Who owns iShares Lehman 1-3 Year Treas.Bond?
- Ticker: SHY
- CUSIP Number: 464287457
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
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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 | 29M | $2.4B | -5% | Jun 2024 |
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BlackRock | 22M | $1.8B | -9% | Jun 2024 |
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Bank of America Corporation | 13M | $1.1B | 3% | Jun 2024 |
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Jpmorgan Chase & Co | 8.4M | $684M | -6% | Jun 2024 |
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Assetmark | 7.4M | $605M | 1% | Jun 2024 |
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Wells Fargo & Company | 5.8M | $474M | 0% | Jun 2024 |
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LPL Financial | 5.5M | $446M | 8% | Jun 2024 |
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UBS Group | 5.4M | $438M | -14% | Mar 2024 |
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Bank Of Montreal | 5.2M | $422M | -3% | Mar 2024 |
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Envestnet Asset Management | 5.0M | $411M | -2% | Jun 2024 |
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Captrust Financial Advisors | 4.9M | $400M | 4% | Jun 2024 |
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Bank of New York Mellon | 4.5M | $369M | -1% | Jun 2024 |
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PineBridge Investments | 4.3M | $350M | 5% | Mar 2024 |
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Branch Banking & Trust Company | 4.3M | $348M | -7% | Jun 2024 |
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Royal Bank of Canada | 3.2M | $258M | 3% | Jun 2024 |
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Raymond James & Associates | 3.0M | $247M | 9% | Jun 2024 |
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Charles Schwab Investment Management | 3.0M | $244M | -3% | Jun 2024 |
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Balentine | 2.9M | $235M | -47% | Jun 2024 |
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FMR | 2.5M | $202M | 100% | Mar 2024 |
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HPM Partners | 2.3M | $191M | -2% | Jun 2024 |
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Ameriprise Financial | 2.2M | $185M | 100% | Mar 2024 |
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Colony | 2.1M | $171M | 162% | Jun 2024 |
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Raymond James Financial Services Advisors | 1.7M | $135M | 5% | Jun 2024 |
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Advisor Group Holdings | 1.6M | $135M | -4% | Mar 2024 |
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Barclays | 1.6M | $134M | -17% | Jun 2024 |
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Stifel Financial | 1.6M | $130M | -22% | Jun 2024 |
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ARGI Investment Services | 1.6M | $129M | 100% | Jun 2024 |
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Wealthfront Advisers | 1.5M | $126M | 7% | Jun 2024 |
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MEMBERS Trust | 1.5M | $121B | -1% | Jun 2024 |
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Matson Money | 1.4M | $113M | 1% | Jun 2024 |
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Stephens | 1.3M | $109M | 0% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 1.2M | $98M | -2% | Jun 2024 |
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Perella Weinberg Partners Capital Management | 1.1M | $91M | -37% | Mar 2024 |
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Td Private Client Wealth | 1.1M | $91M | 3% | Jun 2024 |
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Smithfield Trust Company | 1.0M | $84M | 24% | Jun 2024 |
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Pnc Financial Services | 984k | $80M | 2% | Jun 2024 |
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Us Bancorp | 853k | $70M | -20% | Jun 2024 |
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Renaissance Technologies | 848k | $69M | 76% | Jun 2024 |
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Mml Investors Services | 831k | $68M | -6% | Jun 2024 |
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HighTower Advisors | 784k | $64M | -12% | Jun 2024 |
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Goldman Sachs Group | 779k | $64M | -17% | Jun 2024 |
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RMB Capital Management | 741k | $61M | 2% | Jun 2024 |
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Syon Capital | 711k | $58M | -2% | Mar 2024 |
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Beacon Investment Advisory Services | 697k | $57M | 1% | Jun 2024 |
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Pathstone Holdings | 696k | $57M | 0% | Jun 2024 |
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Citigroup | 670k | $55M | -57% | Jun 2024 |
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Commonwealth Equity Services | 649k | $53M | -25% | Jun 2024 |
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Bleakley Financial Group | 644k | $53M | -10% | Jun 2024 |
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Simplicity Wealth | 644k | $53M | -10% | Jun 2024 |
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GM Advisory | 619k | $51M | 4% | Jun 2024 |
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Scopus Asset Management | 619k | $51M | 0% | Jun 2024 |
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Hsbc Holdings | 599k | $49M | -18% | Jun 2024 |
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Cetera Investment Advisers | 581k | $47M | 7% | Jun 2024 |
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Clarity Financial | 563k | $46M | 3% | Jun 2024 |
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Evergreen Capital Management | 549k | $45M | 4% | Mar 2024 |
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Putnam Fl Investment Management | 528k | $43M | -5% | Jun 2024 |
