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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   UBS Group AG 67 - 2023-12-31 7,839,763 $755,675,000 -3,012,862
   RAYMOND JAMES & ASSOCIATES 49 - 2024-03-31 6,065,301 $574,141,000 -309,596
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 128 - 2023-12-31 5,478,582 $528,081,000 -3,616,485
   BLACKROCK INC. 1200 - 2023-12-31 3,990,136 $384,609,000 -535,026
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40 - 2023-12-31 2,828,273 $272,617,000 -1,258,202
   MEMBERS Trust Co 4 - 2024-03-31 2,783,495 $263,486,000 -521,861
   Bank Julius Baer & Co. Ltd Zurich 21 - 2023-12-31 2,539,644 $244,796,000 -105,124
   WELLS FARGO & CO/MN 282 - 2023-12-31 2,075,084 $200,017,000 -128,030
   FINANCEWARE, INC. 2 - 2024-03-31 1,773,155 $167,847,000 -1,021,206
   HSBC HOLDINGS PLC 172 - 2023-12-31 1,237,049 $119,239,000 -208,930
   ROYAL BANK OF CANADA 486 - 2023-12-31 1,013,189 $97,661,000 -428,316
   STIFEL FINANCIAL CORP 184 - 2023-12-31 949,453 $91,519,000 -177,539
   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
   Ally Invest Advisors Inc. 5 - 2023-12-31 755,208 $72,794,000 -8,122
   1607 CAPITAL PARTNERS, LLC 3 - 2023-12-31 645,800 $62,249,000 -900
   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
   BABSON CAPITAL MANAGEMENT LLC 12 - 2023-12-31 451,067 $43,478,000 -165,080
   Rockefeller Capital Management L.P. 167 - 2023-12-31 416,870 $40,182,000 -218,476
   MADISON ASSET MANAGEMENT LLC 56 - 2023-12-31 413,392 $39,847,000 -323,577
   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
   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
   Prime Capital Investment Advisors LLC - 2023-12-31 347,618 $33,507,000 -1,280,835
   RAUB BROCK CAPITAL MANAGEMENT LP 1 - 2024-03-31 328,575 $31,103,000 -10,950
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 168 - 2023-12-31 314,541 $30,319,000 -2,959
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 1 - 2024-03-31 312,703 $29,600,000 -107,512
   MANUFACTURERES LIFE INSURANCE CO 524 - 2023-12-31 272,048 $26,223,000 -782,617
   WCG Wealth Advisors LLC 10 - 2023-12-31 252,974 $24,384,000 -21,442
   FINANCIAL NETWORK 153 - 2023-12-31 245,090 $23,624,000 -28,836
   MTC Wealth Management LLC 4 - 2024-03-31 238,389 $22,566,000 -60,234
   TOWNSQUARE CAPITAL LLC 59 - 2023-12-31 218,437 $21,055,000 -24,137
   One Day In July LLC 11 - 2024-03-31 220,923 $20,913,000 -86,519
   SCHRODER INVESTMENT MANAGEMENT GROUP 490 - 2023-12-31 183,598 $17,697,000 -174,041
   ANCHOR CAPITAL ADVISORS INC 69 - 2023-12-31 182,125 $17,555,000 -18,985
   Insight Wealth Strategies LLC 11 - 2024-03-31 179,502 $16,992,000 -26,712
   BNP PARIBAS ARBITRAGE SA 508 - 2023-12-31 175,837 $16,949,000 -283,586
   GAMBLE JONES MORPHY & BENT 22 - 2022-12-31 151,569 $14,517,000 -10,268
   TPG Financial Advisors LLC 4 - 2023-12-31 150,618 $14,407,000 -17,536
   Pictet North America Advisors SA 15 - 2023-12-31 148,729 $14,336,000 -34,960
   OGOREK ANTHONY JOSEPH /NY/ /ADV 4 - 2023-12-31 146,846 $14,154,000 -17,281
   US BANCORP 360 - 2023-12-31 143,000 $13,784,000 -16,831
   RETIREMENT FINANCIAL SOLUTIONS LLC 7 - 2023-12-31 137,121 $13,217,000 -12,379
   SSI INVESTMENT MANAGEMENT INC 8 - 2023-12-31 133,793 $12,896,000 -81,354
   SG AMERICAS SECURITIES LLC 130 - 2023-12-31 129,630 $12,495,000 -51
