iShares 3-7 Year Treasury BoIEIETF
13F holders, Q3 2024 (September 30)725holders +57
103new positions
51sold out
3famous investors
$120.59avg. 13F price*
At the end of Q3 2024, 725 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 57 from Q2 2024. 103 opened new positions and 51 sold out. The largest holders were JPMorgan Chase & Co. ($1.2B), Invesco Ltd. ($765.2M) and Bank of America Corp. ($693.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $1.0B |
| Exits | 51 | $255.3M |
All 13F filers, Q2 2024 → Q3 2024: 17,372,309 shares bought and 8,652,732 shares sold, net +8,719,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| JPMorgan Chase & Co. | 0.09% | Add +2.4% | 9,622,978 | $1.2B |
| Invesco Ltd. | 0.15% | New | 6,397,900 | $765.2M |
| Bank of America Corp. | 0.06% | Add +2.0% | 5,799,555 | $693.7M |
| FMR LLC | 0.04% | Reduce -9.0% | 5,019,739 | $600.4M |
| Financial Engines Advisors L.L.C. | 1.05% | Reduce -1.4% | 4,191,808 | $501.4M |
| Envestnet Asset Management Inc. | 0.15% | Add +2.4% | 3,921,447 | $469.0M |
| Morgan Stanley | 0.03% | Add +17.5% | 3,148,801 | $376.6M |
| Captrust Financial Advisors | 0.94% | Add +17868.4% | 2,647,641 | $316.7M |
| Truist Financial Corp. | 0.44% | Reduce -2.3% | 2,360,627 | $282.3M |
| Ameriprise Financial Inc. | 0.07% | Add +12.1% | 2,213,593 | $264.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.84% | Reduce -4.5% | 1,751,453 | $248.3M |
| Cerity Partners LLC | 0.54% | Add +7.5% | 2,035,960 | $243.5M |
| Assetmark, Inc. | 0.67% | Reduce -12.8% | 1,949,576 | $233.2M |
| Janney Montgomery Scott LLC | 0.64% | Reduce -2.2% | 1,929,728 | $230.8M |
| LPL Financial LLC | 0.10% | Add +23.0% | 1,785,428 | $213.5M |
| Creative Planning | 0.21% | Reduce -6.3% | 1,753,627 | $209.7M |
| UBS Group AG | 0.05% | Reduce -10.4% | 1,637,815 | $195.9M |
| Wells Fargo & Company | 0.05% | Add +17.0% | 1,593,910 | $190.6M |
| Stifel Financial Corp. | 0.19% | Reduce -0.7% | 1,544,110 | $184.7M |
| Johnson Financial Group, Inc. | 6.95% | Reduce -3.2% | 1,272,704 | $152.2M |
| WestEnd Advisors, LLC | 3.54% | Reduce -4.0% | 1,205,936 | $144.2M |
| Raymond James & Associates | 0.09% | Reduce -1.4% | 1,194,094 | $142.8M |
| Tanglewood Wealth Management, Inc. | 15.09% | Reduce -15.0% | 1,095,189 | $131.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -71.7% | 1,069,518 | $127.9M |
| Royal Bank of Canada | 0.03% | Add +10.3% | 953,732 | $114.1M |
| BlackRock, Inc. | 0.00% | — | 737,565 | $88.2M |
| Focus Partners Wealth | 0.25% | Add +78.6% | 648,224 | $77.5M |
| Facet Wealth, Inc. | 2.06% | Add +6.6% | 624,762 | $72.5M |
| Clarity Financial LLC | 7.59% | Add +100.2% | 539,867 | $64.6M |
| Wit, LLC | 1.85% | — | 1,757 | $64.0M |
| Bluespring Wealth Management, LLC | 6.23% | Add +3.1% | 518,874 | $62.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +2.5% | 512,797 | $61.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.11% | Add +6.9% | 505,304 | $60.4M |
| NorthCoast Asset Management LLC | 0.42% | Add +74.5% | 497,746 | $59.6M |
| Evergreen Capital Management LLC | 1.95% | Add +15.0% | 486,286 | $58.2M |
| National Bank of Canada | 0.07% | Add +2099.1% | 468,420 | $56.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -2.8% | 465,638 | $55.7M |
| Strategic Point Investment Advisors, LLC | 7.83% | Add +3.5% | 396,838 | $47.5M |
| Keybank National Association | 0.18% | Reduce -3.7% | 382,328 | $45.7M |
| Armstrong Advisory Group, Inc. | 3.69% | Add +12.4% | 372,871 | $44.6M |
| Citadel Advisors | 0.05% | Add +283.6% | 362,904 | $43.4M |
| TD Private Client Wealth LLC | 1.24% | Add +0.1% | 361,867 | $43.3M |
| Synovus Financial Corp. | 0.50% | Add +1.1% | 361,167 | $43.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +10.6% | 338,769 | $40.5M |
| DDFG, Inc | 11.55% | Add +33.6% | 338,074 | $40.4M |
| HighTower Advisors, LLC | 0.06% | Add +73.2% | 318,604 | $38.1M |
| Cetera Investment Advisers | 0.08% | Add +10.6% | 307,150 | $36.7M |
| Buckingham Capital Management, Inc. | 4.14% | Reduce -0.6% | 302,842 | $36.2M |
| Rwa Wealth Partners, LLC | 0.45% | Reduce -1.1% | 299,096 | $35.8M |
| Banco Santander, S.A. | 0.40% | Reduce -28.7% | 281,606 | $33.7M |
| Curi Capital, LLC | 0.77% | Reduce -16.1% | 281,484 | $33.7M |
| OneDigital Investment Advisors LLC | 0.34% | Add +769.5% | 250,152 | $29.9M |
| SkyView Investment Advisors, LLC | 4.94% | New | 248,155 | $29.7M |
| Madison Asset Management, LLC | 0.33% | Reduce -0.8% | 246,935 | $29.5M |
| Franklin Resources Inc. | 0.01% | Add +4.0% | 238,815 | $28.1M |
| Bank of New York Mellon Corp | 0.01% | Add +18.6% | 229,060 | $27.4M |
| Klaas Financial Asset Advisors, LLC | 4.72% | Add +1.3% | 227,818 | $27.2M |
| NSI Retail Advisors, LLC | 4.04% | New | 226,700 | $27.1M |
| CSM Advisors, LLC | 1.77% | New | 226,700 | $27.1M |
| Allianz Asset Management GmbH | 0.04% | Add +93.7% | 223,000 | $26.7M |
| US Bancorp \de | 0.03% | Add +12.2% | 220,670 | $26.4M |
| Pegasus Partners Ltd. | 2.47% | Add +10.2% | 220,497 | $26.4M |
| Trilogy Capital Inc. | 1.29% | Add +1.9% | 213,949 | $25.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -22.7% | 210,146 | $25.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -52.3% | 201,324 | $24.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +4.5% | 198,433 | $23.7M |
| Anchor Capital Advisors LLC | 0.63% | Reduce -2.4% | 197,779 | $23.7M |
| MBL Wealth, LLC | 2.54% | Add +1.3% | 197,052 | $23.6M |
| Strategic Wealth Partners, Ltd. | 2.18% | Add +9.3% | 189,875 | $22.7M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +0.3% | 187,050 | $22.4M |
| Orion Portfolio Solutions, LLC | 0.22% | Add +0.3% | 187,050 | $22.4M |
| AE Wealth Management LLC | 0.20% | Reduce -20.0% | 186,054 | $22.3M |
| Willis Johnson & Associates, Inc. | 1.58% | Add +1.4% | 174,074 | $20.8M |
| Beacon Bank & Trust | 4.84% | Add +5.3% | 172,433 | $20.6M |
| Bank of Nova Scotia | 0.04% | New | 166,400 | $19.9M |
| Hilton Capital Management, LLC | 1.54% | Add +4.0% | 165,625 | $19.8M |
| MML Investors Services, LLC | 0.07% | Add +38.4% | 163,307 | $19.5M |
| CFO4Life Group, LLC | 3.43% | Add +1.7% | 161,816 | $19.4M |
