iShares 3-7 Year Treasury BoIEIETF
13F holders, Q4 2024 (December 31)736holders +11
59new positions
77sold out
2famous investors
$114.39avg. 13F price*
At the end of Q4 2024, 736 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 11 from Q3 2024. 59 opened new positions and 77 sold out. The largest holders were JPMorgan Chase & Co. ($1.2B), Bank of America Corp. ($785.8M) and Invesco Ltd. ($739.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $109.0M |
| Exits | 77 | $137.4M |
All 13F filers, Q3 2024 → Q4 2024: 11,477,140 shares bought and 7,262,583 shares sold, net +4,214,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| JPMorgan Chase & Co. | 0.10% | Add +8.8% | 10,465,313 | $1.2B |
| Bank of America Corp. | 0.07% | Add +17.3% | 6,800,864 | $785.8M |
| Invesco Ltd. | 0.14% | No change | 6,397,900 | $739.3M |
| Financial Engines Advisors L.L.C. | 1.01% | Reduce -0.6% | 4,167,159 | $481.5M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -6.0% | 3,685,251 | $425.8M |
| Captrust Financial Advisors | 1.07% | Add +22.1% | 3,232,702 | $373.5M |
| FMR LLC | 0.02% | Reduce -40.1% | 3,004,503 | $347.2M |
| Morgan Stanley | 0.02% | Reduce -12.7% | 2,747,886 | $317.5M |
| Truist Financial Corp. | 0.41% | Reduce -4.6% | 2,252,900 | $260.3M |
| Cerity Partners LLC | 0.55% | Add +8.5% | 2,209,001 | $255.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -1.1% | 2,189,560 | $251.5M |
| Assetmark, Inc. | 0.67% | Add +10.2% | 2,147,385 | $248.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.76% | Add +9.7% | 1,921,326 | $245.0M |
| Janney Montgomery Scott LLC | 0.59% | Reduce -4.3% | 1,846,556 | $213.4M |
| Wells Fargo & Company | 0.05% | Add +15.8% | 1,846,345 | $213.3M |
| LPL Financial LLC | 0.08% | Reduce -2.0% | 1,749,286 | $202.1M |
| UBS Group AG | 0.04% | Add +6.1% | 1,737,434 | $200.8M |
| Creative Planning | 0.18% | Reduce -6.1% | 1,646,514 | $190.3M |
| Stifel Financial Corp. | 0.18% | Reduce -3.1% | 1,496,001 | $172.9M |
| Tanglewood Wealth Management, Inc. | 19.36% | Add +32.8% | 1,454,378 | $168.1M |
| Raymond James Financial Inc. | 0.06% | — | 1,431,550 | $165.4M |
| National Bank of Canada | 0.18% | Add +158.6% | 1,211,531 | $140.1M |
| WestEnd Advisors, LLC | 3.39% | Reduce -4.3% | 1,153,475 | $133.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 1,075,234 | $124.2M |
| Royal Bank of Canada | 0.02% | Add +3.1% | 983,211 | $113.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 723,651 | $83.6M |
| Focus Partners Wealth | 0.20% | Add +3.6% | 671,695 | $77.6M |
| Facet Wealth, Inc. | 2.05% | Add +6.7% | 666,834 | $77.3M |
| Johnson Financial Group, Inc. | 3.33% | Reduce -52.4% | 605,888 | $70.4M |
| Strategic Point Investment Advisors, LLC | 11.01% | Add +47.3% | 584,445 | $67.5M |
| Mariner, LLC | 0.11% | Add +808.4% | 583,032 | $67.4M |
| Clarity Financial LLC | 7.67% | Add +2.9% | 555,266 | $64.2M |
| PNC Financial Services Group, Inc. | 0.04% | Add +5.4% | 540,451 | $62.4M |
| Bluespring Wealth Management, LLC | 6.40% | Add +4.1% | 540,089 | $62.4M |
| Wit, LLC | 1.88% | Add +99904.7% | 1,757,083 | $58.7M |
| Evergreen Capital Management LLC | 1.85% | Add +1.1% | 491,543 | $56.8M |
| CSM Advisors, LLC | 2.45% | Add +100.0% | 453,400 | $52.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -5.9% | 438,267 | $50.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.38% | Reduce -16.3% | 423,154 | $48.9M |
| Keybank National Association | 0.18% | Add +4.4% | 399,078 | $46.1M |
| Armstrong Advisory Group, Inc. | 3.60% | Add +4.7% | 390,284 | $45.1M |
| Cetera Investment Advisers | 0.09% | Add +23.0% | 377,910 | $43.7M |
| TD Private Client Wealth LLC | 1.21% | Add +3.2% | 373,396 | $43.1M |
| Synovus Financial Corp. | 0.55% | Add +2.7% | 370,810 | $42.8M |
| NorthCoast Asset Management LLC | 0.21% | Reduce -27.0% | 363,462 | $42.1M |
| DDFG, Inc | 11.50% | Add +2.0% | 344,751 | $39.8M |
| Lido Advisors, LLC | 0.23% | Add +2462.4% | 320,094 | $37.0M |
| Curi Capital, LLC | 0.82% | Add +9.6% | 308,533 | $35.7M |
| Buckingham Capital Management, Inc. | 3.98% | Reduce -0.9% | 300,018 | $34.7M |
| Rwa Wealth Partners, LLC | 0.43% | Add +0.1% | 299,445 | $34.6M |
| Silicon Valley Capital Partners | 3.68% | Add +259380.9% | 285,429 | $33.0M |
| SkyView Investment Advisors, LLC | 5.25% | Add +6.4% | 264,104 | $32.9M |
| OneDigital Investment Advisors LLC | 0.38% | Add +12.6% | 281,554 | $32.5M |
| Franklin Resources Inc. | 0.01% | Add +16.7% | 278,640 | $32.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -19.4% | 272,866 | $31.5M |
| FAS Wealth Partners, Inc. | 2.43% | New | 250,315 | $28.9M |
| Madison Asset Management, LLC | 0.31% | Reduce -2.9% | 239,844 | $27.7M |
| Madison Investment Advisors, LLC | 0.31% | — | 239,844 | $27.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -24.8% | 239,599 | $27.7M |
| US Bancorp \de | 0.04% | Add +5.9% | 233,705 | $27.0M |
| Klaas Financial Asset Advisors, LLC | 4.75% | Add +2.5% | 233,602 | $27.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +85.7% | 233,041 | $26.9M |
| NSI Retail Advisors, LLC | 4.16% | No change | 226,700 | $26.2M |
| Atlas Merchant Capital LLC | 60.96% | Add +119.5% | 222,222 | $25.7M |
| Willis Johnson & Associates, Inc. | 1.96% | Add +27.1% | 221,161 | $25.6M |
| Banco Santander, S.A. | 0.31% | Reduce -21.8% | 220,287 | $25.5M |
| Trilogy Capital Inc. | 1.28% | Add +0.7% | 215,463 | $24.9M |
| Osaic Holdings, Inc. | 0.06% | Add +2.0% | 214,255 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.8% | 206,738 | $23.9M |
| Anchor Capital Advisors LLC | 0.68% | Add +4.3% | 206,184 | $23.8M |
| MBL Wealth, LLC | 2.38% | Add +3.9% | 204,769 | $23.7M |
| MML Investors Services, LLC | 0.08% | Add +21.7% | 198,733 | $23.0M |
| Strategic Wealth Partners, Ltd. | 1.85% | Add +1.8% | 193,194 | $22.4M |
| Hoese & Co LLP | 19.09% | Add +824.4% | 190,278 | $22.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.22% | Add +60.6% | 179,297 | $21.0M |
| Northern Trust Corp. | 0.00% | Add +92.5% | 180,531 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -10.4% | 180,301 | $20.8M |
| Leavell Investment Management, Inc. | 0.98% | Add +16.9% | 173,835 | $20.1M |
| AmeriServ Wealth Advisors | 10.57% | — | 169,577 | $19.6M |
