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 20M $1.6B 100% Dec 2022
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Bank of America Corporation 16M $1.3B -13% Mar 2023
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Jpmorgan Chase & Co 16M $1.3B 1% Mar 2023
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BlackRock 11M $894M 21% Mar 2023
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Balentine 9.1M $744M 15% Mar 2023
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UBS Group 7.9M $652M -2% Mar 2023
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Envestnet Asset Management 7.1M $587M -10% Mar 2023
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Assetmark 7.0M $578M 184% Mar 2023
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LPL Financial 6.2M $511M 24% Mar 2023
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Wells Fargo & Company 6.1M $497M 11% Dec 2022
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Branch Banking & Trust Company 5.8M $476M 11% Mar 2023
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Ameriprise Financial 5.6M $471M -31% Mar 2023
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Bank Of Montreal 5.3M $433M 45% Dec 2022
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Royal Bank of Canada 4.9M $400M 77% Dec 2022
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Bank of New York Mellon 4.7M $384M 3% Mar 2023
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PineBridge Investments 4.1M $334M 5% Dec 2022
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Captrust Financial Advisors 3.5M $292M -10% Mar 2023
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Stifel Financial 3.1M $252M 47% Dec 2022
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Raymond James Financial Services Advisors 3.0M $250M -7% Mar 2023
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Us Bancorp 2.9M $236M -55% Mar 2023
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Alliancebernstein 2.7M $220M -32% Dec 2022
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Raymond James & Associates 2.6M $213M -3% Mar 2023
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Advisor Group Holdings 2.4M $194M 26% Mar 2023
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Barclays 2.4M $193M 205% Mar 2023
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Charles Schwab Investment Management 2.3M $187M -2% Mar 2023
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Perella Weinberg Partners Capital Management 2.0M $160M 74% Mar 2023
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Northwestern Mutual Wealth Management Company 1.7M $137M 36% Dec 2022
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HighTower Advisors 1.6M $131M -6% Mar 2023
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MEMBERS Trust 1.5M $122M 11% Mar 2023
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Stephens 1.5M $121M 18% Mar 2023
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National Bank Of Canada /fi/ 1.4M $117M 1719% Mar 2023
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Matson Money 1.3M $111M 0% Mar 2023
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Hsbc Holdings 1.3M $109M 163% Dec 2022
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Goldman Sachs Group 1.3M $106M -31% Mar 2023
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Commonwealth Equity Services 1.2M $102M 32% Mar 2023
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Juniper Hill Capital Management 1.2M $100M -15% Dec 2022
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Amerivest Investment Management 1.2M $101M -6% Mar 2023
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Cambridge Investment Research Advisors 1.2M $99M -5% Mar 2023
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Citigroup 1.1M $92M 43% Mar 2023
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Pnc Financial Services 1.1M $89M -23% Dec 2022
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Mml Investors Services 1.1M $89M 41% Mar 2023
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GW & Wade 944k $78M 38% Mar 2023
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TRUE Private Wealth Advisors 933k $77M -41% Mar 2023
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Smithfield Trust Company 858k $71M -8% Mar 2023
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Edgehill Endowment Partners 852k $70M -13% Mar 2023
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Beacon Investment Advisory Services 839k $69M 100% Mar 2023
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GM Advisory 764k $63M -5% Mar 2023
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Sawtooth Asset Management 728k $60M 100% Mar 2023
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Bleakley Financial Group 728k $60M 14% Mar 2023
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Intelligence Driven Advisers 669k $55M 3% Mar 2023
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Hilton Capital Management 664k $54M -10% Mar 2023
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Brookstone Capital Management 650k $53M -41% Mar 2023
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United Capital Financial Advisers 642k $52M 37% Dec 2022
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Bienville Capital Management 641k $52M -8% Dec 2022
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Evergreen Capital Management 636k $52M -35% Dec 2022
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Mercer Global Advisors 634k $52M -34% Mar 2023
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Financial Network Investment Corporation 615k $50M 27% Dec 2022
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Pathstone Family Office 604k $50M 74% Mar 2023