| Capital Investment Services of America, Inc. | 1.76% | Add +0.9% | 154,392 | $18.5M |
| Juniper Hill Capital Management LP | 4.21% | No change | 153,297 | $18.3M |
| Leavell Investment Management, Inc. | 0.89% | Add +8.9% | 148,683 | $17.8M |
| 1832 Asset Management L.P. | 0.03% | Add +1.9% | 137,482 | $16.4M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +2.1% | 137,042 | $16.4M |
| GTS Securities LLC | 0.32% | New | 134,619 | $16.1M |
| Benjamin Edwards Inc. | 0.23% | Add +447.6% | 134,381 | $16.1M |
| Haverford Trust Co | 0.15% | Add +5.1% | 132,086 | $15.8M |
| Gunma Bank,Ltd. | 6.40% | Add +188.9% | 130,000 | $15.5M |
| Hantz Financial Services, Inc. | 0.27% | Reduce -7.7% | 128,097 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.1% | 125,514 | $15.0M |
| Canal Capital Management, LLC | 2.37% | Add +3.9% | 124,089 | $14.8M |
| CFS Investment Advisory Services, LLC | 1.23% | Reduce -48.4% | 122,115 | $14.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +12.2% | 123,810 | $14.6M |
| Financial Sense Advisors, Inc. | 3.98% | New | 120,532 | $14.4M |
| Bond & Devick Financial Network, Inc. | 6.02% | Add +5.1% | 117,818 | $14.1M |
| Mirabaud & Cie SA | 4.05% | Add +1.5% | 116,668 | $14.0M |
| Oliver Lagore Vanvalin Investment Group | 3.69% | Add +64.3% | 115,354 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -16.5% | 113,968 | $13.6M |
| Waverly Advisors, LLC | 0.25% | Add +7.1% | 113,126 | $13.5M |
| HSBC Holdings PLC | 0.01% | Add +256.2% | 113,098 | $13.5M |
| Jmac Enterprises LLC | 2.15% | Add +14.2% | 112,597 | $13.5M |
| Cabot Wealth Management Inc. | 1.68% | Add +6.0% | 112,300 | $13.4M |
| Mason & Associates Inc | 3.33% | Add +62.6% | 111,687 | $13.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.13% | Reduce -63.5% | 111,605 | $13.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +10.1% | 109,000 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -4.1% | 108,768 | $13.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +7.5% | 103,761 | $12.4M |
| Cresset Asset Management, LLC | 0.05% | Add +591.3% | 103,499 | $12.4M |
| Redhawk Wealth Advisors, Inc. | 1.77% | Add +5364.1% | 103,435 | $12.4M |
| Gould Capital, LLC | 8.12% | Add +1.0% | 103,266 | $12.4M |
| M&T Bank Corp | 0.04% | Reduce -7.6% | 102,662 | $12.3M |
| Atlas Merchant Capital LLC | 18.80% | New | 101,250 | $12.1M |
| Y.D. More Investments Ltd | 1.27% | Add +22355.6% | 101,050 | $12.1M |
| Eley Financial Management, Inc | 4.79% | Add +0.9% | 99,562 | $11.9M |
| Bank of Montreal | 0.01% | Add +10.6% | 99,046 | $11.9M |
| Private Advisor Group, LLC | 0.07% | Add +28.2% | 98,013 | $11.7M |
| Focus Partners Advisor Solutions, LLC | 0.25% | New | 97,350 | $11.6M |
| Susquehanna International Group, LLP | 0.02% | New | 97,212 | $11.6M |
| Austin Wealth Management, LLC | 2.50% | Add +5.3% | 95,840 | $11.4M |
| High Probability Advisors, LLC | 1.91% | Reduce -60.6% | 93,954 | $11.2M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 93,761 | $11.2M |
| Rinkey Investments | 3.62% | Add +9.0% | 93,593 | $11.2M |
| RKL Wealth Management LLC | 1.00% | Reduce -11.0% | 92,505 | $11.1M |
| Boltwood Capital Management | 3.27% | Add +1.4% | 92,325 | $11.0M |
| Wooster Corthell Wealth Management, Inc. | 2.34% | Add +0.2% | 91,758 | $11.0M |
| Rehmann Capital Advisory Group | 0.71% | Add +54.8% | 90,902 | $10.9M |
| First American Trust, FSB | 1.06% | Add +27.2% | 89,035 | $10.6M |
| Keel Point, LLC | 0.85% | Add +2.6% | 85,532 | $10.2M |
| Wealthcare Capital Management LLC | 1.02% | Add +2.6% | 85,424 | $10.2M |
| Jane Street Group, LLC | 0.02% | Add +59.2% | 82,697 | $9.9M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -2.0% | 80,200 | $9.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -5.2% | 78,515 | $9.4M |
| First Financial Bank - Trust Division | 0.85% | Reduce -52.5% | 77,749 | $9.3M |
| Corebridge Financial, Inc. | 0.05% | No change | 75,200 | $9.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.60% | Reduce -27.9% | 73,000 | $8.7M |
| Checchi Capital Advisers, LLC | 0.65% | Add +0.9% | 72,751 | $8.7M |
| HM Payson & Co. | 0.15% | Add +31.5% | 70,908 | $8.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -7.2% | 70,453 | $8.4M |
| Atria Investments, Inc | 0.10% | Add +2.0% | 69,721 | $8.3M |
| Columbia Bank | 2.99% | New | 68,356 | $8.2M |
| Paulson Wealth Management Inc. | 2.18% | Add +8.3% | 68,054 | $8.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +48.2% | 66,976 | $8.0M |
| Baird Financial Group, Inc. | 0.02% | Add +89.4% | 66,132 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +34.1% | 64,911 | $7.8M |
| Sollinda Capital Management LLC | 2.17% | Reduce -2.9% | 64,384 | $7.7M |
| CreativeOne Wealth, LLC | 0.26% | Add +38.7% | 64,224 | $7.7M |
| Mariner, LLC | 0.01% | Reduce -51.0% | 64,180 | $7.7M |
| Axxcess Wealth Management, LLC | 0.19% | Reduce -2.1% | 63,191 | $7.6M |
| DAVENPORT & Co LLC | 0.04% | Reduce -0.5% | 62,686 | $7.5M |
| Global Endowment Management, LP | 0.75% | Add +5.1% | 62,000 | $7.4M |
| Heck Capital Advisors, LLC | 0.83% | Reduce -0.0% | 60,242 | $7.2M |
| Nations Financial Group Inc, /Ia/ | 0.52% | Add +69.7% | 59,974 | $7.2M |
| James Investment Research, Inc. | 0.82% | Add +1.2% | 59,778 | $7.1M |
| Premier Path Wealth Partners, LLC | 1.11% | Add +6.1% | 58,778 | $7.0M |
| Studio Investment Management LLC | 1.47% | Reduce -0.8% | 58,386 | $7.0M |
| Darwin Wealth Management, LLC | 1.86% | New | 56,777 | $6.8M |
| Stratos Wealth Advisors, LLC | 0.31% | Add +20.5% | 56,685 | $6.8M |
| US Financial Advisors, LLC | 2.11% | Reduce -1.0% | 56,663 | $6.8M |
| Prudential PLC | 0.03% | No change | 54,981 | $6.6M |
| Prudential Financial Inc. | 0.01% | Add +13.8% | 54,929 | $6.6M |
| Wrapmanager Inc. | 1.68% | Add +26.5% | 54,227 | $6.5M |
| Brookstone Capital Management | 0.10% | Add +279.4% | 54,020 | $6.5M |
| First Trust Advisors LP | 0.01% | Reduce -16.3% | 53,760 | $6.4M |
| United Capital Financial Advisors, LLC | 0.05% | Add +21.3% | 53,614 | $6.4M |
| Clearstead Advisors, LLC | 0.10% | Add +3.0% | 53,526 | $6.4M |