| Waverly Advisors, LLC | 0.30% | Add +47.0% | 166,281 | $19.2M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -12.0% | 164,587 | $19.0M |
| Orion Portfolio Solutions, LLC | 0.19% | Reduce -12.0% | 164,587 | $19.0M |
| Beacon Bank & Trust | 4.37% | Reduce -5.7% | 162,641 | $18.8M |
| CFO4Life Group, LLC | 3.28% | Reduce -0.2% | 161,558 | $18.7M |
| AE Wealth Management LLC | 0.15% | Reduce -17.2% | 154,077 | $17.8M |
| Juniper Hill Capital Management LP | 3.92% | No change | 153,297 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +561.3% | 152,771 | $17.7M |
| Gunma Bank,Ltd. | 5.72% | Add +15.4% | 150,000 | $17.3M |
| Mason & Associates Inc | 4.00% | Add +31.8% | 147,170 | $17.0M |
| Capital Investment Services of America, Inc. | 1.61% | Reduce -5.5% | 145,817 | $16.8M |
| 1832 Asset Management L.P. | 0.03% | Add +5.2% | 144,606 | $16.7M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +12.1% | 138,827 | $16.0M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +1.2% | 138,734 | $16.0M |
| Citadel Advisors | 0.01% | Reduce -62.0% | 137,774 | $15.9M |
| Haverford Trust Co | 0.16% | Add +3.8% | 137,043 | $15.8M |
| CFS Investment Advisory Services, LLC | 1.39% | Add +9.7% | 133,944 | $15.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -41.4% | 130,600 | $15.1M |
| Hilton Capital Management, LLC | 1.30% | Reduce -21.7% | 129,632 | $15.0M |
| Hantz Financial Services, Inc. | 0.26% | Add +0.2% | 128,376 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.0% | 126,538 | $14.6M |
| Jmac Enterprises LLC | 2.29% | Add +12.3% | 126,437 | $14.6M |
| Millennium Management | 0.01% | Add +1829.9% | 124,401 | $14.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +18.8% | 123,295 | $14.3M |
| Bank of Montreal | 0.01% | Add +24.5% | 123,298 | $14.2M |
| Bond & Devick Financial Network, Inc. | 6.02% | No change | 117,818 | $14.1M |
| Canal Capital Management, LLC | 2.21% | Reduce -4.7% | 118,222 | $13.7M |
| Mirabaud & Cie SA | 4.38% | Add +1.1% | 117,991 | $13.6M |
| Private Advisor Group, LLC | 0.08% | Add +20.3% | 117,859 | $13.6M |
| Y.D. More Investments Ltd | 1.22% | Add +16.1% | 117,270 | $13.6M |
| Cabot Wealth Management Inc. | 1.68% | Add +1.7% | 114,169 | $13.2M |
| Woodmont Investment Counsel LLC | 0.93% | Add +1946.5% | 109,325 | $12.6M |
| Benjamin Edwards Inc. | 0.18% | Reduce -20.0% | 107,449 | $12.4M |
| Columbia Bank | 4.20% | Add +54.8% | 105,805 | $12.1M |
| Eley Financial Management, Inc | 4.69% | Add +4.7% | 104,270 | $12.0M |
| M&T Bank Corp | 0.04% | Add +1.4% | 104,060 | $12.0M |
| Gould Capital, LLC | 8.26% | Reduce -0.5% | 102,762 | $11.9M |
| NewEdge Advisors, LLC | 0.07% | Add +45.7% | 102,632 | $11.9M |
| First American Trust, FSB | 1.17% | Add +14.4% | 101,831 | $11.8M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Add +4.0% | 101,239 | $11.7M |
| Ausdal Financial Partners, Inc. | 1.00% | New | 100,123 | $11.6M |
| Austin Wealth Management, LLC | 2.38% | Add +3.8% | 99,440 | $11.5M |
| Boltwood Capital Management | 3.44% | Add +5.7% | 97,629 | $11.3M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -11.6% | 96,400 | $11.1M |
| Baird Financial Group, Inc. | 0.02% | Add +45.4% | 96,132 | $11.1M |
| Rinkey Investments | 3.52% | Add +1.6% | 95,106 | $11.0M |
| Wooster Corthell Wealth Management, Inc. | 2.30% | Reduce -0.5% | 91,300 | $10.5M |
| Rehmann Capital Advisory Group | 0.66% | Reduce -0.3% | 90,614 | $10.5M |
| Wealthcare Capital Management LLC | 1.01% | Add +1.4% | 86,622 | $10.0M |
| MAI Capital Management | 0.07% | New | 82,483 | $9.5M |
| HSBC Holdings PLC | 0.01% | Reduce -27.4% | 82,084 | $9.5M |
| &partners | 0.11% | Add +97.6% | 81,572 | $9.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +105.8% | 80,375 | $9.3M |
| Mount Lucas Management LP | 3.19% | Add +253.5% | 79,224 | $9.2M |
| First Financial Bank - Trust Division | 0.85% | Add +1.4% | 78,834 | $9.1M |
| Keel Point, LLC | 0.73% | Reduce -8.3% | 78,430 | $9.1M |
| Paulson Wealth Management Inc. | 2.44% | Add +13.6% | 77,298 | $8.9M |
| Cwm, LLC | 0.04% | Add +78.1% | 76,051 | $8.8M |
| Corebridge Financial, Inc. | 0.05% | No change | 75,200 | $8.7M |
| Checchi Capital Advisers, LLC | 0.64% | Add +1.5% | 73,824 | $8.5M |
| Pinnacle Financial Partners Inc | 0.17% | Add +41.9% | 71,171 | $8.2M |
| HM Payson & Co. | 0.14% | No change | 70,908 | $8.2M |
| J. Goldman & Co LP | 0.28% | New | 68,450 | $7.9M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Add +8.9% | 65,291 | $7.5M |
| MBM Wealth Consultants, LLC | 2.22% | Add +25.7% | 64,639 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -18.1% | 64,341 | $7.4M |
| Vertex Planning Partners, LLC | 1.64% | New | 64,266 | $7.4M |
| RKL Wealth Management LLC | 0.66% | Reduce -30.7% | 64,116 | $7.4M |
| Atria Investments, Inc | 0.09% | Reduce -8.7% | 63,628 | $7.4M |
| DAVENPORT & Co LLC | 0.04% | Reduce -0.4% | 62,455 | $7.2M |
| Proffitt & Goodson Inc. | 1.19% | Add +169.1% | 62,000 | $7.2M |
| Sollinda Capital Management LLC | 1.95% | Reduce -4.4% | 61,523 | $7.1M |
| Premier Path Wealth Partners, LLC | 1.08% | Add +4.5% | 61,395 | $7.1M |
| James Investment Research, Inc. | 0.84% | Add +2.6% | 61,314 | $7.1M |
| United Capital Financial Advisors, LLC | 0.06% | Add +12.7% | 60,440 | $7.0M |
| Global Endowment Management, LP | 0.87% | Reduce -4.8% | 59,000 | $6.8M |
| Wrapmanager Inc. | 1.74% | Add +8.6% | 58,904 | $6.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 58,091 | $6.7M |
| Cresset Asset Management, LLC | 0.03% | Reduce -44.5% | 57,420 | $6.6M |
| Prudential PLC | 0.03% | Add +3.8% | 57,081 | $6.6M |
| US Financial Advisors, LLC | 2.01% | Reduce -0.2% | 56,534 | $6.5M |
| Stratos Wealth Advisors, LLC | 0.31% | Reduce -1.1% | 56,038 | $6.5M |
| Everstar Asset Management, LLC | 4.55% | Add +15.2% | 55,683 | $6.4M |
| Anderson Financial Strategies, LLC | 3.82% | — | 54,902 | $6.3M |
| Latko Wealth Management, Ltd. | 3.74% | Add +11.4% | 54,645 | $6.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.4% | 54,629 | $6.3M |
| Financial Management Network Inc. | 1.31% | Add +32.4% | 54,598 | $6.3M |
| Clearstead Advisors, LLC | 0.10% | Add +1.8% | 54,505 | $6.3M |
