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Get Institutions for : 
iShares Lehman 7-10 Year Treasury Bond Fund (IEF)  
$91.87 0.12 (0.13%) as of 4:30 Tue 4/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 842    32
Total shares held : 
 241,881,908  
% of shares held : 
 86.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   38  
Amount of shares held : 
 -20,546,567  
% of shares held change : 
   -7.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.61  
Last Quarter's Ending Price : 
 $96.39  
Last Quarter's Average Price : 
 $92.48  
Change from last quarter's     
avg. price to the last closing  : 
0.61 (0.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
113
 5,595,461
 2.31%
 
Increased Positions :
304
 23,145,182
 9.57%
 
Unchanged Positions :
127
 5,341,564
 2.21%
 
Decreased Positions :
298
-45,385,843
-18.76%
 
Closed Positions :
81
-3,901,367
-1.61%
 
Guru Positions :
1
9,697,073
 4.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 53 - 2023-12-31 37,793,149 $3,642,882,000 1,126,885
   J P MORGAN CHASE & CO 115 - 2023-12-31 20,052,754 $1,932,885,000 -16,201,908
   ENVESTNET ASSET MANAGEMENT INC 37 - 2023-12-31 12,084,897 $1,164,863,000 -569,151
   PNC FINANCIAL SERVICES GROUP INC 21 - 2023-12-31 9,881,652 $952,492,000 -208,661
   MORGAN STANLEY 221 - 2023-12-31 9,817,067 $946,267,000 -5,630,327
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 66 - 2023-12-31 9,697,073 $934,701,000 467,283
   UBS Group AG 67 - 2023-12-31 7,839,763 $755,675,000 -3,012,862
   AMERIPRISE FINANCIAL INC 105 - 2023-12-31 7,078,930 $660,594,000 229,482
   BANK OF AMERICA CORP /DE/ 276 - 2023-12-31 6,475,117 $624,137,000 743,649
   RAYMOND JAMES & ASSOCIATES 38 - 2023-12-31 6,374,897 $614,476,000 527,706
   CAPTRUST FINANCIAL ADVISORS 7 - 2023-12-31 5,630,297 $542,704,000 3,418,994
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 128 - 2023-12-31 5,478,582 $528,081,000 -3,616,485
   Ronald Blue Trust Inc. 2 - 2023-12-31 4,465,366 $408,982,000 259,802
   BLACKROCK INC. 1200 - 2023-12-31 3,990,136 $384,609,000 -535,026
   MEMBERS Trust Co 4 - 2023-12-31 3,305,356 $319,397,000 -155,473
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40 - 2023-12-31 2,828,273 $272,617,000 -1,258,202
   NATIONWIDE FUND ADVISORS 1 - 2024-03-31 2,834,331 $268,298,000 212,233
   LPL FINANCIAL CORP 131 - 2023-12-31 2,554,300 $246,209,000 639,072
   Bank Julius Baer & Co. Ltd Zurich 21 - 2023-12-31 2,539,644 $244,796,000 -105,124
   BANK OF MONTREAL /CAN/ 148 - 2023-12-31 2,260,830 $218,498,000 1,695,117
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 1 - 2023-12-31 2,211,712 $213,187,000 408,022
   WELLS FARGO & CO/MN 282 - 2023-12-31 2,075,084 $200,017,000 -128,030
   ALLIANCEBERNSTEIN L.P. 217 - 2023-12-31 1,903,824 $183,510,000 7,049
   Capitolis Liquid Global Markets LLC 2 - 2023-12-31 1,800,000 $173,502,000 0
