Who owns iShares Lehman 1-3 Year Treas.Bond?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares Lehman 1-3 Year Treas.Bond with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of iShares Lehman 1-3 Year Treas.Bond stock

Who bought or sold iShares Lehman 1-3 Year Treas.Bond this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Jpmorgan Chase & Co 21M $1.7B -14% Dec 2023
 View chart
Bank of America Corporation 12M $952M -31% Dec 2023
 View chart
Balentine 8.1M $666M -12% Dec 2023
 View chart
UBS Group 6.2M $509M 3% Dec 2023
 View chart
Wells Fargo & Company 5.6M $458M 0% Dec 2023
 View chart
Bank Of Montreal 5.3M $438M -14% Dec 2023
 View chart
Bank of New York Mellon 5.0M $413M -2% Dec 2023
 View chart
Branch Banking & Trust Company 4.6M $380M -6% Dec 2023
 View chart
Captrust Financial Advisors 4.4M $357M 26% Dec 2023
 View chart
Cornell University 4.3M $4.3B 100% Dec 2023
 View chart
Barclays 3.7M $300M 115% Dec 2023
 View chart
Charles Schwab Investment Management 3.3M $268M -41% Dec 2023
 View chart
Royal Bank of Canada 3.2M $259M -18% Dec 2023
 View chart
Assetmark 3.0M $250M -61% Dec 2023
 View chart
Raymond James & Associates 2.8M $227M -1% Mar 2024
 View chart
HPM Partners 2.5M $201M 44% Dec 2023
 View chart
Citigroup 1.8M $151M 136% Dec 2023
 View chart
Perella Weinberg Partners Capital Management 1.8M $145M -1% Dec 2023
 View chart
Advisor Group Holdings 1.7M $140M -42% Dec 2023
 View chart
Raymond James Financial Services Advisors 1.6M $129M -4% Mar 2024
 View chart
MEMBERS Trust 1.5M $122M 96% Mar 2024
 View chart
Wealthfront Advisers 1.4M $118M 11% Mar 2024
 View chart
Matson Money 1.4M $111M -2% Dec 2023
 View chart
Citadel Advisors 1.3M $111M 526% Dec 2023
 View chart
Centiva Capital 1.3M $108M 100% Dec 2023
 View chart
Goldman Sachs Group 1.3M $104M 20% Dec 2023
 View chart
Us Bancorp 1.2M $97M -27% Dec 2023
 View chart
HighTower Advisors 1.1M $91M -18% Dec 2023
 View chart
Pnc Financial Services 1.1M $88M 0% Dec 2023
 View chart
Stifel Financial 1.1M $87M -13% Dec 2023
 View chart
Commonwealth Equity Services 962k $79M -3% Dec 2023
 View chart
Smithfield Trust Company 815k $67M 0% Dec 2023
 View chart
GW & Wade 789k $65M -16% Dec 2023
 View chart
Syon Capital 729k $60M 13% Dec 2023
 View chart
Pathstone Holdings 722k $59M 100% Dec 2023
 View chart
Bleakley Financial Group 714k $59M -1% Dec 2023
 View chart
Sawtooth Asset Management 714k $59M -1% Dec 2023
 View chart
Simplicity Wealth 713k $58M 100% Mar 2024
 View chart
Beacon Investment Advisory Services 672k $55M -22% Dec 2023
 View chart
GM Advisory 632k $52M -15% Dec 2023
 View chart
Wolverine Trading 626k $51M 771% Dec 2023
 View chart
Scopus Asset Management 619k $51M 100% Dec 2023
 View chart
Alliancebernstein 599k $49M 1% Dec 2023
 View chart
Pinnacle Financial Partners 592k $49M -10% Dec 2023
 View chart
Curi Wealth Management 584k $48M 3% Dec 2023
 View chart
Cambridge Investment Research Advisors 575k $47M -25% Mar 2024
 View chart
Millennium Management 562k $46M 3472% Dec 2023
 View chart
Clarity Financial 545k $45M -41% Mar 2024
 View chart
Fiduciary 522k $43M 2% Dec 2023
 View chart
Victory Capital Management 518k $43M -8% Dec 2023
 View chart
Strategic Investment Advisors / MI 501k $41M 148% Mar 2024
 View chart
M^T Bank Corporation 489k $40M 2% Dec 2023
 View chart
Atwood & Palmer 482k $39M 12% Mar 2024
 View chart
Insight 2811 476k $39M -4% Dec 2023
 View chart
Putnam Fl Investment Management 463k $38M 16% Dec 2023
 View chart
Jane Street 458k $38M 187% Dec 2023
