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 |
|---|---|---|---|---|---|
| BlackRock | 16M | $1.7B | 19% | Mar 2025 |
|
| Morgan Stanley | 5.2M | $568M | 100% | Dec 2024 |
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| Wells Fargo & Company | 3.9M | $424M | 4% | Dec 2024 |
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| Bank of America Corporation | 2.7M | $292M | -15% | Dec 2024 |
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| LPL Financial | 2.1M | $235M | 11% | Mar 2025 |
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| Jpmorgan Chase & Co | 1.8M | $202M | 5% | Mar 2025 |
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| Wealthfront Advisers | 1.5M | $170M | 100% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 1.5M | $168M | 25% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 1.5M | $164M | 772% | Dec 2024 |
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| FMR | 1.5M | $164M | -72% | Mar 2025 |
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| Marks Wealth | 1.4M | $156M | 100% | Mar 2025 |
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| Betterment | 1.3M | $144M | -7% | Dec 2024 |
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| Banco Bilbao Vizcaya Argentaria | 1.3M | $142M | -24% | Dec 2024 |
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| UBS Group | 1.3M | $140M | -3% | Mar 2025 |
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| NFP Retirement | 1.2M | $131M | 2% | Dec 2024 |
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| Raymond James Financial | 1.1M | $124M | 100% | Dec 2024 |
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| Royal Bank of Canada | 1.0M | $112M | -13% | Dec 2024 |
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| Branch Banking & Trust Company | 1.0M | $112M | 42% | Mar 2025 |
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| Envestnet Asset Management | 993k | $110M | -8% | Mar 2025 |
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| Hansen & Associates Financial Group | 978k | $108M | 49% | Mar 2025 |
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| Bulltick Wealth Management | 864k | $95M | 33% | Dec 2024 |
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| Renaissance Technologies | 838k | $92M | 11% | Dec 2024 |
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| Oakworth Capital | 818k | $90M | 1524% | Mar 2025 |
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| Anchor Capital Advisors | 777k | $86M | -23% | Dec 2024 |
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| Ameriprise Financial | 738k | $81M | -8% | Dec 2024 |
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| Trust | 711k | $79M | 93% | Mar 2025 |
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| Cetera Investment Advisers | 703k | $77M | 0% | Dec 2024 |
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| Cambridge Investment Research Advisors | 675k | $75M | -1% | Mar 2025 |
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| True Link Financial Advisors | 632k | $70M | 15% | Mar 2025 |
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| Townsend & Associates | 583k | $64M | 13% | Mar 2025 |
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| Stifel Financial | 570k | $63M | -5% | Dec 2024 |
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| Cynosure Management | 560k | $62M | 0% | Mar 2025 |
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| HPM Partners | 534k | $59M | 11% | Mar 2025 |
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| GM Advisory | 491k | $54M | 13% | Dec 2024 |
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| Jane Street | 484k | $53M | 310% | Dec 2024 |
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| Acorns Advisers | 421k | $46M | 1% | Dec 2024 |
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| Foundations Investment Advisors | 411k | $45M | -1% | Mar 2025 |
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| Townsquare Capital | 407k | $45M | 7% | Mar 2025 |
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| Millennium Management | 396k | $44M | 11% | Dec 2024 |
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| Mullooly Asset Management | 375k | $22M | 100% | Mar 2025 |
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| Americana Partners | 374k | $41M | 55% | Mar 2025 |
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| Rockefeller Capital Management | 371k | $41M | 1% | Dec 2024 |
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| Bank of Nova Scotia | 368k | $40M | -80% | Dec 2024 |
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| Client First Capital | 357k | $39M | 18% | Mar 2025 |
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| Eight 31 Financial | 356k | $39M | 100% | Dec 2024 |
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| Mml Investors Services | 336k | $37M | -10% | Dec 2024 |
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| Advisory Services Network | 335k | $37M | -17% | Dec 2024 |
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| O'shaughnessy Asset Management | 332k | $37M | 1% | Dec 2024 |
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| Family Management Corporation | 324k | $36M | -13% | Mar 2025 |
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| Guidance Capital | 311k | $34M | 165% | Dec 2024 |
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| Global Retirement Partners | 311k | $34M | -4% | Dec 2024 |
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| White Lighthouse Investment Management | 287k | $32M | 13% | Mar 2025 |
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| LaSalle St. Investment Advisors | 287k | $32M | -22% | Mar 2025 |
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| Goldman Sachs Group | 275k | $30M | -7% | Mar 2025 |
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| Oppenheimer & Co | 273k | $30M | 8% | Mar 2025 |
