Who owns iShares Lehman Short Treasury Bond?

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Analyze quarterly positions in iShares Lehman Short Treasury Bond with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Lehman Short Treasury Bond stock

Who bought or sold iShares Lehman Short Treasury Bond this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BlackRock 8.1M $900M 21% Sep 2023
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Morgan Stanley 7.5M $833M 0% Sep 2023
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Wells Fargo & Company 3.8M $420M 12% Dec 2023
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Bank of America Corporation 3.5M $384M -6% Dec 2023
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Jpmorgan Chase & Co 2.5M $277M 146% Dec 2023
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Banco Bilbao Vizcaya Argentaria 2.4M $266M -11% Sep 2023
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Betterment 2.3M $252M -10% Dec 2023
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UBS Group 2.2M $246M 6% Dec 2023
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Envestnet Asset Management 1.7M $183M -56% Sep 2023
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Branch Banking & Trust Company 1.5M $167M 25% Dec 2023
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FMR 1.4M $159M -5% Sep 2023
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LPL Financial 1.4M $159M 11% Sep 2023
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Royal Bank of Canada 1.4M $152M 1% Dec 2023
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Bank of Nova Scotia 1.3M $144M 30% Dec 2023
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Anchor Capital Advisors 1.2M $127M -24% Dec 2023
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Goldman Sachs Group 1.0M $113M 1% Dec 2023
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Raymond James Financial Services Advisors 941k $104M -23% Dec 2023
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Advisor Group Holdings 904k $100M -22% Dec 2023
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Ameriprise Financial 860k $95M 21% Sep 2023
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Bp Wealth Management 768k $85M -54% Dec 2023
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Wealth Enhancement Advisory Services 755k $83M 24% Dec 2023
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GM Advisory 728k $80M -10% Dec 2023
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LaSalle St. Investment Advisors 724k $80M 0% Sep 2023
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Ausdal Financial Partners 684k $75M 2199% Dec 2023
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Divergent Wealth Advisors 649k $72M 1% Dec 2023
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O'shaughnessy Asset Management 619k $68M 13% Dec 2023
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Gateway Advisory 612k $67M -63% Dec 2023
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Cynosure Management 592k $65M 610% Dec 2023
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Foundations Investment Advisors 585k $64M -16% Dec 2023
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Family Management Corporation 547k $60M -15% Sep 2023
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HPM Partners 541k $60M -44% Dec 2023
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Northwestern Mutual Wealth Management Company 540k $60M -10% Sep 2023
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Cornerstone Retirement Group 531k $59M -39% Sep 2023
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Stifel Financial 522k $58M -2% Dec 2023
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Advisory Services Network 507k $56M -8% Dec 2023
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Hansen & Associates Financial Group 499k $55M 100% Dec 2023
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Renaissance Technologies 457k $51M 44% Sep 2023
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Townsend & Associates 456k $50M 80% Dec 2023
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Raymond James & Associates 445k $49M 35% Dec 2023
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True Link Financial Advisors 444k $49M 82% Dec 2023
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Comprehensive Portfolio Management 434k $48M 16% Dec 2023
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Crane Advisory 422k $47M -27% Dec 2023
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Parallel Advisors 391k $43M 78% Dec 2023
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Rockefeller Capital Management 388k $43M 8% Dec 2023
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Acorns Advisers 382k $42M 0% Sep 2023
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Fund Evaluation Group 370k $41M 1% Dec 2023
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Trust 368k $41M 4% Dec 2023
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Fil 362k $40M -23% Sep 2023
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Allred Capital Management 354k $39M 3% Dec 2023
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Americana Partners 340k $36M -4% Dec 2023
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Client First Capital 316k $35M 4% Dec 2023
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Mader & Shannon Wealth Management 306k $34M -17% Dec 2023
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Financial Network Investment Corporation 303k $34M 28% Sep 2023
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Northwest Quadrant Wealth Management 301k $33M -2% Dec 2023
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Banco Santander 295k $33M 15% Dec 2023
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Creative Planning 294k $32M -24% Dec 2023
