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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 538 - 2023-12-31 3,003,638 $351,816,000 267,096
   HPM Partners LLC - 2023-12-31 2,229,435 $261,134,000 960,139
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 26 - 2023-12-31 2,094,390 $245,316,000 128,421
   Matson Money. Inc. 7 - 2024-03-31 1,452,995 $168,271,000 18,028
   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
   SNS Financial Group LLC 3 - 2024-03-31 486,880 $56,386,000 15,765
   EVERGREEN CAPITAL MANAGEMENT LLC 5 - 2023-12-31 472,485 $55,342,000 32,630
   Facet Wealth Inc. 11 - 2023-12-31 470,491 $54,742,000 73,643
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 463,312 $53,656,000 3,368
   BUCKINGHAM ASSET MANAGEMENT, LLC 27 - 2023-12-31 403,006 $47,204,000 47,057
   STRATEGIC POINT INVESTMENT ADVISORS LLC 4 - 2023-12-31 375,589 $43,993,000 143,690
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 334 - 2024-03-31 286,573 $33,188,000 89,316
   Clarity Financial LLC 4 - 2024-03-31 260,637 $30,184,000 10,886
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 57 - 2023-12-31 249,429 $29,218,000 175,375
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 169 - 2024-03-31 251,091 $29,079,000 182,970
   DDFG Inc - 2024-03-31 248,550 $28,785,000 41,229
   Cetera Investment Advisers 77 - 2023-12-31 241,544 $28,292,000 52,418
   Grubman Wealth Management 3 - 2024-03-31 236,486 $27,387,000 3,340
   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
   MILLENNIUM MANAGEMENT LLC 880 - 2023-12-31 209,531 $24,542,000 141,326
   BLUE CREEK INVESTMENT PARTNERS LLC 8 - 2024-03-31 203,440 $23,560,000 26,991
   Klaas Financial Asset Advisors LLC 6 - 2024-03-31 202,225 $23,420,000 5,509
   PFS INVESTMENTS INC. 83 - 2023-06-30 200,255 $23,081,000 14,373
   FRANKLIN RESOURCES INC 693 - 2023-12-31 186,727 $21,871,000 57,727
   MBL Wealth LLC 10 - 2024-03-31 186,851 $21,639,000 17,462
   Curi Capital 7 - 2023-12-31 173,270 $20,295,000 1,328
   BANK OF NEW YORK MELLON CORP 1596 - 2024-03-31 166,597 $19,294,000 16,629
   Willis Johnson & Associates Inc. 15 - 2024-03-31 157,623 $18,254,000 7,413
   CITIZENS FINANCIAL GROUP INC/RI 33 - 2023-12-31 144,345 $16,907,000 142,277
   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
   LEAVELL T & ASSOCIATES INC 19 - 2024-03-31 134,546 $15,582,000 19,105
   BENJAMIN F. EDWARDS & COMPANY INC. 99 - 2024-03-31 134,466 $15,572,000 114,786
   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
   HAVERFORD TRUST CO - 2024-03-31 124,470 $14,415,000 5,349
   Pegasus Partners Ltd. 13 - 2024-03-31 124,260 $14,391,000 9,961
   WOODMONT INVESTMENT COUNSEL LLC 18 - 2024-03-31 124,112 $14,373,000 29,693
   PARTNERS CAPITAL INVESTMENT GROUP LLP 43 - 2023-12-31 120,010 $14,057,000 1,127
   Quaker Wealth Management LLC - 2024-03-31 117,933 $13,658,000 22,650
   Pictet Asset Management Holding SA 582 - 2023-12-31 112,290 $13,153,000 29,630
   Bond & Devick Financial Network Inc. 1 - 2024-03-31 110,149 $12,756,000 1,970
   Blue Edge Capital LLC 9 - 2023-12-31 106,388 $12,461,000 135
   CABOT MONEY MANAGEMENT INC - 2024-03-31 102,282 $11,845,000 28,633
   Kuntz Lesher Capital LLC - 2023-12-31 97,882 $11,465,000 8,476
   GeoWealth Management LLC 26 - 2023-12-31 96,814 $11,338,000 42,000
