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Get Institutions for : 
iShares Barclays 3-7 Year Treasury Bond (IEI)  
$114.51 0.11 (0.1%) as of 4:30 Tue 5/7


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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  : 
0.39 (0.34%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CFO4Life Group LLC *New 2023-12-31 150,036 $17,574,000 150,036
   Canal Capital Management LLC 5 *New 2024-03-31 125,559 $14,541,000 125,559
   CREDIT SUISSE/ 1095 *New 2023-12-31 62,580 $7,330,000 62,580
   Mason & Associates Inc 13 *New 2024-03-31 61,640 $7,139,000 61,640
   InterOcean Capital Group LLC 84 *New 2023-12-31 60,127 $7,043,000 60,127
   CONFLUENCE INVESTMENT MANAGEMENT LLC 117 *New 2024-03-31 48,858 $5,658,000 48,858
   SHELTON WEALTH MANAGEMENT LLC 9 *New 2023-12-31 39,373 $4,612,000 39,373
   Centric Wealth Management 13 *New 2024-03-31 39,769 $4,514,000 39,769
   HC Advisors LLC *New 2023-12-31 36,905 $4,323,000 36,905
   Jump Financial LLC 150 *New 2023-12-31 35,189 $4,122,000 35,189
   WARREN AVERETT ASSET MANAGEMENT, LLC 97 *New 2023-12-31 31,162 $3,650,000 31,162
   SYKON CAPITAL LLC 28 *New 2023-12-31 30,336 $3,553,000 30,336
   Sowell Financial Services LLC *New 2024-03-31 30,154 $3,492,000 30,154
   WNY Asset Management LLC 37 *New 2023-12-31 29,174 $3,417,000 29,174
   OARSMAN CAPITAL, INC. 29 *New 2023-12-31 24,779 $2,902,000 24,779
   Elevated Capital Advisors LLC 37 *New 2024-03-31 24,387 $2,824,000 24,387
   IPG Investment Advisors LLC 50 *New 2023-12-31 19,590 $2,295,000 19,590
   CHERRYDALE WEALTH MANAGEMENT LLC 13 *New 2024-03-31 16,844 $1,951,000 16,844
   MOULTON WEALTH MANAGEMENT INC 14 *New 2024-03-31 12,529 $1,451,000 12,529
   Edgestream Partners L.P. 371 *New 2023-12-31 10,909 $1,278,000 10,909
   D L CARLSON INVESTMENT GROUP INC 88 *New 2023-12-31 10,284 $1,189,000 10,284
   Park Edge Advisors LLC 47 *New 2024-03-31 9,514 $1,102,000 9,514
   Eagle Strategies LLC 103 *New 2024-03-31 8,701 $1,008,000 8,701
   Hara Capital LLC 37 *New 2024-03-31 8,666 $1,004,000 8,666
   WILEY BROS.-AINTREE CAPITAL LLC 154 *New 2024-03-31 8,542 $989,000 8,542
   CRESTWOOD ADVISORS LLC 218 *New 2023-12-31 7,756 $908,000 7,756
   Ethos Financial Group LLC 73 *New 2023-12-31 7,655 $897,000 7,655
   LINCOLN NATIONAL CORP *New 2024-03-31 7,606 $881,000 7,606
   Searle & Co. 79 *New 2023-12-31 7,500 $878,000 7,500
   MorganRosel Wealth Management LLC 60 *New 2024-03-31 7,378 $854,000 7,378
   IFG Advisory LLC 296 *New 2023-12-31 6,386 $748,000 6,386
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 87 *New 2024-03-31 5,995 $694,000 5,995
   SECURITY ASSET MANAGEMENT /NY 52 *New 2023-03-31 5,250 $618,000 5,250
   CHANNEL WEALTH LLC 79 *New 2024-03-31 5,112 $592,000 5,112
   MAS Advisors LLC 32 *New 2023-12-31 4,445 $521,000 4,445
   Cooper Financial Group 206 *New 2024-03-31 4,430 $513,000 4,430
   Value Partner Investments Inc. *New 2024-03-31 2,862 $449,000 2,862
   EHP Funds Inc. 76 *New 2023-12-31 3,800 $445,000 3,800
   Adams Wealth Management 78 *New 2023-12-31 3,767 $441,000 3,767
