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 | 18M | $2.0B | 0% | Mar 2026 |
|
| Morgan Stanley | 5.6M | $628M | -6% | Mar 2026 |
|
| Wells Fargo & Company | 5.2M | $578M | 6% | Mar 2026 |
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| LPL Financial | 3.4M | $372M | 10% | Mar 2026 |
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| Bank of America Corporation | 3.0M | $331M | 100% | Mar 2026 |
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| Marks Wealth | 2.2M | $238M | 25092% | Mar 2026 |
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| Wealthfront Advisers | 2.0M | $226M | 27% | Mar 2026 |
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| Envestnet Asset Management | 2.0M | $216M | 76% | Mar 2026 |
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| UBS Group | 1.7M | $185M | -8% | Mar 2026 |
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| Banco Bilbao Vizcaya Argentaria | 1.4M | $157M | 8% | Mar 2026 |
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| Raymond James Financial | 1.4M | $153M | 3% | Dec 2025 |
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| Royal Bank of Canada | 1.4M | $151M | 45% | Mar 2026 |
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| Ameriprise Financial | 1.1M | $121M | 87% | Mar 2026 |
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| NFP Retirement | 1.0M | $114M | -27% | Mar 2026 |
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| Stifel Financial | 885k | $98M | 1% | Mar 2026 |
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| Trust | 791k | $87M | 3% | Mar 2026 |
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| Americana Partners | 785k | $87M | 91% | Mar 2026 |
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| Betterment | 706k | $78M | -10% | Dec 2025 |
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| Oakworth Capital | 699k | $77M | -31% | Mar 2026 |
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| Assetmark | 671k | $74M | -2% | Mar 2026 |
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| Townsend & Associates | 646k | $71M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 563k | $62M | -26% | Mar 2026 |
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| Rockefeller Capital Management | 555k | $61M | 5% | Mar 2026 |
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| Cynosure Management | 546k | $60M | -2% | Mar 2026 |
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| Branch Banking & Trust Company | 540k | $60M | -4% | Mar 2026 |
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| Global Retirement Partners | 485k | $53M | 21% | Dec 2025 |
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| Gallagher Fiduciary Advisors | 479k | $48M | 10929% | Mar 2026 |
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| Hansen & Associates Financial Group | 475k | $52M | -4% | Mar 2026 |
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| White Lighthouse Investment Management | 472k | $52M | 46% | Dec 2025 |
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| Acorns Advisers | 467k | $51M | 3% | Dec 2025 |
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| GFS Advisors | 109k | $12M | -14% | Mar 2026 |
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| Ausdal Financial Partners | 427k | $47M | -18% | Mar 2026 |
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| O'shaughnessy Asset Management | 417k | $46M | -8% | Mar 2026 |
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| Commonwealth Equity Services | 416k | $46M | -15% | Mar 2026 |
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| AI Financial Services | 398k | $44M | 100% | Mar 2026 |
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| Foundations Investment Advisors | 394k | $44M | 10% | Mar 2026 |
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| LaSalle St. Investment Advisors | 384k | $42M | 27% | Mar 2026 |
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| Able Wealth Management | 384k | $42M | 4% | Mar 2026 |
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| Summit Financial | 381k | $42M | 69% | Mar 2026 |
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| Bank of Nova Scotia | 366k | $41M | -8% | Mar 2026 |
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| Colony | 365k | $40M | 66% | Dec 2025 |
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| HPM Partners | 353k | $39M | -25% | Mar 2026 |
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| Maseco | 333k | $37M | -2% | Mar 2026 |
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| Financial Consulate | 329k | $36M | 100% | Mar 2026 |
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| Oppenheimer & Co | 326k | $36M | 10% | Mar 2026 |
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| Family Management Corporation | 310k | $34M | 3% | Mar 2026 |
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| Mml Investors Services | 310k | $34M | -16% | Mar 2026 |
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| Advisory Services Network | 305k | $34M | -1% | Dec 2025 |
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| Client First Capital | 286k | $32M | -13% | Mar 2026 |
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| Banco Santander | 279k | $31M | -38% | Mar 2026 |
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| Fund Evaluation Group | 278k | $31M | 2% | Mar 2026 |
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| Modern Wealth Management | 277k | $31M | 6% | Dec 2025 |
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| Goldman Sachs Group | 268k | $30M | -20% | Mar 2026 |
