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

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

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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
Morgan Stanley 31M $2.5B 100% Jun 2025
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BlackRock 20M $1.7B 20% Sep 2025
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Captrust Financial Advisors 17M $1.4B 58% Sep 2025
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Jpmorgan Chase & Co 10M $841M -11% Sep 2025
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Bank of New York Mellon 6.7M $556M 4% Sep 2025
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LPL Financial 6.6M $549M -3% Sep 2025
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UBS Group 5.2M $431M -1% Sep 2025
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Wells Fargo & Company 5.2M $429M 3% Sep 2025
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Mizuho Markets Americas 5.0M $415M 93% Sep 2025
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Ameriprise Financial 4.7M $388M 6% Sep 2025
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Raymond James Financial 4.3M $357M 2% Sep 2025
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Envestnet Asset Management 4.0M $328M -8% Sep 2025
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Royal Bank of Canada 3.7M $311M -2% Sep 2025
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PineBridge Investments 3.6M $295M 6% Sep 2025
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Bank Of Montreal 3.5M $294M 100% Jun 2025
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Branch Banking & Trust Company 2.6M $220M -1% Sep 2025
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HPM Partners 2.6M $217M 4% Sep 2025
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Assetmark 2.0M $167M -72% Sep 2025
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Criteria Caixa, S.a.u. 2.0M $12M 0% Sep 2025
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Steward Partners Investment Advisory 1.8M $147M 1114% Sep 2025
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Barclays 1.5M $125M 103% Sep 2025
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Pnc Financial Services 1.4M $117M 4% Sep 2025
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AIA Group 1.4M $117M 109% Jun 2025
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FMR 1.4M $97M 0% Sep 2025
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Colony 1.3M $105M -2% Sep 2025
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Charles Schwab Investment Management 1.3M $105M -3% Sep 2025
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Stifel Financial 1.2M $104M -3% Sep 2025
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Smithfield Trust Company 1.1M $92M 1% Sep 2025
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Northwestern Mutual Wealth Management Company 1.1M $90M -8% Sep 2025
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Proficio Capital Partners 1.0M $86M 1164% Sep 2025
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Advisor Group Holdings 944k $78M -15% Sep 2025
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Td Private Client Wealth 930k $77M 4% Sep 2025
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HighTower Advisors 908k $75M -15% Sep 2025
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TFC Financial Management 898k $75M 2% Sep 2025
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Mml Investors Services 894k $74M -9% Sep 2025
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Lido Advisors 859k $71M -21% Sep 2025
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GM Advisory 828k $69M -1% Sep 2025
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Us Bancorp 824k $68M -1% Sep 2025
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Wealthfront Advisers 806k $67M -8% Sep 2025
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CWA Asset Management 800k $66M 103% Sep 2025
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Goldman Sachs Group 784k $65M -9% Sep 2025
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Evergreen Capital Management 742k $62M 112% Sep 2025
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Bleakley Financial Group 737k $61M -2% Sep 2025
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M^T Bank Corporation 706k $59M 0% Sep 2025
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Beacon Investment Advisory Services 697k $58M 2% Sep 2025
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Amundi 670k $56M 0% Sep 2025
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Atwood & Palmer 665k $55M 1% Sep 2025
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Guggenheim Capital, LLC Managers 618k $51M 10% Sep 2025
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Scopus Asset Management 606k $50M 0% Sep 2025
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Landscape Capital Management 583k $48M 1773% Sep 2025
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Quent Capital 563k $47M 13% Sep 2025
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Tower Research Capital 562k $47M 23228% Sep 2025
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Clarity Financial 531k $44M -17% Sep 2025
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Cetera Investment Advisers 526k $44M -27% Sep 2025
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Lake Hills Wealth Management 518k $43M 230% Sep 2025
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Victory Capital Management 518k $43M 0% Sep 2025
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Stephens 513k $43M -5% Sep 2025
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Silicon Valley Capital Partners 508k $42M 10% Sep 2025
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Fisher Investments 501k $42M 35% Sep 2025
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America First Investment Advisors 470k $39M 4% Sep 2025
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Kovitz Investment Group Partners 461k $38M 0% Sep 2025
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RMB Capital Management 457k $38M -7% Sep 2025
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SCBT Financial Corporation 422k $35M 7% Sep 2025
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Modern Wealth Management 418k $34M -10% Sep 2025
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Brian McDonald 415k $34M -1% Sep 2025
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Wealth Enhancement Advisory Services 411k $34M -4% Sep 2025
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Synovus Financial Corp. 407k $34M -2% Sep 2025
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CX Institutional 400k $33M 13% Sep 2025
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Alliancebernstein 391k $32M 2% Sep 2025
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Zacks Investment Management 373k $31M 2% Sep 2025
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Willis Johnson & Associates 371k $31M 7% Sep 2025
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Private Advisor 362k $30M 17% Sep 2025
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Edge Wealth Management 360k $30M 0% Sep 2025
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Cambridge Investment Research Advisors 356k $30M 0% Sep 2025
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SG Americas Securities 355k $29M 45% Sep 2025
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Manufacturers Life Insurance Company 353k $29M 6610% Sep 2025
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Fiduciary 350k $29M -3% Sep 2025
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Keybank National Association 348k $29M 4% Sep 2025
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Element Pointe Advisors 347k $29M -30% Sep 2025
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Commonwealth Equity Services 345k $29M -48% Sep 2025
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Allianz Se 343k $28M 7% Sep 2025
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CI Private Wealth 341k $28M -10% Sep 2025
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Mader & Shannon Wealth Management 336k $28M -24% Sep 2025
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Oakmont Partners 333k $28M 5% Sep 2025
