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Get Institutions for : 
Ishares Barclays 1-3 Treasury Bond Fund (SHY)  
$81.13 0.05 (0.06%) as of 4:30 Tue 4/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1054    20
Total shares held : 
 239,125,981  
% of shares held : 
 26.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -78  
Amount of shares held : 
 -17,184,688  
% of shares held change : 
   -1.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $80.68  
Last Quarter's Ending Price : 
 $82.04  
Last Quarter's Average Price : 
 $81.29  
Change from last quarter's     
avg. price to the last closing  : 
0.16 (0.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
74
 3,251,224
 1.36%
 
Increased Positions :
386
 21,634,063
 9.05%
 
Unchanged Positions :
150
 2,961,438
 1.24%
 
Decreased Positions :
444
-39,846,828
-16.66%
 
Closed Positions :
94
-2,223,147
-0.93%
 
Guru Positions :
1
149,096
 0.06%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 82 - 2023-12-31 30,401,747 $2,494,159,000 6,110,341
   J P MORGAN CHASE & CO 127 - 2023-12-31 21,208,961 $1,739,983,000 -3,591,185
   BLACKROCK INC. 419 - 2023-12-31 18,565,204 $1,523,089,000 4,065,359
   BANK OF AMERICA CORP /DE/ 200 - 2023-12-31 11,603,072 $951,916,000 -5,126,497
   Balentine LLC 1 - 2023-12-31 8,118,230 $666,020,000 -1,123,811
   UBS Group AG 111 - 2023-12-31 6,202,313 $508,838,000 177,582
   WELLS FARGO & CO/MN 163 - 2023-12-31 5,578,321 $457,646,000 4,269
   LPL FINANCIAL CORP 80 - 2023-12-31 5,484,057 $449,912,000 112,667
   BANK OF MONTREAL /CAN/ 85 - 2023-12-31 5,332,561 $437,537,000 -837,427
   BANK OF NEW YORK MELLON CORP 216 - 2023-12-31 5,031,457 $412,781,000 -83,275
   ENVESTNET ASSET MANAGEMENT INC 113 - 2023-12-31 4,841,598 $397,205,000 -656,381
   BB&T CORP 30 - 2023-12-31 4,635,036 $380,258,000 -305,906
   CAPTRUST FINANCIAL ADVISORS 11 - 2023-12-31 4,352,114 $357,047,000 890,536
   PINEBRIDGE INVESTMENTS LTD 4 - 2023-12-31 4,093,000 $335,790,000 280,000
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 254 - 2023-12-31 3,267,337 $268,052,000 -2,264,119
   AMERIPRISE FINANCIAL INC 263 - 2023-12-31 3,091,141 $259,158,000 -188,378
   ROYAL BANK OF CANADA 254 - 2023-12-31 3,154,791 $258,819,000 -676,847
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 25 - 2023-12-31 3,040,758 $249,464,000 -4,833,408
   FMR LLC 683 - 2023-12-31 2,892,071 $237,266,000 241,813
   RAYMOND JAMES & ASSOCIATES 104 - 2023-12-31 2,792,956 $229,134,000 67,091
   HPM Partners LLC - 2023-12-31 2,450,100 $201,006,000 744,074
   MANUFACTURERES LIFE INSURANCE CO 150 - 2023-12-31 1,896,152 $155,560,000 1,849,118
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 2 - 2023-12-31 1,770,105 $145,219,000 -20,746
   BARCLAYS PLC 260 - 2023-12-31 1,724,140 $141,448,000 22,584
   Advisor Group Holdings Inc. 88 - 2023-12-31 1,711,516 $140,423,000 -1,228,954