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Edge Wealth Management 602k $50M 41% Mar 2023
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Element Pointe Advisors 586k $48M -8% Mar 2023
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Benjamin F. Edwards & Company 571k $47M -39% Mar 2023
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Synovus Financial Corp. 564k $46M 10% Mar 2023
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Credit Suisse 563k $46M 61% Mar 2023
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SMI Advisory Services 561k $46M 0% Mar 2023
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Pinnacle Financial Partners 560k $46M 16% Mar 2023
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Partners Capital Investment Group 560k $46M 393% Mar 2023
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Foundations Investment Advisors 549k $45M -60% Mar 2023
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BTS Asset Management 544k $45M 100% Mar 2023
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HPM Partners 526k $43M 89% Mar 2023
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Curi Wealth Management 526k $43M 1024% Mar 2023
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Banco Santander 518k $43M -2% Mar 2023
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Fiduciary 511k $42M -7% Mar 2023
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M^T Bank Corporation 511k $42M 23% Mar 2023
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Private Advisor 498k $41M 12% Mar 2023
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Fifth Third Bancorp 498k $41M -47% Mar 2023
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Townsquare Capital 488k $40M 3389% Mar 2023
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Sanctuary Wealth Management 465k $38M 3% Dec 2022
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Hrt Financial 453k $37M -41% Dec 2022
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FMR 451k $37M 210% Mar 2023
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Connectus Wealth 445k $37M 20% Mar 2023
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Insight 2811 442k $36M -4% Mar 2023
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Strategic Investment Advisors / MI 442k $36M 16048% Mar 2023
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Money Concepts Capital Corp 434k $3.6M 691% Mar 2023
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Intl Fcstone 422k $35M 100% Mar 2023
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Cetera Investment Advisers 417k $34M 5% Mar 2023
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Zacks Investment Management 397k $33M 6% Mar 2023
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Manufacturers Life Insurance Company 396k $32M 1894% Dec 2022
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Rockefeller Capital Management 391k $32M 4% Mar 2023
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Chas. P. Smith & Associates, PA, CPA's 388k $32M 2% Mar 2023
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Innova Wealth Partners 373k $31M 0% Mar 2023
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Keybank National Association 358k $29M -5% Mar 2023
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Tiaa 343k $28M 49% Mar 2023
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Putnam Fl Investment Management 334k $27M 10% Mar 2023
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Anchor Capital Advisors 333k $27M 4% Mar 2023
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Advisory Services Network 332k $27M 19% Mar 2023
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Mount Lucas Management Corporation 329k $27M -67% Dec 2022
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Vigilare Wealth Management 328k $27M -14% Mar 2023
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Family Management Corporation 325k $26M 37839% Dec 2022
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America First Investment Advisors 315k $26M 56% Mar 2023
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Susquehanna International 314k $26M 235% Mar 2023
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BCJ Capital Management 312k $26M 5939% Mar 2023
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SG Americas Securities 309k $25M 287% Mar 2023
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Confluence Investment Management 308k $25M -41% Mar 2023
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Change Path 307k $25M -13% Dec 2022
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Toronto-Dominion Bank 300k $25M 100% Mar 2023
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Lee Financial 299k $25M -2% Mar 2023
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Huntington National Bank 294k $24M 2% Mar 2023
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Orion Portfolio Solutions 292k $24M 10% Dec 2022
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Buckingham Asset Management 290k $24M 0% Mar 2023
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Baird Financial 287k $23M 9% Dec 2022
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Peapack Gladstone Financial Corp 285k $23M -8% Dec 2022
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Claraphi Advisory Network 278k $23M 50% Dec 2022
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SCBT Financial Corporation 272k $22M -1% Mar 2023
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Banco Bilbao Vizcaya Argentaria 269k $22M -37% Mar 2023
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Resources Investment Advisors 266k $22M -4% Mar 2023
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Pfs Investments 262k $22M 19% Mar 2023
