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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
   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
   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
   Bank Julius Baer & Co. Ltd Zurich 22 - 2023-12-31 2,078,819 $243,492,000 -24,260
   JANNEY MONTGOMERY SCOTT LLC 21 - 2024-03-31 2,071,233 $239,870,000 -64,934
   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
   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 188 - 2024-03-31 1,233,872 $142,895,000 -21,881
   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
   PNC FINANCIAL SERVICES GROUP INC 237 - 2023-12-31 494,705 $57,945,000 -17,772
   M&T BANK CORP 112 - 2023-12-31 461,938 $54,107,000 -25,663
   KEYBANK NATIONAL ASSOCIATION/OH 105 - 2023-12-31 405,915 $47,545,000 -11,386
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 2 - 2024-03-31 407,777 $47,225,000 -2,969
   HILTON CAPITAL MANAGEMENT, LLC 4 - 2023-12-31 379,850 $44,492,000 -93,458
   ANCHOR CAPITAL ADVISORS INC 34 - 2023-12-31 368,038 $43,108,000 -29,307
   AE Wealth Management LLC 103 - 2023-12-31 342,488 $39,896,000 -11,194
   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
   MADISON ASSET MANAGEMENT LLC 72 - 2023-12-31 253,536 $29,697,000 -9,153
   Orion Portfolio Solutions LLC 55 - 2023-12-31 238,671 $27,834,000 -25,604
   HIGHTOWER ADVISORS, LLC 386 - 2023-12-31 231,214 $27,073,000 -69,768
   Connectus Wealth LLC 44 - 2023-12-31 214,537 $25,176,000 -100,125
   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
   US BANCORP 285 - 2023-12-31 187,241 $21,932,000 -2,592
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 482 - 2024-03-31 184,257 $21,339,000 -27,817
   NORTHERN TRUST CORP 1573 - 2023-12-31 180,668 $21,162,000 -278
   Berkshire Bank 4 - 2024-03-31 171,011 $19,805,000 -2,192
   FIRST FINANCIAL BANK - TRUST DIVISION 11 - 2024-03-31 169,987 $19,686,000 -12,212
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 353 - 2024-03-31 151,230 $17,514,000 -35,831
   RAUB BROCK CAPITAL MANAGEMENT LP 20 - 2024-03-31 143,683 $16,640,000 -6,225
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 275 - 2023-12-31 133,350 $15,619,000 -5,734
   Atria Wealth Solutions Inc. 111 - 2023-12-31 129,985 $15,225,000 -5,766
   One Day In July LLC 15 - 2024-03-31 124,132 $14,376,000 -61,384
   PINNACLE FINANCIAL PARTNERS INC - 2024-03-31 122,723 $14,213,000 -10,313
   Envestnet Portfolio Solutions Inc. 170 - 2023-12-31 118,402 $13,868,000 -17,889
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 338 - 2023-12-31 114,087 $13,363,000 -92,610
   Personal Capital Advisors Corp 154 - 2022-12-31 112,494 $12,924,000 -5,537,084
   BOLTWOOD CAPITAL MANAGEMENT 4 - 2024-03-31 99,734 $11,550,000 -4,837
   BANK OF MONTREAL /CAN/ 843 - 2023-12-31 94,570 $11,100,000 -284,939
   Gould Capital LLC 1 - 2023-12-31 93,625 $10,966,000 -3,360
   APEX INVESTMENT SERVICES, INC. 12 - 2024-03-31 93,252 $10,800,000 -152
   Eley Financial Management Inc 4 - 2023-12-31 91,566 $10,725,000 -45,288
   FINANCEWARE, INC. 9 - 2024-03-31 82,778 $9,587,000 -191
   THRIVENT FINANCIAL FOR LUTHERANS 623 - 2023-12-31 80,402 $9,418,000 -1,946
   Checchi Capital Advisers LLC 38 - 2024-03-31 78,790 $9,125,000 -1,554