| Old Mission Capital LLC | 0.14% | Add +474.1% | 53,400 | $6.4M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -33.8% | 53,066 | $6.3M |
| Harbour Investments, Inc. | 0.19% | Reduce -39.0% | 52,737 | $6.3M |
| Diversify Advisory Services, LLC | 0.33% | Add +0.7% | 52,958 | $6.2M |
| MBM Wealth Consultants, LLC | 1.94% | New | 51,417 | $6.1M |
| Midwest Professional Planners, LTD. | 1.87% | Add +2.3% | 51,114 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -5.2% | 50,886 | $6.1M |
| Pinnacle Financial Partners Inc | 0.12% | Reduce -27.3% | 50,163 | $6.0M |
| Lake Hills Wealth Management, LLC | 3.96% | Add +2.3% | 49,465 | $5.9M |
| Latko Wealth Management, Ltd. | 3.56% | — | 49,037 | $5.9M |
| Stableford Capital II LLC | 2.32% | New | 49,342 | $5.8M |
| Everstar Asset Management, LLC | 3.96% | — | 48,332 | $5.8M |
| Paragon Capital Management Ltd | 1.12% | Reduce -16.0% | 47,526 | $5.7M |
| Dock Street Asset Management Inc. | 0.76% | Add +42.1% | 46,831 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +42.7% | 46,549 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +11.7% | 45,963 | $5.5M |
| Great Diamond Partners, LLC | 1.37% | Reduce -1.7% | 45,242 | $5.4M |
| Opus Capital Group, LLC | 0.67% | Reduce -0.3% | 44,795 | $5.4M |
| Tennessee Valley Asset Management Partners | 0.88% | Add +5.7% | 45,309 | $5.3M |
| AMG National Trust Bank | 0.14% | Reduce -43.5% | 44,045 | $5.3M |
| Jump Financial, LLC | 0.11% | Add +145.5% | 43,740 | $5.2M |
| Comerica Bank | 0.02% | Reduce -8.1% | 43,734 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +11.4% | 44,480 | $5.2M |
| Cwm, LLC | 0.02% | Add +76.6% | 42,700 | $5.1M |
| One Day In July LLC | 0.57% | Reduce -37.2% | 42,570 | $5.1M |
| Proathlete Wealth Management LLC | 2.06% | Add +7.5% | 41,749 | $5.0M |
| &partners | 0.10% | Add +192.3% | 41,280 | $4.9M |
| Arvest Investments, Inc. | 0.74% | Add +0.1% | 41,190 | $4.9M |
| Financial Management Network Inc. | 1.02% | Add +394.8% | 41,228 | $4.9M |
| TrinityPoint Wealth, LLC | 0.70% | Add +0.8% | 40,631 | $4.9M |
| New Potomac Partners, LLC | 2.49% | Add +8.5% | 40,473 | $4.8M |
| Transcend Capital Advisors, LLC | 0.32% | Add +9.0% | 40,008 | $4.8M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +14.2% | 39,814 | $4.8M |
| TPG Financial Advisors, LLC | 2.13% | Add +7.5% | 39,572 | $4.7M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -3.8% | 39,141 | $4.7M |
| Sowell Financial Services LLC | 0.22% | Add +28.3% | 39,117 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +8.3% | 39,054 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -16.4% | 37,468 | $4.5M |
| Christensen, King & Associates Investment Services, Inc. | 2.11% | Add +3.2% | 37,407 | $4.5M |
| Ritholtz Wealth Management | 0.13% | Add +25.1% | 36,887 | $4.4M |
| Camden National Bank | 0.63% | Add +29.8% | 36,827 | $4.4M |
| Bright Futures Wealth Management, LLC. | 2.11% | Add +10.2% | 37,335 | $4.4M |
| Smith Salley Wealth Management | 0.28% | Reduce -22.6% | 35,769 | $4.3M |
| Sequent Planning LLC | 1.46% | Reduce -11.2% | 35,411 | $4.2M |
| Confluence Investment Management LLC | 0.06% | Add +2.4% | 35,113 | $4.2M |
| Becker Capital Management Inc. | 0.14% | Add +234.1% | 34,741 | $4.2M |
| Traphagen Investment Advisors LLC | 0.42% | Reduce -16.9% | 34,562 | $4.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -37.7% | 34,554 | $4.1M |
| 9258 Wealth Management, LLC | 0.61% | Reduce -4.2% | 34,393 | $4.1M |
| Flow Traders U.S. LLC | 0.21% | Reduce -31.6% | 34,387 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +2.7% | 34,345 | $4.1M |
| Lauer Wealth, LLC | 3.10% | Add +57.2% | 34,097 | $4.0M |
| Daymark Wealth Partners, LLC | 0.17% | Add +3.0% | 33,363 | $4.0M |
| EFG Asset Management (Americas) Corp. | 0.78% | Add +0.2% | 33,332 | $4.0M |
| Fortis Group Advisors, LLC | 0.74% | New | 33,250 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +359.7% | 33,100 | $4.0M |
| Blue Fin Capital, Inc. | 0.75% | Add +20.0% | 33,086 | $4.0M |
| Pinnacle Associates Ltd. | 0.07% | Reduce -3.8% | 33,702 | $3.9M |
| Center For Asset Management LLC | 2.33% | Reduce -7.1% | 32,660 | $3.9M |
| William Howard & Co Financial Advisors Inc | 3.30% | Add +0.1% | 32,364 | $3.9M |
| Community Trust & Investment Co. | 0.24% | Add +7.2% | 32,194 | $3.9M |
| PFG Advisors | 0.24% | Add +27.1% | 31,725 | $3.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.36% | Add +3.6% | 31,656 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +138.8% | 31,248 | $3.7M |
| Divergent Wealth Advisors | 0.67% | Add +1.2% | 30,824 | $3.7M |
| Wealthspire Retirement, LLC | 0.30% | Add +0.2% | 30,824 | $3.7M |
| Acropolis Investment Management, LLC | 0.21% | Reduce -4.1% | 30,028 | $3.6M |
| Fifth Third Bancorp | 0.01% | Add +5.5% | 29,924 | $3.6M |
| Fifth Third Securities, Inc. | 0.34% | Add +13.2% | 29,876 | $3.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.08% | Add +54.7% | 29,502 | $3.5M |
| IHT Wealth Management, LLC | 0.10% | Add +858.7% | 29,239 | $3.5M |
| AlphaMark Advisors, LLC | 1.20% | Add +527.0% | 28,967 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -30.1% | 28,833 | $3.4M |
| Surience Private Wealth LLC | 3.41% | New | 27,884 | $3.3M |
| Crabel Capital Management, LLC | 2.33% | Add +41.0% | 27,636 | $3.3M |
| Values First Advisors, Inc. | 1.78% | Add +3.8% | 27,398 | $3.3M |
| D L Carlson Investment Group Inc. | 0.59% | Add +56.7% | 27,238 | $3.3M |
| Centennial Wealth Advisory LLC | 1.26% | Reduce -16.0% | 27,025 | $3.2M |
| Trajan Wealth LLC | 0.19% | Reduce -4.9% | 26,669 | $3.2M |
| Retirement Income Solutions, Inc. | 0.73% | Reduce -6.3% | 26,621 | $3.2M |
| Newport Capital Group, LLC | 2.29% | Add +22.1% | 26,007 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.6% | 25,819 | $3.1M |
| Blueprint Investment Partners LLC | 0.55% | Add +70.0% | 25,171 | $3.0M |
| Regions Financial Corp. | 0.02% | Reduce -8.7% | 25,167 | $3.0M |
| Ascent Group, LLC | 0.23% | Reduce -8.8% | 25,080 | $3.0M |
| Fortune Financial Advisors, LLC | 2.68% | Add +1.4% | 24,738 | $3.0M |
| IFP Advisors, Inc | 0.11% | Add +24.6% | 24,462 | $2.9M |
| Partners Capital Investment Group, LLP | 0.05% | Reduce -31.4% | 24,447 | $2.9M |
