iShares 3-7 Year Treasury BoIEIETF
13F holders, Q1 2024 (March 31)666holders
1famous investor
$115.79avg. 13F price*
At the end of Q1 2024, 666 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($1.1B), Bank of America Corp. ($598.0M) and Financial Engines Advisors L.L.C. ($487.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 3-7 Year Treasury Bo
- CUSIP
- 464288661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $212.3M |
| Exits | 73 | $216.7M |
Ownership 666 holders
| JPMorgan Chase & Co. | 0.10% | Add +1.9% | 9,583,009 | $1.1B |
| Bank of America Corp. | 0.06% | Add +3.4% | 5,163,759 | $598.0M |
| Financial Engines Advisors L.L.C. | 1.10% | Add +1.3% | 4,206,542 | $487.2M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -5.6% | 3,670,498 | $425.1M |
| FMR LLC | 0.02% | Add +4.8% | 3,148,268 | $364.6M |
| Morgan Stanley | 0.03% | Add +21.5% | 3,038,942 | $351.9M |
| Charles Schwab Investment Advisory, Inc. | 0.43% | Reduce -2.6% | 2,713,582 | $314.3M |
| Truist Financial Corp. | 0.44% | Reduce -3.5% | 2,510,881 | $290.8M |
| Cerity Partners LLC | 0.76% | Add +10.9% | 2,471,772 | $286.3M |
| Janney Montgomery Scott LLC | 0.71% | Reduce -3.0% | 2,071,233 | $239.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.92% | Reduce -0.8% | 2,062,413 | $238.8M |
| Ameriprise Financial Inc. | 0.06% | Add +7.9% | 2,022,142 | $233.6M |
| Assetmark, Inc. | 0.71% | Reduce -9.8% | 1,889,736 | $218.9M |
| UBS Group AG | 0.07% | Add +3.3% | 1,883,876 | $218.2M |
| Creative Planning | 0.24% | Reduce -5.2% | 1,859,378 | $215.3M |
| Stifel Financial Corp. | 0.22% | Add +25.4% | 1,639,830 | $189.9M |
| Wells Fargo & Company | 0.05% | Reduce -14.3% | 1,522,309 | $176.3M |
| Matson Money. Inc. | 5.58% | Add +1.3% | 1,452,995 | $168.3M |
| LPL Financial LLC | 0.08% | Add +15.3% | 1,310,081 | $151.7M |
| WestEnd Advisors, LLC | 3.82% | Reduce -1.5% | 1,273,273 | $147.5M |
| Johnson Financial Group, Inc. | 7.79% | Add +5.9% | 1,249,836 | $144.7M |
| Raymond James & Associates | 0.10% | Reduce -1.7% | 1,233,872 | $142.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -27.3% | 1,230,402 | $142.5M |
| Tanglewood Wealth Management, Inc. | 17.43% | Add +1.2% | 1,217,815 | $141.0M |
| BlackRock Inc. | 0.00% | Add +4.3% | 1,055,305 | $122.2M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 653,090 | $75.6M |
| Facet Wealth, Inc. | 2.04% | Add +12.7% | 529,991 | $60.6M |
| Bluespring Wealth Management, LLC | 6.19% | Add +3.4% | 486,880 | $56.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.4% | 482,747 | $55.9M |
| Jane Street Group, LLC | 0.07% | New | 466,889 | $54.1M |
| Evergreen Capital Management LLC | 2.04% | Reduce -1.4% | 466,104 | $54.0M |
| Victory Capital Management Inc. | 0.05% | Add +0.7% | 463,312 | $53.7M |
| Banco Santander, S.A. | 0.64% | Add +25.4% | 459,779 | $53.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -22.4% | 420,933 | $48.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.51% | Reduce -0.7% | 407,777 | $47.2M |
| Buckingham Strategic Wealth, LLC | 0.50% | Add +1.1% | 407,402 | $47.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.54% | Add +62.8% | 405,990 | $46.7M |
| Keybank National Association | 0.19% | Reduce -1.6% | 399,448 | $46.3M |
| Strategic Point Investment Advisors, LLC | 8.09% | Add +2.4% | 384,624 | $44.5M |
| Synovus Financial Corp. | 0.54% | Add +619.1% | 359,601 | $41.6M |
| Curi Capital, LLC | 0.87% | New | 323,339 | $37.4M |
| Hantz Financial Services, Inc. | 0.72% | Add +80.3% | 318,675 | $36.9M |
| TD Private Client Wealth LLC | 1.19% | Add +9.6% | 313,384 | $36.3M |
| Buckingham Capital Management, Inc. | 4.34% | Add +1.7% | 305,590 | $35.4M |
| Cetera Investment Advisers | 0.08% | Add +22.6% | 296,141 | $34.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +45.3% | 286,573 | $33.2M |
| Armstrong Advisory Group, Inc. | 3.22% | No change | 283,123 | $33.2M |
| Anchor Capital Advisors LLC | 0.86% | Reduce -23.1% | 283,107 | $32.8M |
| Teilinger Capital Ltd. | 13.37% | New | 269,000 | $31.2M |
| Clarity Financial LLC | 4.68% | Add +4.4% | 260,637 | $30.2M |
| Madison Asset Management, LLC | 0.36% | Add +0.3% | 254,288 | $29.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +268.6% | 251,091 | $29.1M |
| DDFG, Inc | 9.15% | Add +19.9% | 248,550 | $28.8M |
| National Bank of Canada | 0.05% | Reduce -31.3% | 251,085 | $28.7M |
| Parkside Advisors LLC | 7.05% | Add +1.4% | 236,486 | $27.4M |
| High Probability Advisors, LLC | 4.93% | Add +11.0% | 229,513 | $26.6M |
| Franklin Resources Inc. | 0.01% | Add +21.5% | 226,829 | $26.3M |
| Hilton Capital Management, LLC | 2.25% | Reduce -43.0% | 216,405 | $25.1M |
| Trilogy Capital Inc. | 1.39% | Reduce -0.6% | 208,957 | $24.2M |
| Keel Point, LLC | 2.44% | Add +15.3% | 203,440 | $23.6M |
| Klaas Financial Asset Advisors, LLC | 4.67% | Add +2.8% | 202,225 | $23.4M |
| US Bancorp \de | 0.03% | Add +1.3% | 189,616 | $22.0M |
| AE Wealth Management LLC | 0.25% | Reduce -44.9% | 188,851 | $21.9M |
| MBL Wealth, LLC | 2.46% | Add +10.3% | 186,851 | $21.6M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -22.5% | 184,940 | $21.4M |
| Orion Portfolio Solutions, LLC | 0.23% | Reduce -22.5% | 184,940 | $21.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -13.1% | 184,257 | $21.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -23.4% | 177,157 | $20.5M |
| Beacon Bank & Trust | 4.92% | Reduce -1.3% | 171,011 | $19.8M |
| First Financial Bank - Trust Division | 1.89% | Reduce -6.7% | 169,987 | $19.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +219.9% | 167,109 | $19.4M |
| Bank of New York Mellon Corp | 0.00% | Add +11.1% | 166,597 | $19.3M |