   FIRST TRUST ADVISORS LP 1034 - 2023-12-31 76,979 $9,017,000 -9,397
   Sollinda Capital Management LLC 12 - 2024-03-31 72,421 $8,387,000 -24,910
   Rainsberger Wealth Advisors Inc. - 2023-12-31 68,001 $7,965,000 -319
   DAVENPORT & CO LLC - 2024-03-31 62,306 $7,216,000 -490
   CWM LLC 354 - 2024-03-31 59,888 $6,936,000 -1,488
   PICTET ASSET MANAGEMENT SA 706 - 2023-06-30 60,105 $6,928,000 -1,820
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 795 - 2024-03-31 59,355 $6,874,000 -9,426
   STUDIO INVESTMENT MANAGEMENT LLC 11 - 2023-12-31 58,218 $6,819,000 -785
   JAMES INVESTMENT RESEARCH INC 39 - 2024-03-31 56,713 $6,568,000 -3,677
   Rockefeller Capital Management L.P. 588 - 2023-12-31 52,235 $6,118,000 -5,972
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 264 - 2023-12-31 51,468 $6,029,000 -72,245
   CITADEL ADVISORS LLC 1467 - 2023-12-31 51,406 $6,021,000 -90,580
   Kestra Advisory Services LLC 416 - 2023-12-31 47,532 $5,567,000 -5,841
   Great Diamond Partners LLC 15 - 2023-12-31 46,920 $5,496,000 -1,308
   Retirement Income Solutions Inc - 2024-03-31 46,706 $5,409,000 -10,393
   MANUFACTURERES LIFE INSURANCE CO 1123 - 2023-12-31 45,648 $5,347,000 -59,407
   SMITH, SALLEY & ASSOCIATES 56 - 2024-03-31 45,593 $5,280,000 -6,878
   Relative Value Partners Group LLC 62 - 2023-12-31 43,725 $5,122,000 -1,263
   Stratos Wealth Advisors LLC 83 - 2024-03-31 43,560 $5,045,000 -1,290
   NorthCrest Asset Manangement LLC 146 - 2024-03-31 42,196 $4,887,000 -974
   Lauer Wealth LLC 9 - 2024-03-31 42,425 $4,826,000 -6
   MARINER WEALTH ADVISORS, LLC 695 - 2023-12-31 40,533 $4,748,000 -1,233,513
   Capital Investment Advisory Services LLC 39 - 2024-03-31 40,257 $4,662,000 -76,251
   Jenkins Wealth 8 - 2022-12-31 40,564 $4,660,000 -9,485
   9258 Wealth Management LLC - 2024-03-31 39,440 $4,568,000 -29
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 37 - 2024-03-31 37,631 $4,358,000 -1,798
   CAPTRUST FINANCIAL ADVISORS 606 - 2023-12-31 36,665 $4,295,000 -9,349
   DOCK STREET ASSET MANAGEMENT INC 24 - 2023-12-31 36,193 $4,239,000 -12,927
   SFMG, LLC 35 - 2023-12-31 35,624 $4,173,000 -10,491
   COMERICA SECURITIESINC. 88 - 2023-09-30 34,161 $3,866,000 -510
   PINNACLE ASSOCIATES LTD 279 - 2024-03-31 32,810 $3,800,000 -892
   FINANCIAL NETWORK 692 - 2023-12-31 32,431 $3,799,000 -124,828
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 12 - 2023-12-31 31,489 $3,688,000 -22,323
   SCS CAPITAL MANAGEMENT LLC 52 - 2023-12-31 30,966 $3,627,000 -14,455
   FIFTH THIRD BANCORP 371 - 2024-03-31 31,254 $3,620,000 -10,412
   MATHER GROUP, INC. 116 - 2024-03-31 30,161 $3,533,000 -1,368
   REGIONS FINANCIAL CORP 277 - 2024-03-31 30,184 $3,496,000 -1,114
   Baird Financial Group Inc. 762 - 2023-12-31 29,784 $3,489,000 -5,419
   TPG Financial Advisors LLC 19 - 2023-12-31 28,596 $3,335,000 -160
   ANTONETTI CAPITAL MANAGEMENT LLC 5 - 2023-09-30 29,170 $3,301,000 -1,900
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 28,469 $3,297,000 -795
   HANSON MCCLAIN, INC. 239 - 2024-03-31 28,391 $3,288,000 -54,316
   J.W. COLE ADVISORS INC. - 2024-03-31 27,710 $3,209,000 -45,135
  100 Records found
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