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Get Institutions for : 
Ishares Barclays 1-3 Treasury Bond Fund (SHY)  
$81.25 0.04 (0.05%) as of 4:30 Mon 4/29


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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  : 
0.04 (0.05%)  




 
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
   Simplicity WealthLLC 14 *New 2024-03-31 712,598 $58,276,000 712,598
   SCOPUS ASSET MANAGEMENT LP 11 *New 2023-12-31 619,000 $50,783,000 619,000
   RIA Advisory Group LLC 2 *New 2023-12-31 436,673 $43,785,000 436,673
   AMUNDI 641 *New 2023-12-31 361,200 $29,611,000 361,200
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 53 *New 2024-03-31 274,749 $22,469,000 274,749
   Aevitas Wealth Management Inc. 1 *New 2022-12-31 236,956 $19,234,000 236,956
   Benchmark Investment Advisors LLC 13 *New 2023-12-31 233,447 $19,152,000 233,447
   3EDGE Asset Management LP 14 *New 2023-12-31 187,229 $15,360,000 187,229
   Beacon Harbor Wealth Advisors Inc. 3 *New 2023-12-31 140,340 $11,513,000 140,340
   Polaris Wealth Advisers LLC 45 *New 2023-09-30 133,795 $10,833,000 133,795
   FLOW TRADERS U.S. LLC 86 *New 2023-12-31 62,986 $5,167,000 62,986
   CORNELL UNIVERSITY 1 *New 2023-12-31 52,316 $4,292,000 52,316
   PRESILIUM PRIVATE WEALTH LLC 22 *New 2023-12-31 42,323 $3,472,000 42,323
   COLONY GROUP, LLC 283 *New 2023-12-31 40,356 $3,311,000 40,356
   Headlands Technologies LLC 18 *New 2023-12-31 32,970 $2,705,000 32,970
   BSC PRIVATE WEALTH MANAGEMENT LLC 49 *New 2023-12-31 29,369 $2,409,000 29,369
   Oversea-Chinese Banking CORP Ltd 144 *New 2023-12-31 21,696 $1,780,000 21,696
   Compton Wealth Advisory Group LLC 44 *New 2024-03-31 21,602 $1,767,000 21,602
   Ascendant Capital Management LLC 11 *New 2023-03-31 21,500 $1,766,000 21,500
   MV Capital Management Inc. 74 *New 2024-03-31 19,356 $1,583,000 19,356
   WILEY BROS.-AINTREE CAPITAL LLC 98 *New 2024-03-31 18,223 $1,490,000 18,223
   Jordan Park Group LLC 36 *New 2023-12-31 15,649 $1,284,000 15,649
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 64 *New 2024-03-31 15,233 $1,246,000 15,233
   D L CARLSON INVESTMENT GROUP INC 85 *New 2023-12-31 15,235 $1,246,000 15,235
   TWO SIGMA SECURITIES LLC 184 *New 2023-12-31 15,015 $1,232,000 15,015
   Searle & Co. 73 *New 2023-12-31 11,500 $943,000 11,500
   Resonant Capital Advisors LLC 143 *New 2023-12-31 10,502 $862,000 10,502
   Edgestream Partners L.P. 487 *New 2023-12-31 10,201 $837,000 10,201
   Cresset Asset Management LLC 959 *New 2023-12-31 10,076 $827,000 10,076
   Confluence Wealth Services Inc. 156 *New 2024-03-31 9,981 $816,000 9,981
   Objective Capital Management LLC 45 *New 2023-12-31 8,367 $686,000 8,367
   KISTLERTIFFANY COMPANIES, LLC 167 *New 2023-06-30 7,270 $589,000 7,270
   ADVISORS CAPITAL MANAGEMENT LLC 341 *New 2023-12-31 6,585 $540,000 6,585
   Momentum Advisors LLC 40 *New 2022-12-31 5,842 $474,000 5,842
   ARS Wealth Advisors Group LLC 94 *New 2023-12-31 5,720 $469,000 5,720
   LifePro Asset Management 72 *New 2024-03-31 5,408 $442,000 5,408
   Pinnacle Family Advisors LLC 62 *New 2023-12-31 5,145 $422,000 5,145
