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Get Institutions for : 
iShares Lehman 7-10 Year Treasury Bond Fund (IEF)  
$92.46 0.51 (0.55%) as of 4:30 Fri 5/3


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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  : 
0.02 (0.02%)  




 
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
   Walleye Trading Advisors LLC 2 *New 2023-12-31 1,245,702 $120,073,000 1,245,702
   TANGLEWOOD WEALTH MANAGEMENT, INC. 4 *New 2023-12-31 583,896 $56,282,000 583,896
   Marks Wealth LLC 5 *New 2023-12-31 317,582 $30,612,000 317,582
   Tobias Financial Advisors Inc. 2 *New 2023-12-31 297,793 $28,704,000 297,793
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 6 *New 2023-12-31 221,742 $21,374,000 221,742
   Pallas Capital Advisors LLC 13 *New 2024-03-31 197,781 $18,722,000 197,781
   PORTLAND GLOBAL ADVISORS LLC 11 *New 2023-12-31 188,081 $18,129,000 188,081
   TTP Investments Inc. *New 2023-12-31 150,334 $14,491,000 150,334
   Benchmark Investment Advisors LLC 21 *New 2023-12-31 142,246 $13,711,000 142,246
   Kaydan Wealth Management Inc. 9 *New 2024-03-31 142,718 $13,510,000 142,718
   DIMENSION CAPITAL MANAGEMENT PARTNERS 11 *New 2023-12-31 109,077 $10,514,000 109,077
   Comprehensive Portfolio Management LLC 37 *New 2024-03-31 110,715 $10,480,000 110,715
   AIA Group Ltd 36 *New 2023-12-31 103,600 $9,986,000 103,600
   ALERUS FINANCIAL NA 34 *New 2023-12-31 86,715 $8,358,000 86,715
   LITTLE HOUSE CAPITAL LLC 8 *New 2024-03-31 86,978 $8,233,000 86,978
   Mason & Associates Inc 10 *New 2024-03-31 82,092 $7,771,000 82,092
   Compass Financial Group Inc. 8 *New 2023-12-31 74,130 $7,145,000 74,130
   Man Group plc 740 *New 2023-12-31 70,552 $6,801,000 70,552
   DAGCO INC. 7 *New 2023-12-31 59,650 $5,750,000 59,650
   Custos Family Office LLC 13 *New 2023-12-31 57,356 $5,529,000 57,356
   RPG Investment Advisory LLC 48 *New 2023-12-31 55,459 $5,346,000 55,459
   Atlas Financial Advisors Inc. 5 *New 2023-12-31 55,465 $5,346,000 55,465
   NUVEEN ASSET MANAGEMENT, LLC 1973 *New 2023-12-31 51,016 $4,917,000 51,016
   Lake Hills Wealth Management LLC 8 *New 2024-03-31 45,744 $4,330,000 45,744
   Sourcerock Group LLC 22 *New 2023-12-31 43,450 $4,188,000 43,450
   MERIDIAN MANAGEMENT CO 26 *New 2023-12-31 41,126 $3,886,000 41,126
   FORTE ASSET MANAGEMENT LLC 17 *New 2023-12-31 37,474 $3,612,000 37,474
   AMG NATIONAL TRUST BANK 127 *New 2023-12-31 37,200 $3,586,000 37,200
   MT LUCAS MANAGEMENT CORP 16 *New 2023-12-31 36,184 $3,488,000 36,184
   Meridian Wealth Management LLC 35 *New 2024-03-31 34,350 $3,252,000 34,350
   TUDOR INVESTMENT CORP ET AL 614 *New 2023-12-31 27,477 $2,649,000 27,477
   TWO SIGMA INVESTMENTS LLC 1243 *New 2023-12-31 26,150 $2,521,000 26,150
   Edgestream Partners L.P. 191 *New 2023-12-31 25,538 $2,462,000 25,538
   QUATTRO FINANCIAL ADVISORS LLC 31 *New 2024-03-31 25,799 $2,442,000 25,799
   Lakeview Capital Partners LLC 63 *New 2023-12-31 23,591 $2,274,000 23,591
   Ascendant Capital Management LLC 10 *New 2023-03-31 18,000 $1,784,000 18,000
   Farmers & Merchants Trust Co of Chambersburg PA 54 *New 2024-03-31 18,018 $1,706,000 18,018
   RETIREMENT CAPITAL STRATEGIES 29 *New 2023-12-31 16,137 $1,555,000 16,137
   EVOKE WEALTH LLC 287 *New 2023-12-31 14,686 $1,416,000 14,686
   COLONY GROUP, LLC 399 *New 2023-12-31 14,600 $1,407,000 14,600
   Cosner Financial Group LLC 14 *New 2023-12-31 12,819 $1,236,000 12,819
   Eagle Bay Advisors LLC 25 *New 2023-12-31 12,505 $1,205,000 12,505
   Empowered Funds LLC 720 *New 2023-12-31 11,800 $1,137,000 11,800
   Stratos Wealth Advisors LLC 315 *New 2024-03-31 11,289 $1,069,000 11,289
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 69 *New 2024-03-31 11,072 $1,048,000 11,072
   KISTLERTIFFANY COMPANIES, LLC 120 *New 2023-06-30 10,572 $1,021,000 10,572
   London & Capital Asset Management Ltd 62 *New 2023-12-31 10,500 $1,012,000 10,500
