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 9.6M $1.1B 2% Mar 2024
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Bank of America Corporation 5.2M $598M -4% Mar 2024
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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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Johnson Financial Group 1.2M $145M 6% 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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BlackRock 1.1M $122M 17% Mar 2024
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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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Evergreen Capital Management 466k $54M -1% 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
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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 385k $45M 2% Mar 2024
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Synovus Financial Corp. 360k $42M 619% Mar 2024
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RMB Capital Management 323k $37M 100% Mar 2024
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Buckingham Capital Management 306k $35M 2% Mar 2024
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Cetera Investment Advisers 296k $34M 57% Mar 2024
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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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Teilinger Capital 269k $31M 100% Mar 2024
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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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National Bank Of Canada /fi/ 251k $29M -31% Mar 2024
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DDFG 249k $29B 20% Mar 2024
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Grubman Wealth Management 237k $27M 1% Mar 2024
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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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HighTower Advisors 177k $21M -23% Mar 2024
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Berkshire Bank 171k $20M -1% Mar 2024
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First Financial Bank, N.A. - Trust Division 170k $20M -7% Mar 2024
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Rockefeller Capital Management 167k $19M 220% Mar 2024
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Bank of New York Mellon 167k $19M 11% Mar 2024
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Strategic Wealth Partners 161k $19M 12% 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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Mml Investors Services 150k $17M -32% Mar 2024
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Capital Investment Services of America 147k $17M 8% 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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Goodman & Company, Investment Counsel 137k $16M 2% 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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InterOcean Capital Group 119k $14M 97% 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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Hsbc Holdings 105k $12M -62% 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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Austin Wealth Management 88k $10M 6% 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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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 $8.7M 0% Mar 2024
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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 68k $7.9M -2% Mar 2024
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Rainsberger Wealth Advisors 68k $8.0M 0% Dec 2023
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Axxcess Wealth Management 65k $7.5M 151% Mar 2024
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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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CWM 60k $6.9M -2% Mar 2024
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Mirae Asset Global Investments 59k $6.9M -14% Mar 2024
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Studio Investment Management 59k $6.8M 1% Mar 2024
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Prudential Financial 57k $6.7M 6% Mar 2024
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James Investment Research 57k $6.6M -6% Mar 2024
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First American Trust 56k $6.4M 100% Mar 2024
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Paulson Wealth Management 55k $6.3M 100% Mar 2024
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Paragon Capital Management 53k $6.2M 0% Mar 2024
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Premier Path Wealth Partners 52k $6.0M 2044% Mar 2024
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Partners Capital Investment Group 52k $6.0M -57% Mar 2024
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Kestra Advisory Services 51k $5.9M 7% Mar 2024
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Us Financial Advisors 50k $5.8M 2% Mar 2024
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Merriman Wealth Management 50k $5.8M 100% Mar 2024
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Confluence Investment Management 49k $5.7M 100% Mar 2024
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Change Path 48k $5.5M 10% Mar 2024
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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
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Capital Investment Advisory Services 40k $4.7M -65% Mar 2024
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CI Private Wealth 39k $4.6M -82% Mar 2024
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National Asset Management 34k $3.9M -34% Mar 2024
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Hanson McClain Advisors 28k $3.3M -66% Mar 2024
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J.w. Cole Advisors 28k $3.2M -62% Mar 2024
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Delap Wealth Advisory 23k $2.7M -55% Mar 2024
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Manufacturers Life Insurance Company 19k $2.2M -58% Mar 2024
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Financiere des Professionnels - Fonds d,investissement 12k $1.4M -83% Mar 2024
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Regal Investment Advisors 5.2k $604k -89% Mar 2024
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Buckingham Strategic Partners 3.2k $370k -97% Mar 2024
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GeoWealth Management 1.7k $200M -97% Mar 2024
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Financial Gravity Wealth 669.00 $89k -99% Mar 2024
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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
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
Connectus Wealth Dec 2023 215k $25M
Millennium Management Dec 2023 210k $25M
Curi Wealth Management Dec 2023 173k $20M
Financial Network Investment Corporation Sep 2023 157k $18M
Boothbay Fund Management Sep 2023 146k $17M
Citizens Financial Group Dec 2023 144k $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