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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
   ARMSTRONG ADVISORY GROUP INC 1 - 2024-03-31 1,252,912 $120,768,000 0
   Juniper Hill Capital Management LP 2 - 2023-12-31 1,103,695 $106,385,000 0
   Johns Hopkins University 13 - 2023-12-31 286,376 $27,604,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 14 - 2023-12-31 238,229 $22,963,000 0
   AMUNDI 744 - 2023-12-31 172,200 $16,464,000 0
   MITSUBISHI UFJ TRUST & BANKING CORP 467 - 2023-12-31 152,434 $14,693,000 0
   CAXTON ASSOCIATES LLC 46 - 2023-12-31 117,533 $11,329,000 0
   Systelligence LLC 22 - 2024-03-31 96,738 $9,157,000 0
   Pacific Wealth Management 8 - 2024-03-31 60,790 $5,860,000 0
   Stordahl Capital Management Inc. 16 - 2024-03-31 45,174 $4,276,000 0
   Fullerton Fund Management Co Ltd 53 - 2023-12-31 41,326 $3,983,000 0
   OLIO Financial Planning 16 - 2024-03-31 31,460 $3,040,000 0
   GUGGENHEIM CAPITAL LLC 711 - 2023-12-31 29,604 $2,854,000 0
   GLOBAL ENDOWMENT MANAGEMENT, LP 35 - 2023-12-31 29,260 $2,820,000 0
   PICTET ASSET MANAGEMENT SA 882 - 2023-06-30 25,525 $2,466,000 0
   Itau Unibanco Holding S.A. 84 - 2023-12-31 13,688 $2,410,000 0
   Independent Family Office LLC 16 - 2023-12-31 24,042 $2,317,000 0
   Circle Wealth Management LLC 60 - 2023-12-31 23,109 $2,227,000 0
   AMERICAN INTERNATIONAL GROUP INC 979 - 2023-12-31 22,100 $2,130,000 0
   Spotlight Asset Group Inc. 15 - 2023-12-31 21,169 $1,939,000 0
   FIRST COMMUNITY TRUST NA 13 - 2024-03-31 20,075 $1,900,000 0
   PICTON MAHONEY ASSET MANAGEMENT 198 - 2023-12-31 18,370 $1,771,000 0
   BANCORPSOUTH BANK 138 - 2023-12-31 12,743 $1,228,000 0
   Financial Gravity Wealth Inc. 212 - 2023-12-31 70,155 $1,138,000 0
   BIONDO INVESTMENT ADVISORS LLC 61 - 2023-12-31 11,664 $1,124,000 0
   KORNITZER CAPITAL MANAGEMENT INC /KS 380 - 2023-12-31 10,576 $1,019,000 0
   Heritage Wealth Partners LLC 21 - 2024-03-31 7,639 $736,000 0
   Wick Capital Partners LLC 35 - 2023-12-31 6,724 $648,000 0
   Brickley Wealth Management 28 - 2024-03-31 6,698 $634,000 0
   Cambridge Advisors Inc. 98 - 2024-03-31 6,671 $631,000 0
   PRIVATE TRUST CO NA 357 - 2024-03-31 5,379 $509,000 0
   Bellecapital International Ltd. - 2023-12-31 4,964 $478,000 0
   Kinloch Capital LLC 51 - 2023-12-31 4,073 $393,000 0
   WPWealth LLP 48 - 2023-12-31 3,808 $367,000 0
   Renasant Bank 111 - 2023-12-31 3,627 $350,000 0
   DUBUQUE BANK & TRUST CO 171 - 2023-09-30 3,423 $314,000 0
   Ten Capital Wealth Advisors LLC 98 - 2023-06-30 3,156 $304,000 0
   Sound View Wealth Advisors Group LLC 303 - 2023-12-31 3,039 $293,000 0
   SHAYNE & CO., LLC 80 - 2023-12-31 2,880 $278,000 0
   Salomon & Ludwin LLC 155 - 2023-12-31 2,916 $267,000 0
   Sage Capital Advisorsllc 123 - 2024-03-31 2,774 $263,000 0
   BUSEY TRUST CO 302 - 2024-03-31 2,767 $262,000 0
   NBT BANK N A /NY 346 - 2024-03-31 2,695 $255,000 0
   Bremer Bank National Association 170 - 2024-03-31 2,621 $248,000 0
   WISCONSIN CAPITAL MANAGEMENT LLC 41 - 2023-12-31 2,550 $246,000 0
   JTC Employer Solutions Trusteee Ltd 118 - 2024-03-31 2,523 $239,000 0
   Rezny Wealth Management Inc. 19 - 2024-03-31 2,460 $233,000 0
   OPTIMUM INVESTMENT ADVISORS 173 - 2024-03-31 2,450 $232,000 0