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| Zevin Asset Management | 266k | $29M | 26% | Mar 2026 |
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| Advisor Group Holdings | 262k | $29M | -18% | Dec 2025 |
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| Bull Oak Capital | 254k | $28M | 15% | Mar 2026 |
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| Northwest Quadrant Wealth Management | 251k | $28M | -1% | Mar 2026 |
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| Janney Montgomery Scott | 234k | $26M | 44% | Mar 2026 |
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| Allred Capital Management | 232k | $26M | -4% | Mar 2026 |
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| Mullooly Asset Management | 229k | $25M | 3% | Mar 2026 |
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| Legacy Advisory Services | 229k | $25M | -6% | Mar 2026 |
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| HighTower Advisors | 219k | $24M | -9% | Mar 2026 |
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| Bulltick Wealth Management | 216k | $24M | -30% | Mar 2026 |
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| Alpha Zero | 213k | $24M | 84% | Mar 2026 |
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| Mariner Wealth Advisors | 200k | $22M | -6% | Mar 2026 |
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| Hsbc Holdings | 190k | $21M | -34% | Mar 2026 |
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| Sulzberger Capital Advisors | 187k | $21M | -17% | Mar 2026 |
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| Sumitomo Mitsui Financial | 186k | $21M | 71% | Mar 2026 |
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| Farther Finance Advisors | 184k | $20M | 7% | Mar 2026 |
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| Cypress Advisory Group | 182k | $20M | -7% | Mar 2026 |
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| Massey, Quick & Co | 179k | $20M | -2% | Mar 2026 |
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| Norris Financial Group | 179k | $20M | 435% | Mar 2026 |
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| Brian McDonald | 176k | $19M | -3% | Dec 2025 |
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| Fifth Third Bancorp | 176k | $19M | 36334% | Mar 2026 |
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| AdvisorNet Financial | 173k | $19M | 13% | Mar 2026 |
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| Strategic Wealth Partners | 163k | $18M | 6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 161k | $18M | 5% | Mar 2026 |
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| KFA Private Wealth Group | 158k | $18M | 0% | Mar 2026 |
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| Jane Street | 157k | $17M | -11% | Mar 2026 |
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| Capstone Wealth Management Group | 156k | $17M | -4% | Mar 2026 |
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| Midwest Professional Planners | 156k | $17M | 10% | Mar 2026 |
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| M. Kulyk & Associates | 155k | $17M | -4% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 152k | $17M | -2% | Dec 2025 |
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| Goss Wealth Management | 146k | $16M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 145k | $16M | 8% | Dec 2025 |
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| Independent Solutions Wealth Management | 145k | $16M | 30% | Mar 2026 |
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| Fairvoy Private Wealth | 145k | $16M | 8% | Mar 2026 |
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| Presidio Capital Management | 144k | $16M | -5% | Mar 2026 |
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| Mascoma Wealth Management | 141k | $16M | -28% | Mar 2026 |
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| Equitable Holdings | 138k | $15M | 135% | Mar 2026 |
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| Principal Securities | 137k | $15M | 465% | Mar 2026 |
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| Smithfield Trust Company | 135k | $15M | 2% | Mar 2026 |
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| Anchor Capital Advisors | 135k | $15M | -1% | Mar 2026 |
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| IPG Investment Advisors | 131k | $14M | -11% | Mar 2026 |
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| Personal Cfo Solutions | 128k | $14M | 100% | Mar 2026 |
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| Silicon Valley Capital Partners | 128k | $14M | -3% | Mar 2026 |
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| NerdWallet Wealth Partners | 127k | $14M | -7% | Mar 2026 |
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| KWMG | 126k | $14M | 4% | Mar 2026 |
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| Trajan Wealth | 124k | $14M | -11% | Mar 2026 |
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| Creative Planning | 121k | $13M | 10% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 119k | $13M | 70% | Mar 2026 |
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| Amg National Trust Bank | 116k | $13M | 26% | Mar 2026 |
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| Blueprint Financial Advisors | 114k | $13M | 100% | Mar 2026 |
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| Banque Pictet & Cie Sa | 113k | $13M | -5% | Mar 2026 |
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| Udine Wealth Management | 110k | $12M | 3% | Mar 2026 |
