Who owns iShares Lehman Short Treasury Bond?
- Ticker: SHV
- CUSIP Number: 464288679
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Lehman Short Treasury Bond with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Lehman Short Treasury Bond stock
Who bought or sold iShares Lehman Short Treasury Bond this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 8.1M | $891M | -1% | Mar 2024 |
|
| Morgan Stanley | 5.6M | $625M | -25% | Mar 2024 |
|
| Wells Fargo & Company | 3.5M | $385M | -9% | Mar 2024 |
|
| Bank of America Corporation | 3.4M | $370M | -4% | Mar 2024 |
|
| UBS Group | 2.3M | $257M | 4% | Mar 2024 |
|
| Betterment | 1.8M | $194M | -23% | Mar 2024 |
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| LPL Financial | 1.7M | $188M | 18% | Mar 2024 |
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| Banco Bilbao Vizcaya Argentaria | 1.7M | $187M | -30% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.6M | $175M | -37% | Mar 2024 |
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| Envestnet Asset Management | 1.5M | $164M | -11% | Mar 2024 |
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| Bank of Nova Scotia | 1.3M | $144M | 30% | Dec 2023 |
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| Royal Bank of Canada | 1.1M | $126M | -18% | Mar 2024 |
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| Divergent Wealth Advisors | 1.0M | $115M | 60% | Mar 2024 |
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| Branch Banking & Trust Company | 1000k | $111M | -34% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 992k | $110M | 5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 953k | $105M | 26% | Mar 2024 |
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| Advisor Group Holdings | 862k | $95M | -5% | Mar 2024 |
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| Ausdal Financial Partners | 698k | $77M | 2% | Mar 2024 |
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| Hansen & Associates Financial Group | 658k | $73M | 32% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 648k | $72M | 100% | Mar 2024 |
|
| GM Advisory | 620k | $69M | -15% | Mar 2024 |
|
| Ameriprise Financial | 570k | $63M | -34% | Mar 2024 |
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| Gateway Advisory | 559k | $62M | -9% | Mar 2024 |
|
| Cynosure Management | 555k | $61M | -6% | Mar 2024 |
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| Fund Evaluation Group | 548k | $57M | 48% | Mar 2024 |
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| Foundations Investment Advisors | 537k | $59M | -8% | Mar 2024 |
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| Wealthfront Advisers | 523k | $58M | 237% | Mar 2024 |
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| Stifel Financial | 495k | $55M | -5% | Mar 2024 |
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| True Link Financial Advisors | 493k | $55M | 11% | Mar 2024 |
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| Townsend & Associates | 467k | $52M | 2% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 460k | $51M | -15% | Mar 2024 |
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| Anchor Capital Advisors | 450k | $50M | -61% | Mar 2024 |
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| Advisory Services Network | 435k | $48M | -14% | Mar 2024 |
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| HPM Partners | 428k | $47M | -21% | Mar 2024 |
|
| Rockefeller Capital Management | 388k | $43M | 8% | Dec 2023 |
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| Old National Trust Company | 382k | $42M | 34% | Mar 2024 |
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| LaSalle St. Investment Advisors | 367k | $41M | -49% | Mar 2024 |
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| Trust | 366k | $40M | -1% | Mar 2024 |
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| Allred Capital Management | 352k | $39M | -1% | Mar 2024 |
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| Banco Santander | 342k | $38M | 16% | Mar 2024 |
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| Goldman Sachs Group | 340k | $38M | -67% | Mar 2024 |
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| FMR | 334k | $37M | -77% | Mar 2024 |
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| Millennium Management | 327k | $36M | 50% | Mar 2024 |
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| Raymond James & Associates | 318k | $35M | -28% | Mar 2024 |
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| Bp Wealth Management | 309k | $34M | -60% | Mar 2024 |
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| Integrated Wealth Concepts | 306k | $34M | 227% | Mar 2024 |
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| Mader & Shannon Wealth Management | 306k | $34M | -17% | Dec 2023 |
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| Northwest Quadrant Wealth Management | 299k | $33M | -1% | Mar 2024 |
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| Townsquare Capital | 291k | $32M | 16% | Mar 2024 |
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| Global Retirement Partners | 288k | $32M | -1% | Mar 2024 |
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| Creative Planning | 276k | $31M | -6% | Mar 2024 |
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| Oppenheimer & Co | 267k | $30M | 37% | Mar 2024 |
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| Americana Partners | 263k | $29M | -23% | Mar 2024 |
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| Steward Partners Investment Advisory | 255k | $28M | 6% | Mar 2024 |
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| O'shaughnessy Asset Management | 254k | $28M | -59% | Mar 2024 |
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| Client First Capital | 244k | $27M | -23% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 234k | $26M | 62% | Mar 2024 |