| Strategic Wealth Partners, Ltd. | 2.05% | Add +11.8% | 161,353 | $18.7M |
| CFO4Life Group, LLC | 3.38% | Add +7.0% | 160,599 | $18.6M |
| Willis Johnson & Associates, Inc. | 1.59% | Add +4.9% | 157,623 | $18.3M |
| Juniper Hill Capital Management LP | 4.73% | No change | 153,297 | $17.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -19.1% | 151,230 | $17.5M |
| MML Investors Services, LLC | 0.07% | Reduce -32.1% | 150,160 | $17.4M |
| Capital Investment Services of America, Inc. | 1.64% | Add +8.0% | 147,107 | $17.0M |
| Raub Brock Capital Management LP | 3.52% | Reduce -4.2% | 143,683 | $16.6M |
| Citigroup Inc. | 0.02% | Add +599.6% | 140,978 | $16.3M |
| 1832 Asset Management L.P. | 0.03% | Add +2.4% | 136,557 | $15.8M |
| Leavell Investment Management, Inc. | 0.90% | Add +16.6% | 134,546 | $15.6M |
| Benjamin F. Edwards & Company, Inc. | 0.28% | Add +583.3% | 134,466 | $15.6M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -1.6% | 127,875 | $14.8M |
| Canal Capital Management, LLC | 2.44% | New | 125,559 | $14.5M |
| Haverford Trust Co | 0.15% | Add +4.5% | 124,470 | $14.4M |
| Pegasus Partners Ltd. | 1.53% | Add +8.7% | 124,260 | $14.4M |
| One Day In July LLC | 1.91% | Reduce -33.1% | 124,132 | $14.4M |
| Woodmont Investment Counsel LLC | 1.21% | Add +31.4% | 124,112 | $14.4M |
| Pinnacle Financial Partners Inc | 0.31% | Reduce -7.8% | 122,723 | $14.2M |
| InterOcean Capital Group, LLC | 0.33% | Add +97.4% | 118,712 | $13.7M |
| Mirabaud & Cie SA | 4.84% | Reduce -1.2% | 117,955 | $13.7M |
| Quaker Wealth Management, LLC | 5.56% | Add +23.8% | 117,933 | $13.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -43.8% | 115,100 | $13.3M |
| Blue Edge Capital, LLC | 2.14% | Add +3.7% | 110,314 | $12.8M |
| M&T Bank Corp | 0.04% | Reduce -76.2% | 110,170 | $12.8M |
| Bond & Devick Financial Network, Inc. | 6.92% | Add +1.8% | 110,149 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.7% | 109,884 | $12.7M |
| Waverly Advisors, LLC | 0.30% | Add +249.1% | 108,783 | $12.6M |
| HSBC Holdings PLC | 0.01% | Reduce -62.3% | 105,443 | $12.2M |
| GTS Securities LLC | 0.32% | New | 103,671 | $12.0M |
| Cabot Wealth Management Inc. | 1.55% | Add +38.9% | 102,282 | $11.8M |
| Gould Capital, LLC | 8.34% | Add +9.2% | 102,225 | $11.8M |
| Boltwood Capital Management | 3.58% | Reduce -4.6% | 99,734 | $11.6M |
| Eley Financial Management, Inc | 4.85% | Add +6.2% | 97,244 | $11.3M |
| RKL Wealth Management LLC | 1.11% | Reduce -0.8% | 97,082 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +19.7% | 96,210 | $11.1M |
| Northern Trust Corp. | 0.00% | Reduce -47.2% | 95,397 | $11.0M |
| Wooster Corthell Wealth Management, Inc. | 2.47% | Reduce -0.2% | 93,252 | $10.8M |
| Bank of Montreal | 0.00% | Reduce -5.2% | 89,633 | $10.4M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +21.2% | 89,416 | $10.4M |
| Harbour Investments, Inc. | 0.37% | Add +5442.2% | 89,118 | $10.3M |
| Global Endowment Management, LP | 1.05% | No change | 87,160 | $10.1M |
| NewEdge Advisors, LLC | 0.09% | Reduce -35.5% | 87,089 | $10.1M |
| Austin Wealth Management, LLC | 2.50% | Add +5.6% | 87,866 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -28.2% | 84,966 | $9.8M |
| Wealthcare Capital Management LLC | 1.06% | Reduce -0.2% | 82,778 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +468.1% | 79,608 | $9.2M |
| Checchi Capital Advisers, LLC | 0.71% | Reduce -1.9% | 78,790 | $9.1M |
| Perigon Wealth Management, LLC | 0.28% | Add +7.1% | 78,507 | $9.1M |
| Rinkey Investments | 3.26% | Add +12.7% | 77,125 | $8.9M |
| American International Group, Inc. | 0.03% | No change | 75,200 | $8.7M |
| Rehmann Capital Advisory Group | 0.64% | Add +6.4% | 74,639 | $8.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.24% | Reduce -40.5% | 73,210 | $8.5M |
| Private Advisor Group, LLC | 0.06% | Add +123.0% | 72,649 | $8.4M |
| Sollinda Capital Management LLC | 2.62% | Reduce -25.6% | 72,421 | $8.4M |
| Flow Traders U.S. LLC | 0.44% | Add +240.7% | 71,211 | $8.2M |
| Atria Investments, Inc | 0.11% | Reduce -1.7% | 68,009 | $7.9M |
| Axxcess Wealth Management, LLC | 0.21% | Add +150.6% | 64,766 | $7.5M |
| Traphagen Investment Advisors LLC | 0.80% | Reduce -85.3% | 64,422 | $7.5M |
| D.A. Davidson & Co. | 0.07% | Add +92.1% | 62,518 | $7.2M |
| DAVENPORT & Co LLC | 0.04% | Reduce -0.8% | 62,306 | $7.2M |
| Mason & Associates Inc | 1.90% | New | 61,640 | $7.1M |
| Cwm, LLC | 0.03% | Reduce -2.4% | 59,888 | $6.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -13.7% | 59,355 | $6.9M |
| Studio Investment Management LLC | 1.62% | Add +1.1% | 58,830 | $6.8M |
| Prudential Financial Inc. | 0.01% | Add +6.0% | 57,440 | $6.7M |
| James Investment Research, Inc. | 0.78% | Reduce -6.1% | 56,713 | $6.6M |
| First American Trust, FSB | 0.67% | New | 55,474 | $6.4M |
| Paulson Wealth Management Inc. | 1.86% | Add +15.7% | 54,615 | $6.3M |
| HM Payson & Co. | 0.12% | New | 53,905 | $6.2M |
| Paragon Capital Management Ltd | 1.10% | Add +0.3% | 53,357 | $6.2M |
| Partners Capital Investment Group, LLP | 0.18% | Reduce -56.9% | 51,671 | $6.0M |
| Premier Path Wealth Partners, LLC | 1.12% | Add +2043.5% | 52,367 | $6.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.7% | 50,701 | $5.9M |
| US Financial Advisors, LLC | 2.02% | Add +1.9% | 50,371 | $5.8M |
| GeoWealth Management, LLC | 0.23% | Reduce -48.1% | 50,250 | $5.8M |
| Merriman Wealth Management, LLC | 0.26% | Reduce -0.3% | 50,226 | $5.8M |
| Confluence Investment Management LLC | 0.08% | Add +604.0% | 48,858 | $5.7M |
| CreativeOne Wealth, LLC | 0.22% | Add +9.8% | 47,540 | $5.5M |
| Great Diamond Partners, LLC | 1.25% | Add +0.5% | 47,145 | $5.5M |