   BBK Capital Partners LLC 91 *New 2023-12-31 10,383 $1,001,000 10,383
   NORTHERN TRUST CORP 3315 *New 2023-12-31 10,287 $992,000 10,287
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 122 *New 2023-12-31 9,986 $963,000 9,986
   Rollins Financial 49 *New 2023-12-31 9,700 $935,000 9,700
   Lavaca Capital LLC 32 *New 2023-12-31 9,506 $916,000 9,506
   Resonant Capital Advisors LLC 142 *New 2023-12-31 8,972 $865,000 8,972
   WAGNER CAPITAL MANAGEMENT CORP 178 *New 2024-03-31 7,920 $750,000 7,920
   TriaGen Wealth Management LLC 83 *New 2024-03-31 6,633 $628,000 6,633
   SECURITY ASSET MANAGEMENT /NY 54 *New 2023-03-31 5,850 $580,000 5,850
   Eagle Strategies LLC 150 *New 2024-03-31 5,967 $565,000 5,967
   CRESTWOOD ADVISORS LLC 248 *New 2023-12-31 5,714 $551,000 5,714
   Ethos Financial Group LLC 119 *New 2023-12-31 5,690 $548,000 5,690
   Traverso Chambers Private Wealth Management LLC 73 *New 2023-12-31 5,381 $519,000 5,381
   Montis Financial LLC 45 *New 2024-03-31 5,475 $518,000 5,475
   Stonehage Fleming Financial Services Holdings Ltd 99 *New 2023-12-31 5,162 $498,000 5,162
   Americana Partners LLC *New 2023-12-31 4,247 $409,000 4,247
   DISCOVERY CAPITAL MANAGEMENT LLC 47 *New 2023-12-31 4,181 $403,000 4,181
   WAYNE HUMMER INVESTMENTS L.L.C. 317 *New 2023-12-31 4,002 $386,000 4,002
   JAFFETILCHIN INVESTMENT PARTNERS LLC 249 *New 2023-12-31 4,004 $386,000 4,004
   TIEDEMANN WEALTH MANAGEMENT, LLC 195 *New 2023-09-30 4,110 $376,000 4,110
   Western Wealth Management LLC 515 *New 2023-12-31 3,594 $346,000 3,594
   WEST CHESTER CAPITAL ADVISORS INC 31 *New 2023-09-30 3,662 $335,000 3,662
   OneAscent Wealth Management LLC 114 *New 2024-03-31 3,461 $328,000 3,461
   RS CRUM INC. 63 *New 2023-12-31 3,350 $323,000 3,350
   WOODMONT INVESTMENT COUNSEL LLC 218 *New 2024-03-31 3,162 $299,000 3,162
   Jacobi Capital Management LLC 376 *New 2023-12-31 3,086 $297,000 3,086
   MORNINGSTAR INVESTMENT SERVICES, INC. 364 *New 2023-12-31 2,792 $270,000 2,792
   LOOMIS SAYLES & CO L P 444 *New 2023-12-31 2,735 $264,000 2,735
   Glenview Trust Co 416 *New 2023-12-31 2,741 $264,000 2,741
   Lighthouse Investment Partners LLC 253 *New 2023-12-31 2,700 $260,000 2,700
   SILVERLAKE WEALTH MANAGEMENT LLC 193 *New 2024-03-31 2,708 $256,000 2,708
   TCG Advisory Services LLC 340 *New 2023-12-31 2,592 $250,000 2,592
   REGIMEN WEALTH LLC 56 *New 2023-12-31 2,522 $243,000 2,522
   Objective Capital Management LLC 103 *New 2023-12-31 2,500 $241,000 2,500
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 67 *New 2024-03-31 2,500 $233,000 2,500
   Empower Advisory Group LLC 447 *New 2023-12-31 2,254 $217,000 2,254
   Azimuth Capital Investment Management LLC 293 *New 2023-12-31 2,205 $213,000 2,205
   Berger Financial Group Inc 344 *New 2024-03-31 2,236 $212,000 2,236
   Sontag Advisory LLC 604 *New 2023-12-31 2,184 $211,000 2,184
   Clientfirst Wealth Management LLC 30 *New 2023-09-30 2,273 $207,000 2,273
   MMA ASSET MANAGEMENT LLC 106 *New 2023-12-31 2,169 $205,000 2,169
   DAVIDSON D A & CO 1248 *New 2023-12-31 2,130 $205,000 2,130
   EP WEALTH ADVISORS, INC. 720 *New 2023-12-31 2,046 $197,000 2,046
   HOWE & RUSLING INC 229 *New 2023-12-31 2,023 $195,000 2,023
   HARBOR CAPITAL ADVISORS INC. 362 *New 2023-12-31 1,881 $181,000 1,881
   ZBN.A. 336 *New 2023-12-31 1,557 $150,000 1,557
   JONES FINANCIAL COMPANIES LLLP 436 *New 2023-12-31 750 $72,000 750
   FIXED INCOME SECURITIES INC 1253 *New 2023-12-31 662 $64,000 662
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 266 *New 2024-03-31 643 $59,000 643
   CAPRIN ASSET MANAGEMENT LLC /ADV 19 *New 2022-12-31 581 $56,000 581
   Crewe Advisors LLC 124 *New 2023-12-31 570 $55,000 570
   Versant Capital Management Inc 331 *New 2024-03-31 400 $38,000 400
   OXFORD FINANCIAL GROUP LTD 268 *New 2023-12-31 368 $35,000 368
  100 Records found
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