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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.12B +$327M +2,540,851 +19%
Financial Engines Advisors
2
Financial Engines Advisors
California
$558M +$276M +2,143,434 +105%
Creative Planning
3
Creative Planning
Kansas
$523M +$20.3M +157,587 +4%
Bank of America
4
Bank of America
North Carolina
$441M -$1.08B -8,407,261 -72%
PCA
5
Personal Capital Advisors
California
$414M +$22.4M +173,914 +6%
Morgan Stanley
6
Morgan Stanley
New York
$267M +$65.9M +511,108 +34%
SCM
7
SCS Capital Management
Massachusetts
$243M +$235M +1,820,652 New
Truist Financial
8
Truist Financial
North Carolina
$184M +$134M +1,038,462 +302%
UBS Group
9
UBS Group
Switzerland
$176M +$2.46M +19,054 +1%
MMI
10
Matson Money Inc
Ohio
$158M -$13.8M -106,833 -8%
Ameriprise
11
Ameriprise
Minnesota
$141M +$49.3M +382,369 +57%
Wells Fargo
12
Wells Fargo
California
$135M +$36.8M +285,607 +39%
RWM
13
Ritholtz Wealth Management
New York
$134M +$129M +1,000,917 +37,856%
TWM
14
Tanglewood Wealth Management
Texas
$124M +$13.4M +104,333 +13%
Stifel Financial
15
Stifel Financial
Missouri
$106M -$25M -194,329 -20%
JHCM
16
Juniper Hill Capital Management
California
$98.3M – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$89.6M +$7.44M +57,749 +9%
CPO
18
Cerity Partners OCIO
New York
$88.6M -$4.09M -31,712 -5%
BlackRock
19
BlackRock
New York
$87M +$29.9M +232,268 +55%
MG
20
Mather Group
Illinois
$82.1M +$1.89M +14,706 +2%
LPL Financial
21
LPL Financial
California
$80.3M +$1.41M +10,922 +2%
BPB
22
Badgley, Phelps & Bell
Washington
$63.9M +$26.9M +208,391 +77%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$59.2M +$57.5M +446,328 New
KeyBank National Association
24
KeyBank National Association
Ohio
$59.1M +$419K +3,252 +0.7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$58.9M +$55.5M +430,434 +3,902%
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