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 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