   FIRST TRUST ADVISORS LP 938 - 2023-12-31 124,111 $11,963,000 -21,453
   SINECERA CAPITAL LLC 3 - 2024-03-31 122,274 $11,871,000 -8,360
   IPG Investment Advisors LLC 13 - 2023-12-31 121,427 $11,728,000 -33,338
   JANNEY CAPITAL MANAGEMENT LLC 61 - 2023-12-31 108,848 $10,492,000 -7,116
   Equitable Holdings Inc. 135 - 2023-12-31 106,487 $10,264,000 -1,715
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 55 - 2023-12-31 106,249 $10,241,000 -3,457
   Connectus Wealth LLC 105 - 2023-12-31 99,277 $9,606,000 -54,459
   NVWM LLC 5 - 2023-12-31 95,257 $9,182,000 -3,651
   Cresset Asset Management LLC 230 - 2023-12-31 92,754 $8,941,000 -30,707
   Private Advisor Group LLC 280 - 2023-12-31 90,108 $8,685,000 -22,655
   Integrated Wealth Concepts LLC 163 - 2023-12-31 87,474 $8,432,000 -14,752
   Palumbo Wealth Management LLC 5 - 2024-03-31 86,695 $8,207,000 -3,034
   Jenkins Wealth 6 - 2022-12-31 81,111 $7,769,000 -106,045
   Betterment LLC 83 - 2023-12-31 77,762 $7,495,000 -502
   Integrated Advisors Network LLC 61 - 2023-12-31 73,662 $7,100,000 -5,680
   Executive Wealth Management LLC - 2023-12-31 69,778 $6,726,000 -1,587
   SYNOVUS FINANCIAL CORP 127 - 2023-12-31 69,390 $6,689,000 -957,714
   FIRST FINANCIAL BANK - TRUST DIVISION 49 - 2024-03-31 67,683 $6,407,000 -7,654
   ATRIA INVESTMENTS LLC 240 - 2023-12-31 66,215 $6,382,000 -36
   TRANSAMERICA FINANCIAL ADVISORS, INC. 22 - 2023-12-31 65,949 $6,357,000 -18,773
   CWM LLC 372 - 2024-03-31 66,759 $6,319,000 -34,197
   ARVEST INVESTMENTS INC. 26 - 2024-03-31 65,731 $6,222,000 -13,914
   Wunderlich Capital Managemnt 7 - 2023-12-31 58,832 $5,671,000 -2,767
   Mutual Advisors LLC 114 - 2023-12-31 56,962 $5,491,000 -1,130,219
   FIFTH THIRD BANCORP 302 - 2024-03-31 57,930 $5,484,000 -13,407
   ANTONETTI CAPITAL MANAGEMENT LLC 3 - 2023-09-30 59,869 $5,483,000 -2,211
   FULTON BREAKEFIELD BROENNIMAN LLC 56 - 2023-12-31 54,282 $5,232,000 -16,803
   FIRST HAWAIIAN BANK 78 - 2024-03-31 54,213 $5,132,000 -425
   DFPG INVESTMENTS INC. 61 - 2023-12-31 53,272 $5,128,000 -2,001
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110 - 2023-12-31 51,681 $4,982,000 -253,533
   Almanack Investment Partners LLC. 25 - 2023-12-31 50,571 $4,875,000 -17,340
   MONEY CONCEPTS CAPITAL CORP 68 - 2023-12-31 49,034 $4,726,000 -767
   Global Retirement Partners LLC 124 - 2024-03-31 49,441 $4,680,000 -4,052
   BARCLAYS PLC 1550 - 2023-12-31 46,157 $4,449,000 -93,760
   BOLTWOOD CAPITAL MANAGEMENT 16 - 2024-03-31 44,345 $4,198,000 -1,830
   SevenBridge Financial Group LLC - 2023-12-31 42,564 $4,103,000 -2,017
   Israel Discount Bank of New York 8 - 2023-12-31 42,206 $4,068,000 -1,642
   GREAT VALLEY ADVISOR GROUP INC. 160 - 2023-12-31 42,099 $4,058,000 -9,697
   Krilogy Financial LLC 62 - 2024-03-31 42,832 $4,055,000 -5,832
   HC Advisors LLC - 2023-12-31 41,073 $3,959,000 -102
   Lido Advisors LLC 274 - 2023-12-31 40,107 $3,866,000 -15,495
   GenTrust LLC 47 - 2024-03-31 40,577 $3,841,000 -1,709
   Migdal Insurance & Financial Holdings Ltd. 88 - 2023-12-31 39,707 $3,827,000 -234
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 287 - 2023-12-31 39,259 $3,784,000 -50,881
   Geneos Wealth Management Inc. - 2023-12-31 39,052 $3,764,000 -3,768
  100 Records found
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