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 26% Mar 2024
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BlackRock 24M $2.0B 68% Mar 2024
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Bank of America Corporation 13M $1.0B 9% Mar 2024
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Jpmorgan Chase & Co 8.9M $726M -58% Mar 2024
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Assetmark 7.3M $599M 141% Mar 2024
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Wells Fargo & Company 5.8M $474M 4% Mar 2024
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Balentine 5.4M $443M -33% Mar 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 5.1M $420M -7% Mar 2024
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LPL Financial 5.0M $412M -6% Mar 2024
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Captrust Financial Advisors 4.7M $387M 9% Mar 2024
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Branch Banking & Trust Company 4.6M $375M -1% Mar 2024
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Bank of New York Mellon 4.5M $372M -10% Mar 2024
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PineBridge Investments 4.3M $350M 5% Mar 2024
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Royal Bank of Canada 3.1M $252M -2% Mar 2024
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Charles Schwab Investment Management 3.1M $252M -6% Mar 2024
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Raymond James & Associates 2.8M $227M -1% Mar 2024
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FMR 2.5M $202M -7% Mar 2024
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HPM Partners 2.4M $194M -3% Mar 2024
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Ameriprise Financial 2.2M $185M -32% Mar 2024
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Stifel Financial 2.0M $167M 92% Mar 2024
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Barclays 2.0M $162M -46% Mar 2024
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Advisor Group Holdings 1.6M $135M -4% Mar 2024
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Raymond James Financial Services Advisors 1.6M $129M -4% Mar 2024
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Citigroup 1.5M $126M -16% Mar 2024
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MEMBERS Trust 1.5M $122M 96% Mar 2024
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Wealthfront Advisers 1.4M $118M 11% Mar 2024
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Matson Money 1.4M $112M 1% Mar 2024
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Stephens 1.3M $108M 1% Mar 2024
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Northwestern Mutual Wealth Management Company 1.2M $101M -21% Mar 2024
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Manufacturers Life Insurance Company 1.1M $94M -40% Mar 2024
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Perella Weinberg Partners Capital Management 1.1M $91M -37% Mar 2024
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Us Bancorp 1.1M $87M -10% Mar 2024
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Pnc Financial Services 964k $79M -10% Mar 2024
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Goldman Sachs Group 943k $77M -25% Mar 2024
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Banco Bilbao Vizcaya Argentaria 910k $74M -88% Mar 2024
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HighTower Advisors 892k $73M -19% Mar 2024
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Commonwealth Equity Services 867k $71M -10% Mar 2024
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Smithfield Trust Company 834k $68M 2% Mar 2024
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Colony 798k $65M 1877% Mar 2024
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GW & Wade 789k $65M -16% Dec 2023
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Hsbc Holdings 726k $59M 99% Mar 2024
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RMB Capital Management 725k $59M 100% Mar 2024
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Sawtooth Asset Management 714k $59M -1% Dec 2023
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Bleakley Financial Group 713k $58M 0% Mar 2024
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Simplicity Wealth 713k $58M 100% Mar 2024
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Syon Capital 711k $58M -2% Mar 2024
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Pathstone Holdings 695k $57M -4% Mar 2024
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Goodman & Company, Investment Counsel 692k $57M 88% Mar 2024
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Beacon Investment Advisory Services 690k $56M 3% Mar 2024
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Benjamin F. Edwards & Company 668k $55M 7346% Mar 2024
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Private Advisor 668k $55M 76% Mar 2024
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Scopus Asset Management 619k $51M 0% Mar 2024
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GM Advisory 594k $49M -6% Mar 2024
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Curi Wealth Management 584k $48M 3% Dec 2023
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Cambridge Investment Research Advisors 575k $47M -25% Mar 2024
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Putnam Fl Investment Management 554k $45M 20% Mar 2024
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Evergreen Capital Management 549k $45M 4% Mar 2024
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Clarity Financial 545k $45M -41% Mar 2024
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Cetera Investment Advisers 540k $44M 25% Mar 2024
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Fiduciary 534k $44M 2% Mar 2024
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Victory Capital Management 518k $42M 0% Mar 2024