| Retirement Income Solutions, Inc. | 1.23% | Reduce -18.2% | 46,706 | $5.4M |
| AMG National Trust Bank | 0.16% | Add +11.6% | 46,628 | $5.4M |
| Citadel Advisors | 0.01% | Reduce -9.6% | 46,494 | $5.4M |
| First Trust Advisors LP | 0.01% | Reduce -40.0% | 46,157 | $5.3M |
| Rwa Wealth Partners, LLC | 0.07% | Add +4.1% | 45,828 | $5.3M |
| Smith Salley Wealth Management | 0.41% | Reduce -13.1% | 45,593 | $5.3M |
| Relative Value Partners Group, LLC | 0.33% | Add +2.2% | 44,672 | $5.2M |
| Opus Capital Group, LLC | 0.75% | Add +1.5% | 44,515 | $5.2M |
| Comerica Bank | 0.02% | Reduce -19.1% | 44,104 | $5.1M |
| Diversify Advisory Services, LLC | 0.30% | — | 44,284 | $5.1M |
| Stratos Wealth Advisors, LLC | 0.30% | Reduce -2.9% | 43,560 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.17% | Reduce -2.3% | 42,196 | $4.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -18.1% | 42,163 | $4.9M |
| Lauer Wealth, LLC | 4.20% | Reduce -0.0% | 42,425 | $4.8M |
| HC Advisors, LLC | 2.27% | Add +11.7% | 41,205 | $4.8M |
| Capital Investment Advisory Services, LLC | 0.50% | Reduce -65.5% | 40,257 | $4.7M |
| Arvest Investments, Inc. | 0.73% | Add +3.4% | 39,961 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +2.2% | 39,887 | $4.6M |
| 9258 Wealth Management, LLC | 0.71% | Reduce -0.1% | 39,440 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -81.8% | 39,375 | $4.6M |
| Centric Wealth Management | 1.44% | New | 39,769 | $4.5M |
| Wrapmanager Inc. | 1.25% | Add +45.2% | 38,794 | $4.5M |
| TrinityPoint Wealth, LLC | 0.74% | Add +2.5% | 38,671 | $4.5M |
| Sequent Planning LLC | 1.62% | — | 38,579 | $4.5M |
| ETF Store, Inc. | 2.50% | Add +18.3% | 37,837 | $4.4M |
| Acropolis Investment Management, LLC | 0.29% | Reduce -4.6% | 37,631 | $4.4M |
| Benjamin Edwards Inc. | 0.84% | Add +20.4% | 36,596 | $4.2M |
| Fifth Third Securities, Inc. | 0.41% | Add +5.0% | 36,557 | $4.2M |
| Nations Financial Group Inc, /Ia/ | 0.35% | Add +11.0% | 36,409 | $4.2M |
| Proathlete Wealth Management LLC | 2.22% | Add +7.6% | 36,088 | $4.2M |
| New Potomac Partners, LLC | 2.32% | Add +18.2% | 36,078 | $4.2M |
| Transcend Capital Advisors, LLC | 0.33% | Add +3.7% | 35,973 | $4.2M |
| Dock Street Asset Management Inc. | 0.61% | Reduce -2.9% | 35,145 | $4.1M |
| Pacific Wealth Management | 2.28% | No change | 34,106 | $4.0M |
| Community Trust & Investment Co. | 0.28% | Add +6.3% | 33,908 | $3.9M |
| Centiva Capital, LP | 0.24% | New | 33,600 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -21.0% | 33,535 | $3.9M |
| Prudential PLC | 0.03% | Add +71.9% | 33,481 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -33.5% | 34,044 | $3.9M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -2.6% | 32,810 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -19.6% | 32,568 | $3.8M |
| Christensen, King & Associates Investment Services, Inc. | 1.88% | Add +17.9% | 32,548 | $3.8M |
| William Howard & Co Financial Advisors Inc | 3.51% | — | 32,311 | $3.7M |
| Bright Futures Wealth Management, LLC. | 2.02% | — | 32,180 | $3.7M |
| Fifth Third Bancorp | 0.01% | Reduce -25.0% | 31,254 | $3.6M |
| Sfmg, LLC | 0.31% | Reduce -12.6% | 31,130 | $3.6M |
| Mather Group, Llc. | 0.06% | Reduce -4.3% | 30,161 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.7% | 30,294 | $3.5M |
| Regions Financial Corp. | 0.03% | Reduce -3.6% | 30,184 | $3.5M |
| Sowell Financial Services LLC | 0.16% | New | 30,154 | $3.5M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -5.5% | 30,018 | $3.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +326.1% | 29,884 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +506.3% | 29,832 | $3.5M |
| Trajan Wealth LLC | 0.23% | — | 29,758 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.5% | 28,862 | $3.3M |
| Ritholtz Wealth Management | 0.11% | Add +51.1% | 28,637 | $3.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Reduce -2.7% | 28,469 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +41.6% | 28,433 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -65.7% | 28,391 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.16% | Reduce -62.0% | 27,710 | $3.2M |
| Oarsman Capital, Inc. | 0.75% | Add +9.2% | 27,068 | $3.1M |
| Centennial Wealth Advisory LLC | 1.43% | Add +24.3% | 26,742 | $3.1M |
| Flputnam Investment Management Co. | 0.07% | Reduce -6.4% | 26,349 | $3.1M |
| Camden National Bank | 0.54% | Add +2.4% | 26,319 | $3.0M |
| Midwest Professional Planners, LTD. | 1.05% | Add +3.5% | 25,894 | $3.0M |
| Two Sigma Securities, LLC | 0.14% | New | 25,479 | $3.0M |
| Ascent Group, LLC | 0.26% | Reduce -3.4% | 25,329 | $2.9M |
| Values First Advisors, Inc. | 1.72% | Add +8.1% | 25,314 | $2.9M |
| Wealthspire Retirement, LLC | 0.25% | New | 24,596 | $2.8M |
| Divergent Wealth Advisors | 0.57% | Reduce -1.1% | 24,430 | $2.8M |
| Elevated Capital Advisors, LLC | 0.81% | New | 24,387 | $2.8M |
| Faithward Advisors, LLC | 0.51% | Add +236.8% | 24,140 | $2.8M |
| Blue Fin Capital, Inc. | 0.62% | Add +22.4% | 24,055 | $2.8M |
| Daymark Wealth Partners, LLC | 0.15% | Reduce -0.5% | 23,780 | $2.8M |
| Mount Lucas Management LP | 0.92% | Reduce -20.3% | 23,734 | $2.7M |
| Fortune Financial Advisors, LLC | 1.73% | Add +0.8% | 23,497 | $2.7M |
| Summit Financial Group, Inc. | 0.95% | Reduce -1.7% | 23,119 | $2.7M |
| Aerodigm Wealth, LLC | 1.08% | Reduce -54.5% | 23,011 | $2.7M |
| Capital Investment Counsel, LLC | 0.57% | Add +108.8% | 22,873 | $2.6M |
| Bangor Savings Bank | 0.27% | Reduce -35.0% | 22,865 | $2.6M |
| Concourse Financial Group Securities, Inc. | 0.17% | Reduce -34.8% | 22,357 | $2.6M |