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Element Pointe Advisors | 527k | $43M | -2% | Jun 2024 |
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Strategic Investment Advisors / MI | 522k | $43M | 4% | Jun 2024 |
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SG Americas Securities | 522k | $43M | 1533% | Jun 2024 |
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Victory Capital Management | 518k | $42M | 0% | Jun 2024 |
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Jane Street | 492k | $40M | 3924% | Jun 2024 |
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Atwood & Palmer | 488k | $40M | 1% | Jun 2024 |
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Fiduciary | 487k | $40M | -9% | Jun 2024 |
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Insight 2811 | 463k | $38M | -3% | Jun 2024 |
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Anchor Capital Advisors | 457k | $37M | 96% | Jun 2024 |
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Benjamin F. Edwards & Company | 437k | $36M | -35% | Jun 2024 |
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Partners Capital Investment Group | 428k | $35M | 88% | Jun 2024 |
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Quent Capital | 414k | $34M | 17% | Jun 2024 |
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Pinnacle Financial Partners | 413k | $34M | 15% | Jun 2024 |
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Allspring Global Investments Holdings | 392k | $32M | 0% | Jun 2024 |
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CI Private Wealth | 388k | $32M | -4% | Jun 2024 |
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Brian McDonald | 385k | $32M | -1% | Jun 2024 |
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Kovitz Investment Group Partners | 380k | $31M | 375% | Jun 2024 |
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M^T Bank Corporation | 378k | $31M | -16% | Jun 2024 |
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America First Investment Advisors | 371k | $30M | 3% | Jun 2024 |
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Townsquare Capital | 368k | $30M | 111% | Mar 2024 |
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Wealth Enhancement Advisory Services | 366k | $30M | 486% | Jun 2024 |
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Amundi | 359k | $29M | -1% | Mar 2024 |
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Edge Wealth Management | 358k | $29M | -3% | Jun 2024 |
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Baird Financial | 355k | $29M | 1% | Mar 2024 |
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Alliancebernstein | 351k | $29M | 2% | Jun 2024 |
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Zacks Investment Management | 349k | $29M | 0% | Jun 2024 |
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Wolverine Trading | 346k | $28M | 139% | Jun 2024 |
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Cambridge Investment Research Advisors | 340k | $28M | -41% | Jun 2024 |
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Whalen Wealth Management | 339k | $28M | 100% | Jun 2024 |
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Watchman Group | 336k | $27M | 1882% | Jun 2024 |
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Keybank National Association | 335k | $27M | 7% | Jun 2024 |
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Traphagen Investment Advisors | 326k | $27M | -25% | Jun 2024 |
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Willis Johnson & Associates | 324k | $27M | 8% | Jun 2024 |
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Private Advisor | 319k | $26M | -52% | Jun 2024 |
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Banco Bilbao Vizcaya Argentaria | 317k | $26M | -65% | Jun 2024 |
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Advisory Services Network | 315k | $26M | 25% | Jun 2024 |
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BEAM Asset Management | 313k | $26M | 248% | Jun 2024 |
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Haverford Trust Company | 309k | $25M | 3% | Jun 2024 |
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Buckingham Asset Management | 307k | $25M | -3% | Jun 2024 |
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Manufacturers Life Insurance Company | 304k | $25M | -73% | Jun 2024 |
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Fifth Third Bancorp | 300k | $25M | -16% | Jun 2024 |
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Orion Portfolio Solutions | 281k | $23M | -7% | Mar 2024 |
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Huntington National Bank | 278k | $23M | -13% | Jun 2024 |
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Citadel Advisors | 275k | $22M | -6% | Jun 2024 |
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Peapack Gladstone Financial Corp | 266k | $22M | -2% | Jun 2024 |
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Mariner Wealth Advisors | 266k | $22M | -2% | Jun 2024 |
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Guggenheim Capital, LLC Managers | 262k | $21M | 26% | Jun 2024 |
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Lido Advisors | 258k | $21M | -36% | Jun 2024 |
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Mercer Global Advisors | 257k | $13M | 58% | Jun 2024 |
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Mesirow Financial Investment Management International Equity | 253k | $21M | -8% | Jun 2024 |
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Bartlett & Co. Wealth Management | 251k | $21M | 18% | Jun 2024 |
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Jaffetilchin Investment Partners | 245k | $20M | 2% | Jun 2024 |
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SCBT Financial Corporation | 244k | $20M | 10% | Jun 2024 |
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Rockefeller Capital Management | 234k | $19M | 17% | Jun 2024 |
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United Capital Financial Advisers | 232k | $19M | -7% | Jun 2024 |
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Susquehanna International | 226k | $18M | 29% | Jun 2024 |
