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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
   ARMSTRONG ADVISORY GROUP INC 11 - 2024-03-31 283,123 $33,162,000 0
   Juniper Hill Capital Management LP 4 - 2023-12-31 153,297 $17,956,000 0
   GLOBAL ENDOWMENT MANAGEMENT, LP 15 - 2023-12-31 87,160 $10,209,000 0
   AMERICAN INTERNATIONAL GROUP INC 461 - 2023-12-31 75,200 $8,808,000 0
   Pacific Wealth Management 10 - 2024-03-31 34,106 $3,995,000 0
   FIDUCIARY TRUST CO 233 - 2023-12-31 18,646 $2,184,000 0
   Resonant Capital Advisors LLC - 2024-03-31 18,225 $2,111,000 0
   COWEN AND COMPANY LLC - 2024-03-31 15,000 $1,737,000 0
   LFA - Lugano Financial Advisors SA - 2024-03-31 14,861 $1,721,000 0
   BANCORPSOUTH BANK 143 - 2023-12-31 9,893 $1,159,000 0
   PEOPLES BANK NATIONAL ASSOCIATION 38 - 2024-03-31 9,256 $1,072,000 0
   NBT BANK N A /NY 195 - 2024-03-31 9,230 $1,069,000 0
   HBW Advisory Services LLC 124 - 2024-03-31 8,722 $1,022,000 0
   Financial Gravity Wealth Inc. 229 - 2023-12-31 53,247 $891,000 0
   HERON FINANCIAL GROUP LLC 55 - 2023-06-30 6,669 $769,000 0
   Migdal Insurance & Financial Holdings Ltd. 167 - 2024-03-31 5,112 $592,000 0
   RMR Wealth Builders 150 - 2024-03-31 4,500 $521,000 0
   DEUTSCHE BANK AG 2290 - 2023-12-31 4,345 $509,000 0
   JACKSON THORNTON ASSET MANAGEMENT LLC 30 - 2023-12-31 4,088 $479,000 0
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 94 - 2023-12-31 3,583 $420,000 0
   SBB Research Group LLC 23 - 2023-09-30 3,612 $409,000 0
   New Legacy Group LLC 19 - 2023-09-30 3,400 $385,000 0
   PETRA FINANCIAL ADVISORS INC 87 - 2024-03-31 3,206 $371,000 0
   Sanford Advisory Services LLC 102 - 2022-12-31 3,133 $360,000 0
   BANK OF HAWAII 199 - 2023-12-31 2,927 $343,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 2,842 $329,000 0
   SOUTHEAST ASSET ADVISORS INC. 138 - 2023-12-31 2,540 $298,000 0
   BUSEY TRUST CO 288 - 2024-03-31 2,565 $297,000 0
   REDW Stanley Financial Advisors LLC - 2024-03-31 2,538 $294,000 0
   E&G Advisors LP 158 - 2024-03-31 2,439 $282,000 0
   TRUSTCO BANK CORP N Y 64 - 2023-12-31 2,140 $251,000 0
   My Personal CFO LLC 90 - 2024-03-31 2,096 $243,000 0
   Tobias Financial Advisors Inc. - 2024-03-31 2,037 $236,000 0
   VERUS CAPITAL PARTNERS LLC 281 - 2023-12-31 1,946 $228,000 0
   RDL FINANCIAL INC 101 - 2024-03-31 1,843 $213,000 0
   Greenspring Advisors LLC 78 - 2024-03-31 1,823 $211,000 0
   PRIVATE CAPITAL MANAGEMENT LLC 178 - 2024-03-31 1,800 $208,000 0
   Roble Belko & Company Inc 111 - 2024-03-31 1,294 $150,000 0
   BDO Wealth Advisors LLC 298 - 2023-06-30 1,200 $138,000 0
   DT INVESTMENT PARTNERS, LLC 153 - 2023-12-31 1,170 $137,000 0
   Banque Cantonale Vaudoise 634 - 2024-03-31 1,042 $121,000 0
   ST GERMAIN D J CO INC 309 - 2024-03-31 985 $114,000 0