   WNY Asset Management LLC 156 *New 2023-12-31 5,119 $420,000 5,119
   KOCHIS FITZ/QUINTILE LLC 220 *New 2024-03-31 4,745 $388,000 4,745
   L.M. KOHN & COMPANY 171 *New 2024-03-31 4,654 $381,000 4,654
   TILIA FIDUCIARY PARTNERS INC. 78 *New 2024-03-31 4,516 $369,000 4,516
   MCDONALD PARTNERS LLC 194 *New 2024-03-31 4,156 $340,000 4,156
   Addison Capital Co 83 *New 2023-12-31 4,118 $338,000 4,118
   Prosperity Financial Group Inc. 92 *New 2023-12-31 3,830 $314,000 3,830
   Lokken Investment Group LLC 98 *New 2023-12-31 3,779 $310,000 3,779
   SONATA CAPITAL GROUP INC 88 *New 2023-12-31 3,750 $308,000 3,750
   AVALON ADVISORS L P 283 *New 2023-03-31 3,692 $303,000 3,692
   CBIZ Investment Advisory Services LLC 37 *New 2023-12-31 3,522 $289,000 3,522
   Horizon Family Wealth Inc. 55 *New 2023-12-31 3,478 $285,000 3,478
   WOLVERINE TRADING LLC 924 *New 2023-12-31 3,329 $273,000 3,329
   BRIGHTON JONES LLC 463 *New 2023-12-31 3,291 $270,000 3,291
   GREATMARK INVESTMENT PARTNERS, INC. 113 *New 2023-12-31 3,200 $263,000 3,200
   FDX ADVISORS, INC. 585 *New 2023-12-31 3,044 $250,000 3,044
   Fortitude Advisory Group L.L.C. 162 *New 2023-12-31 3,024 $248,000 3,024
   WMS PARTNERS, LLC 230 *New 2023-12-31 2,959 $243,000 2,959
   Venture Visionary Partners LLC 449 *New 2023-12-31 2,891 $237,000 2,891
   Kure Advisory LLC 95 *New 2023-12-31 2,892 $237,000 2,892
   Ridgewood Investments LLC 169 *New 2024-03-31 2,783 $228,000 2,783
   SHAKER INVESTMENTS LLC/OH 88 *New 2024-03-31 2,758 $226,000 2,758
   Schneider Downs Wealth Management Advisors LP 107 *New 2023-12-31 2,720 $223,000 2,720
   Semus Wealth Partners LLC *New 2023-12-31 2,635 $216,000 2,635
   DEAN C H & ASSOCIATES INC 206 *New 2023-12-31 2,625 $215,000 2,625
   SIMPLEX TRADING LLC 951 *New 2024-03-31 2,629 $214,000 2,629
   SEABRIDGE INVESTMENT ADVISORS LLC *New 2023-12-31 2,462 $202,000 2,462
   CAPRIN ASSET MANAGEMENT LLC /ADV 14 *New 2022-12-31 1,846 $150,000 1,846
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 205 *New 2024-03-31 1,500 $123,000 1,500
   OXFORD FINANCIAL GROUP LTD 247 *New 2023-12-31 1,227 $101,000 1,227
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 283 *New 2023-12-31 851 $70,000 851
   Scarborough Advisors LLC 148 *New 2023-12-31 777 $64,000 777
   Glassman Wealth Services 413 *New 2023-12-31 717 $59,000 717
   MATHER GROUP, INC. 922 *New 2024-03-31 475 $39,000 475
   Future Financial Wealth Managment LLC 295 *New 2024-03-31 438 $36,000 438
   CRITERION CAPITAL ADVISORS LLC 167 *New 2024-03-31 430 $35,000 430
   SHEETS SMITH & ASSOCIATES INC 420 *New 2023-09-30 286 $23,000 286
   MILESTONE GROUP INC 335 *New 2023-12-31 197 $16,000 197
   Matrix Trust Co 65 *New 2023-12-31 176 $14,000 176
   Penserra Capital Management LLC 1133 *New 2023-12-31 90 $7,000 90
   HORIZON FINANCIAL SERVICES LLC 147 *New 2024-03-31 75 $6,000 75
   Morton Brown Family Wealth LLC 185 *New 2024-03-31 34 $3,000 34
   YHB INVESTMENT ADVISORS, INC. 849 *New 2024-03-31 21 $2,000 21
   Blackston Financial Advisory Group LLC 100 *New 2023-12-31 0 $0 0
  81 Records found
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