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 94 - 2023-12-31 1,634,247 $134,074,000 -704,422
   CITIGROUP INC 127 - 2023-12-31 1,523,404 $124,980,000 744,896
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 80 - 2023-12-31 1,402,930 $115,096,000 -160,262
   Matson Money. Inc. 11 - 2023-12-31 1,355,657 $111,218,000 -24,923
   STEPHENS INC /AR/ 5 - 2023-12-31 1,320,394 $108,325,000 11,880
   Wealthfront Advisers LLC 28 - 2023-12-31 1,296,499 $106,365,000 869,171
   GOLDMAN SACHS GROUP INC/ 656 - 2023-12-31 1,262,186 $103,550,000 207,499
   US BANCORP 128 - 2023-12-31 1,184,618 $97,186,000 -433,972
   AMERIVEST INVESTMENT MANAGEMENT LLC 20 - 2023-06-30 1,170,500 $94,904,000 -58,073
   HIGHTOWER ADVISORS, LLC 141 - 2023-12-31 1,107,009 $90,782,000 -236,817
   PNC FINANCIAL SERVICES GROUP INC 183 - 2023-12-31 1,073,272 $88,051,000 4,482
   STIFEL FINANCIAL CORP 191 - 2023-12-31 1,058,140 $86,811,000 -161,308
   COMMONWEALTH EQUITY SERVICES LLC. 141 - 2023-12-31 961,514 $78,883,000 -24,736
   Clarity Financial LLC 1 - 2023-12-31 920,542 $75,521,000 9,184
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 15 - 2023-12-31 913,864 $75,048,000 -6,559,829
   SMITHFIELD TRUST CO 4 - 2023-12-31 815,443 $66,898,000 -2,036
   WADE G W & INC 8 - 2023-12-31 789,213 $64,747,000 -154,033
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 63 - 2023-12-31 768,425 $63,042,000 -583,494
   MEMBERS Trust Co 13 - 2023-12-31 760,977 $62,400,000 -17,877
   SYON CAPITAL LLC 2 - 2023-12-31 728,702 $59,783,000 84,928
   MML INVESTORS SERVICES LLC 71 - 2023-12-31 722,964 $59,312,000 -394,823
   Pathstone Holdings LLC 50 - 2023-12-31 721,845 $59,218,000 0
   Bleakley Financial Group LLC - 2023-12-31 714,010 $58,577,000 -9,609
   Sawtooth Asset Management Inc. 11 - 2023-12-31 713,977 $58,575,000 -9,642
   BEACON INVESTMENT ADVISORY SERVICES INC. 8 - 2023-12-31 672,429 $55,166,000 -191,182
   GM Advisory Group Inc. 7 - 2023-12-31 632,059 $51,854,000 -113,474
   SCOPUS ASSET MANAGEMENT LP 11 *New 2023-12-31 619,000 $50,783,000 619,000
   ELEMENT POINTE ADVISORS LLC 2 - 2023-12-31 602,003 $49,388,000 -11,237
   ALLIANCEBERNSTEIN L.P. 584 - 2023-12-31 598,861 $49,131,000 6,901
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 591,558 $48,531,000 -66,034
   Curi Capital 3 - 2023-12-31 584,098 $47,919,000 14,816
   Connectus Wealth LLC 21 - 2023-12-31 553,413 $45,454,000 -29,429
   RIA Advisory Group LLC 2 *New 2023-12-31 436,673 $43,785,000 436,673
   EVERGREEN CAPITAL MANAGEMENT LLC 6 - 2023-12-31 527,076 $43,241,000 47,644
   Fiduciary Group LLC 1 - 2023-12-31 521,842 $42,812,000 9,792
   SYNOVUS FINANCIAL CORP 24 - 2023-12-31 518,921 $42,573,000 -24,421
   VICTORY CAPITAL MANAGEMENT INC 480 - 2023-12-31 517,731 $42,475,000 -48,002
   M&T BANK CORP 127 - 2023-12-31 488,469 $40,074,000 11,478