   Icon Wealth Partners LLC 371 - 2023-09-30 999 $113,000 0
   CARDIFF PARK ADVISORS LLC 269 - 2023-12-31 712 $83,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 236 - 2024-03-31 710 $82,000 0
   Parallel Advisors LLC 1246 - 2023-12-31 619 $73,000 0
   SUMITOMO MITSUI FINANCIAL GROUP INC. 126 - 2023-12-31 622 $73,000 0
   Cornerstone Planning Group LLC 154 - 2023-12-31 540 $63,000 0
   Perkins Coie Trust Co 151 - 2024-03-31 545 $63,000 0
   TCTC HOLDINGS, LLC 290 - 2023-12-31 492 $58,000 0
   NBC SECURITIES INC. 1138 - 2024-03-31 425 $49,000 0
   HARBOR INVESTMENT ADVISORY LLC 588 - 2024-03-31 424 $49,000 0
   First Capital Advisors Group LLC. 316 - 2023-06-30 383 $44,000 0
   Private Ocean LLC 251 - 2024-03-31 379 $44,000 0
   CENTRAL BANK & TRUST CO 251 - 2024-03-31 349 $40,000 0
   Cranbrook Wealth Management LLC 172 - 2024-03-31 341 $39,000 0
   Colonial Trust Co / SC 550 - 2023-12-31 304 $36,000 0
   Pacifica Partners Inc. 244 - 2024-03-31 300 $35,000 0
   Emerald Investment Partners LLC 365 - 2024-03-31 297 $34,000 0
   EPG Wealth Management LLC 329 - 2023-12-31 263 $30,000 0
   Carmichael Hill & Associates Inc. 381 - 2024-03-31 218 $25,000 0
   Hexagon Capital Partners LLC 614 - 2024-03-31 219 $25,000 0
   Ariel Capital Advisors LLC - 2024-03-31 200 $23,000 0
   GODSEY & GIBB ASSOCIATES 221 - 2024-03-31 190 $22,000 0
   TOMPKINS FINANCIAL CORP 441 - 2024-03-31 157 $18,000 0
   Coston McIsaac & Partners 326 - 2024-03-31 138 $15,000 0
   HAZLETT BURT & WATSON INC. 488 - 2024-03-31 111 $13,000 0
   Trivant Custom Portfolio Group LLC 150 - 2024-03-31 102 $12,000 0
   Planning Capital Management Corp 391 - 2024-03-31 100 $12,000 0
   Jackson Hole Capital Partners LLC 244 - 2023-12-31 102 $12,000 0
   GAMMA Investing LLC 2112 - 2024-03-31 69 $8,000 0
   WEBSTER BANK 504 - 2024-03-31 60 $7,000 0
   Armor Investment Advisors LLC 146 - 2024-03-31 54 $6,000 0
   Bogart Wealth LLC 745 - 2024-03-31 45 $5,000 0
   Archer Investment Corp 778 - 2023-12-31 34 $4,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 835 - 2024-03-31 34 $4,000 0
   FIRST MANHATTAN CO 1226 - 2023-12-31 36 $4,000 0
   Mine & Arao Wealth Creation & Management LLC. 276 - 2023-12-31 26 $3,000 0
   Venturi Wealth Management LLC 1239 - 2024-03-31 17 $2,000 0
   Sachetta LLC 803 - 2024-03-31 17 $2,000 0
   HORIZON INVESTMENTS, LLC/SC 690 - 2023-12-31 11 $1,000 0
   Beacon Capital Management LLC 891 - 2023-12-31 5 $1,000 0
   PSI Advisors LLC 724 - 2024-03-31 7 $1,000 0
   Centerpoint Advisors LLC 437 - 2024-03-31 2 $0 0
   Key Financial Inc 1272 - 2024-03-31 3 $0 0
   Independence Bank of Kentucky 536 - 2024-03-31 3 $0 0
   First Command Advisory Services Inc. - 2024-03-31 4 $0 0
  87 Records found
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