Who owns iShares Lehman Short Treasury Bond?
- Ticker: SHV
- CUSIP Number: 464288679
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 3.8M | $420M | 12% | Dec 2023 |
|
| 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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| Betterment | 2.3M | $252M | -10% | Dec 2023 |
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| UBS Group | 2.2M | $246M | 6% | Dec 2023 |
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| Branch Banking & Trust Company | 1.5M | $167M | 25% | Dec 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 | 992k | $110M | 5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 953k | $105M | 26% | Mar 2024 |
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| Advisor Group Holdings | 904k | $100M | -22% | Dec 2023 |
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| Bp Wealth Management | 768k | $85M | -54% | Dec 2023 |
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| GM Advisory | 728k | $80M | -10% | Dec 2023 |
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| Ausdal Financial Partners | 698k | $77M | 2% | Mar 2024 |
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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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| HPM Partners | 541k | $60M | -44% | Dec 2023 |
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| Wealthfront Advisers | 523k | $58M | 237% | Mar 2024 |
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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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| True Link Financial Advisors | 493k | $55M | 11% | Mar 2024 |
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| Townsend & Associates | 456k | $50M | 80% | Dec 2023 |
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| Comprehensive Portfolio Management | 434k | $48M | 16% | 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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| Old National Trust Company | 382k | $42M | 34% | Mar 2024 |
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| Fund Evaluation Group | 370k | $41M | 1% | Dec 2023 |
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| Trust | 366k | $40M | -1% | Mar 2024 |
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| Allred Capital Management | 352k | $39M | -1% | Mar 2024 |
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| Americana Partners | 340k | $36M | -4% | Dec 2023 |
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| Raymond James & Associates | 318k | $35M | -28% | Mar 2024 |
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| Mader & Shannon Wealth Management | 306k | $34M | -17% | Dec 2023 |
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| Northwest Quadrant Wealth Management | 299k | $33M | -1% | Mar 2024 |
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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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| Global Retirement Partners | 290k | $32M | -12% | Dec 2023 |
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| Townsquare Capital | 252k | $28M | -4% | Dec 2023 |
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| Client First Capital | 244k | $27M | -23% | Mar 2024 |
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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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| Estate Counselors | 192k | $21M | -81% | Dec 2023 |
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| Virtue Capital Management | 190k | $21M | -1% | Dec 2023 |
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| Massey, Quick & Co | 188k | $21M | -1% | Mar 2024 |
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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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| Strategic Point Investment Advisors | 172k | $19M | 1% | Dec 2023 |
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| Burroughs Hutchinson | 168k | $19M | -4% | Mar 2024 |
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| RWM Asset Management | 167k | $19M | 1% | Mar 2024 |
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| Alliancebernstein | 167k | $18M | 0% | 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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| Bull Oak Capital | 158k | $17M | 3% | Mar 2024 |
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| Mascoma Wealth Management | 157k | $17M | 6% | Dec 2023 |
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| Bridge Advisory | 157k | $17M | 110% | Mar 2024 |
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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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| 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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| Titan Capital Management | 131k | $14M | -3% | Dec 2023 |
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| CWM | 130k | $14M | 3% | Mar 2024 |
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| Delta Investment Management | 126k | $14M | -3% | 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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| Guidance Capital | 118k | $13M | 6% | Mar 2024 |
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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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| Rsm Us Wealth Management | 114k | $13M | 104% | Dec 2023 |
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| Camarda Wealth Advisory | 112k | $12M | 1% | Dec 2023 |
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| Acute Investment Advisory | 111k | $12M | -2% | Dec 2023 |
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| Atria Investments | 111k | $12M | 41% | Dec 2023 |
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| Stableford Capital Ii | 109k | $12M | -4% | Mar 2024 |
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| Udine Wealth Management | 108k | $12M | -3% | Mar 2024 |
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| Semmax Financial Advisors | 104k | $12M | -7% | Dec 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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| Mayport | 99k | $11M | 11% | Mar 2024 |
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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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| KWMG | 93k | $10M | 3% | Mar 2024 |
