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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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 |
|
| 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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| 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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| 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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| 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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| 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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| Alliancebernstein | 599k | $49M | 1% | Dec 2023 |
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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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| Clarity Financial | 545k | $45M | -41% | 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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| 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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| Hsbc Holdings | 366k | $30M | -40% | Dec 2023 |
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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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| Huntington National Bank | 318k | $26M | 11% | Mar 2024 |
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| Buckingham Asset Management | 317k | $26M | 2% | 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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| 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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| Guggenheim Capital, LLC Managers | 163k | $13M | 10% | Dec 2023 |
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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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| Main Management | 145k | $12M | -41% | Dec 2023 |
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| Wolverine Trading | 145k | $12M | -77% | 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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| 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 |
|
| Great Point Wealth Advisors | 4.7k | $385k | -98% | Mar 2024 |
|
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 |
| RIA Advisory Group | Dec 2023 | 437k | $44M |
| Invst | Sep 2023 | 335k | $27M |
| 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 |