   MARINER WEALTH ADVISORS, LLC 54 - 2023-12-31 1,757,309 $169,387,000 1,736,952
   FINANCEWARE, INC. 2 - 2024-03-31 1,773,155 $167,847,000 -1,021,206
   Baird Financial Group Inc. 54 - 2023-12-31 1,722,152 $165,998,000 1,614,158
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 78 - 2023-12-31 1,647,154 $158,769,000 65,667
   BB&T CORP 94 - 2023-12-31 1,562,835 $150,642,000 474,819
   JANNEY MONTGOMERY SCOTT LLC 47 - 2023-12-31 1,374,256 $132,465,000 723,830
   ARMSTRONG ADVISORY GROUP INC 1 - 2024-03-31 1,252,912 $120,768,000 0
   Walleye Trading Advisors LLC 2 *New 2023-12-31 1,245,702 $120,073,000 1,245,702
   HSBC HOLDINGS PLC 172 - 2023-12-31 1,237,049 $119,239,000 -208,930
   Cornerstone Retirement Group Inc. 2 - 2023-09-30 1,257,747 $115,197,000 307,901
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 72 - 2024-03-31 1,168,216 $110,583,000 202,039
   Juniper Hill Capital Management LP 2 - 2023-12-31 1,103,695 $106,385,000 0
   GOLDMAN SACHS GROUP INC/ 661 - 2023-12-31 1,046,510 $100,873,000 442,004
   ROYAL BANK OF CANADA 486 - 2023-12-31 1,013,189 $97,661,000 -428,316
   GLOBALT Investments LLC / GA 5 - 2023-12-31 960,524 $92,585,000 0
   STIFEL FINANCIAL CORP 184 - 2023-12-31 949,453 $91,519,000 -177,539
   WESTEND ADVISORS LLC 10 - 2023-12-31 850,174 $81,948,000 511,465
   VICTORY CAPITAL MANAGEMENT INC 303 - 2023-12-31 800,913 $77,200,000 175,825
   ARGI INVESTMENT SERVICES, LLC 12 - 2022-12-31 802,428 $76,857,000 -55,818
   PARTNERS CAPITAL INVESTMENT GROUP LLP 13 - 2023-12-31 792,709 $76,409,000 -319,752
   HPM Partners LLC - 2023-12-31 784,117 $75,581,000 -24,146
   3EDGE Asset Management LP 4 - 2023-12-31 766,027 $73,837,000 -467,980
   CITADEL ADVISORS LLC 332 - 2023-12-31 762,260 $73,474,000 313,760
   Ally Invest Advisors Inc. 5 - 2023-12-31 755,208 $72,794,000 -8,122
   Bogart Wealth LLC 7 - 2023-12-31 720,501 $69,449,000 382,721
   COMMONWEALTH EQUITY SERVICES LLC. 166 - 2023-12-31 695,764 $67,065,000 352,024
   Avalon Advisory Group 2 - 2023-12-31 674,146 $64,981,000 25,347
   MML INVESTORS SERVICES LLC 67 - 2023-12-31 648,058 $62,466,000 322,837
   1607 CAPITAL PARTNERS, LLC 3 - 2023-12-31 645,800 $62,249,000 -900
   CAMBRIDGE TRUST CO 4 - 2023-12-31 636,686 $61,370,000 30,746
   MILLENNIUM MANAGEMENT LLC 414 - 2023-12-31 624,856 $60,230,000 105,703
   SUMITOMO MITSUI FINANCIAL GROUP INC. 9 - 2023-12-31 601,528 $57,981,000 54,234
   TANGLEWOOD WEALTH MANAGEMENT, INC. 4 *New 2023-12-31 583,896 $56,282,000 583,896
   HIGHTOWER ADVISORS, LLC 231 - 2023-12-31 557,606 $53,720,000 92,111
   WADE G W & INC 10 - 2023-12-31 528,072 $50,901,000 417,989
   TruWealth Advisors LLC 7 - 2024-03-31 530,749 $50,241,000 30,527
   Banco Santander S.A. 20 - 2023-12-31 481,305 $46,393,000 434,411
   Wealthcare Advisory Partners LLC 10 - 2024-03-31 485,312 $45,940,000 42,479