   Buckingham Strategic Partners 28 - 2023-12-31 96,427 $11,294,000 13,848
   Austin Wealth Management LLC 10 - 2023-12-31 83,197 $9,589,000 4,565
   Perigon Wealth Management LLC - 2024-03-31 78,507 $9,092,000 5,189
   Rinkey Investments - 2024-03-31 77,125 $8,932,000 8,681
   Rehmann Capital Advisory Group - 2024-03-31 74,639 $8,644,000 4,510
   O SHAUGHNESSY ASSET MANAGEMENT LLC 197 - 2023-12-31 73,774 $8,641,000 9,481
   Private Advisor Group LLC - 2024-03-31 72,649 $8,414,000 40,073
   ATRIA INVESTMENTS LLC 197 - 2023-12-31 69,197 $8,105,000 698
   COMERICA BANK 562 - 2023-12-31 54,481 $6,381,000 19,004
   PRUDENTIAL FINANCIAL INC 827 - 2023-12-31 54,172 $6,345,000 9,431
   Paulson Wealth Management Inc. - 2024-03-31 54,615 $6,325,000 7,409
   PARAGON CAPITAL MANAGEMENT LTD 16 - 2024-03-31 53,357 $6,179,000 175
   NATIONAL ASSET MANAGEMENT, INC. 142 - 2023-12-31 51,196 $5,997,000 17,152
   Premier Path Wealth Partners LLC 20 - 2024-03-31 52,367 $5,970,000 49,924
   DELAP WEALTH ADVISORY LLC 9 - 2023-12-31 50,586 $5,925,000 30,045
   MERRIMAN WEALTH MANAGEMENT, LLC 42 - 2023-12-31 50,401 $5,903,000 50,401
   SYNOVUS FINANCIAL CORP 139 - 2023-12-31 50,010 $5,858,000 9,206
   US FINANCIAL ADVISORS LLC 16 - 2023-12-31 49,424 $5,789,000 1,021
   Adviser Investments LLC - 2024-03-31 45,828 $5,307,000 1,811
   OPUS CAPITAL GROUP LLC 28 - 2024-03-31 44,515 $5,155,000 642
   Change Path LLC 72 - 2023-12-31 43,310 $5,073,000 6,111
   GREAT VALLEY ADVISOR GROUP INC. 138 - 2023-12-31 42,437 $4,971,000 7,151
   AMG NATIONAL TRUST BANK 94 - 2023-12-31 41,788 $4,895,000 1,851
   ARVEST INVESTMENTS INC. 31 - 2024-03-31 39,961 $4,628,000 1,323
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 39,887 $4,619,000 850
   TrinityPoint Wealth LLC 25 - 2023-12-31 37,721 $4,418,000 1,135
   ETF Store Inc. - 2024-03-31 37,837 $4,382,000 5,861
   BENJAMIN EDWARDS INC 22 - 2024-03-31 36,596 $4,238,000 6,200
   Fifth Third Securities Inc. 65 - 2024-03-31 36,557 $4,234,000 1,737
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 64 - 2024-03-31 36,409 $4,217,000 3,604
   New Potomac Partneres LLC - 2024-03-31 36,078 $4,178,000 5,549
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 35,973 $4,166,000 1,291
   DAVIDSON D A & CO 336 - 2023-12-31 32,549 $3,812,000 32,549
   COMMUNITY TRUST & INVESTMENT CO 60 - 2023-12-31 31,888 $3,735,000 1,126
   Resources Investment Advisors Inc. 220 - 2023-12-31 31,782 $3,723,000 1,331
   Crabel Capital Management LLC 20 - 2023-12-31 31,500 $3,690,000 24,930
   MT LUCAS MANAGEMENT CORP 18 - 2023-12-31 29,779 $3,488,000 29,779
   MERCER GLOBAL ADVISORS INC /ADV 572 - 2023-12-31 29,307 $3,433,000 1,600
   Comprehensive Portfolio Management LLC 124 - 2024-03-31 28,637 $3,316,000 9,689
   Dynamic Advisors Solutions LLC 223 - 2024-03-31 28,433 $3,293,000 8,353
   H D Vest Advisory Services 385 - 2023-12-31 27,132 $3,178,000 8,703
   Centennial Wealth Advisory LLC 13 - 2024-03-31 26,742 $3,097,000 5,225
   CAMDEN NATIONAL BANK 59 - 2024-03-31 26,319 $3,048,000 605
   Ascent Group LLC 83 - 2023-12-31 26,221 $3,041,000 1,622
   AXXCESS WEALTH MANAGEMENT LLC 180 - 2023-12-31 25,843 $3,027,000 3,520
   Values First Advisors Inc. 9 - 2024-03-31 25,314 $2,932,000 1,900
  100 Records found
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