Who owns iShares Lehman 3-7 Yr Treasury Bond?

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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 9.4M $1.1B -45% Dec 2023
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Bank of America Corporation 5.4M $632M -19% Dec 2023
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Financial Engines Advisors L.L.C 4.2M $479M 3% Sep 2023
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Envestnet Asset Management 4.0M $457M 2% Sep 2023
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Lombard Odier Asset Management 4.0M $453M 300% Sep 2023
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Morgan Stanley 3.6M $411M 21% Sep 2023
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Charles Schwab Investment Advisory 2.8M $326M -13% Dec 2023
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FMR 2.7M $310M 22% Sep 2023
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Branch Banking & Trust Company 2.6M $305M -1% Dec 2023
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HPM Partners 2.2M $261M 76% Dec 2023
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Ameriprise Financial 2.2M $246M -8% Sep 2023
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Janney Montgomery Scott 2.1M $250M -3% Dec 2023
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Assetmark 2.1M $245M 7% Dec 2023
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Bank Julius Baer & Co. Ltd, Zurich 2.1M $244M -1% Dec 2023
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Creative Planning 2.0M $230M -3% Dec 2023
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UBS Group 1.8M $214M -49% Dec 2023
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Wells Fargo & Company 1.8M $208M -5% Dec 2023
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Charles Schwab Investment Management 1.7M $198M -4% Dec 2023
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Matson Money 1.4M $168M -2% Dec 2023
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Stifel Financial 1.3M $153M -2% Dec 2023
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WestEnd Advisors 1.3M $151M -2% Dec 2023
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Raymond James & Associates 1.3M $147M -2% Dec 2023
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Tanglewood Wealth Management 1.2M $141M -31% Dec 2023
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Johnson Financial Group 1.2M $138M -4% Dec 2023
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LPL Financial 1.1M $125M 2% Sep 2023
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BlackRock 901k $102M 11% Sep 2023
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Royal Bank of Canada 650k $76M 7% Dec 2023
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Huntington National Bank 629k $74M 12% Dec 2023
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Advisor Group Holdings 542k $64M 6% Dec 2023
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Pnc Financial Services 495k $58M -3% Dec 2023
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Voya Financial Advisors 474k $54M -38% Sep 2023
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SNS Financial 471k $55M -5% Dec 2023
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Facet Wealth 471k $55M 19% Dec 2023
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M^T Bank Corporation 462k $54M -5% Dec 2023
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Goldman Sachs Group 461k $52M 337% Sep 2023
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Victory Capital Management 460k $54M 0% Dec 2023
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Evergreen Capital Management 440k $50M 29% Sep 2023
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Keybank National Association 417k $47M -2% Sep 2023
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Cantor Fitzgerald Investment Adviser 411k $48M 100% Dec 2023
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Buckingham Asset Management 403k $47M 13% Dec 2023
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Hilton Capital Management 380k $45M -20% Dec 2023
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Strategic Point Investment Advisors 376k $44M 62% Dec 2023
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Anchor Capital Advisors 368k $43M -7% Dec 2023
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Banco Santander 367k $43M 101% Dec 2023
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National Bank Of Canada /fi/ 365k $43M 17% Dec 2023
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AE Wealth Management 343k $40M -3% Dec 2023
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Citadel Advisors 339k $40M -28% Dec 2023
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Connectus Wealth 315k $36M -12% Sep 2023
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Marks Wealth 309k $36M 100% Dec 2023
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Buckingham Capital Management 301k $35M 93% Dec 2023
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Armstrong Advisory Group 283k $33M 36% Dec 2023
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Polaris Wealth Advisers 281k $32M -2% Sep 2023
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Hsbc Holdings 280k $33M -7% Dec 2023
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Susquehanna International 276k $31M 6% Sep 2023
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Madison Asset Management 254k $30M -3% Dec 2023
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Clarity Financial 250k $29M 0% Dec 2023
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Orion Portfolio Solutions 239k $28M -10% Dec 2023
