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Get Institutions for : 
Ishares Barclays 1-3 Treasury Bond Fund (SHY)  
$81.15 0.10 (0.12%) as of 4:30 Tue 4/30


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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  : 
0.14 (0.17%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GLOBAL ENDOWMENT MANAGEMENT, LP 18 - 2023-12-31 111,250 $9,127,000 0
   AMERICAN INTERNATIONAL GROUP INC 490 - 2023-12-31 102,300 $8,393,000 0
   Pacific Wealth Management 5 - 2024-03-31 98,623 $8,091,000 0
   RDL FINANCIAL INC 7 - 2024-03-31 73,269 $5,941,000 0
   Retirement Systems of Alabama 643 - 2023-12-31 72,000 $5,907,000 0
   StrongBox Wealth LLC 8 - 2024-03-31 64,667 $5,305,000 0
   Russell Investments Group Ltd. 1119 - 2023-12-31 63,235 $5,186,000 0
   OLD NATIONAL BANCORP /IN/ 180 - 2024-03-31 40,227 $3,290,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 44 - 2023-12-31 38,080 $3,124,000 0
   BlueDrive Global Investors LLP 9 - 2024-03-31 35,526 $2,905,000 0
   K.J. HARRISON & PARTNERS INC 89 - 2024-03-31 23,200 $1,897,000 0
   FIRST COMMUNITY TRUST NA 15 - 2024-03-31 22,804 $1,865,000 0
   Salomon & Ludwin LLC 65 - 2023-12-31 21,629 $1,751,000 0
   CHARTWELL INVESTMENT PARTNERS INC. 329 - 2023-12-31 16,485 $1,352,000 0
   Cooper Financial Group 103 - 2024-03-31 13,971 $1,143,000 0
   GUERRA PAN ADVISORS LLC 32 - 2023-12-31 12,670 $1,039,000 0
   ALESCO ADVISORS LLC 88 - 2023-12-31 12,565 $1,031,000 0
   Beirne Wealth Consulting Services LLC 43 - 2023-12-31 11,770 $966,000 0
   Bluesphere Advisors LLC 30 - 2024-03-31 11,793 $964,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 98 - 2024-03-31 11,690 $956,000 0
   Enterprise Bank & Trust Co 59 - 2024-03-31 11,172 $914,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 279 - 2024-03-31 10,765 $883,000 0
   Sound View Wealth Advisors Group LLC 174 - 2023-12-31 9,979 $819,000 0
   Fortune Financial Advisors LLC 60 - 2024-03-31 0 $811,000 0
   Sage Mountain Advisors LLC 115 - 2024-03-31 9,500 $777,000 0
   SkyOak Wealt LLC 88 - 2023-12-31 9,405 $772,000 0
   NEW SOUTH CAPITAL MANAGEMENT INC 56 - 2023-12-31 9,405 $772,000 0
   BARRETT & COMPANY INC. 53 - 2024-03-31 9,375 $767,000 0
   BANK OF HAWAII 150 - 2023-12-31 9,162 $752,000 0
   Bromfield Sneider Wealth Advisors 25 - 2024-03-31 7,969 $652,000 0
   BAKER ELLIS ASSET MANAGEMENT LLC 134 - 2024-03-31 7,626 $624,000 0
   Jacobi Capital Management LLC 265 - 2023-12-31 7,506 $616,000 0
   RODGERS BROTHERS INC. 159 - 2023-12-31 7,200 $591,000 0
   BUTLER WICK TRUST CO 108 - 2024-03-31 7,200 $589,000 0
   Heritage Wealth Partners LLC 23 - 2024-03-31 7,105 $583,000 0
   Purus Wealth Management LLC 60 - 2024-03-31 7,012 $573,000 0
   Fermata Advisors LLC 104 - 2024-03-31 6,906 $565,000 0
   Greenspring Advisors LLC 36 - 2024-03-31 6,779 $554,000 0
   SHAYNE & CO., LLC 57 - 2023-12-31 6,480 $532,000 0
   S. R. Schill & Associates 42 - 2024-03-31 6,468 $529,000 0
   United Community Bank 101 - 2023-12-31 6,295 $516,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 166 - 2023-09-30 6,291 $509,000 0
   E&G Advisors LP 118 - 2024-03-31 6,150 $503,000 0
   Summa Corp. 37 - 2024-03-31 6,000 $491,000 0
   Trust Co 80 - 2024-03-31 5,840 $478,000 0
   SOUTHEAST ASSET ADVISORS INC. 112 - 2023-12-31 5,710 $468,000 0
   Cherry Tree Wealth Management LLC 89 - 2023-12-31 5,662 $465,000 0
   BUSEY TRUST CO 254 - 2024-03-31 5,565 $455,000 0