| Harbour Investments, Inc. | 0.18% | Add +2.9% | 54,260 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +16.7% | 53,641 | $6.2M |
| Studio Investment Management LLC | 1.29% | Reduce -10.0% | 52,551 | $6.1M |
| Prospera Financial Services Inc | 0.14% | Add +576.3% | 51,181 | $5.9M |
| Midwest Professional Planners, LTD. | 1.75% | Reduce -1.0% | 50,596 | $5.8M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -5.2% | 50,292 | $5.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -25.1% | 50,170 | $5.8M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +7.0% | 49,820 | $5.8M |
| Foundry Financial Group, Inc. | 3.56% | New | 49,736 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +10.9% | 49,335 | $5.7M |
| Tennessee Valley Asset Management Partners | 0.95% | Add +8.4% | 49,115 | $5.7M |
| Belpointe Asset Management LLC | 0.34% | Add +1040.3% | 47,275 | $5.6M |
| Darwin Wealth Management, LLC | 1.88% | Reduce -14.7% | 48,429 | $5.6M |
| Lake Hills Wealth Management, LLC | 3.78% | Reduce -3.3% | 47,831 | $5.5M |
| Opus Capital Group, LLC | 0.69% | Add +5.6% | 47,291 | $5.5M |
| TPG Financial Advisors, LLC | 2.35% | Add +18.1% | 46,750 | $5.4M |
| Proathlete Wealth Management LLC | 2.03% | Add +12.0% | 46,747 | $5.4M |
| Confluence Investment Management LLC | 0.07% | Add +31.9% | 46,315 | $5.4M |
| MFA Wealth Services | 4.29% | — | 46,299 | $5.3M |
| Dock Street Asset Management Inc. | 0.64% | Reduce -1.9% | 45,947 | $5.3M |
| AMG National Trust Bank | 0.15% | Add +3.5% | 45,606 | $5.3M |
| Citigroup Inc. | 0.01% | Add +20.1% | 45,005 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +29.6% | 44,797 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -31.4% | 44,500 | $5.1M |
| Diversify Advisory Services, LLC | 0.28% | Reduce -16.6% | 44,175 | $5.1M |
| Heck Capital Advisors, LLC | 0.58% | Reduce -27.8% | 43,476 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +7.0% | 42,599 | $4.9M |
| IHT Wealth Management, LLC | 0.16% | Add +45.6% | 42,574 | $4.9M |
| Transcend Capital Advisors, LLC | 0.35% | Add +6.2% | 42,470 | $4.9M |
| Values First Advisors, Inc. | 2.70% | Add +54.7% | 42,392 | $4.9M |
| Great Diamond Partners, LLC | 1.27% | Reduce -6.3% | 42,379 | $4.9M |
| Fifth Third Securities, Inc. | 0.42% | Add +41.6% | 42,307 | $4.9M |
| Vectors Research Management, LLC | 1.65% | Add +113.2% | 41,807 | $4.8M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -35.1% | 41,691 | $4.8M |
| Camden National Bank | 0.72% | Add +12.3% | 41,365 | $4.8M |
| TrinityPoint Wealth, LLC | 0.67% | Add +1.6% | 41,289 | $4.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.33% | Reduce -43.6% | 41,200 | $4.8M |
| Ritholtz Wealth Management | 0.14% | Add +11.4% | 41,089 | $4.7M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -35.2% | 40,975 | $4.7M |
| Arvest Investments, Inc. | 0.75% | Reduce -1.0% | 40,780 | $4.7M |
| GenTrust, LLC | 0.20% | New | 40,692 | $4.7M |
| NorthCrest Asset Manangement, LLC | 0.14% | Add +0.5% | 39,332 | $4.5M |
| Paragon Capital Management Ltd | 0.90% | Reduce -18.9% | 38,545 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +33.4% | 38,466 | $4.4M |
| Comerica Bank | 0.02% | Reduce -13.1% | 37,990 | $4.4M |
| Christensen, King & Associates Investment Services, Inc. | 2.06% | Add +1.9% | 38,117 | $4.4M |
| Advisory Services Network, LLC | 0.08% | Add +55.7% | 37,623 | $4.3M |
| Mgo One Seven LLC | 0.17% | Add +90.7% | 37,559 | $4.3M |
| Pinnacle Associates Ltd. | 0.06% | Add +11.3% | 37,522 | $4.3M |
| EFG Asset Management (Americas) Corp. | 0.82% | Add +9.0% | 36,344 | $4.2M |
| MAS Advisors LLC | 7.01% | Add +454.4% | 36,158 | $4.2M |
| Daymark Wealth Partners, LLC | 0.18% | Add +7.9% | 35,990 | $4.2M |
| Shelton Wealth Management, LLC | 2.26% | Add +584.9% | 35,745 | $4.1M |
| JPL Wealth Management, LLC | 1.18% | — | 35,710 | $4.1M |
| Newport Capital Group, LLC | 3.03% | Add +37.0% | 35,641 | $4.1M |
| Courier Capital LLC | 0.28% | Add +83.9% | 35,636 | $4.1M |
| One Day In July LLC | 0.43% | Reduce -17.5% | 35,117 | $4.1M |
| Blue Fin Capital, Inc. | 0.75% | Add +6.1% | 35,098 | $4.1M |
| Community Trust & Investment Co. | 0.25% | Add +8.3% | 34,872 | $4.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Add +13.9% | 33,600 | $3.9M |
| AlphaMark Advisors, LLC | 1.66% | Add +14.4% | 33,145 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -4.5% | 32,814 | $3.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Add +3.6% | 32,795 | $3.8M |
| Sequent Planning LLC | 1.36% | Reduce -9.5% | 32,042 | $3.7M |
| 4J Wealth Management LLC | 2.99% | New | 31,985 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -61.7% | 31,660 | $3.7M |
| Acropolis Investment Management, LLC | 0.22% | Add +5.3% | 31,633 | $3.7M |
| Longview Financial Advisors LLC | 2.39% | — | 30,805 | $3.6M |
| Bright Futures Wealth Management, LLC. | 3.15% | Reduce -19.1% | 30,212 | $3.5M |
| Sowell Financial Services LLC | 0.18% | Reduce -23.3% | 29,997 | $3.5M |
| Wealthspire Retirement, LLC | 0.27% | Reduce -4.8% | 29,350 | $3.4M |
| William Howard & Co Financial Advisors Inc | 3.05% | Reduce -9.8% | 29,193 | $3.4M |
| IFP Advisors, Inc | 0.11% | Add +16.2% | 28,424 | $3.3M |
| Center For Asset Management LLC | 2.12% | Reduce -13.4% | 28,279 | $3.3M |
| Ascent Group, LLC | 0.24% | Add +9.7% | 27,504 | $3.2M |
| D L Carlson Investment Group Inc. | 0.56% | Add +0.3% | 27,333 | $3.2M |
| Becker Capital Management Inc. | 0.10% | Reduce -21.9% | 27,133 | $3.1M |
| Traphagen Investment Advisors LLC | 0.32% | Reduce -21.6% | 27,090 | $3.1M |
| Trajan Wealth LLC | 0.17% | Add +0.2% | 26,715 | $3.1M |
| Centennial Wealth Advisory LLC | 1.20% | Reduce -2.4% | 26,374 | $3.0M |
| ETF Store, Inc. | 3.75% | Add +8.8% | 26,185 | $3.0M |
| Fortune Financial Advisors, LLC | 2.67% | Add +2.6% | 25,391 | $2.9M |
| Surience Private Wealth LLC | 3.77% | Reduce -9.4% | 25,275 | $2.9M |
| Magnus Financial Group LLC | 0.28% | Add +5.3% | 25,141 | $2.9M |
| Regions Financial Corp. | 0.02% | Reduce -0.5% | 25,044 | $2.9M |
| Edge Wealth Management LLC | 0.58% | Add +6.4% | 24,879 | $2.9M |
| Blueprint Investment Partners LLC | 0.45% | Reduce -3.4% | 24,305 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.16% | Add +2.8% | 24,304 | $2.8M |
