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Get Institutions for : 
iShares Barclays 3-7 Year Treasury Bond (IEI)  
$113.45 0.27 (0.24%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 621    12
Total shares held : 
 86,549,409  
% of shares held : 
 73.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -14,154,795  
% of shares held change : 
   -12.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $112.45  
Last Quarter's Ending Price : 
 $117.13  
Last Quarter's Average Price : 
 $114.12  
Change from last quarter's     
avg. price to the last closing  : 
0.67 (0.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
80
 1,347,022
 1.56%
 
Increased Positions :
217
 4,788,094
 5.53%
 
Unchanged Positions :
95
 887,475
 1.03%
 
Decreased Positions :
229
-17,517,898
-20.24%
 
Closed Positions :
68
-2,772,013
-3.2%
 
Guru Positions :
1
295,550
 0.34%
 
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
   J P MORGAN CHASE & CO 181 - 2023-12-31 9,407,089 $1,101,852,000 -7,700,906
   BANK OF AMERICA CORP /DE/ 284 - 2023-12-31 4,994,752 $585,035,000 -890,701
   FINANCIAL ENGINES ADVISORS L.L.C. 26 - 2023-12-31 4,154,095 $486,569,000 -80,942
   ENVESTNET ASSET MANAGEMENT INC 98 - 2023-12-31 3,888,648 $455,477,000 -150,957
   FMR LLC 538 - 2023-12-31 3,003,638 $351,816,000 267,096
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 34 - 2023-12-31 2,784,998 $326,207,000 -434,379
   BB&T CORP 43 - 2023-12-31 2,600,709 $304,621,000 -26,041
   MORGAN STANLEY 607 - 2023-12-31 2,501,163 $292,961,000 -1,131,504
   HPM Partners LLC - 2023-12-31 2,229,435 $261,134,000 960,139
   JANNEY MONTGOMERY SCOTT LLC 17 - 2023-12-31 2,136,167 $250,210,000 -65,819
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 26 - 2023-12-31 2,094,390 $245,316,000 128,421
   Bank Julius Baer & Co. Ltd Zurich 22 - 2023-12-31 2,078,819 $243,492,000 -24,260
   CREATIVE PLANNING 40 - 2023-12-31 1,960,385 $229,620,000 -64,030
   AMERIPRISE FINANCIAL INC 297 - 2023-12-31 1,874,554 $219,187,000 -294,495
   UBS Group AG 236 - 2023-12-31 1,823,656 $213,605,000 -779,391
   WELLS FARGO & CO/MN 273 - 2023-12-31 1,776,753 $208,111,000 -95,995
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 325 - 2023-12-31 1,692,850 $198,284,000 -65,362
   Matson Money. Inc. 7 - 2023-12-31 1,434,967 $168,078,000 -30,338
   STIFEL FINANCIAL CORP 121 - 2023-12-31 1,308,204 $153,230,000 -23,306
   WESTEND ADVISORS LLC 8 - 2023-12-31 1,292,429 $151,382,000 -27,154
   RAYMOND JAMES & ASSOCIATES 164 - 2023-12-31 1,255,753 $147,086,000 -27,843
   TANGLEWOOD WEALTH MANAGEMENT, INC. 2 - 2023-12-31 1,203,211 $140,932,000 -549,027
   ARGI INVESTMENT SERVICES, LLC 5 - 2022-12-31 1,210,729 $139,101,000 -91,962
   JOHNSON FINANCIAL GROUP, INC. 3 - 2023-12-31 1,179,767 $138,186,000 -46,779
   LPL FINANCIAL CORP 217 - 2023-12-31 1,136,374 $133,103,000 34,037
   BLACKROCK INC. 1956 - 2023-12-31 1,011,970 $118,532,000 111,338
   ROYAL BANK OF CANADA 548 - 2023-12-31 649,953 $76,129,000 41,069
   Advisor Group Holdings Inc. 178 - 2023-12-31 542,413 $63,539,000 31,835
   PNC FINANCIAL SERVICES GROUP INC 237 - 2023-12-31 494,705 $57,945,000 -17,772
   EVERGREEN CAPITAL MANAGEMENT LLC 5 - 2023-12-31 472,485 $55,342,000 32,630
   SNS Financial Group LLC - 2023-12-31 471,115 $55,182,000 -26,662
   Facet Wealth Inc. 11 - 2023-12-31 470,491 $54,742,000 73,643
   M&T BANK CORP 112 - 2023-12-31 461,938 $54,107,000 -25,663
   VICTORY CAPITAL MANAGEMENT INC 395 - 2023-12-31 459,944 $53,873,000 1,117
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 1 - 2023-12-31 410,746 $48,111,000 8,300
   KEYBANK NATIONAL ASSOCIATION/OH 105 - 2023-12-31 405,915 $47,545,000 -11,386
   BUCKINGHAM ASSET MANAGEMENT, LLC 27 - 2023-12-31 403,006 $47,204,000 47,057
   HILTON CAPITAL MANAGEMENT, LLC 4 - 2023-12-31 379,850 $44,492,000 -93,458
   STRATEGIC POINT INVESTMENT ADVISORS LLC 4 - 2023-12-31 375,589 $43,993,000 143,690
   ANCHOR CAPITAL ADVISORS INC 34 - 2023-12-31 368,038 $43,108,000 -29,307
   Banco Santander S.A. 27 - 2023-12-31 366,632 $42,944,000 184,217
   NATIONAL BANK OF CANADA /FI/ 225 - 2023-12-31 365,207 $42,652,000 53,701
   AE Wealth Management LLC 103 - 2023-12-31 342,488 $39,896,000 -11,194
   Marks Wealth LLC 1 *New 2023-12-31 309,172 $36,213,000 309,172
