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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
   FMR LLC 53 - 2023-12-31 37,793,149 $3,642,882,000 1,126,885
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 66 - 2023-12-31 9,697,073 $934,701,000 467,283
   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
   CAPTRUST FINANCIAL ADVISORS 7 - 2023-12-31 5,630,297 $542,704,000 3,418,994
   Ronald Blue Trust Inc. 2 - 2023-12-31 4,465,366 $408,982,000 259,802
   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 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
   ALLIANCEBERNSTEIN L.P. 217 - 2023-12-31 1,903,824 $183,510,000 7,049
   MARINER WEALTH ADVISORS, LLC 54 - 2023-12-31 1,757,309 $169,387,000 1,736,952
   Baird Financial Group Inc. 54 - 2023-12-31 1,722,152 $165,998,000 1,614,158
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 85 - 2024-03-31 1,667,917 $157,885,000 20,763
   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
   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
   GOLDMAN SACHS GROUP INC/ 661 - 2023-12-31 1,046,510 $100,873,000 442,004
   WESTEND ADVISORS LLC 10 - 2023-12-31 850,174 $81,948,000 511,465
   Bogart Wealth LLC 6 - 2024-03-31 820,434 $77,662,000 99,933
   VICTORY CAPITAL MANAGEMENT INC 303 - 2023-12-31 800,913 $77,200,000 175,825
   CITADEL ADVISORS LLC 332 - 2023-12-31 762,260 $73,474,000 313,760
   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
   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
   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
   Spire Wealth Management 27 - 2024-03-31 113,606 $46,689,000 8,992
   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
   RAFFERTY ASSET MANAGEMENT LLC 64 - 2023-12-31 451,732 $43,542,000 79,710
   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
   Ironwood Wealth Management LLC. 3 - 2024-03-31 423,641 $40,102,000 8,853
   SYON CAPITAL LLC 4 - 2023-12-31 399,263 $38,485,000 377,780
   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
   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
   Polaris Wealth Advisers LLC 8 - 2023-09-30 344,461 $31,549,000 8,194
   BROWN ADVISORY HOLDINGS INC 279 - 2024-03-31 332,192 $31,445,000 14,739
   SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.LTD. 3 - 2023-12-31 305,614 $29,458,000 2,890
   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
   Schoolcraft Capital LLC 6 - 2024-03-31 289,702 $27,423,000 13,901
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 180 - 2024-03-31 288,523 $27,312,000 23,329
   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
   Allspring Global Investments Holdings LLC 501 - 2024-03-31 271,568 $25,707,000 19,931
   STRATEGIC POINT INVESTMENT ADVISORS LLC 8 - 2023-12-31 257,119 $24,784,000 2,732
   PUTNAM FL INVESTMENT MANAGEMENT CO 42 - 2023-12-31 235,329 $22,683,000 19,160
   WEST PACES ADVISORS INC. 6 - 2024-03-31 217,128 $20,553,000 4,986
   MA GREENWOOD & ASSOCIATES INC 14 - 2023-12-31 209,208 $20,166,000 23,672
   WEALTH MANAGEMENT RESOURCES INC. 2 - 2024-03-31 193,652 $18,331,000 10,129
   Private Portfolio Partners LLC 4 - 2023-12-31 173,422 $16,716,000 70,522
   Blue Edge Capital LLC 7 - 2023-12-31 172,489 $16,626,000 126
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 168,054 $16,199,000 22,037
   Cetera Investment Advisers 148 - 2023-12-31 166,688 $16,067,000 14,136
   Presidio Capital Management LLC 3 - 2024-03-31 168,403 $15,941,000 53,727
   Aveo Capital Partners LLC 8 - 2023-12-31 165,230 $15,927,000 61,940
   KEYBANK NATIONAL ASSOCIATION/OH 184 - 2023-12-31 164,629 $15,869,000 128,429
   SIMPLEX TRADING LLC 44 - 2024-03-31 167,310 $15,837,000 50,690
   Edmonds Duncan Registered Investment Advisors LLC 7 - 2024-03-31 165,207 $15,638,000 3,105
   Kestra Advisory Services LLC 168 - 2023-12-31 162,209 $15,635,000 70,563
   Act Two Investors LLC 14 - 2023-12-31 158,146 $15,244,000 37,009
   BFT FINANCIAL GROUP LLC 11 - 2023-06-30 154,401 $14,858,000 38,085
   Jump Financial LLC 19 - 2023-12-31 152,758 $14,724,000 152,758
   Kingsview Wealth Management LLC 49 - 2023-12-31 147,518 $14,219,000 19,452
   Willis Johnson & Associates Inc. 20 - 2024-03-31 149,084 $14,112,000 7,350
   BCJ Capital Management LLC 20 - 2023-12-31 142,246 $13,711,000 33,278
   SUMMIT ASSET MANAGEMENT, LLC 12 - 2023-12-31 137,310 $13,235,000 133,310
   AXXCESS WEALTH MANAGEMENT LLC 54 - 2023-12-31 134,996 $13,012,000 29,516
   BANK OF NEW YORK MELLON CORP 1829 - 2024-03-31 136,560 $12,927,000 31,125
   H D Vest Advisory Services 128 - 2023-12-31 133,374 $12,856,000 19,200
   CIBC WORLD MARKETS INC. 199 - 2023-12-31 129,927 $12,524,000 51,148
   MIDDLETON & CO INC/MA 22 - 2023-12-31 128,965 $12,431,000 1,825
   GDS Wealth Management 31 - 2024-03-31 131,283 $12,427,000 20,509
   Arete Wealth Advisors LLC 20 - 2023-12-31 126,170 $12,162,000 122,338
   Second Half Financial Partners LLC 3 - 2023-12-31 124,456 $11,996,000 123,623
   HAVERFORD TRUST CO 94 - 2023-12-31 121,927 $11,753,000 13,800
   Financiere des Professionnels - Fonds dinvestissem 25 - 2024-03-31 122,750 $11,620,000 54,000
   Bulltick Wealth Management LLC 10 - 2023-12-31 120,235 $11,589,000 69,239
   COMERICA BANK 350 - 2023-12-31 120,138 $11,580,000 16,484
   Principle Wealth Partners LLC 26 - 2024-03-31 118,858 $11,251,000 5,220
   FIRST AMERICAN TRUST CO 17 - 2023-12-31 112,426 $10,837,000 1,383
   U.S. Capital Wealth Advisors LLC 53 - 2023-12-31 112,124 $10,808,000 89,447
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 22 - 2023-12-31 110,645 $10,665,000 60,677
   9258 Wealth Management LLC 14 - 2023-12-31 108,605 $10,468,000 5,405
   Rain Capital Management LLC 5 - 2023-12-31 104,090 $10,033,000 54,875
   Resources Investment Advisors Inc. 121 - 2023-12-31 102,459 $9,876,000 13,186
   ALLIANZ ASSET MANAGEMENT AG 592 - 2023-12-31 102,380 $9,868,000 2,700
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 102,167 $9,848,000 928
   Goss Wealth Management LLC 214 - 2023-12-31 97,268 $9,310,000 26,453
   ASHFORD CAPITAL MANAGEMENT INC 32 - 2023-12-31 96,516 $9,303,000 8,594
   PINNACLE ASSOCIATES LTD 174 - 2024-03-31 97,370 $9,217,000 8,302
  100 Records found
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