| Fifth Third Bancorp | 0.01% | Reduce -19.1% | 24,197 | $2.8M |
| Main Street Financial Solutions, LLC | 0.27% | New | 23,824 | $2.8M |
| PFG Advisors | 0.17% | Reduce -25.2% | 23,731 | $2.7M |
| Forefront Analytics, LLC | 1.28% | Add +120.4% | 23,727 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.7% | 23,055 | $2.7M |
| Fiduciary Trust Co | 0.03% | No change | 22,894 | $2.6M |
| Aerodigm Wealth, LLC | 1.57% | Reduce -1.0% | 22,740 | $2.6M |
| SevenBridge Financial Group, LLC | 0.50% | Add +21.5% | 22,689 | $2.6M |
| Robinson Value Management, Ltd. | 1.73% | Add +1.5% | 22,650 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -3.5% | 21,905 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +222.1% | 21,897 | $2.5M |
| Sfmg, LLC | 0.20% | Reduce -11.0% | 21,714 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -33.4% | 20,803 | $2.4M |
| Vernal Point Advisors, LLC | 1.64% | No change | 20,710 | $2.4M |
| Cascades Capital Asset Management, LLC | 1.30% | Add +22.4% | 20,617 | $2.4M |
| Capital Investment Counsel, LLC | 0.40% | Add +4.4% | 20,567 | $2.4M |
| Burke & Herbert Bank & Trust Co. | 0.56% | Reduce -1.4% | 20,551 | $2.4M |
| Cascade Financial Partners, LLC | 0.31% | Add +17.6% | 20,282 | $2.3M |
| Tru Independence Asset Management 2, LLC | 1.95% | Add +1.8% | 20,274 | $2.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +3.2% | 19,980 | $2.3M |
| Two Sigma Securities, LLC | 0.41% | Add +62.6% | 19,785 | $2.3M |
| Oarsman Capital, Inc. | 0.40% | Reduce -12.5% | 19,767 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -1.8% | 19,746 | $2.3M |
| Independent Financial Group, LLC | 0.07% | Add +25.8% | 19,205 | $2.2M |
| Meridian Wealth Management, LLC | 0.10% | Reduce -5.4% | 19,144 | $2.2M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Reduce -5.0% | 19,138 | $2.2M |
| Riggs Asset Managment Co. Inc. | 0.58% | Add +0.3% | 18,764 | $2.2M |
| Merit Financial Group, LLC | 0.04% | New | 18,739 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.1% | 18,306 | $2.1M |
| Resonant Capital Advisors, LLC | 0.15% | No change | 18,225 | $2.1M |
| Whittier Trust Co. | 0.03% | Reduce -5.2% | 18,052 | $2.1M |
| Moulton Wealth Management, Inc. | 1.58% | Reduce -13.5% | 17,787 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -46.8% | 17,600 | $2.0M |
| Park Edge Advisors, LLC | 0.59% | Add +12.0% | 17,599 | $2.0M |
| Strategic Investment Advisors / MI | 0.21% | Add +11.6% | 17,443 | $2.0M |
| Legacy Private Trust Co. | 0.13% | Reduce -6.3% | 17,383 | $2.0M |
| Jump Financial, LLC | 0.04% | Reduce -60.3% | 17,369 | $2.0M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -17.8% | 17,342 | $2.0M |
| 1 North Wealth Services LLC | 0.84% | — | 17,241 | $2.0M |
| Regatta Capital Group, LLC | 0.38% | Add +1.4% | 17,064 | $2.0M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -1.6% | 16,941 | $2.0M |
| Bulltick Wealth Management, LLC | 0.46% | Add +190.2% | 16,866 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -5.0% | 16,656 | $1.9M |
| Visionary Wealth Advisors | 0.11% | Add +799.0% | 16,316 | $1.9M |
| Entrewealth, LLC | 1.74% | — | 15,745 | $1.9M |
| Hilltop Holdings Inc. | 0.12% | Add +78.8% | 16,268 | $1.9M |
| Twele Capital Management, Inc. | 0.40% | Add +2.5% | 16,124 | $1.9M |
| Aua Capital Management, LLC | 1.17% | No change | 15,831 | $1.8M |
| Silverleafe Capital Partners, LLC | 0.58% | New | 15,830 | $1.8M |
| Kelly Financial Group LLC | 0.64% | — | 15,540 | $1.8M |
| TFB Advisors LLC | 0.51% | Reduce -0.9% | 15,334 | $1.8M |
| Atwood & Palmer Inc. | 0.12% | Add +483.5% | 15,275 | $1.8M |
| Money Concepts Capital Corp. | 0.13% | Add +6.4% | 15,091 | $1.7M |
| Ogorek Anthony Joseph /NY/ | 0.55% | Add +53.1% | 15,032 | $1.7M |
| Compound Planning, Inc. | 0.09% | Add +108.7% | 14,964 | $1.7M |
| Verger Capital Management LLC | 0.85% | Add +412.1% | 14,850 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -36.5% | 14,772 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +14.0% | 14,614 | $1.7M |
| AlTi Global, Inc. | 0.04% | Reduce -0.2% | 14,572 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +641.5% | 13,941 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.6% | 13,701 | $1.6M |
| Global View Capital Management LLC | 0.55% | — | 13,641 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -5.2% | 13,490 | $1.6M |
| E&G Advisors, LLC | 0.42% | No change | 13,437 | $1.6M |
| Nwam LLC | 0.09% | Add +96.4% | 12,542 | $1.4M |
| Bingham Private Wealth, LLC | 1.53% | — | 12,421 | $1.4M |
| World Investment Advisors | 0.04% | Add +40.8% | 12,408 | $1.4M |
| Partners Capital Investment Group, LLP | 0.04% | Reduce -49.5% | 12,358 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +23.8% | 12,123 | $1.4M |
| Warner Financial, Inc. | 0.60% | Add +18.3% | 12,084 | $1.4M |
| HCR Wealth Advisors | 0.17% | Reduce -2.7% | 12,039 | $1.4M |
| Parker Financial LLC | 0.68% | Reduce -18.6% | 11,953 | $1.4M |
| Bangor Savings Bank | 0.13% | Reduce -12.0% | 11,825 | $1.4M |
| Apella Capital, LLC | 0.05% | New | 11,782 | $1.4M |
| AlphaCentric Advisors LLC | 1.34% | Add +272.2% | 11,636 | $1.3M |
| Simplex Trading, LLC | 0.04% | Add +116.8% | 11,471 | $1.3M |
| FLP Wealth Management, LLC | 3.31% | — | 11,219 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -79.7% | 10,992 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -24.3% | 10,905 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +156.8% | 10,823 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | New | 10,773 | $1.2M |
| Endowment Wealth Management, Inc. | 0.83% | Add +21.2% | 10,728 | $1.2M |
| Montecito Bank & Trust | 0.21% | Reduce -10.5% | 10,566 | $1.2M |
| Motiv8 Investments LLC | 0.85% | Reduce -10.8% | 10,458 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -2.1% | 10,390 | $1.2M |
| J. W. Coons Advisors, LLC | 0.31% | Reduce -2.5% | 10,370 | $1.2M |
| Commerce Bank | 0.01% | Reduce -9.3% | 10,291 | $1.2M |
| Jacobi Capital Management LLC | 0.09% | Add +9.8% | 10,249 | $1.2M |
| Cannon Advisors, Inc. | 1.00% | Add +1.2% | 10,147 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +5354.8% | 10,146 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +4.7% | 9,964 | $1.2M |
