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
Personal Capital Advisors 5.6M $646M 3% Sep 2022
Financial Engines Advisors L.L.C 3.8M $435M -4% Sep 2022
Envestnet Asset Management 3.2M $372M 5% Dec 2022
Creative Planning 2.5M $282M -4% Sep 2022
Bank Julius Baer & Co. Ltd, Zurich 2.0M $226M -10% Dec 2022
Janney Montgomery Scott 2.0M $224M -4% Dec 2022
Assetmark 1.9M $221M -1% Sep 2022
Branch Banking & Trust Company 1.8M $211M 238% Sep 2022
M^T Bank Corporation 1.6M $178M 124% Sep 2022
LPL Financial 1.5M $171M -2% Dec 2022
Matson Money 1.4M $162M 0% Dec 2022

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Tanglewood Wealth Management 1.4M $161M 61% Dec 2022
ARGI Investment Services 1.2M $139M -7% Dec 2022
Raymond James & Associates 1.2M $132M 56% Sep 2022
WestEnd Advisors 1.1M $129M -5% Dec 2022
UBS Group 1.0M $117M 3% Dec 2022
Jane Street 805k $92M 334% Sep 2022
Royal Bank of Canada 718k $82M 100% Sep 2022
Pnc Financial Services 593k $68M 13% Sep 2022
SNS Financial 535k $61M -8% Dec 2022
Keybank National Association 453k $52M -3% Dec 2022
Thrivent Financial for Lutherans 423k $49M -23% Dec 2022
Fifth Third Bancorp 420k $48M 12% Dec 2022
SFMG Wealth Advisors 416k $48M -30% Dec 2022
Victory Capital Management 406k $46M 1738% Sep 2022
Buckingham Asset Management 357k $41M 8% Sep 2022
Huntington National Bank 333k $38M 12% Sep 2022
HighTower Advisors 327k $37M 188% Sep 2022
Relative Value Partners 320k $37M 1% Sep 2022
AE Wealth Management 314k $36M 3% Dec 2022
Hanson McClain Advisors 306k $35M 6% Dec 2022
Pacific Sage Partners 294k $34M 100% Dec 2022
Anchor Capital Advisors 291k $33M 26% Sep 2022
Polaris Wealth Advisers 278k $32M -16% Sep 2022
New York Life Investment Management 270k $31M 9% Sep 2022
Madison Asset Management 264k $30M 9% Dec 2022
Connectus Wealth 255k $29M 9% Dec 2022
Proffitt & Goodson 239k $27M -10% Dec 2022
Trilogy Capital 223k $26M -7% Sep 2022
Mariner Wealth Advisors 214k $25M 100% Sep 2022
Mather Group 212k $24M -21% Sep 2022
CFS Investment Advisory Services 211k $620k 514% Sep 2022
United Capital Financial Advisers 210k $24M -6% Sep 2022
One Day In July 202k $23M 0% Dec 2022
Klaas Financial Asset Advisors 180k $21M 28% Dec 2022
Commonwealth Equity Services 172k $20M 81% Dec 2022
W. E. Donoghue & Co 166k $19M -7% Dec 2022
Grubman Wealth Management 157k $18M -12% Dec 2022
Highview Capital Management 152k $17M 100% Dec 2022
Alhambra Investment Partners 151k $17M 2% Sep 2022
Orion Portfolio Solutions 147k $17M -4% Dec 2022
Ogorek Anthony Joseph 146k $17M -6% Dec 2022
Hudson Valley Investment Advisors 139k $16M -5% Dec 2022
Bank Of Montreal 134k $16M 110% Dec 2022
Capital Investment Advisory Services 130k $15M 15% Dec 2022