   PALISADE ASSET MANAGEMENT, LLC 194 - 2023-12-31 2,250 $217,000 0
   Mechanics Financial Corp 110 - 2023-12-31 1,910 $184,000 0
   DUNCKER STREETT & CO INC 224 - 2024-03-31 1,891 $179,000 0
   Roble Belko & Company Inc 110 - 2024-03-31 1,600 $151,000 0
   Pinnacle Bank 233 - 2024-03-31 1,565 $148,000 0
   CARDIFF PARK ADVISORS LLC 246 - 2023-12-31 1,480 $143,000 0
   ST GERMAIN D J CO INC 290 - 2024-03-31 1,480 $140,000 0
   NinePointTwo Capital 242 - 2023-12-31 777 $74,000 0
   Pflug Koory LLC 204 - 2024-03-31 761 $72,000 0
   WOLVERINE ASSET MANAGEMENT LLC 655 - 2023-12-31 700 $67,000 0
   WEBSTER BANK 311 - 2024-03-31 686 $65,000 0
   NBC SECURITIES INC. 1068 - 2024-03-31 672 $63,000 0
   BARRETT & COMPANY INC. 281 - 2024-03-31 460 $44,000 0
   Steward Financial Group LLC 161 - 2023-09-30 471 $43,000 0
   CENTRAL BANK & TRUST CO 247 - 2024-03-31 434 $41,000 0
   FSC Wealth Advisors LLC 118 - 2024-03-31 414 $39,000 0
   CVA Family Office LLC 577 - 2024-03-31 315 $30,000 0
   JJJ Advisors Inc. 498 - 2024-03-31 314 $30,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 155 - 2023-12-31 305 $29,000 0
   ATWOOD & PALMER INC 251 - 2024-03-31 300 $28,000 0
   Register Financial Advisors LLC 418 - 2024-03-31 279 $26,000 0
   Delos Wealth Advisors LLC 80 - 2023-12-31 256 $25,000 0
   Ariel Capital Advisors LLC 213 - 2023-12-31 225 $22,000 0
   Cranbrook Wealth Management LLC 196 - 2024-03-31 230 $22,000 0
   Annis Gardner Whiting Capital Advisors LLC 405 - 2023-12-31 207 $20,000 0
   Trust Co 256 - 2024-03-31 180 $17,000 0
   Mine & Arao Wealth Creation & Management LLC. 191 - 2023-12-31 156 $15,000 0
   PFS Partners LLC 233 - 2024-03-31 148 $14,000 0
   Key Financial Inc 737 - 2023-12-31 100 $10,000 0
   Sargent Bickham Lagudis LLC 724 - 2022-12-31 90 $9,000 0
   ROGCO LP 198 - 2023-12-31 94 $9,000 0
   ATTICUS WEALTH MANAGEMENT LLC 407 - 2024-03-31 94 $9,000 0
   EPG Wealth Management LLC 384 - 2023-12-31 85 $8,000 0
   SIGNATUREFD, LLC 2351 - 2023-12-31 85 $8,000 0
   Sugarloaf Wealth Management LLC 512 - 2024-03-31 72 $7,000 0
   PIERSHALE FINANCIAL GROUP, INC. 152 - 2023-06-30 58 $6,000 0
   Founders Financial Alliance LLC 459 - 2023-12-31 64 $6,000 0
   Tradition Wealth Management LLC 1117 - 2023-12-31 66 $6,000 0
   MORRIS FINANCIAL CONCEPTS INC. 151 - 2024-03-31 40 $4,000 0
   Armor Investment Advisors LLC 150 - 2024-03-31 44 $4,000 0
   Efficient Wealth Management LLC - 2023-12-31 32 $3,000 0
   Newbridge Financial Services Group Inc. 969 - 2024-03-31 35 $3,000 0
   WHITTIER TRUST CO OF NEVADA INC 1129 - 2023-12-31 20 $2,000 0
   Covestor Ltd 1842 - 2023-12-31 25 $2,000 0
   Investors Research Corp 929 - 2023-12-31 22 $2,000 0
   Tyler-Stone Wealth Management 782 - 2023-12-31 23 $2,000 0
   Signature Resources Capital Management LLC 342 - 2024-03-31 15 $1,000 0
   Stephens Consulting LLC 431 - 2024-03-31 7 $1,000 0
   COLONIAL ASSET MANAGEMENT, INC. 776 - 2023-12-31 14 $1,000 0
   Aspire Private Capital LLC 641 - 2024-03-31 15 $1,000 0
   Capital Advisors Ltd. LLC 1249 - 2024-03-31 8 $1,000 0
   Private Ocean LLC 469 - 2024-03-31 15 $1,000 0
  100 Records found
  1    
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