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| Capstone Wealth Management Group | 92k | $10M | 100% | Mar 2024 |
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| Fortis Group Advisors | 91k | $10M | 0% | Dec 2023 |
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| Cadinha & Co | 89k | $9.8M | -33% | Dec 2023 |
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| Financial Management Network | 88k | $9.7M | 9% | Mar 2024 |
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| Atticus Wealth Management | 87k | $9.7M | 7% | Mar 2024 |
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| Birchcreek Wealth Management | 86k | $9.5M | 80% | Dec 2023 |
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| Global Assets Advisory | 85k | $775k | 100% | Mar 2024 |
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| Ethos Financial Group | 83k | $9.1M | -4% | Dec 2023 |
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| Assetmark | 81k | $8.9M | -44% | Dec 2023 |
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| Robinson Value Management | 81k | $8.9M | -11% | Mar 2024 |
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| Mutual Advisors | 81k | $8.9M | -85% | 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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| Arkfeld Wealth Strategies | 79k | $8.7M | -3% | Mar 2024 |
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| Astor Investment Management | 78k | $8.6M | -17% | Dec 2023 |
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| Hsbc Holdings | 77k | $8.5M | 8% | Dec 2023 |
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| MinichMacGregor Wealth Management | 77k | $8.5M | -5% | Mar 2024 |
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| Morris Retirement Advisors | 76k | $8.4M | 237% | Dec 2023 |
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| Wilbanks Smith & Thomas Asset Management | 75k | $8.3M | 2% | Dec 2023 |
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| Wedbush Morgan Securities | 73k | $8.0M | 5% | Dec 2023 |
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| Bulltick Wealth Management | 71k | $7.8M | 100% | Dec 2023 |
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| Coppell Advisory Solutions | 71k | $7.8M | 6301% | Dec 2023 |
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| Gts Securities | 70k | $7.7M | 100% | Dec 2023 |
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| Ridgewood Investments | 70k | $7.7M | 45% | Dec 2023 |
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| Values First Advisors | 69k | $7.6M | -2% | Mar 2024 |
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| CI Private Wealth | 67k | $7.4M | -10% | Dec 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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| United Capital Financial Advisers | 63k | $7.0M | 36% | Dec 2023 |
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| Quattro Financial Advisors | 63k | $7.0M | 57517% | Mar 2024 |
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| Kestra Advisory Services | 61k | $6.8M | 45% | Dec 2023 |
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| Wealth Alliance | 61k | $6.7M | -20% | Dec 2023 |
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| Presilium Private Wealth | 61k | $6.7M | 100% | Dec 2023 |
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| Drive Wealth Management | 60k | $6.7M | 0% | Mar 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 60k | $6.6M | -5% | Dec 2023 |
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| Calamos Wealth Management | 59k | $6.5M | -24% | Dec 2023 |
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| Wealthsource Partners | 58k | $6.4M | 102% | Dec 2023 |
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| Atria Wealth Solutions | 58k | $6.3M | 6% | Dec 2023 |
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| Dynamic Advisors Solutions | 57k | $6.3M | -17% | Mar 2024 |
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| Flow Traders US | 57k | $6.3M | -58% | Dec 2023 |
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| Balentine | 57k | $6.3M | 0% | Dec 2023 |
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| Gallagher Fiduciary Advisors | 56k | $6.1M | 1% | Dec 2023 |
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| Baird Financial | 56k | $6.1M | 331% | Dec 2023 |
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| James Investment Research | 55k | $6.0M | -4% | Dec 2023 |
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| Archford Capital Strategies | 53k | $5.9M | 32% | Dec 2023 |
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| Capital Wealth Alliance | 53k | $5.9M | 31% | Dec 2023 |
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| Weaver Consulting Group | 53k | $5.9M | -13% | Mar 2024 |
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| Citigroup | 53k | $5.8M | 0% | Dec 2023 |
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| J.w. Cole Advisors | 50k | $5.6M | -6% | Dec 2023 |
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| Bank Of Montreal | 48k | $5.2M | -68% | Dec 2023 |
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| CoreCap Advisors | 47k | $5.2M | -38% | Dec 2023 |
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| Meridian Wealth Management | 46k | $5.1M | -47% | Dec 2023 |
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| FLC Capital Advisors | 40k | $4.4M | -25% | Dec 2023 |
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| Spire Wealth Management | 37k | $4.1M | -93% | Dec 2023 |
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| Northern Oak Capital Management | 36k | $3.9M | -34% | Dec 2023 |
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| Sierra Capital | 35k | $3.9M | -56% | Dec 2023 |
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| Citadel Advisors | 31k | $3.4M | -90% | Dec 2023 |
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| Miracle Mile Advisors | 14k | $1.5M | -82% | Mar 2024 |
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| Prime Capital Investment Advisors | 9.6k | $1.1M | -98% | Dec 2023 |
|
| Two Sigma Securities | 8.1k | $891k | -88% | 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 |
|
| Retirement Capital Strategies | 3.5k | $385k | -97% | Dec 2023 |
|
| Stone House Investment Management | 985.00 | $109k | -99% | Dec 2023 |
|
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 |
| Crane Advisory | Dec 2023 | 422k | $47M |
| Babson Capital Management | Sep 2023 | 388k | $43M |