| Sfmg, LLC | 0.24% | Reduce -16.1% | 24,406 | $2.9M |
| ETF Store, Inc. | 2.96% | Add +23.4% | 24,076 | $2.9M |
| Magnus Financial Group LLC | 0.29% | Add +37.4% | 23,871 | $2.9M |
| Concourse Financial Group Securities, Inc. | 0.17% | Add +4.7% | 23,643 | $2.8M |
| Elevated Capital Advisors, LLC | 0.75% | Reduce -21.4% | 23,617 | $2.8M |
| Edge Wealth Management LLC | 0.56% | Add +6.4% | 23,374 | $2.8M |
| Advisory Services Network, LLC | 0.06% | No change | 24,160 | $2.8M |
| Sykon Capital LLC | 0.98% | New | 23,323 | $2.8M |
| Allworth Financial LP | 0.02% | Add +5.4% | 23,267 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.3% | 23,103 | $2.8M |
| Goldstone Financial Group, LLC | 0.48% | Add +16.3% | 23,070 | $2.8M |
| Proffitt & Goodson Inc. | 0.45% | Add +4.0% | 23,042 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -14.3% | 23,062 | $2.8M |
| Aerodigm Wealth, LLC | 1.74% | Reduce -2.4% | 22,975 | $2.7M |
| Fiduciary Trust Co | 0.04% | Add +120.9% | 22,894 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -8.9% | 22,712 | $2.7M |
| Raymond James Trust N.A. | 0.06% | Add +31.2% | 22,660 | $2.7M |
| Oarsman Capital, Inc. | 0.50% | Add +14.2% | 22,600 | $2.7M |
| Mount Lucas Management LP | 0.91% | Reduce -21.4% | 22,412 | $2.7M |
| Robinson Value Management, Ltd. | 1.73% | Add +0.5% | 22,318 | $2.7M |
| Chesley Taft & Associates LLC | 0.12% | Add +48.2% | 21,107 | $2.5M |
| Burke & Herbert Bank & Trust Co. | 0.58% | No change | 20,834 | $2.5M |
| Vernal Point Advisors, LLC | 1.92% | No change | 20,710 | $2.5M |
| Hoese & Co LLP | 2.06% | New | 20,584 | $2.5M |
| Moulton Wealth Management, Inc. | 2.03% | Add +149.3% | 20,566 | $2.4M |
| Meridian Wealth Management, LLC | 0.12% | New | 20,228 | $2.4M |
| Bryn Mawr Trust Advisors, LLC | 0.13% | Reduce -2.6% | 20,138 | $2.4M |
| Sage Financial Group Inc. | 0.20% | Add +0.8% | 20,128 | $2.4M |
| Stephens Inc. | 0.03% | Add +0.6% | 20,105 | $2.4M |
| Tru Independence Asset Management 2, LLC | 2.01% | — | 19,925 | $2.4M |
| Capital Investment Counsel, LLC | 0.41% | Reduce -8.5% | 19,702 | $2.4M |
| Mgo One Seven LLC | 0.10% | Reduce -21.1% | 19,695 | $2.4M |
| Vectors Research Management, LLC | 0.71% | Add +89.1% | 19,612 | $2.3M |
| Titleist Asset Management, LLC | 0.34% | Add +0.0% | 19,418 | $2.3M |
| Courier Capital LLC | 0.16% | Add +92.0% | 19,379 | $2.3M |
| Geneos Wealth Management Inc. | 0.09% | Add +2488.4% | 19,361 | $2.3M |
| Whittier Trust Co. | 0.03% | Reduce -1.3% | 19,046 | $2.3M |
| Riggs Asset Managment Co. Inc. | 0.61% | Add +335.4% | 18,717 | $2.2M |
| Legacy Private Trust Co. | 0.15% | Add +4.3% | 18,559 | $2.2M |
| Resonant Capital Advisors, LLC | 0.16% | No change | 18,225 | $2.2M |
| SevenBridge Financial Group, LLC | 0.42% | Add +54.9% | 18,678 | $2.2M |
| Faithward Advisors, LLC | 0.37% | Reduce -3.3% | 17,962 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -22.4% | 17,922 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -6.2% | 17,539 | $2.1M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +256.0% | 17,212 | $2.1M |
| Cascade Financial Partners, LLC | 0.25% | Add +1.1% | 17,239 | $2.0M |
| Cascades Capital Asset Management, LLC | 1.14% | — | 16,848 | $2.0M |
| Regatta Capital Group, LLC | 0.39% | Add +2.9% | 16,822 | $2.0M |
| Sinecera Capital, LLC | 2.31% | Add +6.7% | 16,038 | $1.9M |
| Aua Capital Management, LLC | 1.10% | No change | 15,831 | $1.9M |
| Twele Capital Management, Inc. | 0.39% | Reduce -0.8% | 15,723 | $1.9M |
| Park Edge Advisors, LLC | 0.54% | Reduce -8.8% | 15,710 | $1.9M |
| Strategic Investment Advisors / MI | 0.20% | Reduce -16.9% | 15,627 | $1.9M |
| TFB Advisors LLC | 0.55% | Reduce -17.2% | 15,475 | $1.9M |
| All Season Financial Advisors, Inc. | 1.56% | New | 15,313 | $1.8M |
| Independent Financial Group, LLC | 0.07% | Add +504.2% | 15,263 | $1.8M |
| Royal Fund Management, LLC | 0.13% | Add +373.7% | 15,039 | $1.8M |
| Parker Financial LLC | 0.88% | Reduce -15.7% | 14,685 | $1.8M |
| Marex Group Ltd | 0.04% | Reduce -9.0% | 14,652 | $1.8M |
| AlTi Global, Inc. | 0.04% | No change | 14,597 | $1.7M |
| Carnegie Investment Counsel | 0.05% | Reduce -26.0% | 14,523 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +8.2% | 14,414 | $1.7M |
| Money Concepts Capital Corp. | 0.13% | New | 14,181 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.15% | Reduce -15.5% | 14,230 | $1.7M |
| Bangor Savings Bank | 0.15% | Reduce -22.5% | 13,443 | $1.6M |
| E&G Advisors, LLC | 0.44% | Reduce -1.0% | 13,437 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -16.5% | 13,351 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -69.4% | 13,244 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.7% | 13,078 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +11.8% | 12,818 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +1.8% | 12,574 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -24.4% | 12,492 | $1.5M |
| HCR Wealth Advisors | 0.19% | Add +0.7% | 12,370 | $1.5M |
| Regal Investment Advisors LLC | 0.10% | Add +300.0% | 12,233 | $1.5M |
| Two Sigma Securities, LLC | 0.11% | New | 12,164 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -31.0% | 12,062 | $1.4M |
| SCS Capital Management LLC | 0.03% | Reduce -6.6% | 12,016 | $1.4M |
| Montecito Bank & Trust | 0.24% | New | 11,809 | $1.4M |
| Motiv8 Investments LLC | 0.94% | Reduce -7.5% | 11,725 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.3% | 11,584 | $1.4M |
| TAP Consulting, LLC | 0.27% | Add +0.8% | 11,362 | $1.4M |
| Commerce Bank | 0.01% | Add +2.2% | 11,351 | $1.4M |
| Forefront Analytics, LLC | 0.61% | Reduce -9.4% | 10,766 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +849.2% | 10,679 | $1.3M |
| J. W. Coons Advisors, LLC | 0.24% | Add +3.1% | 10,635 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.7% | 10,611 | $1.3M |
| Warner Financial, Inc. | 0.54% | Add +1.9% | 10,214 | $1.2M |
| New Century Financial Group, LLC | 0.45% | Add +122.3% | 10,148 | $1.2M |
| Cannon Advisors, Inc. | 0.98% | — | 10,024 | $1.2M |
| Napa Wealth Management | 0.57% | Add +28.8% | 10,043 | $1.2M |