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Cypress Capital 260k $21M 5% Mar 2023
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Jaffetilchin Investment Partners 258k $21M 116% Mar 2023
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Hudson Valley Investment Advisors 255k $21M -8% Mar 2023
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Main Management 255k $21M -1% Mar 2023
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Client First Capital 252k $21M 15% Mar 2023
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Allspring Global Investments Holdings 252k $21M 0% Mar 2023
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Retirement Capital Strategies 252k $21M 100% Mar 2023
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Huntington Asset Advisors 248k $20M -44% Dec 2022
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Sigma Planning 245k $20M 15% Mar 2023
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Visionary Wealth Advisors 241k $20M 100% Dec 2022
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Aevitas Wealth Management 237k $19M 100% Dec 2022
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Brio Consultants 234k $19M 5% Mar 2023
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Strategic Equity Management 234k $19M -53% Mar 2023
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CWA Asset Management 233k $19M 2200% Mar 2023
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Willis Johnson & Associates 225k $19M 4% Mar 2023
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Pacific Wealth Management 225k $19M 6% Mar 2023
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Traverso Chambers Private Wealth Management 225k $18M -1% Mar 2023
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Dfpg Investments 223k $18M 1923% Mar 2023
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CLS Investments 223k $18M -2% Dec 2022
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Gamble Jones Investment Counsel 216k $18M 70% Dec 2022
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Robertson Stephens Wealth Management 213k $18M 100% Mar 2023
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Proficio Capital Partners 213k $18M 128% Mar 2023
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AE Wealth Management 210k $17M -23% Mar 2023
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Beacon Harbor Wealth Advisors 208k $17M 4% Mar 2023
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Mariner Wealth Advisors 208k $17M 3% Dec 2022
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Wealthcare Advisory Partners 206k $17M 1% Mar 2023
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Babson Capital Management 202k $17M -15% Mar 2023
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Atwood & Palmer 202k $17M 1% Mar 2023
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Dynamic Advisors Solutions 201k $17M 57% Mar 2023
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KFA Private Wealth Group 195k $16M 2% Mar 2023
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Gareth Morgan Investments Limited Partnership 194k $16M 100% Mar 2023
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First Trust Advisors 190k $15M 2% Dec 2022
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James Investment Research 188k $15M 2% Mar 2023
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Quent Capital 185k $15M 0% Mar 2023
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Great Point Wealth Advisors 184k $15M -3% Mar 2023
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Kestra Advisory Services 163k $13M -51% Mar 2023
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Mirae Asset Global Investments 147k $12M -37% Mar 2023
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Greenwood Capital Associates 128k $11M -31% Mar 2023
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NEIRG Wealth Management 125k $10M -71% Mar 2023
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Lido Advisors 104k $8.6M -78% Mar 2023
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McElhenny Sheffield Capital Management 104k $8.5M -53% Mar 2023
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Comprehensive Portfolio Management 94k $7.7M -93% Mar 2023
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Goodman & Company, Investment Counsel 92k $7.5M -90% Dec 2022
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Citadel Advisors 83k $6.8M -57% Mar 2023
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IFP Advisors 62k $5.2M -70% Mar 2023
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Wealth Advisory Solutions 56k $4.5M -72% Dec 2022
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Capital Wealth Planning 48k $4.0M -97% Mar 2023
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Eagle Global Advisors 44k $3.6M -92% Mar 2023
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Axxcess Wealth Management 44k $3.6M -88% Mar 2023
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Schroder Investment Management Group 44k $3.6M -87% Mar 2023
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CoreCap Advisors 31k $2.5M -90% Dec 2022
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Oliver Lagore Vanvalin Investment Group 29k $2.3M -94% Dec 2022
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BerganKDV Wealth Management 20k $1.6M -91% Mar 2023
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Cassaday & Co Wealth Management 3.2k $259k -99% Mar 2023
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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
Ensign Peak Advisors Dec 2022 775k $63M
Flow Traders US Dec 2022 248k $20M
Renaissance Technologies Dec 2022 234k $19M
G&S Capital Dec 2022 218k $18M