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| TFC Financial Management | 228k | $25M | 4% | Mar 2024 |
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| Janney Montgomery Scott | 228k | $25M | 14% | Mar 2024 |
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| KFA Private Wealth Group | 218k | $24M | 6% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 212k | $23M | 70% | Mar 2024 |
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| Cambridge Investment Research Advisors | 209k | $23M | -11% | Mar 2024 |
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| Whalen Wealth Management | 208k | $23M | 100% | Mar 2024 |
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| 49 Wealth Management | 199k | $22M | 0% | Mar 2024 |
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| Delta Investment Management | 192k | $21M | 52% | Mar 2024 |
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| Estate Counselors | 192k | $21M | -81% | Dec 2023 |
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| M. Kulyk & Associates | 192k | $21M | -4% | Mar 2024 |
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| Massey, Quick & Co | 188k | $21M | -1% | Mar 2024 |
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| Lee Financial | 186k | $21M | 9% | Dec 2023 |
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| Able Wealth Management | 176k | $19M | 100% | Dec 2023 |
|
| Financial Engines Advisors L.L.C | 176k | $19M | -11% | Mar 2024 |
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| Commonwealth Equity Services | 175k | $19M | 15% | Mar 2024 |
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| Strategic Point Investment Advisors | 172k | $19M | 1% | Dec 2023 |
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| Concord Wealth Partners | 170k | $19M | 8% | Mar 2024 |
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| Burroughs Hutchinson | 168k | $19M | -4% | Mar 2024 |
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| Jarislowsky, Fraser | 168k | $19M | 4665% | Mar 2024 |
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| RWM Asset Management | 167k | $19M | 1% | Mar 2024 |
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| Alliancebernstein | 167k | $18M | 0% | Dec 2023 |
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| Virtue Capital Management | 165k | $18M | -13% | Mar 2024 |
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| Mascoma Wealth Management | 161k | $18M | 3% | Mar 2024 |
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| Bull Oak Capital | 158k | $17M | 3% | Mar 2024 |
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| Bridge Advisory | 157k | $17M | 110% | Mar 2024 |
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| Onyx Bridge Wealth Group | 154k | $17M | -4% | Mar 2024 |
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| Tucker Asset Management | 147k | $16M | -25% | Dec 2023 |
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| Jane Street | 145k | $16M | -3% | Mar 2024 |
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| Susquehanna International | 144k | $16M | 27% | Mar 2024 |
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| Smithfield Trust Company | 143k | $16M | 5% | Mar 2024 |
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| White Lighthouse Investment Management | 143k | $16M | 16% | Mar 2024 |
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| One Day In July | 139k | $15M | -1% | Mar 2024 |
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| HighTower Advisors | 137k | $15M | -41% | Mar 2024 |
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| Brian McDonald | 134k | $15M | -45% | Mar 2024 |
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| Buckingham Asset Management | 132k | $15M | -3% | Mar 2024 |
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| CWM | 130k | $14M | 3% | Mar 2024 |
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| Titan Capital Management | 129k | $14M | -1% | Mar 2024 |
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| New York Life Investment Management | 124k | $14M | -15% | Mar 2024 |
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| Meeder Asset Management | 121k | $13M | 100% | Mar 2024 |
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| Guidance Capital | 118k | $13M | 6% | Mar 2024 |
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| Winch Advisory Services | 117k | $13M | -1% | Dec 2023 |
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| Seven Post Investment Office | 117k | $13M | 13% | Mar 2024 |
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| Acute Investment Advisory | 113k | $12M | 1% | Mar 2024 |
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| Atria Investments | 111k | $12M | 41% | Dec 2023 |
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| Stableford Capital Ii | 109k | $12M | -4% | Mar 2024 |
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| Birchcreek Wealth Management | 108k | $12M | 25% | Mar 2024 |
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| Udine Wealth Management | 108k | $12M | -3% | Mar 2024 |
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| Camarda Wealth Advisory | 107k | $12M | -5% | Mar 2024 |
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| Resources Investment Advisors | 105k | $12M | -45% | Mar 2024 |
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| Arete Wealth Advisors | 101k | $11M | -25% | Mar 2024 |
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| IFP Advisors | 100k | $11M | 119% | Dec 2023 |
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| Mayport | 99k | $11M | 11% | Mar 2024 |
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| Parallel Advisors | 94k | $10M | -76% | Mar 2024 |