| Great Lakes Retirement, Inc. | 0.15% | Reduce -4.6% | 9,957 | $1.2M |
| Ogorek Anthony Joseph /NY/ | 0.40% | Add +47.9% | 9,816 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +9.1% | 9,795 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.1% | 9,520 | $1.1M |
| UMB Bank, n.a. | 0.02% | No change | 9,441 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +29.0% | 9,338 | $1.1M |
| GenWealth Group, Inc. | 0.25% | Reduce -1.2% | 9,229 | $1.1M |
| Martin Capital Partners, LLC | 0.54% | Reduce -14.7% | 9,162 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +310.9% | 9,097 | $1.1M |
| LGL Partners, LLC | 0.15% | Reduce -38.0% | 9,032 | $1.1M |
| FFT Wealth Management LLC | 0.08% | Reduce -38.0% | 9,032 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -20.3% | 8,997 | $1.1M |
| Endowment Wealth Management, Inc. | 0.70% | New | 8,853 | $1.1M |
| Silvia McColl Wealth Management, LLC | 0.79% | New | 8,826 | $1.1M |
| NBT Bank, N.A. | 0.07% | Reduce -4.4% | 8,825 | $1.1M |
| World Investment Advisors | 0.03% | New | 8,815 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -12.1% | 8,594 | $1.0M |
| Idaho Trust Co | 0.50% | Reduce -3.3% | 8,584 | $1.0M |
| Horan Securities, Inc. | 0.40% | Reduce -0.1% | 8,561 | $1.0M |
| Tranquilli Financial Advisor LLC | 0.64% | Add +23.1% | 8,546 | $1.0M |
| Polymer Capital Management (HK) LTD | 0.23% | New | 8,400 | $1.0M |
| Bokf, NA | 0.02% | No change | 8,365 | $996K |
| Peoples Bank | 0.51% | Reduce -10.7% | 8,269 | $989K |
| Arete Wealth Advisors, LLC | 0.08% | Add +35.8% | 8,172 | $977K |
| Alpha Square Group S LLC | 2.50% | New | 8,000 | $957K |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +53.4% | 7,958 | $952K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -2.0% | 7,935 | $949K |
| Simplicity Wealth,LLC | 0.09% | Reduce -2.2% | 7,906 | $946K |
| Edgestream Partners, L.P. | 0.04% | New | 7,885 | $943K |
| Timber Creek Capital Management LLC | 0.26% | New | 7,863 | $940K |
| Columbus Macro, LLC | 0.34% | Add +4.2% | 7,744 | $921K |
| Upper Left Wealth Management, LLC | 0.80% | Reduce -29.5% | 7,704 | $915K |
| Pacific Financial Group Inc. | 0.67% | Reduce -9.1% | 7,625 | $912K |
| Optivise Advisory Services LLC | 0.48% | Reduce -3.9% | 7,603 | $909K |
| Betterment LLC | 0.00% | Add +34.0% | 7,590 | $908K |
| Prospera Financial Services Inc | 0.02% | Add +127.0% | 7,568 | $905K |
| Coppell Advisory Solutions LLC | 0.13% | Add +33.4% | 7,548 | $905K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,484 | $895K |
| ORG Partners LLC | 0.14% | Add +35295.2% | 7,433 | $889K |
| Wolverine Trading, LLC | 0.02% | Add +67.5% | 7,288 | $874K |
| ABLE Financial Group, LLC | 0.27% | New | 7,234 | $865K |
| Whalen Wealth Management Inc. | 0.61% | Reduce -28.0% | 7,226 | $864K |
| Northwest Wealth Management, LLC | 0.20% | Reduce -11.7% | 7,207 | $862K |
| Compound Planning, Inc. | 0.05% | Add +15.2% | 7,171 | $858K |
| IMA Advisory Services, Inc. | 0.18% | New | 7,083 | $847K |
| MorganRosel Wealth Management, LLC | 0.28% | Add +2.5% | 7,072 | $846K |
| Good Life Advisors, LLC | 0.05% | New | 7,056 | $844K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -42.4% | 6,835 | $817K |
| Jones Financial Companies LLLP | 0.00% | Add +792.3% | 6,799 | $815K |
| NorthRock Partners, LLC | 0.03% | Add +0.8% | 6,730 | $805K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -23.8% | 6,693 | $801K |
| Principal Securities, Inc. | 0.02% | Reduce -2.7% | 6,540 | $782K |
| MAS Advisors LLC | 1.66% | No change | 6,522 | $780K |
| Alera Investment Advisors, LLC | 0.09% | Add +7.3% | 6,515 | $779K |
| Noble Family Wealth, LLC | 0.21% | Reduce -1.5% | 6,495 | $777K |
| Crewe Advisors LLC | 0.09% | Add +29.4% | 6,477 | $775K |
| BNP Paribas | 0.03% | Reduce -5.5% | 6,475 | $774K |
| Millennium Management | 0.00% | New | 6,446 | $771K |
| Nwam LLC | 0.05% | New | 6,386 | $764K |
| Summa Corp. | 0.37% | Add +18.6% | 6,370 | $762K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -5.0% | 6,256 | $748K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -25.0% | 6,237 | $746K |
| Axiom Advisory, LLC | 0.01% | Add +2.3% | 6,225 | $736K |
| Ethos Financial Group, LLC | 0.12% | No change | 6,135 | $734K |
| Townsquare Capital LLC | 0.01% | Add +105.0% | 6,078 | $727K |
| Cadence Bank | 0.05% | New | 6,075 | $727K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +78.9% | 6,055 | $724K |
| Rockland Trust Co. | 0.04% | Reduce -0.0% | 5,983 | $716K |
| Mather Group, Llc. | 0.01% | Reduce -68.4% | 5,978 | $715K |
| Israel Discount Bank of New York | 1.06% | Reduce -46.7% | 5,959 | $713K |
| Bulltick Wealth Management, LLC | 0.17% | New | 5,812 | $695K |
| Hudson Portfolio Management LLC | 0.68% | — | 5,776 | $691K |
| Western Wealth Management, LLC | 0.04% | Add +48.7% | 5,771 | $690K |
| Camarda Financial Advisors, LLC | 0.26% | Add +16.2% | 5,736 | $686K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,701 | $682K |
| Country Club Bank | 0.05% | Reduce -9.2% | 5,676 | $681K |
| Principle Wealth Partners LLC | 0.05% | Add +95.7% | 5,688 | $680K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -6.3% | 5,651 | $676K |
| Rede Wealth, LLC | 0.26% | Add +0.1% | 5,605 | $670K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,570 | $666K |
| Pitcairn Co. | 0.04% | No change | 5,535 | $662K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -96.3% | 5,342 | $639K |
| Simplex Trading, LLC | 0.02% | Reduce -51.7% | 5,290 | $632K |
| Blair William & Co. | 0.00% | Reduce -29.0% | 5,255 | $629K |
| Shelton Wealth Management, LLC | 0.35% | Reduce -10.1% | 5,219 | $624K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.8% | 5,161 | $617K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +104.3% | 5,133 | $614K |
| Argent Advisors, Inc. | 0.23% | Add +4.0% | 5,092 | $609K |
| Cooper Financial Group | 0.08% | Reduce -13.1% | 5,043 | $603K |
| Argus Investors' Counsel, Inc. | 0.39% | New | 5,032 | $602K |
| Stephens Group Asset Management, LLC | 0.05% | No change | 4,976 | $595K |
| HRT Financial LP | 0.00% | Add +18.8% | 4,936 | $590K |
| Snowden Capital Advisors LLC | 0.02% | Add +125.7% | 4,908 | $587K |