| Hudson Portfolio Management LLC | 1.11% | Add +69.7% | 9,801 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -58.2% | 9,646 | $1.1M |
| Peak Asset Management, LLC | 0.20% | New | 9,370 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.95% | — | 9,289 | $1.1M |
| Anchor Pointe Wealth Management, LLC | 1.39% | — | 9,270 | $1.1M |
| GenWealth Group, Inc. | 0.24% | Reduce -0.4% | 9,195 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -24.0% | 9,163 | $1.1M |
| LGL Partners, LLC | 0.15% | Add +1.1% | 9,131 | $1.1M |
| FFT Wealth Management LLC | 0.08% | Add +1.1% | 9,131 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Add +171.2% | 8,967 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -28.9% | 8,942 | $1.0M |
| NBT Bank, N.A. | 0.07% | No change | 8,825 | $1.0M |
| Blalock Williams, LLC | 1.18% | — | 8,787 | $1.0M |
| BSW Wealth Partners | 0.15% | New | 8,632 | $997K |
| Horan Securities, Inc. | 0.38% | Reduce -0.1% | 8,554 | $988K |
| Whalen Wealth Management Inc. | 0.68% | Add +18.3% | 8,551 | $988K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.4% | 8,462 | $978K |
| Regal Investment Advisors LLC | 0.07% | Reduce -30.9% | 8,450 | $976K |
| Arax Advisory Partners | 0.06% | Add +7140.5% | 8,399 | $971K |
| High Probability Advisors, LLC | 0.17% | Reduce -91.1% | 8,390 | $969K |
| Retirement Income Solutions, Inc. | 0.20% | Reduce -68.5% | 8,379 | $968K |
| Bokf, NA | 0.02% | No change | 8,365 | $959K |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -65.0% | 8,271 | $956K |
| Peoples Bank | 0.56% | No change | 8,269 | $955K |
| Betterment LLC | 0.00% | Add +8.8% | 8,254 | $954K |
| GeoWealth Management, LLC | 0.03% | Reduce -38.2% | 8,190 | $946K |
| Columbus Macro, LLC | 0.13% | Add +4.8% | 8,116 | $938K |
| Cary Street Partners Financial LLC | 0.03% | — | 8,034 | $928K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +1.3% | 8,034 | $928K |
| Strategic Wealth Investment Group, LLC | 0.05% | New | 4,432 | $911K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -4.5% | 7,803 | $901K |
| Summit Wealth Partners, LLC | 0.18% | Add +37.0% | 7,744 | $895K |
| Silvia McColl Wealth Management, LLC | 0.67% | Reduce -12.7% | 7,708 | $891K |
| TAP Consulting, LLC | 0.18% | Reduce -32.3% | 7,691 | $889K |
| F/m Investments LLC | 0.03% | New | 7,625 | $881K |
| Optivise Advisory Services LLC | 0.47% | No change | 7,603 | $879K |
| IFG Advisory, LLC | 0.05% | New | 7,579 | $876K |
| Upper Left Wealth Management, LLC | 0.75% | Reduce -2.0% | 7,550 | $872K |
| Phil A. Younker & Associates, Ltd. | 0.87% | — | 7,500 | $867K |
| Pacific Financial Group Inc. | 0.64% | Reduce -1.8% | 7,489 | $865K |
| ORG Partners LLC | 0.12% | Add +0.7% | 7,482 | $864K |
| Choreo, LLC | 0.01% | Reduce -13.3% | 7,447 | $860K |
| Faithward Advisors, LLC | 0.15% | Reduce -58.7% | 7,419 | $857K |
| Coppell Advisory Solutions LLC | 0.12% | Reduce -2.1% | 7,390 | $854K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +339.7% | 7,303 | $844K |
| Country Club Bank | 0.06% | Add +28.0% | 7,263 | $839K |
| ABLE Financial Group, LLC | 0.25% | No change | 7,234 | $836K |
| International Private Wealth Advisors LLC | 0.82% | New | 7,095 | $820K |
| IMA Advisory Services, Inc. | 0.10% | No change | 7,083 | $818K |
| Timber Creek Capital Management LLC | 0.24% | Reduce -9.9% | 7,082 | $818K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -39.2% | 7,046 | $814K |
| Twin Focus Capital Partners, LLC | 0.12% | Add +117.1% | 6,946 | $803K |
| MorganRosel Wealth Management, LLC | 0.26% | Reduce -2.5% | 6,892 | $796K |
| Principal Securities, Inc. | 0.02% | Add +2.6% | 6,712 | $776K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -25.8% | 6,675 | $771K |
| Stonebridge Financial Group, LLC | 0.09% | — | 6,672 | $771K |
| Rockland Trust Co. | 0.04% | Add +11.0% | 6,641 | $767K |
| Townsquare Capital LLC | 0.01% | Add +8.5% | 6,592 | $762K |
| New Century Financial Group, LLC | 0.32% | Reduce -35.4% | 6,557 | $757K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +118.8% | 6,525 | $754K |
| Crewe Advisors LLC | 0.10% | Add +0.7% | 6,521 | $754K |
| Cornerstone Wealth Group, LLC | 0.06% | Add +3.3% | 6,444 | $745K |
| Summa Corp. | 0.36% | No change | 6,370 | $736K |
| Snowden Capital Advisors LLC | 0.02% | Add +26.8% | 6,224 | $719K |
| Martin Capital Partners, LLC | 0.85% | Reduce -32.3% | 6,203 | $717K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +44.8% | 6,150 | $711K |
| Ethos Financial Group, LLC | 0.09% | No change | 6,135 | $709K |
| Royal Fund Management, LLC | 0.08% | Reduce -59.5% | 6,083 | $705K |
| Principle Wealth Partners LLC | 0.05% | Add +6.1% | 6,033 | $697K |
| BNP Paribas | 0.01% | Reduce -8.7% | 5,910 | $683K |
| Noble Family Wealth, LLC | 0.19% | Reduce -9.0% | 5,909 | $683K |
| Cibc World Market Inc. | 0.00% | Add +23.2% | 5,843 | $675K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -4.0% | 5,811 | $671K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +32.0% | 5,755 | $665K |
| Camarda Financial Advisors, LLC | 0.25% | Reduce -0.7% | 5,695 | $658K |
| Rede Wealth, LLC | 0.25% | Add +0.9% | 5,658 | $654K |
| NorthRock Partners, LLC | 0.02% | Reduce -17.1% | 5,580 | $645K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,570 | $644K |
| Pitcairn Co. | 0.04% | No change | 5,535 | $640K |
| Israel Discount Bank of New York | 0.46% | Reduce -7.5% | 5,509 | $637K |
| Tranquilli Financial Advisor LLC | 0.40% | Reduce -35.8% | 5,489 | $634K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.3% | 5,433 | $628K |
| Independent Advisor Alliance | 0.01% | New | 5,333 | $616K |
| Maridea Wealth Management LLC | 0.20% | — | 5,281 | $610K |
| Argus Investors' Counsel, Inc. | 0.41% | Add +4.7% | 5,267 | $609K |
| Altfest L J & Co. Inc. | 0.08% | New | 5,267 | $609K |
| Valmark Advisers, Inc. | 0.01% | Add +48.5% | 5,247 | $606K |
| Iams Wealth Management, LLC | 0.28% | New | 5,207 | $602K |
| Blue Edge Capital, LLC | 0.09% | Add +19.6% | 5,158 | $596K |
| Vicus Capital | 0.05% | Add +5.2% | 5,153 | $595K |
| Blair William & Co. | 0.00% | Reduce -2.3% | 5,132 | $593K |
| Argent Advisors, Inc. | 0.22% | Reduce -0.3% | 5,074 | $586K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.63% | — | 5,009 | $579K |