| Robinson Value Management, Ltd. | 1.71% | Add +28.1% | 21,955 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1.4% | 21,570 | $2.5M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +2.0% | 21,195 | $2.5M |
| Vernal Point Advisors, LLC | 2.05% | No change | 20,710 | $2.4M |
| IFP Advisors, Inc | 0.10% | Add +16.8% | 20,548 | $2.4M |
| Kingsview Wealth Management, LLC | 0.06% | Add +25.2% | 20,455 | $2.4M |
| Stephens Inc. | 0.04% | Add +36.1% | 20,216 | $2.3M |
| Whittier Trust Co. | 0.03% | Add +2.2% | 20,095 | $2.3M |
| PFG Advisors | 0.17% | Reduce -2.2% | 19,712 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Reduce -1.3% | 19,649 | $2.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -10.3% | 19,624 | $2.3M |
| Oliver Lagore Vanvalin Investment Group | 0.68% | Reduce -37.7% | 19,610 | $2.3M |
| Meridian Wealth Management, LLC | 0.37% | Reduce -13.6% | 19,446 | $2.3M |
| Goldstone Financial Group, LLC | 0.51% | Add +27.4% | 19,331 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -58.3% | 19,049 | $2.2M |
| Wealthspire Advisors, LLC | 0.03% | No change | 18,848 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -30.7% | 18,807 | $2.2M |
| Parker Financial LLC | 1.24% | Reduce -5.6% | 18,725 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Reduce -1.4% | 18,408 | $2.1M |
| Sykon Capital LLC | 0.77% | Reduce -39.6% | 18,316 | $2.1M |
| Resonant Capital Advisors, LLC | 0.18% | No change | 18,225 | $2.1M |
| TFB Advisors LLC | 0.76% | Reduce -9.5% | 18,569 | $2.1M |
| Titleist Asset Management, LLC | 0.37% | Add +13.5% | 18,067 | $2.1M |
| Legacy Private Trust Co. | 0.15% | Add +27.8% | 17,794 | $2.1M |
| Blueprint Investment Partners LLC | 0.40% | Reduce -9.4% | 17,542 | $2.0M |
| Edge Wealth Management LLC | 0.42% | Add +9.9% | 17,463 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.87% | Add +4.3% | 17,332 | $2.0M |
| SCS Capital Management LLC | 0.04% | Reduce -44.1% | 17,317 | $2.0M |
| Cherrydale Wealth Management, LLC | 0.91% | New | 16,844 | $2.0M |
| NorthRock Partners, LLC | 0.07% | Add +10.4% | 16,506 | $1.9M |
| Israel Discount Bank of New York | 2.38% | Reduce -35.0% | 16,446 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.20% | Add +9.3% | 16,410 | $1.9M |
| Twele Capital Management, Inc. | 0.43% | Add +4.9% | 16,402 | $1.9M |
| Magnus Financial Group LLC | 0.23% | Add +5.8% | 16,376 | $1.9M |
| Lake Hills Wealth Management, LLC | 1.70% | Add +441.5% | 16,347 | $1.9M |
| Regatta Capital Group, LLC | 0.41% | Add +3.1% | 15,863 | $1.8M |
| Aua Capital Management, LLC | 1.06% | Reduce -1.4% | 15,858 | $1.8M |
| D L Carlson Investment Group Inc. | 0.35% | Add +50.7% | 15,499 | $1.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Add +2390.2% | 15,489 | $1.8M |
| Strategic Investment Advisors / MI | 0.23% | Reduce -4.6% | 15,423 | $1.8M |
| Proffitt & Goodson Inc. | 0.31% | Add +1.1% | 15,281 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -59.0% | 15,032 | $1.7M |
| Cowen and Company, LLC | 0.07% | No change | 15,000 | $1.7M |
| Sinecera Capital, LLC | 2.41% | Reduce -6.8% | 14,619 | $1.7M |
| TAP Consulting, LLC | 0.38% | Add +11.5% | 14,865 | $1.7M |
| LFA - Lugano Financial Advisors SA | 1.25% | No change | 14,861 | $1.7M |
| EFG Asset Management (Americas) Corp. | 0.51% | Reduce -52.6% | 14,504 | $1.7M |
| LGL Partners, LLC | 0.28% | Add +0.5% | 14,447 | $1.7M |
| FFT Wealth Management LLC | 0.14% | Add +0.5% | 14,447 | $1.7M |
| Spire Wealth Management | 0.03% | Add +91.0% | 14,378 | $1.7M |
| Jmac Enterprises LLC | 0.29% | Reduce -0.3% | 13,516 | $1.6M |
| Brookstone Capital Management | 0.03% | Reduce -4.5% | 12,736 | $1.5M |
| Motiv8 Investments LLC | 1.13% | Add +37.4% | 12,532 | $1.5M |
| Crabel Capital Management, LLC | 1.26% | Reduce -60.2% | 12,526 | $1.5M |
| Moulton Wealth Management, Inc. | 1.52% | New | 12,529 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.1% | 12,175 | $1.4M |
| HCR Wealth Advisors | 0.21% | Add +14.5% | 12,080 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +33.9% | 12,049 | $1.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.11% | Reduce -82.9% | 12,000 | $1.4M |
| JPL Wealth Management, LLC | 0.76% | Add +46.5% | 11,946 | $1.4M |
| Warner Financial, Inc. | 0.66% | Add +2.9% | 11,455 | $1.3M |
| Great Lakes Retirement, Inc. | 0.20% | Reduce -6.1% | 11,457 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -38.7% | 11,438 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -37.1% | 11,350 | $1.3M |
| Upper Left Wealth Management, LLC | 1.20% | Reduce -23.2% | 11,136 | $1.3M |
| Cascade Financial Partners, LLC | 0.19% | — | 11,282 | $1.3M |
| Commerce Bank | 0.01% | Reduce -7.3% | 10,964 | $1.3M |
| Aveo Capital Partners, LLC | 0.14% | Reduce -14.0% | 11,029 | $1.3M |
| Martin Capital Partners, LLC | 0.47% | Reduce -0.7% | 10,629 | $1.2M |
| Correct Capital Wealth Management | 0.28% | Reduce -22.3% | 10,438 | $1.2M |
| Becker Capital Management Inc. | 0.04% | No change | 10,400 | $1.2M |
| J. W. Coons Advisors, LLC | 0.21% | Add +3.0% | 10,290 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +11.5% | 10,256 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +4.0% | 10,223 | $1.2M |
| Camarda Financial Advisors, LLC | 0.46% | New | 9,825 | $1.1M |
| Pacific Financial Group Inc. | 0.78% | Reduce -3.2% | 9,719 | $1.1M |
| Mgo One Seven LLC | 0.06% | Reduce -24.6% | 9,629 | $1.1M |
| Northwest Wealth Management, LLC | 0.30% | Reduce -2.0% | 9,539 | $1.1M |
| Cadence Bank | 0.08% | Reduce -3.7% | 9,528 | $1.1M |
| Park Edge Advisors, LLC | 0.31% | New | 9,514 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +89.0% | 9,696 | $1.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -7.1% | 9,498 | $1.1M |
