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 9.0M $1.1B -30% Mar 2023
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Bank of America Corporation 6.5M $767M 18% Mar 2023
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Lombard Odier Asset Management 5.0M $588M 25% Mar 2023
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Financial Engines Advisors L.L.C 3.9M $456M 5% Mar 2023
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Envestnet Asset Management 3.8M $442M 16% Mar 2023
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Charles Schwab Investment Advisory 2.5M $289M -14% Mar 2023
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Morgan Stanley 2.4M $281M 100% Dec 2022
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Creative Planning 2.3M $263M -7% Dec 2022
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Branch Banking & Trust Company 2.2M $263M 12% Mar 2023
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Janney Montgomery Scott 2.2M $256M 11% Mar 2023
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Charles Schwab Investment Management 2.0M $238M -20% Mar 2023
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Assetmark 2.0M $234M 4% Mar 2023
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Bank Julius Baer & Co. Ltd, Zurich 1.9M $225M -3% Mar 2023
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FMR 1.8M $217M -48% Mar 2023
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UBS Group 1.7M $197M 65% Mar 2023
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Ameriprise Financial 1.6M $192M -29% Mar 2023
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Wells Fargo & Company 1.6M $184M -3% Dec 2022
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M^T Bank Corporation 1.5M $180M 0% Mar 2023
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Stifel Financial 1.4M $164M -3% Dec 2022
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Tanglewood Wealth Management 1.4M $166M 1% Mar 2023
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Raymond James & Associates 1.3M $158M 9% Mar 2023
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Matson Money 1.3M $111M -4% Mar 2023
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WestEnd Advisors 1.2M $146M 11% Mar 2023
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Mariner Wealth Advisors 1.2M $142M 477% Dec 2022
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ARGI Investment Services 1.2M $139M -7% Dec 2022
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LPL Financial 1.1M $132M -25% Mar 2023
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Fifth Third Bancorp 890k $105M 112% Mar 2023
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BTS Asset Management 806k $95M 100% Mar 2023
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Jane Street 805k $95M 88% Mar 2023
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BlackRock 731k $86M 1% Mar 2023
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Pnc Financial Services 668k $77M 13% Dec 2022
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Cantor Fitzgerald, L. P. 628k $74M -4% Mar 2023
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Royal Bank of Canada 605k $70M -16% Dec 2022
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Susquehanna International 594k $70M 375% Mar 2023
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Citadel Advisors 549k $65M -50% Mar 2023
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SNS Financial 544k $64M 2% Mar 2023
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AE Wealth Management 485k $57M 54% Mar 2023
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Voya Financial Advisors 464k $53M -3% Dec 2022
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Victory Capital Management 446k $53M 13% Mar 2023
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Fullerton Fund Management 445k $51M 0% Dec 2022
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Keybank National Association 440k $52M -3% Mar 2023
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Advisor Group Holdings 437k $51M 56% Mar 2023
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CWA Asset Management 420k $49M 100% Mar 2023
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Huntington National Bank 396k $47M 5% Mar 2023
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Anchor Capital Advisors 382k $45M 33% Mar 2023
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Buckingham Asset Management 361k $41M 0% Mar 2023
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Wilbanks Smith & Thomas Asset Management 349k $41M 250% Mar 2023
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HighTower Advisors 329k $39M 2% Mar 2023
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Hanson McClain Advisors 309k $36M 1% Mar 2023
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Horizon Investments 302k $35M 100% Mar 2023
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Pacific Sage Partners 295k $35M 0% Mar 2023
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Polaris Wealth Advisers 294k $35M -4% Mar 2023
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Goldman Sachs Group 292k $34M 66% Mar 2023
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Northwestern Mutual Wealth Management Company 277k $32M 29% Dec 2022
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Boothbay Fund Management 275k $32M 169% Dec 2022
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New York Life Investment Management 260k $31M 19% Mar 2023
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Connectus Wealth 256k $30M 0% Mar 2023
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Evergreen Capital Management 249k $29M 2% Dec 2022
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Grubman Wealth Management 245k $29M 56% Mar 2023
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Proffitt & Goodson 245k $29M 2% Mar 2023
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HAP Trading 233k $27M 100% Mar 2023
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SFMG Wealth Advisors 230k $27M -45% Mar 2023
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Madison Asset Management 225k $26M -15% Mar 2023
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Allianz Asset Management 223k $26M 25% Mar 2023
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Trilogy Capital 223k $26M 0% Mar 2023
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United Capital Financial Advisers 209k $24M -1% Dec 2022
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One Day In July 206k $24M 2% Mar 2023
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Financial Network Investment Corporation 206k $24M 1044% Dec 2022
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Raymond James Financial Services Advisors 192k $23M 12% Mar 2023
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Rain Capital Management 189k $22M 66% Mar 2023
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Bank of New York Mellon 189k $22M 44% Mar 2023
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Pfs Investments 186k $22M 64% Mar 2023
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Klaas Financial Asset Advisors 186k $22M 3% Mar 2023
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Principle Wealth Partners 181k $21M 100% Mar 2023
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Haverford Trust Company 178k $21M 3% Mar 2023
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Curi Wealth Management 173k $20M 189% Mar 2023
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Commonwealth Equity Services 167k $20M -3% Mar 2023
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Raub Brock Capital Management 166k $20M 0% Mar 2023
