Who owns iShares Lehman 3-7 Yr Treasury Bond?
- Ticker: IEI
- CUSIP Number: 464288661
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Lehman 3-7 Yr Treasury Bond with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Lehman 3-7 Yr Treasury Bond stock
Who bought or sold iShares Lehman 3-7 Yr Treasury Bond this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 9.6M | $1.1B | 2% | Mar 2024 |
|
| Bank of America Corporation | 5.2M | $598M | -4% | Mar 2024 |
|
| Financial Engines Advisors L.L.C | 4.2M | $487M | -1% | Mar 2024 |
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| Envestnet Asset Management | 3.7M | $425M | -9% | Mar 2024 |
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| FMR | 3.1M | $365M | 15% | Mar 2024 |
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| Morgan Stanley | 3.0M | $352M | -16% | Mar 2024 |
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| Charles Schwab Investment Advisory | 2.7M | $314M | -3% | Mar 2024 |
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| Branch Banking & Trust Company | 2.5M | $291M | -3% | Mar 2024 |
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| HPM Partners | 2.5M | $286M | 11% | Mar 2024 |
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| Janney Montgomery Scott | 2.1M | $240M | -3% | Mar 2024 |
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| Ameriprise Financial | 2.0M | $234M | -7% | Mar 2024 |
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| Assetmark | 1.9M | $219M | -10% | Mar 2024 |
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| UBS Group | 1.9M | $218M | 3% | Mar 2024 |
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| Creative Planning | 1.9M | $215M | -5% | Mar 2024 |
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| Stifel Financial | 1.6M | $190M | 25% | Mar 2024 |
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| Wells Fargo & Company | 1.5M | $176M | -14% | Mar 2024 |
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| Matson Money | 1.5M | $168M | 1% | Mar 2024 |
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| LPL Financial | 1.3M | $152M | 19% | Mar 2024 |
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| WestEnd Advisors | 1.3M | $148M | -1% | Mar 2024 |
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| Raymond James & Associates | 1.2M | $143M | -2% | Mar 2024 |
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| Charles Schwab Investment Management | 1.2M | $143M | -27% | Mar 2024 |
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| Tanglewood Wealth Management | 1.2M | $141M | 1% | Mar 2024 |
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| Johnson Financial Group | 1.2M | $138M | -4% | Dec 2023 |
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| BlackRock | 1.1M | $122M | 17% | Mar 2024 |
|
| Huntington National Bank | 728k | $84M | 16% | Mar 2024 |
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| Royal Bank of Canada | 653k | $76M | 0% | Mar 2024 |
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| Centiva Capital | 534k | $62M | 967% | Mar 2024 |
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| Facet Wealth | 530k | $61M | 13% | Mar 2024 |
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| SNS Financial | 487k | $56M | 3% | Mar 2024 |
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| Pnc Financial Services | 483k | $56M | -2% | Mar 2024 |
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| Jane Street | 467k | $54M | 100% | Mar 2024 |
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| Victory Capital Management | 463k | $54M | 1% | Mar 2024 |
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| Banco Santander | 460k | $53M | 25% | Mar 2024 |
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| Advisor Group Holdings | 421k | $49M | -22% | Mar 2024 |
|
| Cantor Fitzgerald Investment Adviser | 408k | $47M | -1% | Mar 2024 |
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| Buckingham Asset Management | 407k | $47M | 1% | Mar 2024 |
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| Banco Bilbao Vizcaya Argentaria | 406k | $47M | 448% | Mar 2024 |
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| Keybank National Association | 399k | $46M | -4% | Mar 2024 |
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| Strategic Point Investment Advisors | 376k | $44M | 62% | Dec 2023 |
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| National Bank Of Canada /fi/ | 365k | $43M | 17% | Dec 2023 |
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| Buckingham Capital Management | 301k | $35M | 93% | Dec 2023 |
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| Commonwealth Equity Services | 287k | $33M | 45% | Mar 2024 |
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| Armstrong Advisory Group | 283k | $33M | 0% | Mar 2024 |
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| Anchor Capital Advisors | 283k | $33M | -23% | Mar 2024 |
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| Hsbc Holdings | 280k | $33M | -7% | Dec 2023 |
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| Clarity Financial | 261k | $30M | 4% | Mar 2024 |
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| Madison Asset Management | 254k | $29M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 251k | $29M | 269% | Mar 2024 |
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| DDFG | 249k | $29B | 20% | Mar 2024 |
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| Grubman Wealth Management | 233k | $27M | 5% | Dec 2023 |
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| Franklin Resources | 227k | $26M | 21% | Mar 2024 |
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| Hilton Capital Management | 216k | $25M | -43% | Mar 2024 |