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Grubman Wealth Management 233k $27M 5% Dec 2023
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HighTower Advisors 231k $27M -23% Dec 2023
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CI Private Wealth 217k $25M 0% Dec 2023
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Raymond James Financial Services Advisors 212k $25M -30% Dec 2023
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Trilogy Capital 210k $25M -11% Dec 2023
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Millennium Management 210k $25M 54% Dec 2023
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DDFG 207k $24B 42% Sep 2023
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Northwestern Mutual Wealth Management Company 207k $23M -26% Sep 2023
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Allianz Asset Management 205k $24M -21% Dec 2023
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Commonwealth Equity Services 197k $23M 1% Dec 2023
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Klaas Financial Asset Advisors 197k $23M 2% Dec 2023
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Cetera Investment Advisers 189k $21M 63% Sep 2023
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Us Bancorp 187k $22M -1% Dec 2023
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Wealth Enhancement Advisory Services 187k $22M 2% Dec 2023
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Franklin Resources 187k $22M 45% Dec 2023
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One Day In July 186k $22M -12% Dec 2023
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First Financial Bank, N.A. - Trust Division 182k $21M 1% Dec 2023
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Northern Trust 181k $21M 100% Sep 2023
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Keel Point 176k $21M 7% Dec 2023
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Curi Wealth Management 173k $20M 1% Dec 2023
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Berkshire Bank 173k $20M -2% Dec 2023
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Mml Investors Services 173k $20M 61% Sep 2023
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MBL Wealth 169k $20M 13% Dec 2023
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Financial Network Investment Corporation 157k $18M -42% Sep 2023
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Juniper Hill Capital Management 153k $17M 0% Sep 2023
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Willis Johnson & Associates 150k $18M -13% Dec 2023
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CFO4Life 150k $18M 100% Dec 2023
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Bank of New York Mellon 150k $18M -28% Dec 2023
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Raub Brock Capital Management 150k $18M -11% Dec 2023
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Boothbay Fund Management 146k $17M -42% Sep 2023
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Citizens Financial Group 144k $17M 6880% Dec 2023
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Goodman & Company, Investment Counsel 139k $16M 14% Sep 2023
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Capital Investment Services of America 136k $16M 16% Dec 2023
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Pinnacle Financial Partners 133k $16M -13% Dec 2023
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Atria Wealth Solutions 130k $15M -4% Dec 2023
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Wilbanks Smith & Thomas Asset Management 123k $14M 396% Dec 2023
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Krilogy Financial 123k $14M 895% Dec 2023
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Partners Capital Investment Group 120k $14M 1% Dec 2023
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Haverford Trust Company 119k $14M 4% Dec 2023
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Envestnet Portfolio Solutions 118k $14M 100% Dec 2023
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Capital Investment Advisory Services 117k $14M 0% Dec 2023
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Leavell Investment Management 115k $14M 44% Dec 2023
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Pegasus Partners 114k $13M 46% Dec 2023
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Bond & Devick Financial Network 108k $13M 1% Dec 2023
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Blue Edge Capital 106k $13M 0% Dec 2023
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Manufacturers Life Insurance Company 105k $12M -62% Sep 2023
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Boltwood Capital Management 105k $12M -26% Dec 2023
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CFS Investment Advisory Services 99k $11M 9% Sep 2023
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Oppenheimer Asset Management 98k $11M 2% Sep 2023
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Kuntz Lesher Capital 98k $12M 9% Dec 2023
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Buckingham Strategic Partners 96k $11M 17% Dec 2023
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Quaker Wealth Management 95k $11M 100% Dec 2023
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Bank Of Montreal 95k $11M -75% Dec 2023
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Woodmont Investment Counsel 94k $11M 833% Dec 2023
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Gould Capital 94k $11M -3% Dec 2023
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Apex Investment Services 93k $11M 68% Dec 2023