First Financial Bank, N.A. - Trust Division 123k $14M 7% Dec 2022
Fft Wealth Management 120k $14M 0% Sep 2022
Allianz Asset Management 120k $14M 100% Sep 2022
Willis Johnson & Associates 120k $14M 0% Dec 2022
Berkshire Bank 120k $14M -12% Dec 2022
Kestra Advisory Services 118k $14M 56% Dec 2022
Keel Point 110k $13M -18% Dec 2022
SCS Capital Management 110k $13M -36% Sep 2022
Us Bancorp 105k $12M -27% Sep 2022
Oppenheimer Asset Management 105k $12M 8% Dec 2022
Capital Investment Services of America 103k $12M 19% Dec 2022
Heirloom Wealth Management 103k $12M 100% Dec 2022
Boothbay Fund Management 102k $12M 100% Sep 2022
Lgl Partners 102k $12M 0% Sep 2022
CWM 101k $12M -6% Dec 2022
Blue Edge Capital 101k $12M 3% Sep 2022
Gould Capital 100k $12M -1% Sep 2022
Bangor Savings Bank 96k $11M -25% Dec 2022
Vestmark Advisory Solutions 94k $11M -9% Dec 2022
Bond & Devick Financial Network 93k $11M 137% Dec 2022
Boltwood Capital Management 89k $10M 36% Dec 2022
Acropolis Investment Management 86k $9.9M 13% Dec 2022
James Investment Research 86k $9.9M 21% Dec 2022
Kuntz Lesher Capital 83k $9.6M 3% Dec 2022
Cyndeo Wealth Partners 80k $9.1M 100% Dec 2022
Atria Investments 71k $8.1M -3% Dec 2022
MBL Wealth 67k $7.7M 2% Dec 2022
Manufacturers Life Insurance Company 66k $7.6M 100% Sep 2022
Raymond James Financial Services Advisors 66k $7.5M 29% Sep 2022
Checchi Capital Advisers 64k $7.4M 119% Sep 2022
Cambridge Investment Research Advisors 64k $7.4M 2% Dec 2022
Counterpoint Mutual Funds 64k $7.3M -18% Sep 2022
Kingsview Wealth Management 60k $6.8M -4% Sep 2022
Curi Wealth Management 60k $6.9M -29% Dec 2022
Davenport & Co 59k $6.8M -3% Dec 2022
Mirae Asset Global Investments 59k $6.7M -1% Sep 2022
Pinnacle Financial Partners 59k $6.7M -31% Dec 2022
GDS Wealth Management 58k $6.7M 9% Dec 2022
Banco Santander 58k $6.6M 100% Sep 2022
Almanack Investment Partners 57k $6.5M 101% Sep 2022
Whittier Trust 57k $6.5M -14% Dec 2022
Apex Investment Services 57k $6.5M 3% Dec 2022
Dock Street Asset Managment 53k $6.1M -4% Dec 2022
Krilogy Financial 50k $5.7M -7% Sep 2022
Parallax Volatility Advisers 50k $0 0% Sep 2022
Ferguson Shapiro 50k $5.7M -32% Dec 2022
MA Private Wealth 49k $5.6M -34% Dec 2022
Great Diamond Partners 45k $5.2M -7% Dec 2022
Proequities 45k $5.2B 9% Dec 2022
MBA Advisors 45k $5.1M -2% Dec 2022
Bridge Advisory 44k $5.1M -8% Dec 2022
Telemus Capital 44k $5.1M -17% Dec 2022
Jenkins Wealth 41k $4.7M 100% Dec 2022
Tiedemann Wealth Management 40k $4.6M 295% Sep 2022
Lloyd Advisory Services 38k $4.4M 2% Dec 2022
Rainsberger Wealth Advisors 38k $4.3M 100% Dec 2022
Wilbanks Smith & Thomas Asset Management 37k $4.3M -74% Sep 2022
Comerica Securities 37k $4.2M -6% Sep 2022
Gail Mannix 37k $4.2M -2% Dec 2022