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| Trilogy Capital | 209k | $24M | -1% | Mar 2024 |
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| Allianz Asset Management | 205k | $24M | -21% | Dec 2023 |
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| Keel Point | 203k | $24M | 15% | Mar 2024 |
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| Klaas Financial Asset Advisors | 202k | $23M | 3% | Mar 2024 |
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| Us Bancorp | 190k | $22M | 1% | Mar 2024 |
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| AE Wealth Management | 189k | $22M | -45% | Mar 2024 |
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| MBL Wealth | 187k | $22M | 10% | Mar 2024 |
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| Orion Portfolio Solutions | 185k | $21M | -23% | Mar 2024 |
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| Raymond James Financial Services Advisors | 184k | $21M | -13% | Mar 2024 |
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| First Financial Bank, N.A. - Trust Division | 182k | $21M | 1% | Dec 2023 |
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| HighTower Advisors | 177k | $21M | -23% | Mar 2024 |
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| Curi Wealth Management | 173k | $20M | 1% | Dec 2023 |
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| Berkshire Bank | 171k | $20M | -1% | Mar 2024 |
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| Bank of New York Mellon | 167k | $19M | 11% | Mar 2024 |
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| CFO4Life | 161k | $19M | 7% | Mar 2024 |
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| Willis Johnson & Associates | 158k | $18M | 5% | Mar 2024 |
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| Juniper Hill Capital Management | 153k | $18M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 151k | $18M | -19% | Mar 2024 |
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| Capital Investment Services of America | 147k | $17M | 8% | Mar 2024 |
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| Citizens Financial Group | 144k | $17M | 0% | Mar 2024 |
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| Raub Brock Capital Management | 144k | $17M | -4% | Mar 2024 |
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| Citigroup | 141k | $16M | 600% | Mar 2024 |
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| Leavell Investment Management | 135k | $16M | 17% | Mar 2024 |
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| Benjamin F. Edwards & Company | 135k | $16M | 583% | Mar 2024 |
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| Atria Wealth Solutions | 128k | $15M | -2% | Mar 2024 |
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| Canal Capital Management | 126k | $15M | 100% | Mar 2024 |
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| Susquehanna International | 125k | $15M | -55% | Mar 2024 |
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| Haverford Trust Company | 125k | $14M | 4% | Mar 2024 |
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| Pegasus Partners | 124k | $14M | 9% | Mar 2024 |
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| One Day In July | 124k | $14M | -33% | Mar 2024 |
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| Woodmont Investment Counsel | 124k | $14M | 31% | Mar 2024 |
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| Pinnacle Financial Partners | 123k | $14M | -8% | Mar 2024 |
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| Quaker Wealth Management | 118k | $14M | 24% | Mar 2024 |
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| Blue Edge Capital | 110k | $13M | 4% | Mar 2024 |
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| M^T Bank Corporation | 110k | $13M | -76% | Mar 2024 |
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| Bond & Devick Financial Network | 110k | $13M | 2% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 110k | $13M | -47% | Mar 2024 |
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| Warren Averett Asset Management | 109k | $13M | 249% | Mar 2024 |
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| Gts Securities | 104k | $12M | 100% | Mar 2024 |
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| Cabot Money Management | 102k | $12M | 39% | Mar 2024 |
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| Gould Capital | 102k | $12M | 9% | Mar 2024 |
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| Boltwood Capital Management | 100k | $12M | -5% | Mar 2024 |
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| Citadel Advisors | 98k | $11M | -71% | Mar 2024 |
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| Eley Financial Management | 97k | $11M | 6% | Mar 2024 |
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| Kuntz Lesher Capital | 97k | $11M | -1% | Mar 2024 |
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| Thrivent Financial for Lutherans | 96k | $11M | 17% | Mar 2024 |
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| Northern Trust | 95k | $11M | -47% | Mar 2024 |
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| Apex Investment Services | 93k | $11M | 0% | Mar 2024 |
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| Bank Of Montreal | 90k | $10M | -5% | Mar 2024 |
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| O'shaughnessy Asset Management | 89k | $10M | 21% | Mar 2024 |
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| Global Endowment Management | 87k | $10M | 0% | Mar 2024 |
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| Goss Wealth Management | 87k | $10M | -5% | Mar 2024 |
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| Envestnet Portfolio Solutions | 85k | $9.8M | -28% | Mar 2024 |