| GenWealth Group, Inc. | 0.28% | Reduce -12.6% | 9,473 | $1.1M |
| New Century Financial Group, LLC | 0.74% | Add +30.4% | 9,269 | $1.1M |
| Peoples Bank | 0.60% | No change | 9,256 | $1.1M |
| NBT Bank, N.A. | 0.08% | No change | 9,230 | $1.1M |
| Forefront Analytics, LLC | 0.52% | Reduce -1.3% | 9,182 | $1.1M |
| Simplicity Wealth,LLC | 0.02% | Add +66.8% | 8,924 | $1.0M |
| HBW Advisory Services LLC | 0.19% | No change | 8,722 | $1.0M |
| Eagle Strategies LLC | 0.22% | New | 8,701 | $1.0M |
| Whalen Wealth Management Inc. | 0.75% | Add +46.9% | 8,693 | $1.0M |
| Hara Capital LLC | 0.60% | New | 8,666 | $1.0M |
| &partners | 0.14% | New | 8,542 | $989K |
| Horan Securities, Inc. | 0.46% | Reduce -4.9% | 8,485 | $983K |
| Stratos Wealth Partners, LTD. | 0.02% | Add +69.8% | 8,442 | $978K |
| Bokf, NA | 0.02% | No change | 8,365 | $962K |
| Donald L. Hagan, LLC | 0.51% | Add +39.4% | 8,302 | $961K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -3.4% | 8,215 | $951K |
| Wunderlich Capital Managemnt | 0.42% | Add +8.3% | 8,125 | $941K |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -48.9% | 8,048 | $932K |
| Country Club Bank | 0.07% | Add +2.6% | 8,044 | $932K |
| Riggs Asset Managment Co. Inc. | 0.27% | Reduce -6.0% | 7,909 | $916K |
| West Paces Advisors Inc. | 0.24% | Reduce -12.6% | 7,819 | $906K |
| Ogorek Anthony Joseph /NY/ | 0.31% | Add +0.2% | 7,731 | $895K |
| SevenBridge Financial Group, LLC | 0.20% | Add +58.8% | 7,766 | $888K |
| Lincoln National Corp. | 0.01% | New | 7,606 | $881K |
| Alhambra Investment Management LLC | 0.48% | Reduce -29.1% | 7,602 | $880K |
| Shelton Wealth Management, LLC | 0.55% | Reduce -80.8% | 7,567 | $876K |
| Choreo, LLC | 0.02% | Add +0.3% | 7,511 | $870K |
| Searle & Co. | 0.22% | No change | 7,500 | $869K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.4% | 7,492 | $868K |
| Columbus Macro, LLC | 0.33% | Add +1.6% | 7,417 | $859K |
| MorganRosel Wealth Management, LLC | 0.30% | New | 7,378 | $854K |
| Blair William & Co. | 0.00% | Reduce -7.8% | 7,297 | $845K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -13.9% | 7,252 | $840K |
| Money Concepts Capital Corp. | 0.08% | Add +4.0% | 7,181 | $832K |
| Brighton Jones LLC | 0.03% | Add +38.0% | 6,994 | $810K |
| Noble Family Wealth, LLC | 0.23% | Reduce -0.8% | 6,960 | $806K |
| Global Retirement Partners, LLC | 0.03% | Reduce -5.7% | 6,930 | $803K |
| Fluent Financial, LLC | 0.44% | Add +2.7% | 6,859 | $794K |
| Tranquilli Financial Advisor LLC | 0.52% | New | 6,698 | $776K |
| BSW Wealth Partners | 0.13% | Reduce -69.5% | 6,621 | $767K |
| MAS Advisors LLC | 0.85% | Add +42.8% | 6,347 | $735K |
| Advisory Services Network, LLC | 0.02% | Add +21.4% | 6,228 | $721K |
| Ethos Financial Group, LLC | 0.14% | Reduce -19.9% | 6,135 | $711K |
| Cornerstone Wealth Group, LLC | 0.06% | New | 6,029 | $698K |
| American National Bank & Trust Co. | 0.16% | — | 5,995 | $694K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -9.8% | 5,948 | $689K |
| Rockland Trust Co. | 0.04% | Add +0.4% | 5,904 | $684K |
| BNP Paribas | 0.03% | — | 5,896 | $683K |
| AlTi Global, Inc. | 0.02% | Reduce -13.7% | 5,809 | $673K |
| S. R. Schill & Associates | 0.29% | Add +0.1% | 5,778 | $669K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -16.9% | 5,725 | $663K |
| Roberts Financial Services LLC | 0.13% | Reduce -65.6% | 5,662 | $656K |
| Rede Wealth, LLC | 0.27% | Add +82.0% | 5,661 | $656K |
| All Season Financial Advisors, Inc. | 0.54% | Add +21.3% | 5,641 | $653K |
| Betterment LLC | 0.00% | Add +9.2% | 5,607 | $649K |
| Mutual Advisors, LLC | 0.02% | Reduce -9.5% | 5,587 | $647K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,570 | $645K |
| Pitcairn Co. | 0.04% | No change | 5,535 | $641K |
| Farther Finance Advisors, LLC | 0.04% | Add +718.1% | 5,514 | $634K |
| Pathstone Holdings, LLC | 0.00% | Add +86.0% | 5,447 | $631K |
| Summa Corp. | 0.34% | Add +38.8% | 5,370 | $622K |
| Fiduciary Alliance LLC | 0.11% | Reduce -24.4% | 5,388 | $619K |
| Bfsg, LLC | 0.08% | Reduce -0.9% | 5,247 | $608K |
| Jacobi Capital Management LLC | 0.06% | Add +26.5% | 5,239 | $607K |
| Regal Investment Advisors LLC | 0.04% | Add +35.1% | 5,219 | $604K |
| Channel Wealth LLC | 0.24% | New | 5,112 | $592K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 5,112 | $592K |
| Principal Securities, Inc. | 0.02% | Add +161.7% | 5,089 | $589K |
| Omega Financial Group, LLC | 0.24% | Reduce -21.6% | 5,087 | $589K |
| Phoenix Financial Ltd. | 0.01% | New | 5,035 | $583K |
| Argent Advisors, Inc. | 0.23% | Reduce -9.3% | 5,032 | $583K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -71.4% | 5,076 | $583K |
| Park Place Capital Corp | 0.20% | Add +2.5% | 4,920 | $570K |
| Prospera Financial Services Inc | 0.02% | Add +1.7% | 4,911 | $569K |
| PFG Investments, LLC | 0.03% | Reduce -36.5% | 4,875 | $565K |
| Center For Asset Management LLC | 0.46% | Reduce -22.1% | 4,869 | $564K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.8% | 4,764 | $552K |
| Element Wealth, LLC | 0.32% | Reduce -5.5% | 4,698 | $544K |
| Sandy Spring Bank | 0.02% | Add +250.2% | 4,689 | $543K |
| Guerra Pan Advisors, LLC | 0.50% | Reduce -3.8% | 4,669 | $541K |
| Stephens Group Asset Management, LLC | 0.05% | Reduce -27.9% | 4,541 | $526K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 4,513 | $523K |
| RMR Wealth Builders | 0.06% | No change | 4,500 | $521K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -3.6% | 4,487 | $520K |
| CW Advisors, LLC | 0.01% | Reduce -0.3% | 4,444 | $515K |
| Cooper Financial Group | 0.08% | New | 4,430 | $513K |
| Empower Advisory Group, LLC | 0.00% | Reduce -26.1% | 4,427 | $513K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.7% | 4,413 | $511K |
