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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
   Cordant Inc. 109 *Closed 2024-03-31 0 $0 -3
   Sargent Bickham Lagudis LLC 985 *Closed 2022-12-31 0 $0 -159
   Krilogy Financial LLC 204 *Closed 2024-03-31 0 $0 -122,687
   Argent Trust Co 609 *Closed 2023-12-31 0 $0 -2,648
   Highview Capital Management LLC/DE/ 115 *Closed 2024-03-31 0 $0 -79,043
   Ten Capital Wealth Advisors LLC 245 *Closed 2023-06-30 0 $0 -79
   Hoxton Planning & Management LLC 165 *Closed 2024-03-31 0 $0 -1,861
   HHM Wealth Advisors LLC 720 *Closed 2023-12-31 0 $0 -131
   PARKSIDE FINANCIAL BANK & TRUST *Closed 2024-03-31 0 $0 -128
   Certus Wealth Management LLC 57 *Closed 2023-12-31 0 $0 -1,976
   V Wealth ManagementLLC 161 *Closed 2023-09-30 0 $0 -2,671
   STRATEGIC PLANNING GROUP LLC 117 *Closed 2024-03-31 0 $0 -2,191
   Susquehanna International Group Ltd. 63 *Closed 2023-12-31 0 $0 -35,827
   Cutler Group LP 920 *Closed 2024-03-31 0 $0 -500
   Snowden Capital Advisors LLC 1108 *Closed 2023-12-31 0 $0 -1,770
   PITCAIRN CO 612 *Closed 2023-12-31 0 $0 -5,535
   QUATTRO FINANCIAL ADVISORS LLC 86 *Closed 2024-03-31 0 $0 -25,820
   Voya Financial Advisors Inc. 232 *Closed 2023-12-31 0 $0 -474,174
   Pictet & Cie (Europe) SA 273 *Closed 2023-12-31 0 $0 -2,057
   Icon Wealth Advisors LLC 434 *Closed 2023-12-31 0 $0 -2,690
   TFG Advisers LLC 202 *Closed 2023-12-31 0 $0 -2,259
   Qube Research & Technologies Ltd 3828 *Closed 2023-12-31 0 $0 -3,125
   COOPERMAN LEON G 53 *Closed 2023-12-31 0 $0 -2,917
   Coury Firm Asset Management LLC 53 *Closed 2023-09-30 0 $0 -10,817
   Koss-Olinger Consulting LLC 111 *Closed 2024-03-31 0 $0 -4,751
   PHILLIPS FINANCIAL MANAGEMENT LLC 258 *Closed 2024-03-31 0 $0 -37
   Fortis Advisors LLC 283 *Closed 2023-12-31 0 $0 -44
   HNP Capital LLC 134 *Closed 2023-03-31 0 $0 -25,002
   Coppell Advisory Solutions Corp. 724 *Closed 2023-03-31 0 $0 -421
   MEITAV DASH INVESTMENTS LTD 276 *Closed 2024-03-31 0 $0 -6,477
   FINANCIAL COUNSELORS INC 582 *Closed 2024-03-31 0 $0 -18,435
   Operose Advisors LLC 626 *Closed 2023-12-31 0 $0 -1,648
   Advance Capital Management Inc. 152 *Closed 2024-03-31 0 $0 -3,602
   Golden State Equity Partners 379 *Closed 2023-12-31 0 $0 -9,407
   GTS SECURITIES LLC 1605 *Closed 2023-12-31 0 $0 -106,932
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 927 *Closed 2023-12-31 0 $0 -6,225
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 568 *Closed 2024-03-31 0 $0 -758
   W. E. Donoghue & Co. LLC 235 *Closed 2023-12-31 0 $0 -29,738
   CANTOR FITZGERALD L. P. 399 *Closed 2023-12-31 0 $0 -520,708