   SFMG, LLC 149 - 2023-12-31 5,499 $451,000 0
   Passive Capital Management LLC. 39 - 2023-03-31 5,047 $415,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 91 - 2023-12-31 5,000 $410,000 0
   WealthPlan Investment Management LLC 129 - 2023-12-31 4,931 $405,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 171 - 2023-12-31 4,775 $392,000 0
   STAPP WEALTH MANAGEMENT PLLC 16 - 2024-03-31 4,275 $350,000 0
   FAIRFIELD RESEARCH CORP 81 - 2023-12-31 4,225 $347,000 0
   Bremer Bank National Association 151 - 2024-03-31 4,208 $344,000 0
   HBW Advisory Services LLC 220 - 2024-03-31 4,154 $341,000 0
   Lion Street Advisors LLC 162 - 2024-03-31 4,091 $336,000 0
   RETIREMENT CAPITAL STRATEGIES 63 - 2023-12-31 4,041 $332,000 0
   Horizons Wealth Management 48 - 2024-03-31 3,983 $327,000 0
   Brickley Wealth Management 36 - 2024-03-31 3,990 $326,000 0
   MESIROW FINANCIAL INVESTMENT MANAGEMENT 12 - 2023-12-31 3,914 $321,000 0
   GW HENSSLER & ASSOCIATES LTD - 2023-12-31 3,742 $307,000 0
   Willow Creek Wealth Management Inc. 114 - 2023-12-31 3,673 $301,000 0
   STEPHENS GROUP ASSET MANAGEMENT LLC 26 - 2024-03-31 3,572 $292,000 0
   SANDY SPRING BANK - 2023-12-31 3,408 $280,000 0
   AllSquare Wealth Management LLC 84 - 2023-12-31 3,250 $267,000 0
   ARROW FINANCIAL CORP 146 - 2023-12-31 3,226 $265,000 0
   First Citizens Financial Corp 94 - 2023-12-31 3,203 $263,000 0
   CYNOSURE MANAGEMENT LLC 136 - 2023-12-31 3,194 $262,000 0
   KM Capital Management Ltd. 41 - 2023-12-31 3,090 $254,000 0
   ROGCO LP 90 - 2023-12-31 3,053 $250,000 0
   CARDIFF PARK ADVISORS LLC 204 - 2023-12-31 3,000 $246,000 0
   GFS ADVISORS, LLC 129 - 2024-03-31 3,000 $245,000 0
   High Net Worth Advisory Group LLC 183 - 2024-03-31 3,000 $245,000 0
   Spectrum Asset Management Inc. (NB/CA) 83 - 2024-03-31 3,000 $245,000 0
   Tempus Wealth Planning LLC 170 - 2024-03-31 2,963 $242,000 0
   BRAGG FINANCIAL ADVISORS INC 300 - 2023-12-31 2,903 $238,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 221 - 2023-12-31 2,710 $222,000 0
   SBB Research Group LLC 31 - 2023-09-30 2,727 $221,000 0
   Silicon Hills Wealth Management LLC 82 - 2023-06-30 2,676 $217,000 0
   Capstone Triton Financial Group LLC 94 - 2024-03-31 2,635 $215,000 0
   Arden Trust Co 239 - 2024-03-31 2,609 $213,000 0
   AULL & MONROE INVESTMENT MANAGEMENT CORP - 2023-12-31 2,570 $211,000 0
   PETTYJOHN CO 177 - 2023-12-31 2,525 $207,000 0
   DEUTSCHE BANK AG 2796 - 2023-12-31 2,390 $196,000 0
   UNION SAVINGS BANK 127 - 2023-12-31 2,269 $186,000 0
   Pacific Center for Financial Services 89 - 2023-12-31 2,108 $173,000 0
   Zeit Capital LLC 23 - 2023-12-31 1,735 $142,000 0
   WEBSTER BANK 261 - 2024-03-31 1,327 $109,000 0
   PARKSIDE FINANCIAL BANK & TRUST 478 - 2023-12-31 1,211 $99,000 0
   COCONUT GROVE BANK 282 - 2023-12-31 1,200 $98,000 0
   Mechanics Financial Corp 135 - 2023-12-31 1,132 $93,000 0
   Tortoise Investment Management LLC 282 - 2023-12-31 1,135 $93,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 690 - 2024-03-31 1,092 $89,000 0
   VALLEY NATIONAL ADVISERS INC 360 - 2024-03-31 860 $70,000 0
   Ritter Daniher Financial Advisory LLC / DE 134 - 2023-12-31 773 $63,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 113 - 2022-12-31 709 $58,000 0
   Financial Gravity Wealth Inc. 311 - 2023-12-31 706 $57,000 0
   Cedar Mountain Advisors LLC 70 - 2024-03-31 673 $55,000 0
  100 Records found
  1    
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