| MBA Advisors LLC | 0.26% | Reduce -36.2% | 4,404 | $510K |
| Kathleen S. Wright Associates Inc. | 0.24% | Reduce -7.6% | 4,394 | $509K |
| Deutsche Bank AG | 0.00% | No change | 4,345 | $503K |
| WNY Asset Management, LLC | 0.08% | Reduce -85.2% | 4,322 | $501K |
| Valmark Advisers, Inc. | 0.01% | Add +19.2% | 4,279 | $496K |
| Woodward Diversified Capital, LLC | 0.30% | Reduce -37.0% | 4,235 | $490K |
| Vaughan David Investments LLC | 0.01% | New | 4,148 | $480K |
| Syntal Capital Partners, LLC | 4.76% | New | 4,116 | $477K |
| Jackson Thornton Wealth Management, LLC | 0.08% | No change | 4,088 | $473K |
| Freedom Investment Management, Inc. | 0.04% | New | 4,049 | $469K |
| NorthCoast Asset Management LLC | 0.01% | New | 4,042 | $468K |
| Renasant Bank | 0.33% | Add +3.0% | 4,039 | $468K |
| Crewe Advisors LLC | 0.05% | New | 4,037 | $468K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -15.5% | 3,992 | $462K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 3,990 | $462K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Add +11.2% | 3,983 | $461K |
| Adams Wealth Management | 0.11% | Add +4.7% | 3,945 | $457K |
| Western Wealth Management, LLC | 0.04% | Add +33.5% | 3,906 | $452K |
| Iams Wealth Management, LLC | 0.27% | Add +10.6% | 3,891 | $449K |
| IHT Wealth Management, LLC | 0.02% | Reduce -44.5% | 3,854 | $446K |
| Sachem Hill LLC | 0.10% | Add +42.4% | 3,849 | $446K |
| PrairieView Partners, LLC | 0.05% | Reduce -3.6% | 3,828 | $444K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -26.1% | 3,791 | $439K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4878.9% | 3,784 | $438K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -29.8% | 3,775 | $437K |
| Csenge Advisory Group | 0.02% | Add +6.9% | 3,698 | $428K |
| Valley Wealth Managers, Inc. | 0.03% | Add +2.5% | 3,669 | $425K |
| Members Trust Co | 0.01% | Add +2.8% | 3,644 | $422K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.4% | 3,621 | $419K |
| Belpointe Asset Management LLC | 0.03% | Reduce -4.4% | 3,563 | $413K |
| Southeast Asset Advisors, LLC | 0.05% | Add +39.8% | 3,550 | $411K |
| Jaffetilchin Investment Partners, LLC | 0.04% | New | 3,529 | $409K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 3,385 | $392K |
| Pacific Sage Partners, LLC | 0.10% | Reduce -35.3% | 3,384 | $392K |
| CPR Investments Inc. | 0.30% | New | 3,384 | $391K |
| Charles Schwab Trust Co | 0.04% | Reduce -1.5% | 3,360 | $389K |
| Birchcreek Wealth Management, LLC | 0.20% | Add +92.2% | 3,358 | $389K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -1.2% | 3,349 | $388K |
| Private Trust Co. NA | 0.04% | Add +82.3% | 3,326 | $385K |
| Retirement Capital Strategies | 0.16% | New | 3,321 | $385K |
| AlphaCentric Advisors LLC | 0.23% | Reduce -29.0% | 3,242 | $375K |
| HRT Financial LP | 0.00% | New | 3,221 | $373K |
| Petra Financial Advisors Inc. | 0.27% | No change | 3,206 | $371K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -96.7% | 3,195 | $370K |
| Bigelow Investment Advisors, LLC | 0.18% | Reduce -9.6% | 3,163 | $366K |
| Chemistry Wealth Management LLC | 0.10% | Reduce -2.1% | 3,150 | $365K |
| Aries Wealth Management | 0.12% | Add +5.8% | 3,147 | $364K |
| Bellecapital International Ltd. | 0.08% | Reduce -8.9% | 3,112 | $360K |
| Meeder Asset Management Inc. | 0.02% | Add +6.8% | 3,066 | $355K |
| Morton Brown Family Wealth, LLC | 0.14% | Add +39.0% | 3,015 | $349K |
| Marex Group Ltd | 0.01% | New | 3,000 | $347K |
| Robinswood Financial LLC | 0.15% | Reduce -10.4% | 3,010 | $346K |
| AlphaMark Advisors, LLC | 0.12% | New | 2,950 | $342K |
| Bank of Hawaii | 0.02% | No change | 2,927 | $339K |
| Principle Wealth Partners LLC | 0.03% | Add +8.0% | 2,906 | $337K |
| Fortis Group Advisors, LLC | 0.06% | Reduce -54.8% | 2,896 | $335K |
| Unconventional Investor, LLC | 0.24% | Add +9.6% | 2,861 | $331K |
| Value Partners Investments Inc. | 0.03% | Add +44.5% | 2,862 | $331K |
| Wolverine Trading, LLC | 0.00% | Add +0.3% | 2,843 | $329K |
| Scotia Capital Inc. | 0.00% | Reduce -26.3% | 2,842 | $329K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,842 | $329K |
| Level Four Advisory Services, LLC | 0.02% | No change | 2,756 | $323K |
| Flagship Private Wealth, LLC | 0.21% | Reduce -5.0% | 2,786 | $323K |
| Wealth Effects LLC | 0.12% | Reduce -28.7% | 2,785 | $323K |
| Townsquare Capital LLC | 0.00% | Add +12.7% | 2,709 | $314K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.7% | 2,705 | $313K |
| WestHill Financial Advisors, Inc. | 0.08% | Add +1.6% | 2,703 | $313K |
| Peirce Capital Management, LLC | 0.17% | Reduce -25.7% | 2,680 | $310K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -0.7% | 2,605 | $302K |
| Sigma Planning Corp | 0.01% | Add +3.6% | 2,590 | $300K |
| Busey Bank | 0.01% | No change | 2,565 | $297K |
| Silver Oak Securities, Incorporated | 0.05% | Add +6.0% | 2,558 | $296K |
| REDW Wealth LLC | 0.08% | No change | 2,538 | $294K |
| Hill Island Financial LLC | 0.10% | Add +8.6% | 2,500 | $290K |
| Forte Asset Management LLC | 0.18% | New | 2,500 | $290K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.4% | 2,446 | $283K |
| E&G Advisors, LLC | 0.09% | No change | 2,439 | $282K |
| Mittelman Wealth Management | 0.19% | — | 2,370 | $274K |
| Royal Fund Management, LLC | 0.03% | New | 2,359 | $273K |
| Arkadios Wealth Advisors | 0.02% | Add +26.0% | 2,353 | $273K |
| Pioneer Wealth Management Group | 0.16% | Reduce -7.0% | 2,346 | $272K |
| Innealta Capital, LLC | 0.11% | Reduce -11.4% | 2,335 | $270K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -64.6% | 2,328 | $270K |
| Visionary Wealth Advisors | 0.02% | Reduce -17.3% | 2,325 | $269K |