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| Commonwealth Equity Services | 271k | $30M | 64% | Dec 2024 |
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| Hsbc Holdings | 268k | $30M | 56% | Dec 2024 |
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| Northwest Quadrant Wealth Management | 257k | $28M | -15% | Mar 2025 |
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| Banco Santander | 254k | $28M | 12% | Dec 2024 |
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| Advisor Group Holdings | 254k | $28M | 47% | Mar 2025 |
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| Crescent Grove Advisors | 250k | $28M | 205% | Mar 2025 |
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| Fund Evaluation Group | 250k | $28M | -17% | Mar 2025 |
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| Concord Wealth Partners | 249k | $27M | -5% | Mar 2025 |
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| Concord Asset Management | 239k | $26M | -1% | Mar 2025 |
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| Janney Montgomery Scott | 230k | $25M | -5% | Mar 2025 |
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| HighTower Advisors | 227k | $25M | 63% | Dec 2024 |
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| Cypress Advisory Group | 226k | $25M | 16% | Mar 2025 |
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| Lee Financial | 221k | $24M | -1% | Dec 2024 |
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| Allred Capital Management | 217k | $24M | -3% | Mar 2025 |
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| Able Wealth Management | 205k | $23M | 1% | Mar 2025 |
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| Sulzberger Capital Advisors | 204k | $23M | 214% | Mar 2025 |
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| Colony | 201k | $22M | 22% | Dec 2024 |
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| Delta Investment Management | 200k | $22M | -10% | Dec 2024 |
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| Massey, Quick & Co | 186k | $21M | 0% | Mar 2025 |
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| Bull Oak Capital | 185k | $20M | 41% | Mar 2025 |
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| Strategic Point Investment Advisors | 183k | $20M | 0% | Mar 2025 |
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| Mascoma Wealth Management | 182k | $20M | 1% | Mar 2025 |
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| Old National Trust Company | 182k | $20M | -44% | Mar 2025 |
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| Burroughs Hutchinson | 181k | $20M | 5% | Mar 2025 |
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| Brian McDonald | 173k | $19M | 22% | Dec 2024 |
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| IFP Advisors | 173k | $19M | 4% | Mar 2025 |
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| Gunma Bank | 170k | $19M | 0% | Mar 2025 |
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| Bnp Paribas Arbitrage, Snc | 170k | $19M | 23% | Dec 2024 |
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| Steward Partners Investment Advisory | 170k | $19M | -34% | Dec 2024 |
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| Seven Post Investment Office | 164k | $18M | -1% | Mar 2025 |
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| M. Kulyk & Associates | 162k | $18M | -21% | Mar 2025 |
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| Smithfield Trust Company | 162k | $18M | 7% | Dec 2024 |
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| Trajan Wealth | 157k | $17M | -8% | Dec 2024 |
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| Farther Finance Advisors | 155k | $17M | 33% | Mar 2025 |
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| Onyx Bridge Wealth Group | 154k | $17M | 23% | Mar 2025 |
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| Presidio Capital Management | 149k | $17M | 8% | Mar 2025 |
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| GFS Advisors | 148k | $16M | 2% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 147k | $16M | -4% | Mar 2025 |
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| Fairvoy Private Wealth | 144k | $16M | 22% | Mar 2025 |
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| Amg National Trust Bank | 133k | $15M | 181% | Mar 2025 |
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| CI Private Wealth | 131k | $1.8M | -50% | Dec 2024 |
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| Strategic Wealth Partners | 131k | $14M | -5% | Dec 2024 |
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| Future You Wealth | 129k | $14M | 7% | Mar 2025 |
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| AdvisorNet Financial | 125k | $14M | 25% | Mar 2025 |
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| Actinver Wealth Management | 124k | $14M | 30% | Mar 2025 |
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| Mayport | 117k | $13M | -1% | Mar 2025 |
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| SG Americas Securities | 116k | $13M | 10% | Mar 2025 |
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| One Day In July | 114k | $13M | -1% | Mar 2025 |
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| Winch Advisory Services | 113k | $13M | -3% | Dec 2024 |
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| Creative Planning | 113k | $12M | -8% | Mar 2025 |
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| Silicon Valley Capital Partners | 112k | $12M | 329209% | Dec 2024 |
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| Apex Wealth Management | 112k | $12M | 100% | Mar 2025 |
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| Stableford Capital Ii | 111k | $12M | -8% | Mar 2025 |
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| Capstone Wealth Management Group | 109k | $12M | -3% | Mar 2025 |
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| Udine Wealth Management | 108k | $12M | 0% | Mar 2025 |
