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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
   MORGAN STANLEY 82 - 2023-12-31 30,401,747 $2,494,159,000 6,110,341
   BLACKROCK INC. 419 - 2023-12-31 18,565,204 $1,523,089,000 4,065,359
   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
   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
   FMR LLC 683 - 2023-12-31 2,892,071 $237,266,000 241,813
   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
   BARCLAYS PLC 260 - 2023-12-31 1,724,140 $141,448,000 22,584
   CITIGROUP INC 127 - 2023-12-31 1,523,404 $124,980,000 744,896
   MEMBERS Trust Co 11 - 2024-03-31 1,493,298 $122,122,000 732,321
   Wealthfront Advisers LLC 28 - 2024-03-31 1,443,945 $118,086,000 147,446
   STEPHENS INC /AR/ 5 - 2023-12-31 1,320,394 $108,325,000 11,880
   GOLDMAN SACHS GROUP INC/ 656 - 2023-12-31 1,262,186 $103,550,000 207,499
   PNC FINANCIAL SERVICES GROUP INC 183 - 2023-12-31 1,073,272 $88,051,000 4,482
   SYON CAPITAL LLC 2 - 2023-12-31 728,702 $59,783,000 84,928
   ALLIANCEBERNSTEIN L.P. 584 - 2023-12-31 598,861 $49,131,000 6,901
   Curi Capital 3 - 2023-12-31 584,098 $47,919,000 14,816
   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
   Strategic Investment Advisors / MI 4 - 2024-03-31 500,785 $40,954,000 298,937
   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
   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
   Vigilare Wealth Management 2 - 2024-03-31 416,491 $34,061,000 397,517
   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
   Allspring Global Investments Holdings LLC 448 - 2024-03-31 392,240 $32,077,000 140,372
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 219 - 2023-12-31 368,744 $30,252,000 7,593
   AMERICA FIRST INVESTMENT ADVISORS LLC 1 - 2024-03-31 360,451 $29,478,000 9,717
   Baird Financial Group Inc. 256 - 2023-12-31 352,800 $28,944,000 38,774
   KEYBANK NATIONAL ASSOCIATION/OH 150 - 2023-12-31 322,934 $26,494,000 8,167
   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
   EAGLE GLOBAL ADVISORS LLC 16 - 2023-12-31 299,730 $24,590,000 259,585
   Willis Johnson & Associates Inc. 10 - 2024-03-31 299,942 $24,529,000 15,697
   ADVISORY SERVICES NETWORK, LLC 20 - 2023-12-31 279,043 $22,893,000 23,747
   Claraphi Advisory Network LLC 1 - 2022-12-31 277,692 $22,540,000 92,733
   HAVERFORD TRUST CO 69 - 2023-12-31 271,445 $22,269,000 27,838
   VisionPoint Advisory Group LLC 2 - 2023-12-31 248,242 $20,366,000 72,062
   Great Point Wealth Advisors LLC - 2023-12-31 243,535 $19,980,000 19,610
   BCJ Capital Management LLC 13 - 2023-12-31 233,447 $19,152,000 41,690
   KFA Private Wealth Group LLC 5 - 2023-12-31 231,246 $18,971,000 27,262
   CWA Asset Management Group LLC 15 - 2023-12-31 229,786 $18,852,000 4,449
   MBL Wealth LLC 14 - 2024-03-31 220,210 $18,009,000 14,023
   OLD MISSION CAPITAL LLC 29 - 2023-12-31 218,322 $17,911,000 114,410
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 446 - 2023-12-31 214,480 $17,596,000 214,480
   GAMBLE JONES MORPHY & BENT 15 - 2022-12-31 216,055 $17,537,000 88,812
   Perigon Wealth Management LLC 36 - 2023-12-31 213,234 $17,494,000 83,140
   AE Wealth Management LLC 265 - 2023-12-31 212,076 $17,416,000 50,367
   PRIVATE MANAGEMENT GROUP INC 68 - 2023-12-31 207,287 $17,006,000 10,261
