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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
   SageView Advisory Group LLC 589 *Closed 2023-12-31 0 $0 -107,845
   LOWERY THOMAS LLC 47 *Closed 2023-12-31 0 $0 -2,867
   Harwood Advisory Group LLC 144 *Closed 2023-12-31 0 $0 -2,479
   We Are One Seven LLC 883 *Closed 2023-12-31 0 $0 -3,368
   Independent Wealth Network Inc. 41 *Closed 2024-03-31 0 $0 -25,187
   W.H. Cornerstone Investments Inc. 126 *Closed 2023-12-31 0 $0 -6,716
   TCWP LLC 57 *Closed 2023-12-31 0 $0 -43,887
   Fulcrum Equity Management 110 *Closed 2024-03-31 0 $0 -5,751
   V Wealth ManagementLLC 129 *Closed 2023-09-30 0 $0 -2,487
   DAVIDSON INVESTMENT ADVISORS 115 *Closed 2023-12-31 0 $0 -1,731
   Rosenberg Matthew Hamilton 829 *Closed 2024-03-31 0 $0 -5
   NELSON ROBERTS INVESTMENT ADVISORS, LLC *Closed 2023-12-31 0 $0 -2,950
   Truadvice LLC 232 *Closed 2023-09-30 0 $0 -13,394
   BIDWELL C M & ASSOCIATES LTD/ 474 *Closed 2023-12-31 0 $0 -340
   Hemington Wealth Management *Closed 2023-12-31 0 $0 -2,703
   FINANCIAL ADVISORY CORP /UT/ /ADV 157 *Closed 2024-03-31 0 $0 -30,951
   Apeiron RIA LLC 212 *Closed 2024-03-31 0 $0 -2,816
   Sarasin & Partners LLP 81 *Closed 2024-03-31 0 $0 -14,024
   Flaharty Asset Management LLC 405 *Closed 2023-12-31 0 $0 -65
   SWMG LLC 100 *Closed 2023-12-31 0 $0 -3,178
   GFG Capital LLC 133 *Closed 2023-12-31 0 $0 -24,926
   Stonebridge Capital Advisors LLC 361 *Closed 2023-12-31 0 $0 -654
   Syntal Capital Partners LLC 18 *Closed 2023-12-31 0 $0 -18,500
   GUNN & Co INVESTMENT MANAGEMENT INC. 64 *Closed 2024-03-31 0 $0 -4,593
   Efficient Wealth Management LLC *Closed 2023-12-31 0 $0 -44
   TPG Financial Advisors LLC 63 *Closed 2023-12-31 0 $0 -4,611
   Sowell Financial Services LLC *Closed 2023-12-31 0 $0 -10,628
   Concord Wealth Partners 854 *Closed 2023-12-31 0 $0 -88
   CONSILIO WEALTH ADVISORS LLC 64 *Closed 2024-03-31 0 $0 -18,550
   Toroso Investments LLC 1460 *Closed 2023-12-31 0 $0 -20,775
   Concorde Asset Management LLC 172 *Closed 2023-12-31 0 $0 -2,533
   BANCORPSOUTH BANK 331 *Closed 2023-12-31 0 $0 -7,845
   Coppell Advisory Solutions Corp. 723 *Closed 2023-03-31 0 $0 -374
   Sunburst Financial Group LLC 110 *Closed 2024-03-31 0 $0 -2,965
   Walkner Condon Financial Advisors LLC 267 *Closed 2024-03-31 0 $0 -5,360
   SIGNATUREFD, LLC 3076 *Closed 2023-12-31 0 $0 -12
   Crew Capital Management Ltd. 88 *Closed 2023-12-31 0 $0 -2,737
   Atlas Financial Advisors Inc. 33 *Closed 2023-12-31 0 $0 -309,117
   True Link Financial Advisors LLC 66 *Closed 2024-03-31 0 $0 -21,110
   Invst LLC 219 *Closed 2023-12-31 0 $0 -334,573
   TSFG LLC 858 *Closed 2024-03-31 0 $0 -66
   Idaho Trust Bank 85 *Closed 2023-12-31 0 $0 -5,049
   ALLIANZ ASSET MANAGEMENT AG 1645 *Closed 2023-12-31 0 $0 -228,000
   Briaud Financial Planning Inc 137 *Closed 2023-12-31 0 $0 -42
   Jenkins Wealth 77 *Closed 2022-12-31 0 $0 -480,906
   McGowan Group Asset Management Inc. 110 *Closed 2023-12-31 0 $0 -133,201
   Three Bridge Wealth Advisors LLC 95 *Closed 2023-12-31 0 $0 -3,045
   Investors Research Corp 1056 *Closed 2023-12-31 0 $0 -276
   Beverly Hills Private Wealth LLC 340 *Closed 2023-12-31 0 $0 -6,318
   CYPRESS CAPITAL MANAGEMENT LLC 101 *Closed 2022-12-31 0 $0 -3,600