Retirement Income Solutions 36k $4.2M 1146% Dec 2022
Baird Financial 36k $4.1M 24% Sep 2022
9258 Wealth Management 35k $4.1M 12% Dec 2022
Synovus Financial Corp. 34k $3.9M -91% Dec 2022
Sontag Advisory 34k $3.9M -10% Sep 2022
Israel Discount Bank of New York 33k $3.8M -5% Dec 2022
Regions Bank 33k $3.7M -1% Dec 2022
TrinityPoint Wealth 32k $3.7M -1% Dec 2022
Silverleafe Capital Partners 32k $3.7M 100% Dec 2022
Pinnacle Wealth Management Advisory 31k $3.6M -1% Dec 2022
LFA - Lugano Financial Advisors SA 31k $3.6M 2% Dec 2022
Quattro Financial Advisors 31k $3.5M -33% Dec 2022
Slow Capital 31k $3.5M 10% Sep 2022
Prudential Financial 30k $3.5M 100% Sep 2022
Proficio Capital Partners 30k $3.5M 0% Dec 2022
Private Advisor 30k $3.4M 29% Sep 2022
Carnegie Capital Asset Management 30k $3.4M 0% Dec 2022
Antonetti Capital Management 30k $3.4M -11% Dec 2022
Camden National Bank 29k $3.3M -3% Sep 2022
Summit Financial 29k $3.3M -19% Dec 2022
Rockefeller Capital Management 28k $3.2M 11% Sep 2022
Mercer Global Advisors 28k $3.1M -1% Sep 2022
One Charles Private Wealth Services 27k $3.1M -10% Dec 2022
Lincoln National 27k $3.1M 100% Dec 2022
Alesco Advisors 27k $3.1M 100% Dec 2022
Midwest Professional Planners 27k $3.0M 0% Sep 2022
Perigon Wealth Management 27k $3.0M -53% Sep 2022
Stratos Wealth Advisors 26k $3.0M 27% Sep 2022
Wealthstar Advisors 26k $3.0M -44% Sep 2022
Vectors Research Management 25k $2.9M -4% Dec 2022
Aevitas Wealth Management 25k $2.9M 94% Dec 2022
HNP Capital 25k $2.9M -4% Dec 2022
Centennial Wealth Advisory 25k $2.8M -16% Dec 2022
Danda Trouve Investment Management 24k $2.7M -4% Sep 2022
New Potomac Partneres 23k $2.6M 8% Dec 2022
FDx Advisors 22k $2.5M 2% Sep 2022
Clear Harbor Asset Management 22k $2.5M 8% Dec 2022
Fifth Third Securities 22k $2.5M 135% Dec 2022
Bank Hapoalim Bm 21k $2.4M 8% Dec 2022
Commerce Bank N A 16k $1.9M -24% Sep 2022
Bigelow Investment Advisors 14k $1.6M -35% Dec 2022
Peoples Bank National Association 13k $1.4M -78% Dec 2022
Rdl Financial 6.3k $720k -86% Dec 2022
BFSG 6.2k $710k -74% Dec 2022
Badgley Phelps Wealth Managers 4.9k $565k -99% Dec 2022
Hilton Capital Management 4.5k $511k -99% Sep 2022
Ambassador Advisors 4.3k $484k -93% Sep 2022
Whitney & Company 4.1k $473k -90% Dec 2022
SBB Research Group 4.0k $461k -93% Sep 2022
Prentice Wealth Management 3.2k $368k -97% Dec 2022

Who sold out of iShares Lehman 3-7 Yr Treasury Bond?

Fund or Company Name Date Sold Shares Held Valued At
NorthCrest Asset Manangement Sep 2022 125k $14M
Us Financial Advisors Sep 2022 75k $8.6M
Northstar Advisory Group Sep 2022 61k $7.0M
Astoria Portfolio Advisors Sep 2022 33k $3.8M
Transcend Wealth Collective Sep 2022 32k $3.7M
Boston Financial Mangement Sep 2022 23k $2.6M