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Oakmont Partners | 223k | $18M | 9% | Jun 2024 |
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Perigon Wealth Management | 221k | $18M | 11% | Jun 2024 |
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Confluence Investment Management | 221k | $18M | -30% | Jun 2024 |
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Envestnet Portfolio Solutions | 218k | $18M | -13% | Jun 2024 |
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Klaas Financial Asset Advisors | 218k | $18M | 12% | Jun 2024 |
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Sigma Planning | 211k | $17M | 9% | Jun 2024 |
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Foundations Investment Advisors | 207k | $17M | -9% | Jun 2024 |
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Lake Hills Wealth Management | 200k | $16M | 46% | Jun 2024 |
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Kestra Advisory Services | 195k | $16M | 3% | Jun 2024 |
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Sanctuary Wealth Management | 191k | $16M | 113708% | Jun 2024 |
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Wealthcare Advisory Partners | 189k | $16M | -14% | Jun 2024 |
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O'shaughnessy Asset Management | 189k | $16M | 20% | Jun 2024 |
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Acorns Advisers | 187k | $15M | 6% | Jun 2024 |
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Angeles Wealth Management | 185k | $15M | 8% | Jun 2024 |
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Integrated Wealth Concepts | 180k | $15M | 4% | Jun 2024 |
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CX Institutional | 180k | $15M | 6682% | Jun 2024 |
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Hudson Valley Investment Advisors | 178k | $15M | 338% | Jun 2024 |
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Creative Planning | 176k | $14M | 1% | Jun 2024 |
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Wealthstar Advisors | 169k | $14M | 100% | Jun 2024 |
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VisionPoint Advisory Group | 168k | $14M | -9% | Jun 2024 |
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Starfox Financial Services | 167k | $14M | 9% | Mar 2024 |
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Sequoia Financial Advisors | 163k | $13M | -11% | Jun 2024 |
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Benedetti & Gucer | 161k | $13M | 26% | Mar 2024 |
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Oppenheimer & Co | 161k | $13M | 100% | Mar 2024 |
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MBL Wealth | 160k | $13M | -28% | Jun 2024 |
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Credit Suisse | 152k | $13M | 73% | Mar 2024 |
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Syntax Research | 151k | $12M | 15% | Jun 2024 |
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Alliance Wealth Advisors | 151k | $12M | -5% | Jun 2024 |
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Ballast | 151k | $12M | -14% | Jun 2024 |
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Transamerica Financial Advisors | 151k | $12M | 0% | Jun 2024 |
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Capital Investment Services of America | 150k | $12M | -1% | Jun 2024 |
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Woodmont Investment Counsel | 147k | $12M | 27% | Jun 2024 |
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Vivaldi Capital Management | 145k | $12M | -4% | Jun 2024 |
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Tiaa Trust, National Association | 144k | $12M | -50% | Jun 2024 |
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Leuthold Weeden Capital Management | 144k | $12M | 0% | Jun 2024 |
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Main Management | 144k | $12M | 0% | Jun 2024 |
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Atria Wealth Solutions | 141k | $12M | -6% | Jun 2024 |
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Argent Advisors | 140k | $11M | -2% | Jun 2024 |
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InterOcean Capital Group | 140k | $11M | -4% | Mar 2024 |
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Warren Averett Asset Management | 133k | $11M | -10% | Mar 2024 |
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Brookstone Capital Management | 130k | $11M | -35% | Jun 2024 |
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Van Hulzen Asset Management | 129k | $11M | -8% | Jun 2024 |
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Fisher Investments | 120k | $9.8M | -16% | Jun 2024 |
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Goodman & Company, Investment Counsel | 111k | $9.0M | -84% | Jun 2024 |
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Vigilare Wealth Management | 108k | $8.8M | -74% | Jun 2024 |
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Fortis Group Advisors | 94k | $7.6M | -56% | Jun 2024 |
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Connectus Wealth | 84k | $6.9M | -85% | Mar 2024 |
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Private Management Group | 75k | $6.1M | -54% | Jun 2024 |
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KFA Private Wealth Group | 60k | $4.9M | -76% | Jun 2024 |
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Cornell University | 42k | $3.4M | -99% | Mar 2024 |
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Jmac Enterprises | 33k | $2.7M | -77% | Jun 2024 |
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Cypress Capital | 1.4k | $115k | -99% | Jun 2024 |
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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 |
---|---|---|---|
Curi Wealth Management | Dec 2023 | 584k | $48M |
RIA Advisory Group | Dec 2023 | 437k | $44M |
Antara Capital | Mar 2024 | 274k | $22M |
Landscape Capital Management | Mar 2024 | 208k | $17M |
Executive Wealth Management | Mar 2024 | 181k | $15M |
3EDGE Asset Management | Mar 2024 | 173k | $14M |