 View chart
RIA Advisory Group 437k $44M 100% Dec 2023
 View chart
CI Private Wealth 422k $35M -5% Dec 2023
 View chart
Allspring Global Investments Holdings 392k $32M 56% Mar 2024
 View chart
Tiaa Trust, National Association 381k $31M -4% Dec 2023
 View chart
Private Advisor 380k $31M -6% Dec 2023
 View chart
Edge Wealth Management 369k $30M -5% Mar 2024
 View chart
Hsbc Holdings 366k $30M -40% Dec 2023
 View chart
Amundi 361k $30M 100% Dec 2023
 View chart
America First Investment Advisors 361k $30M 1% Mar 2024
 View chart
Fifth Third Bancorp 358k $29M -6% Mar 2024
 View chart
Baird Financial 353k $29M 12% Dec 2023
 View chart
Buckingham Asset Management 312k $26M 0% Dec 2023
 View chart
Quent Capital 310k $25M 20% Dec 2023
 View chart
Orion Portfolio Solutions 303k $25M -10% Dec 2023
 View chart
Willis Johnson & Associates 300k $25M 6% Mar 2024
 View chart
Eagle Global Advisors 300k $25M 647% Dec 2023
 View chart
Huntington National Bank 286k $24M -4% Dec 2023
 View chart
Zacks Investment Management 280k $23M -24% Dec 2023
 View chart
Advisory Services Network 279k $23M 9% Dec 2023
 View chart
Mesirow Financial Investment Management International Equity 275k $23M 100% Mar 2024
 View chart
Haverford Trust Company 271k $22M 11% Dec 2023
 View chart
Partners Capital Investment Group 269k $22M -46% Dec 2023
 View chart
United Capital Financial Advisers 264k $22M -41% Dec 2023
 View chart
Foundations Investment Advisors 255k $21M -51% Dec 2023
 View chart
VisionPoint Advisory Group 248k $20M 41% Dec 2023
 View chart
Cypress Capital 245k $20M -5% Dec 2023
 View chart
Great Point Wealth Advisors 244k $20M 9% Dec 2023
 View chart
BCJ Capital Management 233k $19M 22% Dec 2023
 View chart
KFA Private Wealth Group 231k $19M 13% Dec 2023
 View chart
Anchor Capital Advisors 231k $19M -6% Dec 2023
 View chart
MBL Wealth 220k $18M 7% Mar 2024
 View chart
Wealthcare Advisory Partners 219k $18M -13% Mar 2024
 View chart
Perigon Wealth Management 213k $18M 64% Dec 2023
 View chart
AE Wealth Management 212k $17M 31% Dec 2023
 View chart
Private Management Group 207k $17M 5% Dec 2023
 View chart
Mariner Wealth Advisors 205k $17M -10% Dec 2023
 View chart
Oakmont Partners 205k $17M 58% Mar 2024
 View chart
Brookstone Capital Management 201k $16M -15% Mar 2024
 View chart
Creative Planning 196k $16M 7% Dec 2023
 View chart
Klaas Financial Asset Advisors 195k $16M 3% Mar 2024
 View chart
Innova Wealth Partners 190k $16M -37% Dec 2023
 View chart
3EDGE Asset Management 187k $15M 100% Dec 2023
 View chart
Kestra Advisory Services 187k $15M 27% Dec 2023
 View chart
HTLF Bank 187k $15M 100% Dec 2023
 View chart
SCBT Financial Corporation 178k $15M -24% Dec 2023
 View chart
Envestnet Portfolio Solutions 177k $15M 100% Dec 2023
 View chart
Townsquare Capital 175k $14M -61% Dec 2023
 View chart
SkyView Investment Advisors 174k $14M 56% Dec 2023
 View chart
Mercer Global Advisors 172k $14M -20% Dec 2023
 View chart
Ballast 172k $14M 1% Dec 2023
 View chart
Executive Wealth Management 164k $13M -3% Dec 2023
 View chart
Guggenheim Capital, LLC Managers 163k $13M 10% Dec 2023
 View chart
James Investment Research 155k $13M -10% Dec 2023
 View chart
Atria Wealth Solutions 154k $13M 40% Dec 2023
 View chart
Starfox Financial Services 153k $13M 10% Dec 2023
 View chart
Capital Investment Services of America 152k $13M -7% Dec 2023
 View chart
Fisher Investments 149k $12M 9% Dec 2023
 View chart
Vivaldi Capital Management 149k $12M -6% Dec 2023
 View chart