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| KWMG | 93k | $10M | 3% | Mar 2024 |
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| Mariner Wealth Advisors | 93k | $10M | -24% | Mar 2024 |
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| Capstone Wealth Management Group | 92k | $10M | 100% | Mar 2024 |
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| Paulson Wealth Management | 90k | $10M | 11% | Mar 2024 |
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| Cadinha & Co | 89k | $9.8M | -1% | Mar 2024 |
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| Lowe, Brockenbrough & Company | 88k | $9.7M | -15% | Mar 2024 |
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| Financial Management Network | 88k | $9.7M | 9% | Mar 2024 |
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| Atticus Wealth Management | 87k | $9.7M | 7% | Mar 2024 |
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| Ethos Financial Group | 85k | $9.4M | 3% | Mar 2024 |
|
| Global Assets Advisory | 85k | $775k | 100% | Mar 2024 |
|
| GFS Advisors | 84k | $9.3M | -27% | Mar 2024 |
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| Bulltick Wealth Management | 83k | $9.2M | 17% | Mar 2024 |
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| Atria Wealth Solutions | 81k | $9.0M | 41% | Mar 2024 |
|
| Robinson Value Management | 81k | $8.9M | -11% | Mar 2024 |
|
| Assetmark | 80k | $8.9M | -1% | Mar 2024 |
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| Perella Weinberg Partners Capital Management | 80k | $8.8M | -20% | Mar 2024 |
|
| Arkfeld Wealth Strategies | 79k | $8.7M | -3% | Mar 2024 |
|
| Hsbc Holdings | 77k | $8.5M | 8% | Dec 2023 |
|
| MinichMacGregor Wealth Management | 77k | $8.5M | -5% | Mar 2024 |
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| Capital Wealth Alliance | 74k | $8.2M | 40% | Mar 2024 |
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| Us Bancorp | 73k | $8.1M | -22% | Mar 2024 |
|
| Mutual Advisors | 73k | $8.1M | -9% | Mar 2024 |
|
| Wedbush Morgan Securities | 73k | $8.0M | 5% | Dec 2023 |
|
| Wilbanks Smith & Thomas Asset Management | 73k | $8.0M | -3% | Mar 2024 |
|
| Coppell Advisory Solutions | 71k | $7.8M | 6301% | Dec 2023 |
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| Ridgewood Investments | 70k | $7.7M | 45% | Dec 2023 |
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| Values First Advisors | 69k | $7.6M | -2% | Mar 2024 |
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| CI Private Wealth | 67k | $7.4M | 0% | Mar 2024 |
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| Sumitomo Mitsui Financial | 64k | $7.1M | 55% | Mar 2024 |
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| Quattro Financial Advisors | 63k | $7.0M | 57517% | Mar 2024 |
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| Adaptive Financial Consulting | 63k | $7.0M | 100% | Mar 2024 |
|
| Kestra Advisory Services | 61k | $6.8M | 45% | Dec 2023 |
|
| Penserra Capital Management | 61k | $6.8M | 91418% | Mar 2024 |
|
| United Capital Financial Advisers | 61k | $6.7M | -4% | Mar 2024 |
|
| Banque Pictet & Cie Sa | 61k | $6.7M | -39% | Mar 2024 |
|
| Drive Wealth Management | 60k | $6.7M | 0% | Mar 2024 |
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| Citigroup | 60k | $6.7M | 13% | Mar 2024 |
|
| Meridian Wealth Management | 60k | $6.6M | 31% | Mar 2024 |
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| Blueprint Investment Partners | 60k | $6.6M | -54% | Mar 2024 |
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| United Bank | 59k | $6.5M | -9% | Mar 2024 |
|
| Proficio Capital Partners | 58k | $6.4M | -13% | Mar 2024 |
|
| Dynamic Advisors Solutions | 57k | $6.3M | -17% | Mar 2024 |
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| Astor Investment Management | 56k | $6.2M | -29% | Mar 2024 |
|
| Sequoia Financial Advisors | 54k | $6.0M | -54% | Mar 2024 |
|
| Weaver Consulting Group | 53k | $5.9M | -13% | Mar 2024 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 49k | $5.4M | -19% | Mar 2024 |
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| CoreCap Advisors | 47k | $5.2M | -38% | Dec 2023 |
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| Comprehensive Portfolio Management | 47k | $5.2M | -89% | Mar 2024 |
|
| H D Vest Advisory Services | 35k | $3.9M | -85% | Mar 2024 |
|
| Rsm Us Wealth Management | 30k | $3.3M | -73% | Mar 2024 |
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| Fortis Group Advisors | 29k | $3.2M | -68% | Mar 2024 |
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| AE Wealth Management | 29k | $3.2M | -88% | Mar 2024 |
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| Lakeview Capital Partners | 26k | $2.8M | -74% | Mar 2024 |
|
| Orion Portfolio Solutions | 23k | $2.5M | -71% | Mar 2024 |
|
| Wealth Alliance | 16k | $1.7M | -74% | Mar 2024 |
|
| Natixis Asset Management Advisors | 15k | $1.7M | -81% | Mar 2024 |
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| Miracle Mile Advisors | 14k | $1.5M | -82% | Mar 2024 |
|
| Prime Capital Investment Advisors | 9.6k | $1.1M | -98% | Dec 2023 |
|
| Trustmark National Bank - Trust Department | 8.2k | $910k | -86% | Mar 2024 |
|
| Gts Securities | 6.9k | $766k | -90% | Mar 2024 |
|
| Accredited Investors | 3.9k | $430k | -94% | Mar 2024 |
|
| Semmax Financial Advisors | 3.8k | $422k | -96% | Mar 2024 |
|
| Fil | 437.00 | $48k | -100% | Mar 2024 |
|
Who sold out of iShares Lehman Short Treasury Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Crane Advisory | Dec 2023 | 422k | $47M |
| Kensington Asset Management | Dec 2023 | 95k | $11M |
| Liquid Strategies | Dec 2023 | 95k | $11M |
| Hirtle Callaghan & Co | Sep 2023 | 91k | $10M |
| Morris Retirement Advisors | Dec 2023 | 76k | $8.4M |
| Presilium Private Wealth | Dec 2023 | 61k | $6.7M |