   Oakmont Partners LLC 46 - 2024-03-31 204,805 $16,749,000 74,948
   CREATIVE PLANNING 287 - 2023-12-31 195,835 $16,066,000 12,839
   Klaas Financial Asset Advisors LLC 9 - 2024-03-31 195,294 $15,971,000 6,365
   Integrated Wealth Concepts LLC 92 - 2023-12-31 188,409 $15,457,000 11,393
   Kestra Advisory Services LLC 176 - 2023-12-31 186,817 $15,326,000 40,094
   Envestnet Portfolio Solutions Inc. 160 - 2023-12-31 176,575 $14,486,000 26,637
   SkyView Investment Advisors LLC 7 - 2023-12-31 173,500 $14,234,000 62,500
   Ballast Inc. 4 - 2023-12-31 171,834 $14,097,000 2,302
   GUGGENHEIM CAPITAL LLC 214 - 2023-12-31 163,176 $13,387,000 15,207
   Acorns Advisers LLC 22 - 2023-12-31 162,625 $13,342,000 9,797
   Atria Wealth Solutions Inc. 138 - 2023-12-31 154,264 $12,656,000 43,808
   Starfox Financial Services LLC 3 - 2023-12-31 152,858 $12,540,000 13,949
   Sentinus LLC 4 - 2023-06-30 151,240 $12,263,000 12,239
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 386 - 2023-12-31 149,096 $12,232,000 12,719
   ANGELES WEALTH MANAGEMENT LLC 17 - 2023-12-31 148,745 $12,203,000 2,230
   WARREN AVERETT ASSET MANAGEMENT, LLC 39 - 2023-12-31 147,477 $12,099,000 108,911
   O SHAUGHNESSY ASSET MANAGEMENT LLC 146 - 2023-12-31 145,548 $11,941,000 16,620
   BARTLETT & CO. LLC 89 - 2023-12-31 145,167 $11,904,000 143,350
   BARTLETT & CO. WEALTH MANAGEMENT LLC 89 - 2023-12-31 145,167 $11,904,000 143,350
   InterOcean Capital Group LLC 69 - 2023-12-31 145,028 $11,898,000 16,336
   Van Hulzen Asset Management LLC 43 - 2023-12-31 138,368 $11,352,000 4,715
   Americana Partners LLC - 2023-12-31 136,688 $11,040,000 27,291
   Retirement Group LLC 3 - 2023-12-31 132,637 $10,882,000 8,775
   IFRAH FINANCIAL SERVICES INC 5 - 2023-12-31 129,630 $10,635,000 2,832
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 126,497 $10,378,000 100,524
   Kingsview Wealth Management LLC 70 - 2023-12-31 126,095 $10,345,000 5,958
   DT INVESTMENT PARTNERS, LLC 22 - 2023-12-31 124,641 $10,239,000 5,809
   Actinver Wealth Management Inc. 1 - 2023-12-31 122,463 $10,047,000 19,102
   EFFICIENT ADVISORS, LLC 32 - 2023-12-31 122,144 $10,021,000 17,023
   SevenBridge Financial Group LLC - 2023-12-31 121,094 $9,935,000 7,358
   MTC Wealth Management LLC 10 - 2024-03-31 121,054 $9,900,000 65,082
   PRUDENTIAL FINANCIAL INC 665 - 2023-12-31 120,101 $9,853,000 5,232
   Goss Wealth Management LLC 204 - 2023-12-31 119,536 $9,808,000 2,628
   AdvisorNet Financial Inc 21 - 2024-03-31 119,457 $9,769,000 5,606
   INTERACTIVE FINANCIAL ADVISORS 7 - 2023-12-31 129,593 $9,724,000 124,949
   Birchcreek Wealth Management LLC 2 - 2023-12-31 116,255 $9,538,000 22,946
   WOODMONT INVESTMENT COUNSEL LLC 30 - 2024-03-31 115,315 $9,430,000 35,937
   JMAC ENTERPRISES LLC - 2023-12-31 112,609 $9,238,000 8,002
   Atlas Private Wealth Management 1 - 2024-03-31 111,804 $9,143,000 9,842
   PFG Advisors 24 - 2023-12-31 110,745 $9,085,000 3,805
   BNP PARIBAS ARBITRAGE SA 699 - 2023-12-31 110,561 $9,070,000 51,846
   JFS WEALTH ADVISORS, LLC 31 - 2023-12-31 110,246 $9,045,000 25,164
   CWM LLC 311 - 2024-03-31 107,932 $8,827,000 4,472
   WT Wealth Management 5 - 2023-12-31 106,172 $8,710,000 99,991
  100 Records found
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