   Lehman & Derafelo Financial Resources LLC 205 *Closed 2022-12-31 0 $0 -410
   Hibernia Wealth Partners LLC 209 *Closed 2023-12-31 0 $0 -28
   JANE STREET GROUP LLC 5759 *Closed 2023-12-31 0 $0 -925,350
   Crewe Advisors LLC 531 *Closed 2023-12-31 0 $0 -12
   OPPENHEIMER ASSET MANAGEMENT INC 1117 *Closed 2023-12-31 0 $0 -98,368
   Retirement Group LLC *Closed 2024-03-31 0 $0 -97
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 259 *Closed 2022-12-31 0 $0 -5,232
   ORG Partners LLC 1160 *Closed 2023-12-31 0 $0 -192
   Clear Perspectives Financial Planning LLC 207 *Closed 2023-03-31 0 $0 -36
   Integrated Investment Consultants LLC 284 *Closed 2024-03-31 0 $0 -2,176
   ING GROEP NV 627 *Closed 2023-12-31 0 $0 -71,600
   Authentikos Wealth Advisory LLC 435 *Closed 2023-12-31 0 $0 -311
   Beacon Bridge Wealth Partners LLC 109 *Closed 2024-03-31 0 $0 -1,862
   MILESTONE GROUP INC *Closed 2024-03-31 0 $0 -74
   Solstein Capital LLC 322 *Closed 2024-03-31 0 $0 -2,102
   HANSON INVESTMENT MANAGEMENT 494 *Closed 2024-03-31 0 $0 -99
   BAKER AVENUE ASSET MANAGEMENT, LP 1492 *Closed 2023-12-31 0 $0 -40
   HEAD & ASSOCIATES LLC 590 *Closed 2023-12-31 0 $0 -899
   CONSULTIVA WEALTH MANAGEMENT CORP. 35 *Closed 2023-09-30 0 $0 -1,088
   Cooksen Wealth LLC 86 *Closed 2024-03-31 0 $0 -732
   MA Private Wealth 72 *Closed 2024-03-31 0 $0 -19,356
   WAGNER CAPITAL MANAGEMENT CORP 315 *Closed 2024-03-31 0 $0 -3,319
   TWO SIGMA SECURITIES LLC 2008 *Closed 2023-12-31 0 $0 -6,629
   Resurgent Financial Advisors LLC 529 *Closed 2023-12-31 0 $0 -280
   B.O.S.S. Retirement Advisors LLC 193 *Closed 2024-03-31 0 $0 -6,077
   CYPRESS CAPITAL MANAGEMENT LLC 190 *Closed 2022-12-31 0 $0 -17,410
   Lloyd Advisory Services LLC. 179 *Closed 2024-03-31 0 $0 -39,735
   CLS INVESTMENT FIRM LLC 1410 *Closed 2022-12-31 0 $0 -1,864
   Halpern Financial Inc. 230 *Closed 2024-03-31 0 $0 -274
   SevenOneSeven Capital Management 45 *Closed 2023-12-31 0 $0 -11,796
   AdvisorNet Financial Inc 2462 *Closed 2024-03-31 0 $0 -23
   Capital Investment Advisors LLC 646 *Closed 2024-03-31 0 $0 -2,157
   KM Capital Management Ltd. 47 *Closed 2023-12-31 0 $0 -1,994
   HANCOCK HOLDING CO 641 *Closed 2023-12-31 0 $0 -4,357
   WCM INVESTMENT MANAGEMENT/CA 260 *Closed 2024-03-31 0 $0 -5
   HRT FINANCIAL LLC 3002 *Closed 2023-12-31 0 $0 -45,365
   VisionPoint Advisory Group LLC 907 *Closed 2023-12-31 0 $0 -3,418
   Marks Wealth LLC *Closed 2024-03-31 0 $0 -309,172
   CFS Investment Advisory Services LLC 171 *Closed 2023-12-31 0 $0 -98,713
  78 Records found
  1    
  Page 1 of 1
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