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| Austin Wealth Management | 83k | $9.6M | 6% | Dec 2023 |
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| Financeware | 83k | $9.6M | 0% | Mar 2024 |
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| Goldman Sachs Group | 80k | $9.2M | 468% | Mar 2024 |
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| Checchi Capital Advisers | 79k | $9.1M | -2% | Mar 2024 |
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| Perigon Wealth Management | 79k | $9.1M | 7% | Mar 2024 |
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| Rinkey Investments | 77k | $8.9M | 13% | Mar 2024 |
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| American International | 75k | $8.8M | 0% | Dec 2023 |
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| Rehmann Capital Advisory | 75k | $8.6M | -5% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 73k | $8.5M | -41% | Mar 2024 |
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| Private Advisor | 73k | $8.4M | 123% | Mar 2024 |
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| Sollinda Capital Management | 72k | $8.4M | 100% | Mar 2024 |
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| Flow Traders US | 71k | $8.2M | 241% | Mar 2024 |
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| Atria Investments | 69k | $8.1M | 1% | Dec 2023 |
|
| Rainsberger Wealth Advisors | 68k | $8.0M | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 63k | $7.2M | 92% | Mar 2024 |
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| Davenport & Co | 62k | $7.2M | -1% | Mar 2024 |
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| Mason & Associates | 62k | $7.1M | 100% | Mar 2024 |
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| InterOcean Capital Group | 60k | $7.0M | 100% | Dec 2023 |
|
| CWM | 60k | $6.9M | -2% | Mar 2024 |
|
| Mirae Asset Global Investments | 59k | $6.9M | -14% | Mar 2024 |
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| Studio Investment Management | 59k | $6.8M | 1% | Mar 2024 |
|
| James Investment Research | 57k | $6.6M | -6% | Mar 2024 |
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| First American Trust | 56k | $6.4M | 100% | Mar 2024 |
|
| Paulson Wealth Management | 55k | $6.3M | 100% | Mar 2024 |
|
| Paragon Capital Management | 53k | $6.2M | 0% | Mar 2024 |
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| Financial Gravity Wealth | 53k | $0 | 0% | Dec 2023 |
|
| Premier Path Wealth Partners | 52k | $6.0M | 2044% | Mar 2024 |
|
| Rockefeller Capital Management | 52k | $6.1M | -10% | Dec 2023 |
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| Partners Capital Investment Group | 52k | $6.0M | -57% | Mar 2024 |
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| National Asset Management | 51k | $6.0M | 50% | Dec 2023 |
|
| Delap Wealth Advisory | 51k | $5.9M | 146% | Dec 2023 |
|
| Us Financial Advisors | 50k | $5.8M | 2% | Mar 2024 |
|
| Merriman Wealth Management | 50k | $5.8M | 100% | Mar 2024 |
|
| Kestra Advisory Services | 48k | $5.6M | -11% | Dec 2023 |
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| Great Diamond Partners | 47k | $5.5M | 0% | Mar 2024 |
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| Retirement Income Solutions | 47k | $5.4M | -18% | Mar 2024 |
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| Amg National Trust Bank | 47k | $5.4M | 12% | Mar 2024 |
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| First Trust Advisors | 46k | $5.3M | -47% | Mar 2024 |
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| Adviser Investments | 46k | $5.3M | 4% | Mar 2024 |
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| Smith, Salley & Associates | 46k | $5.3M | -13% | Mar 2024 |
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| Relative Value Partners | 45k | $5.2M | 2% | Mar 2024 |
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| Opus Capital Group | 45k | $5.2M | 1% | Mar 2024 |
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| Diversify Advisory Services | 44k | $5.1M | 100% | Mar 2024 |
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| Brian McDonald | 44k | $5.1M | 24% | Mar 2024 |
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| Stratos Wealth Advisors | 44k | $5.0M | -3% | Mar 2024 |
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| United Capital Financial Advisers | 42k | $4.9M | -18% | Mar 2024 |
|
| Capital Investment Advisory Services | 40k | $4.7M | -65% | Mar 2024 |
|
| CI Private Wealth | 39k | $4.6M | -82% | Mar 2024 |
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| Dock Street Asset Managment | 36k | $4.2M | -26% | Dec 2023 |
|
| SCS Capital Management | 31k | $3.6M | -32% | Dec 2023 |
|
| Hanson McClain Advisors | 28k | $3.3M | -66% | Mar 2024 |
|
| J.w. Cole Advisors | 28k | $3.2M | -62% | Mar 2024 |
|
| Financiere des Professionnels - Fonds d,investissement | 12k | $1.4M | -83% | Mar 2024 |
|
| Regal Investment Advisors | 5.2k | $604k | -89% | Mar 2024 |
|
| Buckingham Strategic Partners | 3.2k | $370k | -97% | Mar 2024 |
|
| GeoWealth Management | 1.7k | $200M | -97% | Mar 2024 |
|
Who sold out of iShares Lehman 3-7 Yr Treasury Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lombard Odier Asset Management | Sep 2023 | 4.0M | $453M |
| Bank Julius Baer & Co. Ltd, Zurich | Sep 2023 | 2.1M | $238M |
| Voya Financial Advisors | Sep 2023 | 474k | $54M |
| Marks Wealth | Dec 2023 | 309k | $36M |
| Leucadia National Corporation | Dec 2023 | 296k | $35M |
| Millennium Management | Dec 2023 | 210k | $25M |
| Boothbay Fund Management | Sep 2023 | 146k | $17M |
| Krilogy Financial | Dec 2023 | 123k | $14M |
| Oppenheimer Asset Management | Sep 2023 | 98k | $11M |
| Highview Capital Management | Dec 2023 | 79k | $9.3M |
| Credit Suisse | Dec 2023 | 63k | $7.3M |
| K2 Principal Fund | Sep 2023 | 61k | $6.9M |