Wealth Management Inc. 1 *New 2024-06-30 338,902 $27,671,000 338,902
   Watchman Group Inc. 2 - 2024-06-30 335,896 $27,426,000 318,950
   KEYBANK NATIONAL ASSOCIATION/OH 146 - 2024-06-30 334,679 $27,327,000 22,818
   TRAPHAGEN INVESTMENT ADVISORS LLC 10 - 2024-06-30 325,609 $26,586,000 -34,941
   Willis Johnson & Associates Inc. 10 - 2024-06-30 324,170 $26,468,000 24,228
   FINANCIAL NETWORK 160 - 2024-03-31 318,965 $26,085,000 60,065
   Private Advisor Group LLC 112 - 2024-06-30 319,356 $26,061,000 -348,186
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 69 - 2024-06-30 316,769 $25,883,000 -593,044
   ADVISORY SERVICES NETWORK, LLC 22 - 2024-06-30 315,118 $25,729,000 63,983
   BEAM Asset Management LLC 2 - 2024-06-30 312,930 $25,551,000 222,977
   HAVERFORD TRUST CO 69 - 2024-06-30 309,350 $25,258,000 8,179
   BUCKINGHAM ASSET MANAGEMENT, LLC 55 - 2024-06-30 307,168 $25,080,000 -10,239
   PFS INVESTMENTS INC. 78 - 2023-06-30 308,766 $25,035,000 46,335
  100 Records found
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