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| Ausdal Financial Partners | 104k | $11M | -85% | Dec 2024 |
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| Sierra Capital | 103k | $11M | -5% | Mar 2025 |
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| KWMG | 103k | $11M | -2% | Mar 2025 |
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| Climber Capital SA | 103k | $8.0M | 100% | Mar 2025 |
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| Paragon Capital Management | 97k | $11M | -14% | Dec 2024 |
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| Farringdon Capital | 95k | $11M | 100% | Dec 2024 |
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| Paulson Wealth Management | 94k | $10M | 3% | Mar 2025 |
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| Integrated Wealth Concepts | 92k | $10M | -14% | Dec 2024 |
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| Proficio Capital Partners | 92k | $10M | 162% | Dec 2024 |
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| Gts Securities | 91k | $10M | -14% | Dec 2024 |
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| Whalen Wealth Management | 91k | $10M | -65% | Mar 2025 |
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| Mader & Shannon Wealth Management | 91k | $10M | -38% | Mar 2025 |
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| MinichMacGregor Wealth Management | 87k | $9.6M | 13% | Mar 2025 |
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| Mariner Wealth Advisors | 87k | $9.5M | -8% | Dec 2024 |
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| KFA Private Wealth Group | 87k | $9.6M | 2% | Mar 2025 |
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| Atria Wealth Solutions | 86k | $9.5M | 1% | Mar 2025 |
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| Blueprint Investment Partners | 83k | $9.2M | -54% | Mar 2025 |
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| Sumitomo Mitsui Financial | 82k | $9.0M | -22% | Dec 2024 |
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| CWM | 81k | $9.0M | -13% | Mar 2025 |
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| Wealth Alliance | 81k | $8.9M | 253% | Mar 2025 |
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| Meridian Wealth Management | 79k | $8.7M | -5% | Mar 2025 |
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| GRT Capital Partners | 78k | $8.6M | 73% | Dec 2024 |
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| Tucker Asset Management | 78k | $8.6M | -22% | Dec 2024 |
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| Drive Wealth Management | 77k | $8.5M | 8% | Mar 2025 |
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| Main Street Financial Solutions | 75k | $8.3M | 21% | Mar 2025 |
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| Lowe, Brockenbrough & Company | 75k | $8.3M | -4% | Dec 2024 |
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| Independent Solutions Wealth Management | 74k | $8.2M | 7% | Mar 2025 |
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| Arkfeld Wealth Strategies | 72k | $7.9M | -3% | Mar 2025 |
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| Private Advisor | 71k | $7.9M | 4% | Mar 2025 |
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| Bank Of Montreal | 71k | $7.8M | 59% | Dec 2024 |
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| SFMG Wealth Advisors | 70k | $7.7M | 100% | Dec 2024 |
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| Morris Financial Concepts | 68k | $7.5M | 3% | Mar 2025 |
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| Citadel Advisors | 68k | $7.5M | -63% | Dec 2024 |
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| Heck Capital Advisors | 68k | $7.4M | 100% | Dec 2024 |
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| Csenge Advisory Group | 66k | $7.3M | 100% | Mar 2025 |
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| National Asset Management | 66k | $7.2M | -2% | Dec 2024 |
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| Kestra Advisory Services | 65k | $7.1M | 63% | Dec 2024 |
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| Blueprint Financial Advisors | 64k | $7.1M | 100% | Mar 2025 |
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| Capital Wealth Alliance | 63k | $6.9M | -31% | Dec 2024 |
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| Td Private Client Wealth | 63k | $6.9M | -23% | Mar 2025 |
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| Wedbush Morgan Securities | 62k | $6.8M | -10% | Dec 2024 |
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| Flow Traders US | 58k | $6.4M | -55% | Dec 2024 |
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| Ridgewood Investments | 55k | $6.0M | -17% | Mar 2025 |
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| Calamos Wealth Management | 54k | $5.9M | -17% | Mar 2025 |
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| Atria Investments | 53k | $5.9M | -27% | Dec 2024 |
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| Arete Wealth Advisors | 52k | $5.7M | -39% | Dec 2024 |
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| Partners Capital Investment Group | 50k | $5.6M | -69% | Dec 2024 |
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| Susquehanna International | 34k | $3.7M | -58% | Dec 2024 |
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| Virtue Capital Management | 19k | $2.1M | -89% | Dec 2024 |
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| Federation des caisses Desjardins du Quebec | 15k | $1.7M | -97% | Mar 2025 |
|
| RFG Advisory | 15k | $1.7M | -84% | Mar 2025 |
|
| Archford Capital Strategies | 5.5k | $606k | -94% | Mar 2025 |
|
Who sold out of iShares Lehman Short Treasury Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Manufacturers Life Insurance Company | Sep 2024 | 126k | $14M |
| B&D White Capital Company | Sep 2024 | 70k | $7.7M |