| Pathstone Holdings, LLC | 0.00% | Add +0.5% | 4,922 | $569K |
| Stephens Group Asset Management, LLC | 0.05% | Reduce -1.1% | 4,921 | $569K |
| Union Bancaire Privee, UBP SA | 0.01% | — | 5,022 | $564K |
| Cadence Bank | 0.04% | Reduce -20.0% | 4,858 | $561K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -32.8% | 4,846 | $560K |
| Core Wealth Partners LLC | 0.32% | Add +100.8% | 4,800 | $555K |
| Sovran Advisors, LLC | 0.08% | — | 4,768 | $547K |
| Guerra Pan Advisors, LLC | 0.39% | No change | 4,669 | $540K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 4,629 | $535K |
| Element Wealth, LLC | 0.28% | Add +1.1% | 4,614 | $533K |
| Marex Group Ltd | 0.01% | Reduce -69.0% | 4,539 | $524K |
| RMR Wealth Builders | 0.05% | No change | 4,500 | $520K |
| Carnegie Investment Counsel | 0.01% | Reduce -69.2% | 4,479 | $518K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -2.4% | 4,443 | $513K |
| Thompson David Blair | 0.37% | — | 4,345 | $502K |
| Deutsche Bank AG | 0.00% | No change | 4,345 | $502K |
| Mather Group, Llc. | 0.01% | Reduce -27.4% | 4,339 | $501K |
| Cooper Financial Group | 0.06% | Reduce -15.7% | 4,254 | $492K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.1% | 4,252 | $491K |
| Sachem Hill LLC | 0.10% | Add +0.4% | 4,237 | $490K |
| Napa Wealth Management | 0.21% | Reduce -57.9% | 4,233 | $489K |
| Obsido Oy | 0.44% | — | 4,215 | $487K |
| Fiduciary Alliance LLC | 0.05% | Add +13.4% | 4,158 | $480K |
| Channel Wealth LLC | 0.15% | Add +1.7% | 4,107 | $475K |
| Omega Financial Group, LLC | 0.18% | Add +1.7% | 4,082 | $472K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -69.0% | 4,048 | $468K |
| Kathleen S. Wright Associates Inc. | 0.19% | No change | 4,030 | $466K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -3.0% | 4,033 | $465K |
| First United Bank & Trust | 0.17% | Add +61.0% | 3,984 | $460K |
| Savant Capital, LLC | 0.00% | Reduce -16.9% | 3,983 | $460K |
| CVA Family Office, LLC | 0.07% | Add +64.3% | 3,934 | $455K |
| Stelac Advisory Services LLC | 0.18% | Add +16.9% | 3,906 | $451K |
| PFG Investments, LLC | 0.03% | Reduce -1.8% | 3,901 | $451K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +74.5% | 3,889 | $449K |
| L.M. Kohn & Company | 0.12% | New | 3,879 | $448K |
| Tsfg, LLC | 0.09% | Reduce -4.1% | 3,855 | $445K |
| Maxele Advisors, LLC | 0.42% | — | 3,839 | $444K |
| GTS Securities LLC | 0.02% | Reduce -97.2% | 3,800 | $439K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -7.7% | 3,792 | $435K |
| Stanley-Laman Group, Ltd. | 0.06% | Add +20.2% | 3,749 | $433K |
| Bfsg, LLC | 0.05% | No change | 3,724 | $430K |
| Voya Financial Advisors, Inc. | 0.05% | Add +14.1% | 3,721 | $430K |
| Phoenix Financial Ltd. | 0.01% | Reduce -3.2% | 3,679 | $425K |
| Patten Group, Inc. | 0.09% | Reduce -10.5% | 3,628 | $419K |
| Bigelow Investment Advisors, LLC | 0.20% | Add +19.1% | 3,608 | $417K |
| Southeast Asset Advisors, LLC | 0.05% | Add +0.8% | 3,579 | $414K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -6.8% | 3,538 | $409K |
| Potomac Fund Management Inc. | 0.02% | — | 3,485 | $403K |
| Western Wealth Management, LLC | 0.02% | Reduce -39.6% | 3,484 | $403K |
| PrairieView Partners, LLC | 0.04% | Reduce -15.8% | 3,472 | $401K |
| Crabel Capital Management, LLC | 1.30% | Reduce -87.5% | 3,464 | $400K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 3,464 | $400K |
| Roberts Financial Services LLC | 0.08% | Reduce -22.1% | 3,456 | $399K |
| Roble, Belko & Company, Inc | 0.06% | No change | 3,429 | $396K |
| Legacy PCG, LLC | 0.28% | New | 3,392 | $392K |
| Members Trust Co | 0.01% | Add +3.4% | 3,339 | $386K |
| West Paces Advisors Inc. | 0.09% | No change | 3,337 | $386K |
| Vista Capital Partners, Inc. | 0.04% | No change | 3,330 | $385K |
| Eagle Strategies LLC | 0.07% | New | 3,317 | $383K |
| Synergy Asset Management, LLC | 0.03% | New | 3,270 | $378K |
| Crumly & Associates Inc. | 0.10% | Add +32.5% | 3,265 | $377K |
| Forte Asset Management LLC | 0.20% | No change | 3,250 | $376K |
| Aries Wealth Management | 0.10% | No change | 3,238 | $374K |
| Alhambra Investment Management LLC | 0.19% | Add +18.4% | 3,222 | $372K |
| StoneX Group Inc. | 0.02% | New | 3,121 | $361K |
| Genesis Wealth Advisors, LLC | 0.31% | — | 3,120 | $361K |
| Charles Schwab Trust Co | 0.03% | Add +1.2% | 3,113 | $360K |
| Arkadios Wealth Advisors | 0.02% | Reduce -8.6% | 3,077 | $356K |
| Sigma Planning Corp | 0.01% | Reduce -6.2% | 3,068 | $354K |
| Magnolia Private Wealth, LLC | 0.31% | — | 3,039 | $351K |
| Crescent Grove Advisors, LLC | 0.03% | Add +50.6% | 3,025 | $350K |
| Petra Financial Advisors Inc. | 0.24% | No change | 3,003 | $347K |
| Capstone Wealth Management, LLC | 0.34% | — | 3,000 | $347K |
| Mechanics Bank Trust Department | 0.05% | Reduce -25.0% | 3,000 | $347K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,995 | $346K |
| Robinswood Financial LLC | 0.13% | No change | 2,985 | $345K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -7.2% | 2,959 | $342K |
| WestHill Financial Advisors, Inc. | 0.08% | Add +6.2% | 2,905 | $336K |
| My Legacy Advisors, LLC | 0.13% | Add +0.2% | 2,909 | $336K |
| Park Place Capital Corp | 0.09% | Reduce -39.2% | 2,904 | $336K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.7% | 2,862 | $331K |
| Scotia Capital Inc. | 0.00% | No change | 2,842 | $328K |
| Adams Wealth Management | 0.06% | Reduce -15.3% | 2,817 | $326K |
| CacheTech Inc. | 0.06% | Reduce -15.3% | 2,817 | $326K |
| Unconventional Investor, LLC | 0.19% | Reduce -1.8% | 2,790 | $322K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -18.2% | 2,785 | $322K |
| Caldwell Sutter Capital, Inc. | 0.15% | Add +47.0% | 2,766 | $320K |
| Creative Financial Designs Inc. | 0.03% | Add +34.8% | 2,740 | $317K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.0% | 2,719 | $314K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -61.5% | 2,635 | $304K |
| Private Trust Co. NA | 0.03% | Reduce -3.0% | 2,634 | $304K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $303K |
| Value Partners Investments Inc. | 0.17% | Reduce -9.0% | 2,605 | $301K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -28.5% | 2,584 | $299K |
| Busey Bank | 0.01% | No change | 2,565 | $296K |