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Mml Investors Services 293k $32M -8% Sep 2023
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Global Retirement Partners 290k $32M -12% Dec 2023
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Old National Trust Company 286k $31M 46% Dec 2023
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Townsquare Capital 252k $28M -4% Dec 2023
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Brian McDonald 242k $27M 100% Sep 2023
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Steward Partners Investment Advisory 240k $26M 73% Dec 2023
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H D Vest Advisory Services 236k $26M 7% Dec 2023
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Cambridge Investment Research Advisors 234k $26M -71% Dec 2023
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AE Wealth Management 233k $26M 134% Dec 2023
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HighTower Advisors 233k $26M -26% Dec 2023
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TFC Financial Management 220k $24M 0% Dec 2023
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Millennium Management 218k $24M -21% Dec 2023
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KFA Private Wealth Group 206k $23M 23% Dec 2023
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Janney Montgomery Scott 200k $22M -5% Dec 2023
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M. Kulyk & Associates 199k $22M 17% Dec 2023
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Financial Engines Advisors L.L.C 196k $22M -6% Sep 2023
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Oppenheimer & Co 196k $22M 15% Sep 2023
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Estate Counselors 192k $21M -81% Dec 2023
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Resources Investment Advisors 191k $21M 7% Sep 2023
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Virtue Capital Management 190k $21M -1% Dec 2023
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Massey, Quick & Co 189k $21M -2% Dec 2023
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Lee Financial 186k $21M 9% Dec 2023
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Able Wealth Management 176k $19M 100% Dec 2023
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Burroughs Hutchinson 174k $19M 37% Dec 2023
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Strategic Point Investment Advisors 172k $19M 1% Dec 2023
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Alliancebernstein 167k $18M 0% Dec 2023
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RWM Asset Management 165k $18M 45% Dec 2023
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Onyx Bridge Wealth Group 160k $18M 4% Dec 2023
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Concord Wealth Partners 158k $17M -13% Dec 2023
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Mascoma Wealth Management 157k $17M 6% Dec 2023
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Wealthfront Advisers 155k $17M -76% Dec 2023
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Bull Oak Capital 154k $17M 142% Dec 2023
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Commonwealth Equity Services 153k $17M 19% Dec 2023
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Jane Street 149k $16M -90% Dec 2023
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Tucker Asset Management 147k $16M -25% Dec 2023
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New York Life Investment Management 146k $16M 72% Dec 2023
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Cardinal Point Capital Management, ULC 145k $16M 780% Dec 2023
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One Day In July 140k $15M 7% Dec 2023
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Cetera Investment Advisers 140k $16M -31% Sep 2023
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Comerica Securities 137k $15M -60% Sep 2023
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Buckingham Asset Management 137k $15M 17% Dec 2023
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Smithfield Trust Company 137k $15M -15% Dec 2023
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Arete Wealth Advisors 134k $15M 100% Dec 2023
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Blueprint Investment Partners 131k $15M 144% Sep 2023
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Titan Capital Management 131k $14M -3% Dec 2023
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Delta Investment Management 126k $14M -3% Dec 2023
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CWM 126k $14M 214% Dec 2023
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Bnp Paribas Arbitrage, Snc 125k $14M 76% Dec 2023
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White Lighthouse Investment Management 123k $14M 11% Dec 2023
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Mariner Wealth Advisors 121k $13M -93% Dec 2023
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Sequoia Financial Advisors 118k $13M 100% Dec 2023
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Winch Advisory Services 117k $13M -1% Dec 2023
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GFS Advisors 116k $13M 7% Dec 2023
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Susquehanna International 114k $13M 417% Sep 2023
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Rsm Us Wealth Management 114k $13M 104% Dec 2023
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Stableford Capital Ii 113k $13M -42% Dec 2023
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Camarda Wealth Advisory 112k $12M 1% Dec 2023
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Guidance Capital 111k $12M -80% Dec 2023