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Strategic Investment Advisors / MI 501k $41M 148% Mar 2024
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Renaissance Technologies 483k $40M 100% Mar 2024
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Atwood & Palmer 482k $39M 12% Mar 2024
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Insight 2811 480k $39M 1% Mar 2024
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M^T Bank Corporation 451k $37M -8% Mar 2024
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Vigilare Wealth Management 417k $34M 2095% Mar 2024
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Lido Advisors 404k $33M 255% Mar 2024
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CI Private Wealth 403k $33M -4% Mar 2024
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Allspring Global Investments Holdings 392k $32M 56% Mar 2024
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Brian McDonald 390k $32M 24% Mar 2024
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Edge Wealth Management 369k $30M -5% Mar 2024
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Townsquare Capital 368k $30M 111% Mar 2024
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America First Investment Advisors 361k $30M 1% Mar 2024
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Pinnacle Financial Partners 359k $29M -39% Mar 2024
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Amundi 359k $29M -1% Mar 2024
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Fifth Third Bancorp 358k $29M -6% Mar 2024
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Quent Capital 354k $29M 14% Mar 2024
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Baird Financial 353k $29M 12% Dec 2023
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Zacks Investment Management 350k $29M 25% Mar 2024
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Alliancebernstein 346k $28M -42% Mar 2024
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Huntington National Bank 318k $26M 11% Mar 2024
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Buckingham Asset Management 317k $26M 2% Mar 2024
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Confluence Investment Management 313k $26M 100% Mar 2024
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Keybank National Association 312k $26M -1% Mar 2024
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Haverford Trust Company 301k $25M 11% Mar 2024
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Willis Johnson & Associates 300k $25M 6% Mar 2024
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Citadel Advisors 292k $24M -78% Mar 2024
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Tiaa Trust, National Association 287k $23M -25% Mar 2024
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Orion Portfolio Solutions 281k $23M -7% Mar 2024
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Mesirow Financial Investment Management International Equity 275k $23M 100% Mar 2024
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Peapack Gladstone Financial Corp 272k $22M -3% Mar 2024
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Mariner Wealth Advisors 270k $22M 32% Mar 2024
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Envestnet Portfolio Solutions 252k $21M 43% Mar 2024
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Advisory Services Network 251k $21M -10% Mar 2024
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United Capital Financial Advisers 249k $20M -5% Mar 2024
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KFA Private Wealth Group 245k $20M 6% Mar 2024
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Cypress Capital 245k $20M -5% Dec 2023
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Jaffetilchin Investment Partners 240k $20M -23% Mar 2024
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BCJ Capital Management 233k $19M 22% Dec 2023
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Anchor Capital Advisors 233k $19M 1% Mar 2024
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Foundations Investment Advisors 227k $19M -11% Mar 2024
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Partners Capital Investment Group 227k $19M -15% Mar 2024
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SCBT Financial Corporation 221k $18M 25% Mar 2024
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MBL Wealth 220k $18M 7% Mar 2024
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Wealthcare Advisory Partners 219k $18M -13% Mar 2024
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Bartlett & Co. Wealth Management 212k $17M 46% Mar 2024
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Fortis Group Advisors 212k $17M 454% Mar 2024
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Guggenheim Capital, LLC Managers 208k $17M 28% Mar 2024
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Landscape Capital Management 208k $17M 100% Mar 2024
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Oakmont Partners 205k $17M 58% Mar 2024
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Brookstone Capital Management 201k $16M -15% Mar 2024
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Perigon Wealth Management 199k $16M -7% Mar 2024
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Klaas Financial Asset Advisors 195k $16M 3% Mar 2024
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Sigma Planning 194k $16M 207% Mar 2024
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Kestra Advisory Services 187k $15M 27% Dec 2023
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VisionPoint Advisory Group 184k $15M -26% Mar 2024
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Sequoia Financial Advisors 183k $15M 324% Mar 2024
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Executive Wealth Management 181k $15M 11% Mar 2024
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Ballast 176k $14M 3% Mar 2024
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Susquehanna International 175k $14M 237% Mar 2024