   Relative Value Partners Group LLC 10 - 2023-12-31 470,309 $45,333,000 -110,771
   CITIGROUP INC 336 - 2023-12-31 468,296 $45,139,000 -944,841
   RAFFERTY ASSET MANAGEMENT LLC 64 - 2023-12-31 451,732 $43,542,000 79,710
   BABSON CAPITAL MANAGEMENT LLC 12 - 2023-12-31 451,067 $43,478,000 -165,080
   AE Wealth Management LLC 98 - 2023-12-31 444,305 $42,191,000 49,348
   Advisor OS LLC 4 - 2023-12-31 426,012 $41,063,000 55,911
   Rockefeller Capital Management L.P. 167 - 2023-12-31 416,870 $40,182,000 -218,476
   Ironwood Wealth Management LLC. 3 - 2024-03-31 423,641 $40,102,000 8,853
   MADISON ASSET MANAGEMENT LLC 56 - 2023-12-31 413,392 $39,847,000 -323,577
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 1 *New 2023-09-30 420,215 $38,488,000 420,215
   SYON CAPITAL LLC 4 - 2023-12-31 399,263 $38,485,000 377,780
   Patton Fund Management Inc. 2 - 2023-12-31 397,070 $38,274,000 -16,557
   Advisor Group Holdings Inc. 271 - 2023-12-31 395,838 $38,158,000 -129,162
   JANE STREET GROUP LLC 317 - 2023-12-31 395,260 $38,099,000 -12,622
   TWELE CAPITAL MANAGEMENT, INC. 4 - 2024-03-31 400,910 $37,950,000 24,290
   Clarity Financial LLC 2 - 2024-03-31 399,296 $37,797,000 389,414
   Beacon Wealthcare LLC 2 - 2024-03-31 392,663 $37,169,000 -23,404
   Envestnet Portfolio Solutions Inc. 85 - 2023-12-31 374,631 $36,111,000 -16,168
   COLDSTREAM CAPITAL MANAGEMENT INC 19 - 2023-12-31 373,727 $36,024,000 -416,586
   Atria Wealth Solutions Inc. 35 - 2023-12-31 366,930 $35,368,000 35,957
   MJP ASSOCIATES INC /ADV 3 - 2024-03-31 357,684 $33,858,000 38,161
   Prime Capital Investment Advisors LLC - 2023-12-31 347,618 $33,507,000 -1,280,835
   Polaris Wealth Advisers LLC 8 - 2023-09-30 344,461 $31,549,000 8,194
   RAUB BROCK CAPITAL MANAGEMENT LP 1 - 2024-03-31 328,575 $31,103,000 -10,950
   Marks Wealth LLC 5 *New 2023-12-31 317,582 $30,612,000 317,582
   BROWN ADVISORY HOLDINGS INC 267 - 2023-12-31 317,453 $30,599,000 44,900
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 168 - 2023-12-31 314,541 $30,319,000 -2,959
   One Day In July LLC 5 - 2023-12-31 307,442 $29,634,000 -4,228
   SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.LTD. 3 - 2023-12-31 305,614 $29,458,000 2,890
   MTC Wealth Management LLC 2 - 2023-12-31 298,623 $28,784,000 -1,915
   Tobias Financial Advisors Inc. 2 *New 2023-12-31 297,793 $28,704,000 297,793
   LifeGuide Financial Advisors LLC 3 - 2024-03-31 298,546 $28,260,000 32,841
   Brookstone Capital Management 45 - 2024-03-31 293,892 $27,820,000 222,038
   Johns Hopkins University 13 - 2023-12-31 286,376 $27,604,000 0
   Schoolcraft Capital LLC 6 - 2024-03-31 289,702 $27,423,000 13,901
   Leo Wealth LLC 7 - 2023-12-31 284,503 $27,152,000 0
   GenWealth Group Inc. 4 - 2024-03-31 284,804 $26,960,000 32,151
   MARSHALL WACE LLP 333 - 2023-12-31 275,932 $26,597,000 207,545
  100 Records found
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