| Vicus Capital | 0.05% | New | 4,898 | $586K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 4,897 | $586K |
| Savant Capital, LLC | 0.00% | Reduce -15.9% | 4,790 | $573K |
| Park Place Capital Corp | 0.16% | Reduce -0.1% | 4,776 | $571K |
| Cibc World Market Inc. | 0.00% | New | 4,744 | $567K |
| WNY Asset Management, LLC | 0.07% | Add +25.9% | 4,721 | $565K |
| Guerra Pan Advisors, LLC | 0.45% | No change | 4,669 | $558K |
| Element Wealth, LLC | 0.29% | Reduce -3.5% | 4,564 | $546K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +3.5% | 4,551 | $544K |
| RMR Wealth Builders | 0.06% | No change | 4,500 | $538K |
| One Charles Private Wealth Services, LLC | 0.20% | Reduce -73.8% | 4,493 | $537K |
| Roberts Financial Services LLC | 0.10% | Reduce -16.7% | 4,439 | $531K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -13.3% | 4,359 | $521K |
| Deutsche Bank AG | 0.00% | No change | 4,345 | $520K |
| Blue Edge Capital, LLC | 0.08% | Reduce -96.2% | 4,311 | $516K |
| HBW Advisory Services LLC | 0.08% | Add +20.9% | 4,297 | $514K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,292 | $513K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +1.8% | 4,246 | $508K |
| Sachem Hill LLC | 0.10% | Reduce -2.6% | 4,219 | $505K |
| CW Advisors, LLC | 0.01% | Reduce -6.1% | 4,215 | $504K |
| Davidson Trust Co. | 0.26% | New | 4,172 | $499K |
| Belpointe Asset Management LLC | 0.03% | Add +28.3% | 4,146 | $496K |
| PrairieView Partners, LLC | 0.05% | Add +6.5% | 4,122 | $493K |
| Lloyd Advisory Services, LLC. | 0.24% | Reduce -90.4% | 4,121 | $493K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -6.9% | 4,156 | $490K |
| Jackson Thornton Wealth Management, LLC | 0.06% | No change | 4,088 | $489K |
| Patten Group, Inc. | 0.11% | Add +64.1% | 4,054 | $485K |
| Accurate Wealth Management, LLC | 0.10% | Add +69.2% | 4,109 | $485K |
| Channel Wealth LLC | 0.16% | Reduce -21.6% | 4,038 | $483K |
| Advisor Resource Council | 0.22% | New | 4,034 | $482K |
| Kathleen S. Wright Associates Inc. | 0.20% | Add +1.8% | 4,030 | $482K |
| Tsfg, LLC | 0.10% | Add +18.9% | 4,021 | $481K |
| Atlanta Consulting Group Advisors, LLC | 0.12% | New | 4,014 | $480K |
| Omega Financial Group, LLC | 0.18% | Reduce -21.7% | 4,013 | $480K |
| Mechanics Bank Trust Department | 0.06% | New | 4,000 | $478K |
| PFG Investments, LLC | 0.03% | Reduce -3.2% | 3,971 | $475K |
| Renasant Bank | 0.31% | Reduce -0.2% | 3,905 | $467K |
| Parkside Advisors LLC | 0.11% | Reduce -59.8% | 3,819 | $457K |
| Phoenix Financial Ltd. | 0.01% | Reduce -24.6% | 3,799 | $454K |
| Freedom Investment Management, Inc. | 0.04% | No change | 3,798 | $454K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +344.4% | 3,777 | $452K |
| Bfsg, LLC | 0.05% | Reduce -29.0% | 3,724 | $445K |
| Brophy Wealth Management, LLC | 0.16% | — | 3,688 | $441K |
| Fiduciary Alliance LLC | 0.06% | Reduce -4.7% | 3,668 | $439K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -2.3% | 3,614 | $432K |
| Southeast Asset Advisors, LLC | 0.05% | No change | 3,550 | $425K |
| Valmark Advisers, Inc. | 0.01% | Reduce -10.2% | 3,533 | $423K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -6.1% | 3,614 | $422K |
| Roble, Belko & Company, Inc | 0.06% | No change | 3,429 | $410K |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.2% | 3,408 | $408K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -5.1% | 3,404 | $407K |
| Arkadios Wealth Advisors | 0.02% | Add +21.7% | 3,366 | $403K |
| Stelac Advisory Services LLC | 0.16% | Add +103.9% | 3,342 | $400K |
| West Paces Advisors Inc. | 0.10% | Reduce -43.9% | 3,337 | $399K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -0.6% | 3,330 | $398K |
| Adams Wealth Management | 0.09% | Reduce -0.7% | 3,327 | $398K |
| CacheTech Inc. | 0.09% | Reduce -0.7% | 3,327 | $398K |
| Sigma Planning Corp | 0.01% | Add +10.5% | 3,271 | $391K |
| Voya Financial Advisors, Inc. | 0.04% | New | 3,261 | $391K |
| Forte Asset Management LLC | 0.21% | No change | 3,250 | $389K |
| Aries Wealth Management | 0.11% | Add +2.9% | 3,238 | $387K |
| Members Trust Co | 0.01% | Reduce -16.0% | 3,229 | $386K |
| Twin Focus Capital Partners, LLC | 0.06% | New | 3,200 | $383K |
| AlphaCentric Advisors LLC | 0.28% | Reduce -25.3% | 3,126 | $374K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +4.9% | 3,119 | $373K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -39.3% | 3,190 | $370K |
| Charles Schwab Trust Co | 0.03% | Reduce -5.2% | 3,075 | $368K |
| Woodward Diversified Capital, LLC | 0.23% | Add +2.2% | 3,071 | $367K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +46.0% | 3,068 | $367K |
| Bigelow Investment Advisors, LLC | 0.16% | Reduce -1.4% | 3,029 | $362K |
| Petra Financial Advisors Inc. | 0.24% | Reduce -6.3% | 3,003 | $359K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -10.5% | 2,995 | $358K |
| Legacy Capital Group California, Inc. | 0.12% | Add +47.0% | 2,985 | $357K |
| Robinswood Financial LLC | 0.13% | Reduce -0.7% | 2,985 | $357K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 2,982 | $357K |
| Howard Bailey Securities, LLC | 0.13% | — | 2,973 | $356K |
| Silver Oak Securities, Incorporated | 0.04% | Add +51.6% | 3,307 | $350K |
| My Legacy Advisors, LLC | 0.14% | Add +50.5% | 2,902 | $347K |
| Verger Capital Management LLC | 0.17% | New | 2,900 | $347K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +1.2% | 2,876 | $344K |
| Value Partners Investments Inc. | 0.03% | No change | 2,862 | $343K |
| Kestra Investment Management, LLC | 0.01% | New | 2,864 | $343K |
| Scotia Capital Inc. | 0.00% | No change | 2,842 | $340K |
| Unconventional Investor, LLC | 0.21% | Add +0.1% | 2,840 | $340K |
| Chemistry Wealth Management LLC | 0.08% | Reduce -3.3% | 2,783 | $333K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 2,776 | $332K |
| WestHill Financial Advisors, Inc. | 0.07% | Add +1.2% | 2,735 | $327K |
| Alhambra Investment Management LLC | 0.17% | Reduce -49.3% | 2,722 | $326K |
| Private Trust Co. NA | 0.03% | Add +8.9% | 2,715 | $325K |
| Headlands Technologies LLC | 0.04% | New | 2,699 | $323K |