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Acute Investment Advisory 111k $12M -2% Dec 2023
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Udine Wealth Management 111k $12M -3% Dec 2023
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Atria Investments 111k $12M 41% Dec 2023
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Multi-Financial Securities 108k $12M -33% Sep 2023
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Semmax Financial Advisors 104k $12M -7% Dec 2023
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Lowe, Brockenbrough & Company 103k $11M -11% Sep 2023
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Seven Post Investment Office 103k $11M 120% Dec 2023
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IFP Advisors 100k $11M 119% Dec 2023
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Perella Weinberg Partners Capital Management 100k $11M -10% Dec 2023
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Banque Pictet & Cie Sa 100k $11M 31% Dec 2023
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Lakeview Capital Partners 97k $11M -6% Dec 2023
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Kensington Asset Management 95k $11M 100% Dec 2023
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Liquid Strategies 95k $11M 344% Dec 2023
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Us Bancorp 94k $10M -23% Dec 2023
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Integrated Wealth Concepts 94k $10M 48% Sep 2023
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Hirtle Callaghan & Co 91k $10M 0% Sep 2023
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Robinson Value Management 91k $10M -15% Dec 2023
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Fortis Group Advisors 91k $10M 0% Dec 2023
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KWMG 90k $9.9M 0% Dec 2023
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Cadinha & Co 89k $9.8M -33% Dec 2023
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Mayport 89k $9.8M 120% Dec 2023
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Birchcreek Wealth Management 86k $9.5M 80% Dec 2023
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Ethos Financial Group 83k $9.1M -4% Dec 2023
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Atticus Wealth Management 82k $9.0M -7% Dec 2023
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Paulson Wealth Management 81k $9.0M 1% Sep 2023
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MinichMacGregor Wealth Management 81k $8.9M 0% Dec 2023
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Arkfeld Wealth Strategies 81k $8.9M -3% Dec 2023
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Assetmark 81k $8.9M -44% Dec 2023
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Mutual Advisors 81k $8.9M -85% Dec 2023
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Financial Management Network 80k $8.9M 0% Dec 2023
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Natixis Asset Management Advisors 80k $8.8M -15% Dec 2023
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Orion Portfolio Solutions 80k $8.8M 432% Dec 2023
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Astor Investment Management 78k $8.6M -17% Dec 2023
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Miracle Mile Advisors 77k $8.5M -50% Dec 2023
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Hsbc Holdings 77k $8.5M 8% Dec 2023
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Old Mission Capital 72k $8.0M -33% Sep 2023
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Accredited Investors 66k $7.3M -93% Dec 2023
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United Bank 65k $7.2M -18% Dec 2023
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Flow Traders US 57k $6.3M -58% Dec 2023
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WJ Wealth Management 53k $5.8M -62% Dec 2023
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GeoWealth Management 50k $5.6M -73% Sep 2023
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Allen Capital Group 49k $5.4M -43% Dec 2023
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Bank Of Montreal 48k $5.2M -68% Dec 2023
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Meridian Wealth Management 46k $5.1M -47% Dec 2023
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Spire Wealth Management 37k $4.1M -93% Dec 2023
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Sierra Capital 35k $3.9M -56% Dec 2023
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New Capital Management 33k $3.6M -68% Dec 2023
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Citadel Advisors 31k $3.4M -90% Dec 2023
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Brookstone Capital Management 24k $2.7M -79% Dec 2023
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Prime Capital Investment Advisors 9.6k $1.1M -98% Dec 2023
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SG Americas Securities 7.5k $822k -95% Dec 2023
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Fortress Wealth Group 4.4k $481k -96% Dec 2023
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Retirement Capital Strategies 3.5k $385k -97% Dec 2023
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Stone House Investment Management 985.00 $109k -99% Dec 2023
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Quattro Financial Advisors 110.00 $10M -100% Dec 2023
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Who sold out of iShares Lehman Short Treasury Bond?

Fund or Company Name Date Sold Shares Held Valued At
Peavine Capital Management Sep 2023 743k $82M
Babson Capital Management Sep 2023 388k $43M
Raub Brock Capital Management Sep 2023 315k $35M
Personal Cfo Solutions Jun 2023 163k $18M
LJI Wealth Management Jun 2023 92k $92k