   ATWOOD & PALMER INC 5 - 2024-03-31 482,174 $39,432,000 50,398
   INSIGHT 2811 INC 2 - 2023-12-31 476,101 $39,059,000 -19,171
   PUTNAM FL INVESTMENT MANAGEMENT CO 25 - 2023-12-31 463,247 $38,005,000 64,336
   Cetera Investment Advisers 58 - 2023-12-31 460,377 $37,769,000 26,960
   JANE STREET GROUP LLC 325 - 2023-12-31 457,627 $37,544,000 298,126
   PATHSTONE FAMILY OFFICE, LLC 62 - 2023-09-30 437,915 $35,458,000 -161,620
   CI Private Wealth LLC 287 - 2023-12-31 422,071 $34,627,000 -20,460
   COMERICA BANK 123 - 2023-12-31 399,847 $32,803,000 85,725
   TIAA FSB 93 - 2023-06-30 396,918 $32,182,000 53,848
   EDGE WEALTH MANAGEMENT LLC 4 - 2023-12-31 385,891 $31,658,000 -25,776
   FIFTH THIRD BANCORP 145 - 2023-12-31 381,477 $31,296,000 -102,798
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 381,123 $31,275,000 -16,759
   Private Advisor Group LLC 92 - 2023-12-31 379,562 $31,139,000 -23,342
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 219 - 2023-12-31 368,744 $30,252,000 7,593
   AMUNDI 641 *New 2023-12-31 361,200 $29,611,000 361,200
   Baird Financial Group Inc. 256 - 2023-12-31 352,800 $28,944,000 38,774
   AMERICA FIRST INVESTMENT ADVISORS LLC 1 - 2023-12-31 350,734 $28,774,000 -7,882
   KEYBANK NATIONAL ASSOCIATION/OH 150 - 2023-12-31 322,934 $26,494,000 8,167
   HSBC HOLDINGS PLC 546 - 2023-12-31 315,575 $25,890,000 -298,574
   BUCKINGHAM ASSET MANAGEMENT, LLC 45 - 2023-12-31 312,444 $25,633,000 -1,038
   CONFLUENCE INVESTMENT MANAGEMENT LLC 72 - 2024-03-31 313,351 $25,626,000 313,351
   Quent Capital LLC 4 - 2023-12-31 309,951 $25,428,000 51,787
   PFS INVESTMENTS INC. 78 - 2023-06-30 308,766 $25,035,000 46,335
   Orion Portfolio Solutions LLC 69 - 2023-12-31 302,801 $24,818,000 -35,354
   EAGLE GLOBAL ADVISORS LLC 16 - 2023-12-31 299,730 $24,590,000 259,585
   Willis Johnson & Associates Inc. 9 - 2023-12-31 284,245 $23,319,000 6,599
   ZACKS INVESTMENT MANAGEMENT 96 - 2023-12-31 280,163 $22,985,000 -88,739
   ADVISORY SERVICES NETWORK, LLC 20 - 2023-12-31 279,043 $22,893,000 23,747
   JAFFETILCHIN INVESTMENT PARTNERS LLC 11 - 2023-12-31 275,487 $22,601,000 -34,646
   Claraphi Advisory Network LLC 1 - 2022-12-31 277,692 $22,540,000 92,733
   SMI Advisory Services LLC 6 - 2023-12-31 273,946 $22,510,000 270,978
   HAVERFORD TRUST CO 69 - 2023-12-31 271,445 $22,269,000 27,838
   PARTNERS CAPITAL INVESTMENT GROUP LLP 33 - 2023-12-31 269,065 $22,074,000 -227,023
   PEAPACK GLADSTONE FINANCIAL CORP 81 - 2023-12-31 268,113 $21,997,000 -12,166
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 118 - 2023-12-31 263,880 $21,649,000 -187,042
   Client First Capital LLC 2 - 2023-12-31 259,505 $21,290,000 -3,812
   FINANCIAL NETWORK 175 - 2023-12-31 258,900 $21,240,000 -238,245
  100 Records found
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