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Highview Capital Management 157k $18M 3% Mar 2023
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Banco Santander 157k $18M 15% Mar 2023
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Juniper Hill Capital Management 153k $18M 0% Dec 2022
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Us Bancorp 153k $18M 28% Mar 2023
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Orion Portfolio Solutions 147k $17M -4% Dec 2022
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Heirloom Wealth Management 145k $17M 41% Mar 2023
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DDFG 141k $17B 100% Mar 2023
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Meeder Asset Management 139k $16M 100% Mar 2023
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Hudson Valley Investment Advisors 138k $16M -1% Mar 2023
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Money Concepts Capital Corp 135k $1.7M 814% Mar 2023
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Bank Of Montreal 134k $16M 110% Dec 2022
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Eley Financial Management 129k $15M 100% Mar 2023
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Capital Investment Advisory Services 129k $15M -1% Mar 2023
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Keel Point 128k $15M 16% Mar 2023
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Strategic Wealth Partners 127k $15M 25% Mar 2023
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NorthCrest Asset Manangement 127k $15M 100% Mar 2023
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First Financial Bank, N.A. - Trust Division 126k $15M 2% Mar 2023
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Innealta Capital 125k $14M 100% Dec 2022
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Hsbc Holdings 125k $14M 0% Dec 2022
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Willis Johnson & Associates 125k $15M 4% Mar 2023
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Atria Wealth Solutions 124k $15M -24% Mar 2023
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Berkshire Bank 122k $14M 2% Mar 2023
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Fft Wealth Management 119k $14M -1% Dec 2022
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Capital Investment Services of America 115k $14M 12% Mar 2023
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MBL Wealth 115k $14M 72% Mar 2023
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Goodman & Company, Investment Counsel 113k $13M -10% Dec 2022
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Personal Capital Advisors 113k $13M -98% Dec 2022
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Banco Bilbao Vizcaya Argentaria 112k $13M 95% Mar 2023
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Axxcess Wealth Management 110k $13M 3% Mar 2023
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Blue Edge Capital 110k $13M 3% Mar 2023
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Citizens Financial Group 106k $13M 100% Mar 2023
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Vestmark Advisory Solutions 104k $12M 10% Mar 2023
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Lgl Partners 103k $12M 1% Dec 2022
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Mml Investors Services 102k $12M 19% Mar 2023
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CWM 102k $12M 1% Mar 2023
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Bond & Devick Financial Network 101k $12M 9% Mar 2023
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Gould Capital 100k $12M 1% Mar 2023
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James Investment Research 100k $12M 16% Mar 2023
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Ogorek Anthony Joseph 98k $12M -33% Mar 2023
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Oppenheimer Asset Management 98k $12M -6% Mar 2023
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Pinnacle Financial Partners 95k $11M 63% Mar 2023
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Boltwood Capital Management 92k $11M 4% Mar 2023
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Cetera Investment Advisers 91k $11M 48% Mar 2023
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Mather Group 90k $11M -44% Mar 2023
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CFS Investment Advisory Services 86k $10M 100% Mar 2023
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Atria Investments 85k $10M 21% Mar 2023
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Acropolis Investment Management 85k $10M -1% Mar 2023
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Kuntz Lesher Capital 85k $10M 2% Mar 2023
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Checchi Capital Advisers 83k $9.8M 9% Mar 2023
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Buckingham Strategic Partners 81k $9.6M -15% Mar 2023
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Financeware 81k $9.6M -42% Mar 2023
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GeoWealth Management 79k $9.1M -7% Dec 2022
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Bangor Savings Bank 75k $8.9M -22% Mar 2023
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American International 75k $8.8M 0% Mar 2023
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Cambridge Investment Research Advisors 73k $8.5M 13% Mar 2023
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Rehmann Capital Advisory 67k $7.9M 37% Mar 2023
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Partners Capital Investment Group 67k $7.9M 100% Mar 2023
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Manufacturers Life Insurance Company 66k $7.6M 0% Dec 2022
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All Season Financial Advisors 64k $7.6M 100% Mar 2023
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GDS Wealth Management 64k $7.5M 9% Mar 2023
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SCS Capital Management 63k $7.4M -12% Mar 2023
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Davenport & Co 63k $7.4M 5% Mar 2023
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Pictet Asset Management Sa 62k $7.3M -66% Mar 2023
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Parallax Volatility Advisers 59k $6.8M 19% Dec 2022
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Kestra Advisory Services 57k $6.8M -51% Mar 2023
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Pallas Capital Advisors 57k $6.8M 100% Mar 2023
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Mirae Asset Global Investments 57k $6.7M -5% Mar 2023
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Merriman Wealth Management 57k $6.7M 100% Mar 2023
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Rsm Us Wealth Management 56k $6.6M 100% Mar 2023
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Apex Investment Services 56k $6.6M -1% Mar 2023
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Private Advisor 55k $6.5M 18% Mar 2023
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Lauer Wealth 55k $6.5M 100% Mar 2023
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Whittier Trust 54k $6.3M -5% Mar 2023
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Kingsview Wealth Management 49k $5.6M -18% Dec 2022
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Alhambra Investment Partners 22k $2.5M -62% Mar 2023
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Cyndeo Wealth Partners 3.2k $381k -96% Mar 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
Thrivent Financial for Lutherans Dec 2022 423k $49M
W. E. Donoghue & Co Dec 2022 166k $19M
Marshall Wace Dec 2022 148k $17M
Millennium Management Dec 2022 124k $14M
Bank of Nova Scotia Dec 2022 63k $7.2M