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Santa Clara Valley Transportation Authority 330k $27M 20% Sep 2025
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Jaffetilchin Investment Partners 329k $27M 8% Sep 2025
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Fifth Third Bancorp 316k $26M 2% Sep 2025
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Advisory Services Network 315k $26M -4% Sep 2025
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Mariner Wealth Advisors 309k $26M 7% Sep 2025
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Resources Investment Advisors 306k $25M 3% Sep 2025
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Moment Partners 283k $24M 0% Sep 2025
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Procyon Private Wealth Partners 280k $23M 1592% Sep 2025
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Baird Financial 277k $23M -3% Sep 2025
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Bartlett & Co. Wealth Management 275k $23M -40% Sep 2025
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O'shaughnessy Asset Management 274k $23M 12% Sep 2025
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Sigma Planning 271k $23M 4% Sep 2025
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Apex Investment Services 269k $22M 100% Jun 2025
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Citadel Advisors 269k $22M -21% Sep 2025
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Mesirow Financial Investment Management International Equity 269k $22M 2% Sep 2025
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Huntington National Bank 268k $22M -1% Sep 2025
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Gunma Bank 265k $22M 29% Sep 2025
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Dynamic Advisors Solutions 257k $21M 8% Sep 2025
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Anchor Capital Advisors 257k $21M -2% Sep 2025
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Scotia Capital 255k $21M -23% Sep 2025
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United Capital Financial Advisers 254k $21M -4% Sep 2025
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Watch Point Trust 249k $21M 0% Sep 2025
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Peapack Gladstone Financial Corp 244k $20M -3% Sep 2025
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Klaas Financial Asset Advisors 243k $20M 2% Sep 2025
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Birchcreek Wealth Management 241k $20M 10% Sep 2025
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Stratos Wealth Partners 241k $20M 2% Sep 2025
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Ashton Thomas Private Wealth 239k $20M 10% Sep 2025
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Farther Finance Advisors 238k $20M 82% Sep 2025
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Rockefeller Capital Management 238k $20M 0% Sep 2025
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Mercer Global Advisors 228k $19M -13% Sep 2025
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Allspring Global Investments Holdings 223k $19M 9% Sep 2025
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Pinnacle Financial Partners 222k $18M -8% Sep 2025
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Kestra Advisory Services 213k $18M -6% Sep 2025
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Insight 2811 213k $18M 0% Sep 2025
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Ballast 205k $17M 5% Sep 2025
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Concurrent Investment Advisors 203k $17M -3% Sep 2025
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Kaydan Wealth Management 200k $17M -35% Sep 2025
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Invst 196k $16M 1927% Jun 2025
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Acorns Advisers 192k $16M 7% Sep 2025
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MBL Wealth 188k $16M 6% Sep 2025
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Hsbc Holdings 187k $16M -27% Sep 2025
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Ascent Group 185k $15M -22% Sep 2025
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Jones Financial Companies, L.L 185k $15M 21% Sep 2025
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Innova Wealth Partners 181k $15M -25% Sep 2025
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Cabot Money Management 178k $15M 69% Sep 2025
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Bearing Point Capital 173k $14M -4% Sep 2025
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CLS Investments 172k $14M -5% Sep 2025
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NFP Retirement 172k $14M 7% Sep 2025
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A. Montag and Associates 170k $14M 0% Sep 2025
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AdvisorNet Financial 168k $14M -22% Sep 2025
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Integrated Wealth Concepts 166k $14M -28% Sep 2025
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Traphagen Investment Advisors 161k $13M -5% Sep 2025
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Leuthold Weeden Capital Management 160k $13M -3% Sep 2025
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StrongBox Wealth 160k $13M 13% Sep 2025
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Foundations Investment Advisors 159k $13M -52% Sep 2025
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DT Investment Partners 158k $13M 31% Sep 2025
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DRW Holdings 158k $13M 100% Sep 2025
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Hughes Financial Services 157k $13M 4% Sep 2025
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Silver Oak Securities 156k $13M 2% Sep 2025
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Creative Planning 153k $13M -8% Sep 2025
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Ifrah Financial Services 150k $13M 1% Sep 2025
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Camden National Bank 147k $12M 11% Sep 2025
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Equitable Holdings 147k $12M 2% Sep 2025
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Portfolio Design Labs 146k $12M -22% Sep 2025
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Putnam Fl Investment Management 145k $12M -7% Sep 2025
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Capital Investment Services of America 144k $12M -1% Sep 2025
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Susquehanna International 141k $12M -44% Sep 2025
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MEMBERS Trust 134k $11M -10% Sep 2025
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VisionPoint Advisory Group 132k $11M -9% Sep 2025
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CWM 131k $11M -12% Sep 2025
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Strategic Investment Advisors / MI 128k $11M -83% Sep 2025
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Aptus Capital Advisors 108k $8.9M -67% Sep 2025
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Kingsview Wealth Management 101k $8.4M -50% Sep 2025
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BEAM Asset Management 67k $5.5M -72% Sep 2025
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Atria Wealth Solutions 47k $3.8M -69% Jun 2025
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Wellspring Financial Advisors 21k $1.7M -93% Sep 2025
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WJ Wealth Management 12k $966k -95% Sep 2025
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Ethos Financial Group 6.0k $497k -97% Sep 2025
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Transamerica Financial Advisors 3.9k $321k -97% Sep 2025
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Jane Street 3.5k $290k -98% Sep 2025
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Who sold out of iShares Lehman 1-3 Year Treas.Bond?

Fund or Company Name Date Sold Shares Held Valued At
Renaissance Technologies Jun 2025 737k $61M
McElhenny Sheffield Capital Management Jun 2025 177k $15M
Permanens Capital Jun 2025 166k $14M
Kadensa Capital Jun 2025 160k $13M