| Bellecapital International Ltd. | 0.06% | Reduce -13.7% | 2,686 | $321K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $314K |
| Atwood & Palmer Inc. | 0.02% | New | 2,618 | $313K |
| Wedbush Securities Inc. | 0.01% | Add +2.8% | 2,613 | $313K |
| Busey Bank | 0.01% | No change | 2,565 | $307K |
| REDW Wealth LLC | 0.08% | Add +0.3% | 2,545 | $304K |
| Hill Island Financial LLC | 0.09% | Add +0.8% | 2,540 | $304K |
| Innealta Capital, LLC | 0.12% | Reduce -0.6% | 2,539 | $304K |
| Parallel Advisors, LLC | 0.01% | Add +307.4% | 2,522 | $302K |
| TRUE Private Wealth Advisors | 0.04% | New | 2,517 | $301K |
| First United Bank & Trust | 0.11% | Add +15.2% | 2,475 | $296K |
| Crumly & Associates Inc. | 0.08% | New | 2,465 | $295K |
| City Center Advisors, LLC | 0.32% | New | 2,420 | $289K |
| Acas, LLC | 0.24% | No change | 2,404 | $288K |
| CVA Family Office, LLC | 0.05% | Add +18.2% | 2,394 | $286K |
| Core Wealth Partners LLC | 0.17% | Add +32.6% | 2,391 | $286K |
| Waterloo Capital, L.P. | 0.03% | New | 2,304 | $276K |
| Duncan Williams Asset Management, LLC | 0.15% | New | 2,297 | $275K |
| Ashton Thomas Securities, LLC | 0.05% | Add +2.6% | 2,284 | $273K |
| Wealth Effects LLC | 0.09% | No change | 2,266 | $271K |
| HBK Sorce Advisory LLC | 0.01% | Add +28.4% | 2,246 | $269K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +18.6% | 2,228 | $266K |
| Certuity, LLC | 0.03% | Reduce -4.9% | 2,213 | $265K |
| Westfuller Advisors, LLC | 0.19% | — | 2,212 | $265K |
| Fisher Asset Management | 0.00% | New | 2,203 | $264K |
| DHK Financial Advisors, Inc. | 0.16% | New | 2,200 | $263K |
| Brighton Jones LLC | 0.01% | Reduce -68.2% | 2,181 | $261K |
| Csenge Advisory Group | 0.01% | Reduce -35.2% | 2,201 | $259K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.1% | 2,102 | $251K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.6% | 2,101 | $251K |
| My Personal CFO, LLC | 0.14% | No change | 2,096 | $251K |
| Napatree Capital LLC | 0.17% | No change | 2,068 | $247K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 2,065 | $247K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,056 | $246K |
| Flagstar Securities, Inc. | 0.06% | Add +0.5% | 2,050 | $245K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 2,037 | $244K |
| Flagstone Financial Management | 0.08% | No change | 2,034 | $243K |
| Creative Financial Designs Inc. | 0.02% | Add +15.6% | 2,033 | $243K |
| HUB Investment Partners, LLC | 0.01% | Reduce -10.8% | 2,021 | $242K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -16.2% | 2,008 | $240K |
| Crescent Grove Advisors, LLC | 0.02% | Add +9.1% | 2,008 | $240K |
| Pure Portfolios Holdings LLC | 0.09% | — | 2,002 | $239K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -3.4% | 1,944 | $233K |
| Swmg, LLC | 0.10% | New | 2,003 | $232K |
| RFG Advisory, LLC | 0.01% | New | 1,937 | $232K |
| Ledyard National Bank | 0.02% | New | 1,913 | $229K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +2.2% | 1,882 | $225K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +45.1% | 1,880 | $225K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +4.8% | 1,869 | $224K |
| Stratos Investment Management, LLC | 0.02% | New | 1,864 | $223K |
| NDWM LLC | 0.18% | New | 1,863 | $223K |
| St Germain D J Co. Inc. | 0.01% | Reduce -24.6% | 1,836 | $220K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 1,827 | $219K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,823 | $218K |
| Modera Wealth Management, LLC | 0.00% | New | 1,821 | $218K |
| Visionary Wealth Advisors | 0.01% | Reduce -0.8% | 1,815 | $217K |
| Tull Financial Group, Inc. | 0.13% | — | 1,793 | $214K |
| Wolf Group Capital Advisors | 0.10% | New | 1,843 | $213K |
| Pacific Sage Partners, LLC | 0.05% | Reduce -19.0% | 1,768 | $211K |
| United Bank | 0.10% | Reduce -4.3% | 1,766 | $211K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $211K |
| Ascentis Independent Advisors | 0.03% | Reduce -31.5% | 1,750 | $209K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -3.3% | 1,738 | $208K |
| Perennial Investment Advisors, LLC | 0.03% | New | 1,731 | $207K |
| Lavaca Capital LLC | 0.10% | New | 1,715 | $205K |
| Capital Analysts, LLC | 0.01% | Add +52.7% | 1,716 | $205K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | New | 1,709 | $204K |
| Bensler, LLC | 0.03% | New | 1,702 | $204K |
| United Advisor Group, LLC | 0.05% | New | 1,697 | $203K |
| Centaurus Financial, Inc. | 0.01% | Reduce -82.7% | 1,679 | $201K |
| Harvest Investment Services, LLC | 0.06% | New | 1,677 | $201K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 1,661 | $199K |
| Banque Cantonale Vaudoise | 0.01% | Add +55.5% | 1,620 | $194K |
| Wolff Wiese Magana LLC | 0.13% | Add +57.2% | 1,578 | $189K |
| Ridgewood Investments LLC | 0.09% | Add +22.5% | 1,497 | $179K |
| Investors Research Corp | 0.04% | Add +4.1% | 1,482 | $177K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -74.7% | 1,403 | $168K |
| Eastern Bank | 0.00% | New | 1,328 | $159K |
| Concord Wealth Partners | 0.03% | No change | 1,328 | $159K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +9.9% | 1,273 | $152K |
| Blue Trust, Inc. | 0.00% | Add +145.5% | 1,301 | $150K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 1,256 | $150K |
| DT Investment Partners, LLC | 0.01% | Reduce -0.1% | 1,166 | $139K |
| VitalStone Financial, LLC | 0.09% | New | 1,123 | $134K |
| CNB Bank | 0.06% | No change | 1,113 | $133K |
| WR Wealth Planners, LLC | 0.04% | No change | 1,107 | $132K |
| Balefire, LLC | 0.04% | Reduce -1.0% | 1,076 | $129K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $118K |
| LFA - Lugano Financial Advisors SA | 0.07% | New | 919 | $110K |
| Logan Capital Management Inc. | 0.00% | New | 823 | $98K |
| Strategic Investment Solutions, Inc. | 0.03% | New | 792 | $95K |
| Montag A & Associates Inc. | 0.00% | No change | 764 | $91K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $85K |
| MCF Advisors LLC | 0.01% | No change | 704 | $84K |
| Clearstead Trust, LLC | 0.02% | No change | 701 | $84K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 698 | $83K |