| Stanley-Laman Group, Ltd. | 0.03% | Add +6.3% | 2,324 | $269K |
| Certuity, LLC | 0.02% | Reduce -3.4% | 2,288 | $265K |
| HUB Investment Partners, LLC | 0.01% | Add +0.9% | 2,288 | $265K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -5.8% | 2,272 | $263K |
| Successful Portfolios LLC | 0.18% | Reduce -3.0% | 2,266 | $262K |
| First United Bank & Trust | 0.10% | Reduce -3.5% | 2,257 | $261K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -43.6% | 2,200 | $255K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,184 | $253K |
| Sather Financial Group Inc | 0.02% | New | 2,184 | $253K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -20.1% | 2,149 | $249K |
| Trustco Bank Corp. N Y | 0.26% | No change | 2,140 | $248K |
| Headlands Technologies LLC | 0.06% | New | 2,105 | $244K |
| My Personal CFO, LLC | 0.14% | No change | 2,096 | $243K |
| International Assets Investment Management, LLC | 0.03% | Reduce -23.3% | 2,091 | $240K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -2.1% | 2,043 | $237K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 2,037 | $236K |
| Acas, LLC | 0.23% | Reduce -31.0% | 2,036 | $236K |
| Flagstone Financial Management | 0.09% | Add +4.4% | 2,034 | $236K |
| Flagstar Securities, Inc. | 0.07% | Add +5.2% | 2,027 | $235K |
| Napatree Capital LLC | 0.23% | No change | 2,068 | $235K |
| VCI Wealth Management LLC | 0.15% | Reduce -11.5% | 1,966 | $228K |
| Interactive Financial Advisors, Inc. | 0.13% | Reduce -88.4% | 1,963 | $227K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.7% | 1,946 | $225K |
| Significant Wealth Partners LLC | 0.15% | Reduce -9.8% | 1,939 | $225K |
| My Legacy Advisors, LLC | 0.07% | Reduce -3.9% | 1,919 | $222K |
| Investors Research Corp | 0.05% | Add +5.4% | 1,906 | $221K |
| Stonebrook Private Inc. | 0.06% | Reduce -10.5% | 1,889 | $219K |
| KFG Wealth Management, LLC | 0.09% | New | 1,880 | $218K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +8.0% | 1,878 | $217K |
| Centaurus Financial, Inc. | 0.02% | Add +15.5% | 1,868 | $216K |
| Main Street Financial Solutions, LLC | 0.02% | New | 1,865 | $216K |
| Bar Harbor Wealth Management | 0.01% | New | 1,863 | $216K |
| Janney Capital Management LLC | 0.01% | New | 1,857 | $215K |
| CVA Family Office, LLC | 0.04% | Add +62.4% | 1,855 | $215K |
| Confluence Wealth Services, Inc. | 0.02% | New | 1,848 | $214K |
| Gibbs Wealth Management | 0.12% | — | 1,844 | $214K |
| Mission Wealth Management, LP | 0.01% | New | 1,841 | $213K |
| Wolf Group Capital Advisors | 0.10% | No change | 1,843 | $213K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,823 | $211K |
| Core Wealth Partners LLC | 0.16% | New | 1,813 | $210K |
| Private Capital Management LLC | 0.05% | No change | 1,800 | $208K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +2.0% | 1,784 | $207K |
| Delta Financial Group, Inc. | 0.06% | New | 1,775 | $206K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $204K |
| Caldwell Sutter Capital, Inc. | 0.10% | Reduce -2.9% | 1,728 | $200K |
| Psagot Value Holdings Ltd. / (Israel) | 1.78% | No change | 1,696 | $196K |
| Balefire, LLC | 0.07% | New | 1,681 | $195K |
| Stelac Advisory Services LLC | 0.09% | No change | 1,639 | $190K |
| Tsfg, LLC | 0.05% | Add +174.7% | 1,549 | $179K |
| Creative Financial Designs Inc. | 0.02% | Add +82.0% | 1,454 | $168K |
| Concord Wealth Partners | 0.03% | Reduce -28.0% | 1,328 | $154K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,294 | $150K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.1% | 1,267 | $147K |
| DT Investment Partners, LLC | 0.01% | No change | 1,170 | $135K |
| WR Wealth Planners, LLC | 0.04% | New | 1,046 | $121K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,042 | $121K |
| Family Asset Management, LLC | 0.07% | Reduce -40.1% | 1,004 | $116K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $114K |
| St Germain D J Co. Inc. | 0.01% | No change | 985 | $114K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -44.4% | 992 | $114K |
| Cordgrass Capital Advisors, LLC | 0.03% | Add +125.1% | 968 | $112K |
| Costello Asset Management, INC | 0.07% | Reduce -68.9% | 895 | $104K |
| Wit, LLC | 3.10% | New | 880 | $102K |
| Salomon & Ludwin, LLC | 0.01% | New | 868 | $101K |
| MCF Advisors LLC | 0.01% | Add +19.3% | 840 | $97K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -98.5% | 815 | $95K |
| Aptus Capital Advisors, LLC | 0.00% | Add +385.0% | 810 | $94K |
| Rain Capital Management, LLC | 0.06% | Add +0.5% | 796 | $92K |
| Montag A & Associates Inc. | 0.00% | Reduce -28.3% | 764 | $88K |
| Palisade Asset Management, LLC | 0.01% | New | 750 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -34.9% | 748 | $87K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $82K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 710 | $82K |
| Heck Capital Advisors, LLC | 0.01% | Reduce -16.8% | 701 | $81K |
| Elevate Wealth Advisory, Inc. | 0.07% | Reduce -26.5% | 698 | $81K |
| Cambridge Trust Co. | 0.00% | New | 690 | $80K |
| Northwest Capital Management Inc | 0.02% | Add +1.7% | 654 | $76K |
| Trust Co. of Vermont | 0.00% | Reduce -8.1% | 650 | $75K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +33.1% | 640 | $74K |
| Parallel Advisors, LLC | 0.00% | No change | 619 | $72K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -66.8% | 590 | $68K |
| Perkins Coie Trust Co | 0.01% | No change | 545 | $63K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.2% | 541 | $62K |
| Blue Trust, Inc. | 0.00% | New | 530 | $61K |
| CoreCap Advisors, LLC | 0.00% | New | 514 | $60K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -18.7% | 477 | $55K |