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| CWA Asset Management | 110k | $12M | 43% | Mar 2026 |
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| Lee Financial | 109k | $12M | -26% | Mar 2026 |
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| Winch Advisory Services | 107k | $12M | -1% | Mar 2026 |
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| Stolz & Associates, Ps | 106k | $12M | 15% | Mar 2026 |
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| Mayport | 105k | $12M | 0% | Mar 2026 |
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| Twelve Points Wealth Management | 104k | $12M | -17% | Mar 2026 |
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| Dover Advisors | 101k | $11M | 123% | Mar 2026 |
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| Steward Partners Investment Advisory | 101k | $11M | 16% | Mar 2026 |
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| Farringdon Capital | 95k | $11M | 0% | Mar 2026 |
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| Prime Capital Investment Advisors | 94k | $10M | 328% | Mar 2026 |
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| MinichMacGregor Wealth Management | 93k | $10M | 7% | Mar 2026 |
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| Park Avenue Securities | 91k | $10M | 244% | Mar 2026 |
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| Stableford Capital Ii | 91k | $10M | 130% | Mar 2026 |
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| Oak Family Advisors | 91k | $10M | 4% | Mar 2026 |
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| Arete Wealth Advisors | 91k | $10M | -8% | Mar 2026 |
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| Meridian Wealth Management | 91k | $10M | 5% | Mar 2026 |
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| Intl Fcstone | 90k | $9.9M | 44% | Mar 2026 |
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| IronBridge Private Wealth | 89k | $9.8M | 66% | Mar 2026 |
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| Alliancebernstein | 88k | $9.7M | 515% | Mar 2026 |
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| Whalen Wealth Management | 86k | $9.4M | -18% | Mar 2026 |
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| Aegis Wealth Management | 84k | $9.3M | 1% | Mar 2026 |
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| Crescent Grove Advisors | 83k | $9.2M | -58% | Mar 2026 |
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| Paragon Capital Management | 82k | $9.1M | -18% | Mar 2026 |
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| Kestra Advisory Services | 82k | $9.0M | 6% | Mar 2026 |
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| Main Street Financial Solutions | 82k | $9.0M | 10% | Dec 2025 |
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| CVA Family Office | 81k | $8.9M | 6% | Mar 2026 |
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| One Day In July | 81k | $8.9M | -2% | Mar 2026 |
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| Apex Wealth Management | 80k | $8.9M | 58% | Mar 2026 |
|
| Flow Traders US | 80k | $8.9M | 250% | Mar 2026 |
|
| Prudential | 80k | $8.8M | 100% | Mar 2026 |
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| Morris Financial Concepts | 79k | $8.7M | 2% | Mar 2026 |
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| Envestnet Portfolio Solutions | 78k | $8.6M | 938% | Mar 2026 |
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| Onyx Bridge Wealth Group | 77k | $8.5M | -11% | Mar 2026 |
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| SBI Securities | 77k | $8.5M | 169% | Mar 2026 |
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| Mader & Shannon Wealth Management | 77k | $8.5M | 171% | Mar 2026 |
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| Pacifica Partners | 77k | $8.5M | 14% | Mar 2026 |
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| VanWeelden Wealth Management | 75k | $8.2M | -3% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 74k | $8.1M | 4960% | Mar 2026 |
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| RFG Advisory | 73k | $8.1M | -7% | Mar 2026 |
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| United Bank | 72k | $8.0M | -1% | Mar 2026 |
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| Estate Counselors | 71k | $7.9M | 9% | Dec 2025 |
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| GatePass Capital | 71k | $7.9M | -8% | Mar 2026 |
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| Citigroup | 71k | $7.8M | 100% | Mar 2026 |
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| CWM | 70k | $7.7M | 5% | Dec 2025 |
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| Independent Financial Group | 68k | $7.5M | -9% | Mar 2026 |
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| New York Life Investment Management | 67k | $7.4M | -22% | Mar 2026 |
|
| Climber Capital SA | 66k | $7.3M | -24% | Mar 2026 |
|
| Sanctuary Advisors | 63k | $6.9M | -11% | Mar 2026 |
|
| IFP Advisors | 59k | $6.5M | -19% | Mar 2026 |
|
| Concord Wealth Partners | 9.4k | $1.0M | -97% | Mar 2026 |
|
| True Link Financial Advisors | 2.8k | $305k | -99% | Mar 2026 |
|
Who sold out of iShares Lehman Short Treasury Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.6M | $180M |
| Jpmorgan Chase & Co | Sep 2025 | 1.5M | $167M |
| Concord Asset Management | Dec 2025 | 282k | $31M |
| Strategic Point Investment Advisors | Dec 2025 | 199k | $22M |
| Itau Unibanco Holding | Dec 2025 | 108k | $12M |
| Susquehanna International | Sep 2025 | 85k | $9.3M |