Warren Averett Asset Management 148k $12M 282% Dec 2023
 View chart
O'shaughnessy Asset Management 146k $12M 13% Dec 2023
 View chart
Bartlett & Co. 145k $12M 7889% Dec 2023
 View chart
Bartlett & Co. Wealth Management 145k $12M 7889% Dec 2023
 View chart
InterOcean Capital Group 145k $12M 13% Dec 2023
 View chart
Main Management 145k $12M -41% Dec 2023
 View chart
Mirae Asset Global Investments 142k $12M -31% Dec 2023
 View chart
Beacon Harbor Wealth Advisors 140k $12M 100% Dec 2023
 View chart
Leuthold Weeden Capital Management 139k $11M -17% Dec 2023
 View chart
Van Hulzen Asset Management 138k $11M 4% Dec 2023
 View chart
Argent Advisors 137k $11M -1% Dec 2023
 View chart
TRUE Private Wealth Advisors 137k $11M -75% Dec 2023
 View chart
Lake Hills Wealth Management 137k $11M -28% Mar 2024
 View chart
Americana Partners 137k $11M 25% Dec 2023
 View chart
Carr Financial Group Corp 136k $11M -2% Mar 2024
 View chart
Syntax Research 134k $11M 100% Dec 2023
 View chart
Retirement Group 133k $11M 7% Dec 2023
 View chart
Integrated Advisors Network 131k $11M -9% Dec 2023
 View chart
BEAM Asset Management 131k $11M 0% Dec 2023
 View chart
Ifrah Financial Services 130k $11M 2% Dec 2023
 View chart
Interactive Financial Advisors 130k $9.7M 2691% Dec 2023
 View chart
Benedetti & Gucer 128k $11M -25% Dec 2023
 View chart
Smith, Salley & Associates 127k $10M 387% Dec 2023
 View chart
Kingsview Wealth Management 126k $10M 5% Dec 2023
 View chart
Ancora Advisors 126k $10M -1% Dec 2023
 View chart
DT Investment Partners 125k $10M 5% Dec 2023
 View chart
Greenwood Capital Associates 124k $10M -4% Dec 2023
 View chart
Actinver Wealth Management 123k $10M 18% Dec 2023
 View chart
Efficient Advisors 122k $10M 16% Dec 2023
 View chart
SevenBridge Financial 121k $9.9M 6% Dec 2023
 View chart
MTC Wealth Management 121k $9.9M 116% Mar 2024
 View chart
AdvisorNet Financial 120k $9.8M 5% Mar 2024
 View chart
Birchcreek Wealth Management 116k $9.5M 25% Dec 2023
 View chart
Glenview Trust 116k $9.5M -5% Dec 2023
 View chart
Woodmont Investment Counsel 115k $9.4M 45% Mar 2024
 View chart
Lido Advisors 114k $9.3M -12% Dec 2023
 View chart
Jmac Enterprises 113k $9.2M 8% Dec 2023
 View chart
Axxcess Wealth Management 107k $8.8M -41% Dec 2023
 View chart
Robertson Stephens Wealth Management 107k $8.8M -53% Dec 2023
 View chart
WJ Wealth Management 104k $8.5M -17% Mar 2024
 View chart
Rockefeller Capital Management 86k $7.1M -77% Dec 2023
 View chart
Atria Investments 71k $5.8M -45% Dec 2023
 View chart
Levin Easterly Partners 67k $5.5M -48% Dec 2023
 View chart
Sigma Planning 63k $5.2M -64% Dec 2023
 View chart
Alliance Wealth Advisors 50k $4.1M -71% Dec 2023
 View chart
Cabot Money Management 49k $4.0M -63% Dec 2023
 View chart
Mount Lucas Management Corporation 43k $3.5M -85% Dec 2023
 View chart
Hudson Valley Investment Advisors 41k $3.3M -77% Mar 2024
 View chart
Burns Matteson Capital Management 27k $2.2M -83% Dec 2023
 View chart
Banco Santander 19k $1.6M -92% Dec 2023
 View chart
SG Americas Securities 8.1k $663k -96% Dec 2023
 View chart
Sanctuary Wealth Management 185.00 $15k -100% Dec 2023
 View chart

Who sold out of iShares Lehman 1-3 Year Treas.Bond?

Fund or Company Name Date Sold Shares Held Valued At
Invst Sep 2023 335k $27M
Atlas Financial Advisors Sep 2023 309k $25M
SMI Advisory Services Dec 2023 274k $23M
Client First Capital Dec 2023 260k $21M
Allianz Asset Management Sep 2023 228k $19M
Parkwood Sep 2023 135k $11M
Win Advisors Dec 2023 130k $11M
Worth Asset Management Dec 2023 121k $9.9M