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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
   CWA Asset Management Group LLC 415 *Closed 2023-12-31 0 $0 -2,555
   Oxinas Partners Wealth Management LLC 129 *Closed 2024-03-31 0 $0 -5,421
   TWO SIGMA SECURITIES LLC 1373 *Closed 2023-12-31 0 $0 -2,968
   CYPRESS CAPITAL MANAGEMENT LLC 5 *Closed 2022-12-31 0 $0 -19,530
   Pinkerton Retirement Specialists LLC *Closed 2023-12-31 0 $0 -154,932
   PSI Advisors LLC 730 *Closed 2024-03-31 0 $0 -430
   Cordant Inc. 110 *Closed 2024-03-31 0 $0 -13
   SageView Advisory Group LLC 591 *Closed 2023-12-31 0 $0 -2,684
   SevenOneSeven Capital Management 15 *Closed 2023-12-31 0 $0 -14,400
   Colonial River Wealth Management LLC *Closed 2023-12-31 0 $0 -13,573
   Fortitude Advisory Group L.L.C. 225 *Closed 2023-12-31 0 $0 -18,461
   PAYDENFUNDS 159 *Closed 2023-09-30 0 $0 -2,640
   Main Street Financial Solutions LLC 508 *Closed 2024-03-31 0 $0 -17,089
   BEACON FINANCIAL GROUP 318 *Closed 2023-12-31 0 $0 -13,187
   Atlas Private Wealth Advisors 163 *Closed 2023-12-31 0 $0 -59,413
   TRANSATLANTIQUE PRIVATE WEALTH LLC 216 *Closed 2023-12-31 0 $0 -7,571
   Congress Wealth Management LLC / DE / 610 *Closed 2024-03-31 0 $0 -3,412
   Flaharty Asset Management LLC 293 *Closed 2023-12-31 0 $0 -32
   CHANNEL WEALTH LLC 182 *Closed 2024-03-31 0 $0 -4,780
   Arlington Trust Co LLC 598 *Closed 2024-03-31 0 $0 -108
   Aprio Wealth Management LLC 247 *Closed 2024-03-31 0 $0 -3,326
   ROMAN BUTLER FULLERTON & CO 207 *Closed 2023-12-31 0 $0 -7,746
   HNP Capital LLC 131 *Closed 2023-03-31 0 $0 -4,771
   Park Edge Advisors LLC 125 *Closed 2024-03-31 0 $0 -7,030
   Hibernia Wealth Partners LLC 104 *Closed 2023-12-31 0 $0 -29
   UG Investment Advisers Ltd. 14 *Closed 2023-12-31 0 $0 -63,650
   BAKER AVENUE ASSET MANAGEMENT, LP 844 *Closed 2023-12-31 0 $0 -264
   Vident Investment Advisory LLC 347 *Closed 2023-09-30 0 $0 -56,129
   Susquehanna International Group Ltd. 83 *Closed 2023-12-31 0 $0 -18,007
   Coppell Advisory Solutions Corp. 799 *Closed 2023-03-31 0 $0 -6
   Stonebridge Capital Advisors LLC 537 *Closed 2023-12-31 0 $0 -540
   WALLEYE TRADING LLC 1729 *Closed 2023-12-31 0 $0 -1,582
   BTS ASSET MANAGEMENT, INC. 37 *Closed 2024-03-31 0 $0 -233,727
   Halpern Financial Inc. 209 *Closed 2024-03-31 0 $0 -6
   EUDAIMONIA ADVISORS LLC 164 *Closed 2024-03-31 0 $0 -5,059
   SANDY SPRING BANK *Closed 2023-12-31 0 $0 -163
   PEAVINE CAPITAL MANAGEMENT LLC *Closed 2023-12-31 0 $0 -1,610,776
   GPS Wealth Strategies Group LLC 1294 *Closed 2023-12-31 0 $0 0
   HHM Wealth Advisors LLC 779 *Closed 2023-12-31 0 $0 -358
   Annapolis Financial Services LLC 406 *Closed 2024-03-31 0 $0 -309
   COVALENT PARTNERS LLC 18 *Closed 2023-12-31 0 $0 -46,175
   DAVIDSON INVESTMENT ADVISORS 120 *Closed 2023-12-31 0 $0 -267
   III Capital Management 67 *Closed 2023-12-31 0 $0 -285,000
   Onyx Bridge Wealth Group LLC 252 *Closed 2023-12-31 0 $0 -2,443
   WNY Asset Management LLC 224 *Closed 2023-12-31 0 $0 -42,549
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 937 *Closed 2023-12-31 0 $0 -2,666
