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 | 9.4M | $1.1B | -45% | Dec 2023 |
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| Bank of America Corporation | 5.4M | $632M | -19% | Dec 2023 |
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| Charles Schwab Investment Advisory | 2.8M | $326M | -13% | Dec 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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| 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 | 1.2M | $143M | -2% | Mar 2024 |
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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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| 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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| SNS Financial | 487k | $56M | 3% | Mar 2024 |
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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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| Victory Capital Management | 460k | $54M | 0% | Dec 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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| 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 | 0% | 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 | $30M | -3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 251k | $29M | 269% | Mar 2024 |
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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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| Millennium Management | 210k | $25M | 54% | Dec 2023 |
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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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| Commonwealth Equity Services | 197k | $23M | 1% | Dec 2023 |
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| Us Bancorp | 187k | $22M | -1% | Dec 2023 |
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| MBL Wealth | 187k | $22M | 10% | Mar 2024 |
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| Franklin Resources | 187k | $22M | 45% | Dec 2023 |
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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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| 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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| Willis Johnson & Associates | 158k | $18M | 5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 151k | $18M | -19% | Mar 2024 |
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| CFO4Life | 150k | $18M | 100% | Dec 2023 |
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| Citizens Financial Group | 144k | $17M | 6880% | Dec 2023 |
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| Raub Brock Capital Management | 144k | $17M | -4% | Mar 2024 |
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| Capital Investment Services of America | 136k | $16M | 16% | Dec 2023 |
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| Leavell Investment Management | 135k | $16M | 17% | Mar 2024 |
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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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| Canal Capital Management | 126k | $15M | 100% | 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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| Wilbanks Smith & Thomas Asset Management | 123k | $14M | 396% | 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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| Bond & Devick Financial Network | 110k | $13M | 2% | Mar 2024 |
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| Blue Edge Capital | 106k | $13M | 0% | Dec 2023 |
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| Boltwood Capital Management | 100k | $12M | -5% | Mar 2024 |
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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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| 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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| Global Endowment Management | 87k | $10M | 0% | Dec 2023 |
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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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| Checchi Capital Advisers | 79k | $9.1M | -2% | Mar 2024 |
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| American International | 75k | $8.8M | 0% | Dec 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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| Sollinda Capital Management | 72k | $8.4M | 100% | Mar 2024 |
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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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| 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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| Mason & Associates | 62k | $7.1M | 100% | Mar 2024 |
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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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| CWM | 60k | $6.9M | -2% | Mar 2024 |
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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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| Paragon Capital Management | 53k | $6.2M | 0% | Mar 2024 |
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| Financial Gravity Wealth | 53k | $0 | 0% | Dec 2023 |
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| Smith, Salley & Associates | 53k | $6.1M | 2% | Dec 2023 |
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| Premier Path Wealth Partners | 52k | $6.0M | 2044% | Mar 2024 |
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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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| National Asset Management | 51k | $6.0M | 50% | Dec 2023 |
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| Delap Wealth Advisory | 51k | $5.9M | 146% | Dec 2023 |
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| Centiva Capital | 50k | $5.9M | 0% | Dec 2023 |
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| Us Financial Advisors | 49k | $5.8M | 2% | Dec 2023 |
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| Kestra Advisory Services | 48k | $5.6M | -11% | Dec 2023 |
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| Great Diamond Partners | 47k | $5.5M | -3% | Dec 2023 |
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| Opus Capital Group | 45k | $5.2M | 1% | Mar 2024 |
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| Adviser Investments | 44k | $5.2M | 584% | Dec 2023 |
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| Relative Value Partners | 44k | $5.1M | -3% | Dec 2023 |
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| Stratos Wealth Advisors | 44k | $5.0M | -3% | Mar 2024 |
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| Change Path | 43k | $5.1M | 16% | Dec 2023 |
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| Great Valley Advisor Group | 42k | $5.0M | 20% | Dec 2023 |
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| Lauer Wealth | 42k | $4.8M | 0% | Mar 2024 |
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| NorthCrest Asset Manangement | 42k | $4.9M | -2% | Mar 2024 |
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| Amg National Trust Bank | 42k | $4.9M | 5% | Dec 2023 |
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| Wolverine Trading | 41k | $4.8M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 41k | $4.7M | -97% | Dec 2023 |
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| Capital Investment Advisory Services | 40k | $4.7M | -65% | Mar 2024 |
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| Arvest Investments | 40k | $4.6M | 3% | Mar 2024 |
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| 9258 Wealth Management | 40k | $4.6M | 4% | Dec 2023 |
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| Kestra Private Wealth Services | 39k | $4.6M | 52% | Dec 2023 |
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| TrinityPoint Wealth | 38k | $4.4M | 3% | Dec 2023 |
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| Acropolis Investment Management | 38k | $4.4M | -5% | Mar 2024 |
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| HC Advisors | 37k | $4.3M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 37k | $4.3M | -20% | Dec 2023 |
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| Fifth Third Securities | 37k | $4.2M | 194% | Mar 2024 |
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| Nations Financial Group | 36k | $4.2M | 11% | Mar 2024 |
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| Dock Street Asset Managment | 36k | $4.2M | -26% | Dec 2023 |
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| SFMG Wealth Advisors | 36k | $4.2M | -23% | Dec 2023 |
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| Jump Financial | 35k | $4.1M | 100% | Dec 2023 |
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| Transcend Wealth Collective | 35k | $4.1M | 0% | Dec 2023 |
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| Proequities | 34k | $4.0B | -40% | Dec 2023 |
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| Pacific Wealth Management | 34k | $4.0M | 0% | Mar 2024 |
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| ETF Store | 32k | $3.7M | -8% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 32k | $3.7M | -41% | Dec 2023 |
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| Fifth Third Bancorp | 31k | $3.6M | -25% | Mar 2024 |
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| SCS Capital Management | 31k | $3.6M | -32% | Dec 2023 |
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| Benjamin Edwards | 30k | $3.6M | -22% | Dec 2023 |
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| Baird Financial | 30k | $3.5M | -15% | Dec 2023 |
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| Hanson McClain Advisors | 28k | $3.3M | -66% | Mar 2024 |
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| Bangor Savings Bank | 23k | $2.6M | -35% | Mar 2024 |
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| Citigroup | 20k | $2.4M | -79% | Dec 2023 |
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| Whittier Trust | 20k | $2.3M | -48% | Dec 2023 |
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| Kingsview Wealth Management | 16k | $1.9M | -82% | Dec 2023 |
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| LFA - Lugano Financial Advisors SA | 15k | $1.7M | -62% | Dec 2023 |
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| Goldman Sachs Group | 14k | $1.6M | -97% | Dec 2023 |
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| Financiere des Professionnels - Fonds d,investissement | 12k | $1.4M | -83% | Mar 2024 |
|
| Innealta Capital | 2.6k | $309k | -95% | Dec 2023 |
|
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 |
| Krilogy Financial | Dec 2023 | 123k | $14M |
| Gts Securities | Sep 2023 | 107k | $12M |
| Highview Capital Management | Dec 2023 | 79k | $9.3M |
| ING Groep | Sep 2023 | 72k | $8.1M |
| K2 Principal Fund | Sep 2023 | 61k | $6.9M |
| Hrt Financial | Sep 2023 | 45k | $5.1M |