| Frederick Financial Consultants, LLC | 0.24% | — | 2,559 | $296K |
| Rossby Financial, LCC | 0.19% | — | 2,550 | $295K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -89.0% | 2,549 | $295K |
| Hill Island Financial LLC | 0.09% | Add +0.0% | 2,541 | $294K |
| TRUE Private Wealth Advisors | 0.04% | No change | 2,517 | $291K |
| Bellecapital International Ltd. | 0.05% | Reduce -8.2% | 2,466 | $285K |
| Davidson Trust Co. | 0.15% | Reduce -41.1% | 2,457 | $284K |
| WNY Asset Management, LLC | 0.04% | Reduce -48.1% | 2,448 | $283K |
| Empower Advisory Group, LLC | 0.00% | Reduce -28.7% | 2,431 | $281K |
| City Center Advisors, LLC | 0.32% | Add +0.4% | 2,429 | $281K |
| Boston Family Office LLC | 0.02% | New | 2,413 | $279K |
| Duncan Williams Asset Management, LLC | 0.11% | Add +5.0% | 2,413 | $279K |
| Argyle Capital Partners, LLC | 0.23% | — | 2,342 | $271K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -16.5% | 2,323 | $268K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -22.8% | 2,304 | $266K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 2,295 | $265K |
| Evelyn Partners Asset Management Ltd | 0.07% | — | 2,279 | $263K |
| Kovack Advisors, Inc. | 0.03% | New | 2,260 | $261K |
| HUB Investment Partners, LLC | 0.01% | Add +11.3% | 2,249 | $260K |
| Brighton Jones LLC | 0.01% | Add +2.9% | 2,245 | $259K |
| Westfuller Advisors, LLC | 0.16% | Add +0.8% | 2,230 | $258K |
| Woodward Diversified Capital, LLC | 0.19% | Reduce -27.7% | 2,219 | $256K |
| W.H. Cornerstone Investments Inc. | 0.17% | New | 2,213 | $256K |
| DHK Financial Advisors, Inc. | 0.15% | No change | 2,200 | $254K |
| MMBG Investment Advisors Co. | 0.03% | New | 440 | $253K |
| Certuity, LLC | 0.03% | Reduce -3.7% | 2,132 | $246K |
| My Personal CFO, LLC | 0.12% | No change | 2,096 | $242K |
| Flagstone Financial Management | 0.08% | Add +2.5% | 2,085 | $241K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 2,082 | $241K |
| Citizens Financial Group Inc. | 0.00% | Reduce -1.6% | 2,069 | $239K |
| Napatree Capital LLC | 0.14% | No change | 2,068 | $239K |
| Flagstar Securities, Inc. | 0.06% | Add +0.8% | 2,066 | $239K |
| Tiaa Trust, National Association | 0.00% | New | 2,048 | $237K |
| RFG Advisory, LLC | 0.01% | Add +5.5% | 2,043 | $236K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 2,037 | $235K |
| King Wealth Management Group | 0.03% | New | 2,036 | $235K |
| Kelly Financial Services LLC | 0.08% | New | 2,009 | $234K |
| Acas, LLC | 0.17% | Reduce -17.4% | 1,986 | $231K |
| Kestra Investment Management, LLC | 0.01% | Reduce -30.3% | 1,997 | $231K |
| Mittelman Wealth Management | 0.21% | New | 1,980 | $229K |
| Insigneo Advisory Services, LLC | 0.02% | Add +13.6% | 1,975 | $228K |
| Wolverine Trading, LLC | 0.01% | Reduce -73.0% | 1,970 | $228K |
| Wedbush Securities Inc. | 0.01% | Reduce -24.7% | 1,967 | $227K |
| Swmg, LLC | 0.09% | Reduce -2.0% | 1,962 | $227K |
| Renasant Bank | 0.15% | Reduce -50.2% | 1,945 | $225K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -7.8% | 1,937 | $224K |
| KDK Private Wealth Management, LLC | 0.23% | — | 1,935 | $223K |
| Dakota Wealth Management | 0.01% | New | 1,931 | $223K |
| Ledyard National Bank | 0.02% | No change | 1,913 | $221K |
| Interactive Financial Advisors, Inc. | 0.11% | Reduce -2.4% | 1,897 | $219K |
| Retirement Planning Group, LLC | 0.01% | New | 1,887 | $218K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,869 | $216K |
| Wolf Group Capital Advisors | 0.10% | No change | 1,843 | $213K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,836 | $212K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,823 | $211K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,821 | $210K |
| Morton Brown Family Wealth, LLC | 0.07% | Reduce -0.6% | 1,817 | $210K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -65.5% | 1,773 | $205K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $203K |
| Bensler, LLC | 0.02% | Add +3.2% | 1,757 | $203K |
| Ascentis Independent Advisors | 0.04% | Add +0.3% | 1,756 | $203K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -21.8% | 1,756 | $203K |
| PKS Advisory Services, LLC | 0.05% | — | 1,740 | $201K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 1,731 | $200K |
| Lavaca Capital LLC | 0.09% | Add +0.9% | 1,731 | $200K |
| Capital Analysts, LLC | 0.01% | Reduce -2.4% | 1,675 | $194K |
| Centaurus Financial, Inc. | 0.01% | Reduce -3.3% | 1,624 | $188K |
| Wolff Wiese Magana LLC | 0.12% | No change | 1,578 | $182K |
| Investors Research Corp | 0.04% | Add +1.6% | 1,505 | $174K |
| Ridgewood Investments LLC | 0.08% | No change | 1,497 | $173K |
| Logan Capital Management Inc. | 0.01% | Add +74.7% | 1,438 | $166K |
| WR Wealth Planners, LLC | 0.05% | Add +24.6% | 1,379 | $159K |
| Eastern Bank | 0.00% | No change | 1,328 | $153K |
| Concord Wealth Partners | 0.03% | No change | 1,328 | $153K |
| Balefire, LLC | 0.05% | Add +21.4% | 1,306 | $151K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.8% | 1,280 | $148K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | No change | 1,273 | $147K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.8% | 1,266 | $146K |
| DT Investment Partners, LLC | 0.01% | Add +4.0% | 1,213 | $140K |
| First Horizon Advisors, Inc. | 0.00% | Add +92.0% | 1,129 | $131K |
| CNB Bank | 0.06% | No change | 1,113 | $129K |
| Parallel Advisors, LLC | 0.00% | Reduce -57.4% | 1,074 | $124K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $114K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 919 | $106K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -69.2% | 886 | $102K |
| Runnymede Capital Advisors, Inc. | 0.08% | — | 765 | $88K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +86.2% | 728 | $84K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $82K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -99.4% | 706 | $82K |
| MCF Advisors LLC | 0.01% | No change | 704 | $81K |
| Clearstead Trust, LLC | 0.02% | No change | 701 | $81K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 698 | $81K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $75K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 640 | $74K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -91.5% | 635 | $73K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -10.5% | 625 | $72K |