| Wetzel Investment Advisors, Inc. | 0.03% | Add +404.2% | 484 | $55K |
| Y.D. More Investments Ltd | 0.01% | No change | 450 | $52K |
| Continuum Advisory, LLC | 0.01% | Reduce -87.2% | 447 | $51K |
| MidAtlantic Capital Management, Inc. | 0.04% | New | 441 | $51K |
| TCTC Holdings, LLC | 0.00% | Reduce -12.8% | 429 | $50K |
| Ancora Advisors LLC | 0.00% | Reduce -19.1% | 425 | $49K |
| REAP Financial Group, LLC | 0.01% | Reduce -24.6% | 424 | $49K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 424 | $49K |
| Lanark Financial, Inc. | 0.00% | No change | 425 | $49K |
| Truvestments Capital LLC | 0.02% | New | 423 | $49K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.0% | 422 | $49K |
| Barrett & Company, Inc. | 0.02% | Reduce -14.0% | 400 | $46K |
| Private Ocean, LLC | 0.00% | No change | 379 | $44K |
| Central Bank & Trust Co. | 0.01% | No change | 349 | $40K |
| Nemes Rush Group LLC | 0.01% | No change | 348 | $40K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 341 | $39K |
| Abich Financial Wealth Management LLC | 0.03% | Add +2264.3% | 331 | $38K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 306 | $35K |
| Salem Investment Counselors Inc. | 0.00% | Add +94.2% | 303 | $35K |
| Pacifica Partners Inc. | 0.02% | No change | 300 | $35K |
| WealthShield Partners, LLC | 0.01% | No change | 297 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 290 | $34K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 271 | $31K |
| EPG Wealth Management LLC | 0.01% | No change | 263 | $30K |
| Family Manage LLC | 0.00% | No change | 226 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 220 | $25K |
| Hexagon Capital Partners LLC | 0.01% | No change | 219 | $25K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 218 | $25K |
| Bray Capital Advisors | 0.01% | No change | 200 | $23K |
| Anfield Capital Management, LLC | 0.01% | New | 192 | $22K |
| Godsey & Gibb, Inc. | 0.00% | No change | 190 | $22K |
| Tidemark, LLC | 0.01% | Reduce -5.2% | 182 | $21K |
| Caitlin John, LLC | 0.02% | No change | 179 | $21K |
| Castleview Partners, LLC | 0.01% | No change | 168 | $19K |
| Tyler-Stone Wealth Management | 0.01% | No change | 167 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -74.8% | 165 | $19K |
| Signaturefd, LLC | 0.00% | New | 164 | $19K |
| Tompkins Financial Corp. | 0.00% | No change | 157 | $18K |
| Breakwater Investment Management | 0.01% | — | 152 | $18K |
| Rosenberg Matthew Hamilton | 0.01% | Add +125.0% | 153 | $18K |
| Richardson Financial Services Inc. | 0.01% | New | 150 | $17K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 144 | $17K |
| Realta Investment Advisors | 0.00% | New | 143 | $17K |
| Granite FO LLC | 0.01% | No change | 133 | $16K |
| Bank of New Hampshire | 0.00% | Add +50.6% | 134 | $16K |
| Versant Capital Management, Inc | 0.00% | New | 131 | $15K |
| Coston, McIsaac & Partners | 0.00% | No change | 138 | $15K |
| Impact Partnership Wealth, LLC | 0.01% | Reduce -17.0% | 127 | $15K |
| Howe & Rusling Inc. | 0.00% | Reduce -55.4% | 116 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +51.3% | 115 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 111 | $13K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 102 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| Planning Capital Management Corp | 0.01% | No change | 100 | $12K |
| Caldwell Trust Co | 0.00% | No change | 88 | $10K |
| Founders Financial Alliance, LLC | 0.00% | New | 81 | $9K |
| Jones Financial Companies LLLP | 0.00% | Reduce -78.5% | 81 | $9K |
| Pineridge Advisors LLC | 0.00% | Reduce -28.2% | 79 | $9K |
| Capital Analysts, LLC | 0.00% | Reduce -75.7% | 75 | $9K |
| Kozak & Associates, Inc. | 0.00% | Reduce -73.7% | 70 | $8K |
| GAMMA Investing LLC | 0.00% | No change | 69 | $8K |
| Webster Bank, N. A. | 0.00% | No change | 60 | $7K |
| Center for Financial Planning, Inc. | 0.00% | New | 56 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 54 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 50 | $6K |
| Sittner & Nelson, LLC | 0.00% | New | 48 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 45 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -8.9% | 41 | $5K |
| First Manhattan Co. Llc. | 0.00% | No change | 36 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Reduce -76.7% | 35 | $4K |
| Rothschild Investment LLC | 0.00% | New | 34 | $4K |
| WASHINGTON TRUST Co | 0.00% | Reduce -91.0% | 34 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -90.1% | 30 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -18.2% | 27 | $3K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 26 | $3K |
| Bessemer Group Inc. | 0.00% | New | 22 | $3K |
| ESL Trust Services, LLC | 0.00% | New | 25 | $3K |
| Gradient Investments LLC | 0.00% | Add +14.3% | 24 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 22 | $3K |
| Sachetta, LLC | 0.00% | No change | 17 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Gen-Wealth Partners Inc | 0.00% | — | 11 | $1K |
| Aspire Private Capital, LLC | 0.00% | New | 8 | $926 |
| PSI Advisors, LLC | 0.00% | No change | 7 | $811 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -92.3% | 6 | $703 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $579 |
| First Command Advisory Services, Inc. | 0.00% | No change | 4 | $463 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $347 |
| Key Financial Inc | 0.00% | No change | 3 | $347 |
| Global Financial Private Client, LLC | 0.00% | No change | 2 | $230 |
| Centerpoint Advisors, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is IEI's weight in each manager's 13F, not the share of iShares 3-7 Year Treasury Bo the manager owns.