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 2 - 2024-03-31 305,590 $35,390,000 5,127
   LEUCADIA NATIONAL CORP -- Notable Guru -- 21 - 2023-12-31 295,550 $34,618,000 290,000
   ARMSTRONG ADVISORY GROUP INC 11 - 2024-03-31 283,123 $33,162,000 0
   HSBC HOLDINGS PLC 489 - 2023-12-31 280,008 $32,797,000 -20,499
   Polaris Wealth Advisers LLC 6 - 2023-09-30 280,464 $31,737,000 -5,176
   Clarity Financial LLC 4 - 2024-03-31 260,637 $30,184,000 10,886
   MADISON ASSET MANAGEMENT LLC 72 - 2023-12-31 253,536 $29,697,000 -9,153
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 57 - 2023-12-31 249,429 $29,218,000 175,375
   Cetera Investment Advisers 77 - 2023-12-31 241,544 $28,292,000 52,418
   Orion Portfolio Solutions LLC 55 - 2023-12-31 238,671 $27,834,000 -25,604
   Grubman Wealth Management 3 - 2024-03-31 236,486 $27,387,000 3,340
   HIGHTOWER ADVISORS, LLC 386 - 2023-12-31 231,214 $27,073,000 -69,768
   MML INVESTORS SERVICES LLC 187 - 2023-12-31 221,092 $25,897,000 48,580
   CI Private Wealth LLC 339 - 2023-12-31 216,840 $25,398,000 673
   Connectus Wealth LLC 44 - 2023-12-31 214,537 $25,176,000 -100,125
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 408 - 2023-12-31 212,074 $24,840,000 -90,123
   MILLENNIUM MANAGEMENT LLC 880 - 2023-12-31 209,531 $24,542,000 141,326
   DDFG Inc 3 - 2023-12-31 207,321 $24,284,000 88
   Trilogy Capital Inc. 22 - 2024-03-31 208,957 $24,199,000 -1,348
   ALLIANZ ASSET MANAGEMENT AG 377 - 2023-12-31 204,800 $23,988,000 -53,100
   BLUE CREEK INVESTMENT PARTNERS LLC 8 - 2024-03-31 203,440 $23,560,000 26,991
   COMMONWEALTH EQUITY SERVICES LLC. 413 - 2023-12-31 197,257 $23,105,000 1,933
   PFS INVESTMENTS INC. 83 - 2023-06-30 200,255 $23,081,000 14,373
   Klaas Financial Asset Advisors LLC 6 - 2023-12-31 196,716 $23,041,000 4,198
   Adroit Compliance LLC 5 - 2023-12-31 196,716 $23,041,000 0
   US BANCORP 285 - 2023-12-31 187,241 $21,932,000 -2,592
   FRANKLIN RESOURCES INC 693 - 2023-12-31 186,727 $21,871,000 57,727
   One Day In July LLC 11 - 2023-12-31 185,516 $21,730,000 -25,509
   NORTHERN TRUST CORP 1573 - 2023-12-31 180,668 $21,162,000 -278
   Curi Capital 7 - 2023-12-31 173,270 $20,295,000 1,328
   Berkshire Bank - 2023-12-31 173,203 $20,287,000 -4,206
   MBL Wealth LLC 10 - 2023-12-31 169,389 $19,841,000 19,819
   FIRST FINANCIAL BANK - TRUST DIVISION 11 - 2024-03-31 169,987 $19,686,000 -12,212
   Willis Johnson & Associates Inc. 15 - 2024-03-31 157,623 $18,254,000 7,413
   Juniper Hill Capital Management LP 4 - 2023-12-31 153,297 $17,956,000 0
   CFO4Life Group LLC *New 2023-12-31 150,036 $17,574,000 150,036
   BANK OF NEW YORK MELLON CORP 1660 - 2023-12-31 149,968 $17,566,000 -57,876
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 353 - 2024-03-31 151,230 $17,514,000 -35,831
   CITIZENS FINANCIAL GROUP INC/RI 33 - 2023-12-31 144,345 $16,907,000 142,277
   RAUB BROCK CAPITAL MANAGEMENT LP 20 - 2024-03-31 143,683 $16,640,000 -6,225
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 29 - 2023-12-31 136,177 $15,950,000 18,430
   Goss Wealth Management LLC 142 - 2023-12-31 134,992 $15,726,000 43,442
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 275 - 2023-12-31 133,350 $15,619,000 -5,734
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 133,036 $15,583,000 -19,246
   Atria Wealth Solutions Inc. 111 - 2023-12-31 129,985 $15,225,000 -5,766
   Strategic Wealth Partners Ltd. 7 - 2023-03-31 126,771 $14,915,000 25,537
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 54 - 2023-12-31 123,072 $14,415,000 98,254
   WOODMONT INVESTMENT COUNSEL LLC 18 - 2024-03-31 124,112 $14,373,000 29,693
   Krilogy Financial LLC - 2023-12-31 122,687 $14,370,000 110,360
   PARTNERS CAPITAL INVESTMENT GROUP LLP 43 - 2023-12-31 120,010 $14,057,000 1,127
   HAVERFORD TRUST CO 87 - 2023-12-31 119,121 $13,953,000 4,448
   Envestnet Portfolio Solutions Inc. 170 - 2023-12-31 118,402 $13,868,000 -17,889
   Capital Investment Advisory Services LLC 11 - 2023-12-31 116,508 $13,647,000 270
   LEAVELL T & ASSOCIATES INC - 2023-12-31 115,441 $13,522,000 35,231
   Pegasus Partners Ltd. 14 - 2023-12-31 114,299 $13,388,000 36,173
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 338 - 2023-12-31 114,087 $13,363,000 -92,610
  100 Records found
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