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Eley Financial Management 92k $11M -33% Dec 2023
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Goss Wealth Management 92k $10M 50% Sep 2023
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Global Endowment Management 87k $10M 0% Dec 2023
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First Trust Advisors 86k $9.8M 27% Sep 2023
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Austin Wealth Management 83k $9.6M 6% Dec 2023
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Financeware 83k $9.7M -8% Dec 2023
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Hanson McClain Advisors 83k $9.7M -64% Dec 2023
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Thrivent Financial for Lutherans 82k $9.3M -76% Sep 2023
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Checchi Capital Advisers 80k $9.4M 37% Dec 2023
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Highview Capital Management 79k $9.3M -4% Dec 2023
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Rehmann Capital Advisory 79k $8.9M 2% Sep 2023
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American International 75k $8.5M 0% Sep 2023
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Banco Bilbao Vizcaya Argentaria 74k $8.2M -7% Sep 2023
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O'shaughnessy Asset Management 74k $8.6M 15% Dec 2023
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Cabot Money Management 74k $8.6M 34% Dec 2023
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Perigon Wealth Management 73k $8.6M -13% Dec 2023
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J.w. Cole Advisors 73k $8.5M 567% Dec 2023
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Financiere des Professionnels - Fonds d,investissement 70k $8.2M 100% Dec 2023
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Atria Investments 69k $8.1M 1% Dec 2023
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Mirae Asset Global Investments 69k $8.1M -10% Dec 2023
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Rinkey Investments 68k $8.0M 2% Dec 2023
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Cambridge Investment Research Advisors 68k $8.0M -65% Dec 2023
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Rainsberger Wealth Advisors 68k $8.0M 0% Dec 2023
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Davenport & Co 63k $7.4M -9% Dec 2023
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Credit Suisse 63k $7.3M 100% Dec 2023
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CWM 61k $7.2M 80% Dec 2023
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James Investment Research 60k $7.1M -28% Dec 2023
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InterOcean Capital Group 60k $7.0M 100% Dec 2023
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Studio Investment Management 58k $6.8M -1% Dec 2023
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Retirement Income Solutions 57k $6.7M -1% Dec 2023
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GeoWealth Management 55k $6.2M -33% Sep 2023
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Financial Gravity Wealth 53k $0 0% Dec 2023
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Paragon Capital Management 53k $6.2M 497% Dec 2023
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Smith, Salley & Associates 53k $6.1M 2% Dec 2023
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Rockefeller Capital Management 52k $6.1M -10% Dec 2023
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United Capital Financial Advisers 52k $6.0M -58% Dec 2023
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Delap Wealth Advisory 51k $5.9M 146% Dec 2023
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Kestra Advisory Services 48k $5.6M -11% Dec 2023
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Stratos Wealth Advisors 45k $5.3M -19% Dec 2023
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Prudential Financial 45k $5.1M -28% Sep 2023
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Fifth Third Bancorp 42k $4.9M -56% Dec 2023
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Mariner Wealth Advisors 41k $4.7M -97% Dec 2023
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Acropolis Investment Management 39k $4.6M -26% Dec 2023
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Proequities 34k $4.0B -40% Dec 2023
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Mather Group 32k $3.7M -41% Dec 2023
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Oliver Lagore Vanvalin Investment Group 32k $3.7M -41% Dec 2023
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Citigroup 20k $2.4M -79% Dec 2023
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Kingsview Wealth Management 16k $1.9M -82% Dec 2023
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Pacific Sage Partners 5.2k $613k -99% Dec 2023
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CWA Asset Management 4.7k $531k -99% Sep 2023
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Principle Wealth Partners 2.7k $315k -96% Dec 2023
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Innealta Capital 2.6k $309k -95% Dec 2023
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Who sold out of iShares Lehman 3-7 Yr Treasury Bond?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Sep 2023 925k $105M
Cantor Fitzgerald, L. P. Sep 2023 521k $59M
HAP Trading Jun 2023 200k $16k
Hudson Valley Investment Advisors Sep 2023 133k $15M
Gts Securities Sep 2023 107k $12M
ING Groep Sep 2023 72k $8.1M
K2 Principal Fund Sep 2023 61k $6.9M
Merriman Wealth Management Jun 2023 55k $6.4M