   Client First Capital LLC 22 *Closed 2024-03-31 0 $0 -56,945
   Sharkey Howes & Javer 126 *Closed 2024-03-31 0 $0 -2,321
   CAROLINAS WEALTH CONSULTING LLC 1034 *Closed 2023-12-31 0 $0 -1,445
   LaSalle St. Investment Advisors LLC 124 *Closed 2023-09-30 0 $0 -2,145
   BMS Financial Advisors LLC 127 *Closed 2023-06-30 0 $0 -3,734
   BEDELL INVESTMENT COUNSELLING 88 *Closed 2023-12-31 0 $0 -11,803
   TIAA FSB 589 *Closed 2023-06-30 0 $0 -4,919
   Planned Solutions Inc. 475 *Closed 2024-03-31 0 $0 -37
   ANGELES WEALTH MANAGEMENT LLC 278 *Closed 2023-12-31 0 $0 -386
   Bank of Marin 120 *Closed 2023-12-31 0 $0 -9,666
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 919 *Closed 2023-12-31 0 $0 -61
   Perennial Investment Advisors LLC 335 *Closed 2023-12-31 0 $0 -3,179
   Burns Matteson Capital Management LLC 162 *Closed 2023-12-31 0 $0 -34,053
   FARMERS & MERCHANTS INVESTMENTS INC 1763 *Closed 2024-03-31 0 $0 -86
   Balboa Wealth Partners 259 *Closed 2023-12-31 0 $0 -21,172
   Quaker Wealth Management LLC 57 *Closed 2023-12-31 0 $0 -123,899
   iA Global Asset Management Inc. 566 *Closed 2023-12-31 0 $0 -24,649
   FNY Investment Advisers LLC 732 *Closed 2023-12-31 0 $0 -9,100
   GoalVest Advisory LLC 473 *Closed 2024-03-31 0 $0 -267
   Eudaimonia Partners LLC 269 *Closed 2024-03-31 0 $0 -10,759
   MONTAG A & ASSOCIATES INC 945 *Closed 2023-12-31 0 $0 -738
   OLD MISSION CAPITAL LLC 1233 *Closed 2023-12-31 0 $0 -126,157
   ZEKE CAPITAL ADVISORS, LLC 545 *Closed 2022-12-31 0 $0 -128,336
   Mayflower Financial Advisors LLC *Closed 2023-12-31 0 $0 -5,487
   Missouri Trust & Investment Co 445 *Closed 2023-12-31 0 $0 -91
   BW Gestao de Investimentos Ltda. 63 *Closed 2023-12-31 0 $0 -101,755
   Waterloo Capital L.P. 393 *Closed 2023-12-31 0 $0 -8,235
   OneAscent Financial Services LLC 396 *Closed 2024-03-31 0 $0 -2,149
   Parkside Investments LLC 98 *Closed 2024-03-31 0 $0 -99,130
   HUNTINGTON ASSET ADVISORS INC. 208 *Closed 2024-03-31 0 $0 -2,460
   WASHINGTON TRUST CO 869 *Closed 2024-03-31 0 $0 -140
   CRITERION CAPITAL ADVISORS LLC 371 *Closed 2024-03-31 0 $0 -250
   Syntal Capital Partners LLC 99 *Closed 2023-12-31 0 $0 -97,114
   Howard Capital Management Inc. 73 *Closed 2023-12-31 0 $0 -8,612
   NewEdge Wealth LLC 763 *Closed 2023-12-31 0 $0 -44,344
   FINANCIAL ARCHITECTS INC 328 *Closed 2023-06-30 0 $0 -3,119
   IMCCHICAGO, LLC 517 *Closed 2024-03-31 0 $0 -387,689
   Cassady Schiller Wealth Management LLC 458 *Closed 2023-12-31 0 $0 -505
   KARLINSKI ANDREW C 110 *Closed 2022-12-31 0 $0 -266
   Bigelow Investment Advisors LLC 152 *Closed 2023-12-31 0 $0 -2,958
   CNB Bank 501 *Closed 2023-12-31 0 $0 -153
   SEABRIDGE INVESTMENT ADVISORS LLC *Closed 2023-12-31 0 $0 -41,535
   Alden Global Capital LLC 27 *Closed 2023-12-31 0 $0 -726,112
   KPP Advisory Services LLC 219 *Closed 2023-12-31 0 $0 -4,369
   SkyView Investment Advisors LLC 466 *Closed 2023-12-31 0 $0 -3,000
   ACIMA PRIVATE WEALTH LLC 253 *Closed 2023-12-31 0 $0 -77,675
   Hudson Capital Management LLC 66 *Closed 2024-03-31 0 $0 -3,334
  93 Records found
  1    
  Page 1 of 1
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