Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Barclays 1-3 Treasury Bond Fund (SHY)  
$81.25 0.04 (0.05%) as of 4:30 Mon 4/29


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 127 - 2023-12-31 21,208,961 $1,739,983,000 -3,591,185
   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
   BANK OF MONTREAL /CAN/ 85 - 2023-12-31 5,332,561 $437,537,000 -837,427
   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
   BANK OF NEW YORK MELLON CORP 248 - 2024-03-31 4,546,159 $371,785,000 -485,298
   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
   RAYMOND JAMES & ASSOCIATES 111 - 2024-03-31 2,770,940 $226,607,000 -22,016
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 2 - 2023-12-31 1,770,105 $145,219,000 -20,746
   Advisor Group Holdings Inc. 88 - 2023-12-31 1,711,516 $140,423,000 -1,228,954
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 104 - 2024-03-31 1,574,308 $128,747,000 -59,939
   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
   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
   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
   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
   MML INVESTORS SERVICES LLC 71 - 2023-12-31 722,964 $59,312,000 -394,823
   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
   ELEMENT POINTE ADVISORS LLC 2 - 2023-12-31 602,003 $49,388,000 -11,237
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 591,558 $48,531,000 -66,034
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 101 - 2024-03-31 575,027 $47,026,000 -193,398
   Connectus Wealth LLC 21 - 2023-12-31 553,413 $45,454,000 -29,429
   Clarity Financial LLC 1 - 2024-03-31 545,179 $44,585,000 -375,363
   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
   INSIGHT 2811 INC 2 - 2023-12-31 476,101 $39,059,000 -19,171
   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
   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
   EDGE WEALTH MANAGEMENT LLC 4 - 2024-03-31 368,490 $30,135,000 -17,401
   FIFTH THIRD BANCORP 155 - 2024-03-31 357,797 $29,261,000 -23,680
   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
   Orion Portfolio Solutions LLC 69 - 2023-12-31 302,801 $24,818,000 -35,354
   ZACKS INVESTMENT MANAGEMENT 96 - 2023-12-31 280,163 $22,985,000 -88,739
   JAFFETILCHIN INVESTMENT PARTNERS LLC 11 - 2023-12-31 275,487 $22,601,000 -34,646
   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
   FINANCIAL NETWORK 175 - 2023-12-31 258,900 $21,240,000 -238,245
   Foundations Investment Advisors LLC 42 - 2023-12-31 254,824 $20,941,000 -262,687
   Cypress Capital LLC 3 - 2023-12-31 244,980 $20,098,000 -13,287
   ANCHOR CAPITAL ADVISORS INC 63 - 2023-12-31 230,926 $18,945,000 -16,037
   CLS INVESTMENT FIRM LLC 63 - 2022-12-31 222,935 $18,096,000 -4,073
   Wealthcare Advisory Partners LLC 37 - 2024-03-31 219,261 $17,931,000 -33,520
   MARINER WEALTH ADVISORS, LLC 338 - 2023-12-31 204,968 $16,816,000 -21,877
   Brookstone Capital Management 85 - 2024-03-31 200,545 $16,401,000 -36,030
   Innova Wealth Partners 1 - 2023-12-31 189,699 $15,563,000 -112,569
   SCBT FINANCIAL CORP 23 - 2023-12-31 177,672 $14,576,000 -54,989
   TOWNSQUARE CAPITAL LLC 86 - 2023-12-31 174,899 $14,349,000 -272,126
   MERCER GLOBAL ADVISORS INC /ADV 244 - 2023-12-31 172,059 $14,116,000 -42,845
   Executive Wealth Management LLC - 2023-12-31 163,659 $13,427,000 -4,294
   DUBUQUE BANK & TRUST CO 12 - 2023-09-30 165,441 $13,396,000 -6,897
   JAMES INVESTMENT RESEARCH INC 9 - 2023-12-31 154,657 $12,688,000 -17,907
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 30 - 2023-12-31 152,170 $12,484,000 -12,210
   Vivaldi Capital Management LLC 3 - 2023-12-31 148,846 $12,140,000 -9,724
   OPPENHEIMER & CO INC 97 - 2023-12-31 146,285 $12,001,000 -16,982
   Main Management LLC 23 - 2023-12-31 144,704 $11,872,000 -100,221
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 141,584 $11,616,000 -64,310
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 16 - 2023-12-31 139,104 $11,412,000 -27,789
   Argent Advisors Inc. 4 - 2023-12-31 137,365 $11,269,000 -1,940
   Lake Hills Wealth Management LLC 1 - 2024-03-31 136,956 $11,200,000 -53,520
   Carr Financial Group Corp 7 - 2024-03-31 136,242 $11,142,000 -3,088
   SYNTAX RESEARCH INC. 1 - 2023-12-31 134,001 $10,993,000 -5,910
   Integrated Advisors Network LLC 30 - 2023-12-31 130,876 $10,737,000 -13,297
   BEAM Asset Management LLC 3 - 2023-12-31 130,540 $10,709,000 -55
   Benedetti & Gucer Inc. 2 - 2023-12-31 127,745 $10,480,000 -41,503
   ANCORA ADVISORS, LLC 79 - 2023-12-31 126,052 $10,341,000 -754
   GREENWOOD CAPITAL ASSOCIATES LLC 16 - 2023-12-31 123,946 $10,169,000 -5,656
   SCHRODER INVESTMENT MANAGEMENT GROUP 604 - 2023-12-31 119,928 $9,839,000 -124,780
   Glenview Trust Co 100 - 2023-12-31 116,253 $9,537,000 -5,768
   Resources Investment Advisors Inc. 125 - 2023-12-31 115,667 $9,489,000 -21,041
   Lido Advisors LLC 157 - 2023-12-31 113,660 $9,325,000 -16,111
   TRUE Private Wealth Advisors 17 - 2024-03-31 109,114 $8,924,000 -27,874
   AXXCESS WEALTH MANAGEMENT LLC 82 - 2023-12-31 107,174 $8,793,000 -74,181
   Robertson Stephens Wealth Management LLC 35 - 2023-12-31 107,161 $8,792,000 -122,269
   Nelson Van Denburg & Campbell Wealth Management Gr 43 - 2023-12-31 106,466 $8,734,000 -4,557
   CULLEN FROST BANKERS INC 169 - 2023-12-31 104,333 $8,559,000 -3,061
   WJ Wealth Management LLC 12 - 2024-03-31 104,447 $8,542,000 -21,066
   Core Wealth Advisors Inc. 11 - 2023-12-31 101,368 $8,316,000 -2,446
   SUMITOMO MITSUI FINANCIAL GROUP INC. 44 - 2023-12-31 97,071 $7,964,000 -491
   Mutual Advisors LLC 66 - 2023-12-31 97,015 $7,959,000 -2,585
   HTLF Bank 29 - 2024-03-31 90,585 $7,408,000 -96,025
   Comprehensive Portfolio Management LLC 52 - 2024-03-31 90,193 $7,376,000 -7,017
   GREENUP STREET WEALTH MANAGEMENT LLC 11 - 2023-12-31 88,235 $7,239,000 -8,094
   Auxano Advisors LLC 10 - 2023-12-31 87,726 $7,197,000 -1,100
   Buckingham Strategic Partners 38 - 2023-12-31 87,408 $7,171,000 -10,557
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us