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Creative Planning 174k $14M -11% Mar 2024
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3EDGE Asset Management 173k $14M -7% Mar 2024
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Integrated Wealth Concepts 173k $14M -2% Mar 2024
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Angeles Wealth Management 172k $14M 18% Mar 2024
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Starfox Financial Services 167k $14M 9% Mar 2024
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Private Management Group 164k $13M -21% Mar 2024
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Mercer Global Advisors 163k $13M -5% Mar 2024
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Benedetti & Gucer 161k $13M 26% Mar 2024
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Oppenheimer & Co 161k $13M -2% Mar 2024
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Alliance Wealth Advisors 160k $13M 221% Mar 2024
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O'shaughnessy Asset Management 158k $13M 9% Mar 2024
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Credit Suisse 152k $13M 73% Mar 2024
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Capital Investment Services of America 152k $12M 0% Mar 2024
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Vivaldi Capital Management 151k $12M 1% Mar 2024
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Transamerica Financial Advisors 151k $12M 208% Mar 2024
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Atria Wealth Solutions 150k $12M -3% Mar 2024
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Bartlett & Co. 145k $12M 7889% Dec 2023
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InterOcean Capital Group 145k $12M 13% Dec 2023
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Wolverine Trading 145k $12M -77% Mar 2024
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Main Management 144k $12M -1% Mar 2024
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Fisher Investments 144k $12M -4% Mar 2024
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Leuthold Weeden Capital Management 143k $12M 3% Mar 2024
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Argent Advisors 143k $12M 4% Mar 2024
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Jmac Enterprises 142k $12M 26% Mar 2024
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Van Hulzen Asset Management 140k $11M 1% Mar 2024
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JFS Wealth Advisors 140k $11M 27% Mar 2024
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Birchcreek Wealth Management 137k $11M 18% Mar 2024
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Lake Hills Wealth Management 137k $11M -28% Mar 2024
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Ifrah Financial Services 137k $11M 5% Mar 2024
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Carr Financial Group Corp 136k $11M -2% Mar 2024
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Retirement Group 136k $11M 2% Mar 2024
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James Investment Research 136k $11M -12% Mar 2024
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Actinver Wealth Management 135k $11M 10% Mar 2024
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Warren Averett Asset Management 133k $11M -10% Mar 2024
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Syntax Research 132k $11M -2% Mar 2024
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Resources Investment Advisors 120k $9.8M -12% Mar 2024
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CWA Asset Management 118k $9.6M -48% Mar 2024
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TRUE Private Wealth Advisors 109k $8.9M -20% Mar 2024
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Axxcess Wealth Management 107k $8.8M -41% Dec 2023
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HTLF Bank 91k $7.4M -51% Mar 2024
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Mirae Asset Global Investments 90k $7.4M -36% Mar 2024
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Innova Wealth Partners 88k $7.2M -54% Mar 2024
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Rockefeller Capital Management 86k $7.1M -77% Dec 2023
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Synovus Financial Corp. 80k $6.6M -85% Mar 2024
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Millennium Management 51k $4.2M -91% Mar 2024
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AE Wealth Management 44k $1.9M -79% Mar 2024
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Cornell University 42k $3.4M -99% Mar 2024
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Hudson Valley Investment Advisors 41k $3.3M -77% Mar 2024
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Eagle Global Advisors 38k $3.1M -87% Mar 2024
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Burns Matteson Capital Management 27k $2.2M -83% Dec 2023
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Rehmann Capital Advisory 25k $2.1M -87% Mar 2024
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SkyView Investment Advisors 22k $1.8M -88% Mar 2024
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Jane Street 12k $999k -97% Mar 2024
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Americana Partners 11k $935k -92% Mar 2024
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Great Point Wealth Advisors 4.7k $385k -98% Mar 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
Centiva Capital Dec 2023 1.3M $108M
Boothbay Fund Management Sep 2023 920k $75M
Financial Network Investment Corporation Sep 2023 497k $40M
RIA Advisory Group Dec 2023 437k $44M
SMI Advisory Services Dec 2023 274k $23M
Client First Capital Dec 2023 260k $21M
Allianz Asset Management Sep 2023 228k $19M
Beacon Harbor Wealth Advisors Dec 2023 140k $12M
McGowan Group Asset Management Sep 2023 133k $11M