   Belpointe Asset Management LLC 401 *New 2023-12-31 3,728 $437,000 3,728
   CPR Investments Inc. 34 *New 2024-03-31 3,384 $391,000 3,384
   Coastal Capital Group Inc. 60 *New 2023-06-30 3,182 $367,000 3,182
   ALPHAMARK ADVISORS LLC 125 *New 2024-03-31 2,950 $342,000 2,950
   CIBC WORLD MARKETS INC. 949 *New 2023-12-31 2,856 $335,000 2,856
   Heritage Financial Services LLC 73 *New 2023-12-31 2,844 $333,000 2,844
   WOLVERINE TRADING LLC 845 *New 2023-12-31 2,835 $332,000 2,835
   FORTE ASSET MANAGEMENT LLC *New 2024-03-31 2,500 $290,000 2,500
   TOWNSQUARE CAPITAL LLC 939 *New 2023-12-31 2,403 $281,000 2,403
   Belvedere Trading LLC 64 *New 2023-12-31 2,377 $278,000 2,377
   Camden Capital LLC 258 *New 2023-12-31 2,368 $277,000 2,368
   Royal Fund Management LLC 224 *New 2024-03-31 2,359 $273,000 2,359
   HILL ISLAND FINANCIAL LLC 56 *New 2023-12-31 2,302 $270,000 2,302
   PATHSTONE FAMILY OFFICE, LLC 1361 *New 2023-09-30 2,372 $268,000 2,372
   Sequoia Financial Advisors LLC 933 *New 2024-03-31 2,184 $253,000 2,184
   Glenview Trust Co 437 *New 2023-12-31 2,020 $237,000 2,020
   My Legacy Advisors LLC 192 *New 2023-12-31 1,996 $234,000 1,996
   KFG WEALTH MANAGEMENT LLC 148 *New 2024-03-31 1,880 $218,000 1,880
   CHARTER TRUST CO 242 *New 2024-03-31 1,863 $216,000 1,863
   Main Street Financial Solutions LLC 476 *New 2024-03-31 1,865 $216,000 1,865
   JANNEY CAPITAL MANAGEMENT LLC 228 *New 2024-03-31 1,857 $215,000 1,857
   Confluence Wealth Services Inc. 317 *New 2024-03-31 1,848 $214,000 1,848
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 1,841 $213,000 1,841
   Core Wealth Partners LLC 130 *New 2024-03-31 1,813 $210,000 1,813
   Atlantic Trust Group LLC 1056 *New 2023-12-31 1,783 $209,000 1,783
   Delta Financial Group Inc. 219 *New 2024-03-31 1,775 $206,000 1,775
   Psagot Value Holdings Ltd. / (Israel) 166 *New 2023-12-31 1,696 $199,000 1,696
   BARTLETT & CO. LLC 543 *New 2023-12-31 988 $116,000 988
   BARTLETT & CO. WEALTH MANAGEMENT LLC 542 *New 2023-12-31 988 $116,000 988
   Salomon & Ludwin LLC *New 2024-03-31 868 $101,000 868
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 750 $87,000 750
   Ronald Blue Trust Inc. *New 2024-03-31 530 $61,000 530
   JONES FINANCIAL COMPANIES LLLP 491 *New 2023-12-31 376 $44,000 376
   Scarborough Advisors LLC 215 *New 2023-12-31 277 $32,000 277
   Kozak & Associates Inc. 161 *New 2023-12-31 266 $31,000 266
   HOWE & RUSLING INC 292 *New 2023-12-31 260 $30,000 260
   Aptus Capital Advisors LLC 739 *New 2023-12-31 167 $20,000 167
   RICHARDSON FINANCIAL SERVICES INC. *New 2024-03-31 150 $17,000 150
   Koesten Hirschmann & Crabtree INC. 102 *New 2023-12-31 144 $17,000 144
   Versant Capital Management Inc 606 *New 2024-03-31 131 $15,000 131
   GUARDIAN WEALTH ADVISORS LLC / NC 364 *New 2023-12-31 119 $14,000 119
   Center for Financial Planning Inc. 457 *New 2024-03-31 56 $6,000 56
   OXFORD FINANCIAL GROUP LTD 294 *New 2023-12-31 47 $6,000 47
   Aspire Private Capital LLC 609 *New 2024-03-31 8 $1,000 8
  83 Records found
  1    
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