| Family Manage LLC | 0.01% | Add +150.0% | 565 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -94.8% | 557 | $64K |
| 2UniFi Bank | 0.04% | — | 551 | $64K |
| Gen-Wealth Partners Inc | 0.03% | Add +1.1% | 549 | $63K |
| MilWealth Group LLC | 0.02% | New | 534 | $62K |
| Kiker Wealth Management, LLC | 0.05% | — | 533 | $62K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 477 | $55K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 441 | $51K |
| TCTC Holdings, LLC | 0.00% | No change | 429 | $50K |
| Sound Income Strategies, LLC | 0.00% | Add +2693.3% | 419 | $48K |
| Northwest Capital Management Inc | 0.02% | Reduce -26.3% | 401 | $46K |
| WealthShield Partners, LLC | 0.01% | Add +33.7% | 397 | $46K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 384 | $44K |
| CoreCap Advisors, LLC | 0.00% | Add +1.3% | 377 | $44K |
| Nemes Rush Group LLC | 0.01% | New | 370 | $43K |
| Blue Trust, Inc. | 0.00% | Reduce -71.6% | 370 | $43K |
| Montag A & Associates Inc. | 0.00% | Reduce -52.2% | 365 | $42K |
| Rothschild Investment LLC | 0.00% | Add +3.3% | 341 | $39K |
| PSI Advisors, LLC | 0.01% | Add +76.7% | 334 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | Add +18.1% | 320 | $37K |
| Coston, McIsaac & Partners | 0.01% | Add +5.1% | 309 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Add +72.4% | 250 | $29K |
| UMB Bank, n.a. | 0.00% | Reduce -97.5% | 241 | $28K |
| Fortitude Family Office, LLC | 0.01% | New | 235 | $27K |
| Richardson Financial Services Inc. | 0.02% | Reduce -24.1% | 230 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 225 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 224 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 220 | $25K |
| Continuum Advisory, LLC | 0.00% | Add +10.2% | 216 | $25K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -2.3% | 214 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 213 | $25K |
| Castleview Partners, LLC | 0.01% | Reduce -38.9% | 206 | $24K |
| Capital Investment Counsel, Inc | 0.00% | No change | 204 | $24K |
| Bray Capital Advisors | 0.01% | No change | 200 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +78.9% | 195 | $23K |
| Caitlin John, LLC | 0.01% | Reduce -49.4% | 179 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 176 | $20K |
| Ancora Advisors LLC | 0.00% | No change | 175 | $20K |
| Avior Wealth Management, LLC | 0.00% | Add +138.0% | 169 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 157 | $18K |
| Hara Capital LLC | 0.01% | No change | 156 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 156 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 153 | $18K |
| Breakwater Investment Management | 0.01% | No change | 152 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 151 | $17K |
| WPG Advisers, LLC | 0.02% | — | 142 | $16K |
| United Community Bank | 0.01% | New | 135 | $16K |
| Granite FO LLC | 0.01% | No change | 133 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 131 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 130 | $15K |
| Howe & Rusling Inc. | 0.00% | Add +7.8% | 125 | $14K |
| JDM Financial Group LLC | 0.01% | New | 123 | $14K |
| First PREMIER Bank | 0.00% | No change | 123 | $14K |
| Daiwa Securities Group Inc. | 0.00% | New | 122 | $14K |
| Empirical Asset Management, LLC | 0.00% | No change | 12,495 | $12K |
| Copia Wealth Management | 0.01% | — | 105 | $12K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 102 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| Park Square Financial Group, LLC | 0.01% | — | 100 | $12K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 98 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -59.0% | 95 | $11K |
| Avion Wealth | 0.00% | No change | 102 | $11K |
| Van Eck Associates Corp. | 0.00% | Add +91.7% | 92 | $11K |
| Caldwell Trust Co | 0.00% | No change | 88 | $10K |
| Briaud Financial Planning Inc | 0.00% | New | 89 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 83 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -98.8% | 73 | $8K |
| Synergy Investment Management, LLC | 0.00% | — | 72 | $8K |
| Winthrop Capital Management, LLC | 0.00% | New | 73 | $8K |
| Tucker Asset Management LLC | 0.00% | Reduce -66.0% | 66 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 62 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 60 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 55 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -32.9% | 55 | $6K |
| Crews Bank & Trust | 0.00% | — | 54 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 50 | $6K |
| Sandy Spring Bank | 0.00% | Reduce -29.0% | 49 | $6K |
| Bank of New Hampshire | 0.00% | No change | 45 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -87.7% | 43 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 36 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +22.2% | 33 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 32 | $4K |
| Ameriflex Group, Inc. | 0.00% | — | 31 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -54.8% | 28 | $3K |
| Smithfield Trust Co | 0.00% | No change | 22 | $3K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 25 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 25 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 19 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 18 | $2K |
| IMG Wealth Management, Inc. | 0.00% | — | 18 | $2K |
| Integrity Financial Corp | 0.00% | New | 13 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 12 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 6 | $693 |
| New Wave Wealth Advisors LLC | 0.00% | New | 6 | $693 |
| IAG Wealth Partners, LLC | 0.00% | New | 6 | $693 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $621 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $582 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $347 |
| Key Financial Inc | 0.00% | No change | 3 | $347 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 2 | $232 |
| High Note Wealth, LLC | 0.00% | New | 2 | $231 |
| Realta Investment Advisors | 0.00% | Reduce -75.0% | 1 | $115 |
"% 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.