   BALDWIN BROTHERS INC/MA 705 *Closed 2024-03-31 0 $0 -79
   Authentikos Wealth Advisory LLC 341 *Closed 2023-12-31 0 $0 -6
   Finer Wealth Management Inc. 80 *Closed 2024-03-31 0 $0 -3,164
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 408 *Closed 2023-12-31 0 $0 -3,094
   Iron Horse Wealth Management LLC 476 *Closed 2024-03-31 0 $0 -127
   Client First Capital LLC 20 *Closed 2024-03-31 0 $0 -259,505
   SMI Advisory Services LLC 68 *Closed 2024-03-31 0 $0 -273,946
   Hibernia Wealth Partners LLC 267 *Closed 2023-12-31 0 $0 -17
   STATE STREET CORP 4292 *Closed 2023-12-31 0 $0 -43,405
   Atlas Private Wealth Advisors 174 *Closed 2023-12-31 0 $0 -8,378
   AWM CAPITAL LLC 86 *Closed 2024-03-31 0 $0 -2,685
   PRICE T ROWE ASSOCIATES INC /MD/ 2931 *Closed 2023-12-31 0 $0 -37,400
   Parkwood LLC 140 *Closed 2023-12-31 0 $0 -135,000
   Bond & Devick Financial Network Inc. 147 *Closed 2024-03-31 0 $0 -4,057
   HB Wealth Management LLC 821 *Closed 2023-12-31 0 $0 -2,928
   Unconventional Investor LLC 34 *Closed 2023-12-31 0 $0 -3,804
   Clear Perspectives Financial Planning LLC 208 *Closed 2023-03-31 0 $0 -225
   Coury Firm Asset Management LLC 59 *Closed 2023-09-30 0 $0 -7,384
   Savior LLC 39 *Closed 2023-12-31 0 $0 -5,985
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -1,646
   Nemes Rush Group LLC 659 *Closed 2023-12-31 0 $0 -3
   CHOATE INVESTMENT ADVISORS 419 *Closed 2023-12-31 0 $0 -1,448
   NATIXIS 1169 *Closed 2023-12-31 0 $0 -17,246
   Ten Capital Wealth Advisors LLC 407 *Closed 2023-06-30 0 $0 -284
   KC Investment Advisors LLC *Closed 2023-12-31 0 $0 -3,740
   APPLETON PARTNERS INC/MA 287 *Closed 2024-03-31 0 $0 -3,521
   Betterment LLC 320 *Closed 2023-12-31 0 $0 -17,630
   Solstein Capital LLC 323 *Closed 2024-03-31 0 $0 -2,797
   Cypress Capital Management LLC (WY) 179 *Closed 2023-12-31 0 $0 -33,239
   Triumph Capital Management 242 *Closed 2024-03-31 0 $0 -3,401
   Paladin Advisory Group LLC 255 *Closed 2023-12-31 0 $0 -314
   Worth Asset Management LLC 138 *Closed 2024-03-31 0 $0 -121,204
   Ellevest Inc. 414 *Closed 2023-12-31 0 $0 -3,100
   Migdal Insurance & Financial Holdings Ltd. 519 *Closed 2023-12-31 0 $0 -57,584
   Prosperitas Financial LLC 63 *Closed 2023-12-31 0 $0 -2,726
   PECAUT & CO. 94 *Closed 2023-12-31 0 $0 -1,484
   Halpern Financial Inc. 228 *Closed 2024-03-31 0 $0 -756
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 250 *Closed 2023-12-31 0 $0 -5,315
   HUNTINGTON ASSET ADVISORS INC. 209 *Closed 2024-03-31 0 $0 -12,300
   Occidental Asset Management LLC 228 *Closed 2024-03-31 0 $0 -3,793
   BKD WEALTH ADVISORS LLC 395 *Closed 2024-03-31 0 $0 -5,291
   Liquid Strategies LLC 15 *Closed 2023-12-31 0 $0 -58,492
   Wallace Advisory Group LLC 190 *Closed 2024-03-31 0 $0 -7,077
   Jessup Wealth Management Inc 64 *Closed 2024-03-31 0 $0 -3,061
   Riverview Trust Co 647 *Closed 2024-03-31 0 $0 -6,857
   WIN ADVISORS INC 93 *Closed 2024-03-31 0 $0 -129,956
   Smith Anglin Financial LLC 212 *Closed 2024-03-31 0 $0 -4,183
   Alpha Financial Partners LLC 96 *Closed 2023-12-31 0 $0 -62,033
   RAUB BROCK CAPITAL MANAGEMENT LP 70 *Closed 2024-03-31 0 $0 -23,605
   LIBERTY WEALTH MANAGEMENT LLC 190 *Closed 2023-12-31 0 $0 -2,740
  100 Records found
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