| Bristlecone Advisors, LLC | 0.01% | New | 698 | $83K |
| TruNorth Capital Management, LLC | 0.02% | New | 670 | $80K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $78K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 640 | $77K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 640 | $77K |
| GHP Investment Advisors, Inc. | 0.00% | New | 637 | $76K |
| Signaturefd, LLC | 0.00% | Add +76.7% | 629 | $75K |
| JFS Wealth Advisors, LLC | 0.01% | New | 625 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.7% | 588 | $70K |
| Northwest Capital Management Inc | 0.02% | Reduce -4.2% | 544 | $65K |
| Gen-Wealth Partners Inc | 0.03% | Add +54200.0% | 543 | $63K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 477 | $57K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 441 | $53K |
| Addison Advisors LLC | 0.01% | No change | 435 | $52K |
| TCTC Holdings, LLC | 0.00% | No change | 429 | $51K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 391 | $47K |
| CoreCap Advisors, LLC | 0.00% | New | 372 | $44K |
| Larson Financial Group LLC | 0.00% | Reduce -30.1% | 349 | $42K |
| Caitlin John, LLC | 0.03% | Add +97.8% | 354 | $41K |
| Castleview Partners, LLC | 0.02% | Add +65.2% | 337 | $40K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 330 | $39K |
| Lanark Financial, Inc. | 0.00% | No change | 325 | $38K |
| Richardson Financial Services Inc. | 0.02% | Add +494.1% | 303 | $36K |
| WealthShield Partners, LLC | 0.00% | No change | 297 | $36K |
| Coston, McIsaac & Partners | 0.01% | Add +113.0% | 294 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.8% | 271 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -57.1% | 232 | $27K |
| Family Manage LLC | 0.00% | No change | 226 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +400.0% | 225 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 224 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 220 | $26K |
| Hexagon Capital Partners LLC | 0.01% | No change | 219 | $26K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 215 | $26K |
| Barrett & Company, Inc. | 0.01% | Reduce -3.2% | 213 | $25K |
| Capital Investment Counsel, Inc | 0.00% | No change | 204 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $24K |
| Bray Capital Advisors | 0.01% | No change | 200 | $24K |
| Planning Capital Management Corp | 0.02% | New | 196 | $23K |
| Tucker Asset Management LLC | 0.01% | Add +1.0% | 194 | $23K |
| Godsey & Gibb, Inc. | 0.00% | No change | 190 | $23K |
| Continuum Advisory, LLC | 0.00% | Reduce -56.1% | 196 | $23K |
| PSI Advisors, LLC | 0.01% | Add +410.8% | 189 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.3% | 186 | $22K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -15.6% | 184 | $22K |
| Family Asset Management, LLC | 0.01% | Reduce -74.3% | 181 | $22K |
| Horizon Financial Services, LLC | 0.01% | New | 178 | $21K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 176 | $21K |
| Ancora Advisors LLC | 0.00% | Reduce -58.8% | 175 | $21K |
| Tompkins Financial Corp. | 0.00% | No change | 157 | $19K |
| Hara Capital LLC | 0.01% | Reduce -98.2% | 156 | $19K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -32.5% | 156 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | Add +80.0% | 153 | $18K |
| Breakwater Investment Management | 0.01% | No change | 152 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 151 | $18K |
| Financial Management Professionals, Inc. | 0.00% | New | 151 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +504.2% | 145 | $17K |
| Rice Partnership, LLC | 0.00% | New | 142 | $17K |
| CENTRAL TRUST Co | 0.00% | New | 139 | $17K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 136 | $16K |
| Granite FO LLC | 0.01% | New | 133 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 131 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -61.9% | 130 | $16K |
| First PREMIER Bank | 0.00% | New | 123 | $15K |
| Howe & Rusling Inc. | 0.00% | No change | 116 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -29.7% | 116 | $14K |
| Silicon Valley Capital Partners | 0.00% | New | 110 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 109 | $13K |
| Empirical Asset Management, LLC | 0.00% | No change | 12,495 | $12K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 102 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| Avion Wealth | 0.00% | Add +1.0% | 102 | $12K |
| Uncommon Cents Investing LLC | 0.00% | New | 94 | $11K |
| Tidemark, LLC | 0.00% | No change | 89 | $11K |
| Caldwell Trust Co | 0.00% | No change | 88 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 82 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $10K |
| Avior Wealth Management, LLC | 0.00% | No change | 71 | $8K |
| Sandy Spring Bank | 0.00% | Reduce -98.8% | 69 | $8K |
| Global Trust Asset Management, LLC | 0.00% | New | 69 | $8K |
| Pineridge Advisors LLC | 0.00% | Reduce -3.1% | 62 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 60 | $7K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 55 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 55 | $7K |
| Rise Advisors, LLC | 0.00% | New | 50 | $6K |
| Van Eck Associates Corp. | 0.00% | New | 48 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 50 | $6K |
| Bank of New Hampshire | 0.00% | Reduce -66.4% | 45 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 32 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 27 | $3K |
| Smithfield Trust Co | 0.00% | No change | 22 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 25 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 19 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Sound Income Strategies, LLC | 0.00% | Add +200.0% | 15 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 12 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $636 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $598 |
| Realta Investment Advisors | 0.00% | Reduce -97.2% | 4 | $471 |
| Peterson Financial Group, Inc. | 0.00% | New | 3 | $379 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $359 |
| Key Financial Inc | 0.00% | No change | 3 | $359 |
"% 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.