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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
$1.12B -$510M -3,813,486 -31%
Financial Engines Advisors
2
Financial Engines Advisors
California
$717M +$43.5M +325,857 +6%
Creative Planning
3
Creative Planning
Kansas
$603M +$35.8M +267,785 +6%
SCM
4
SCS Capital Management
Massachusetts
$601M +$72.6M +543,556 +14%
PCA
5
Personal Capital Advisors
California
$459M +$27.9M +208,731 +6%
Bank of America
6
Bank of America
North Carolina
$414M -$37.7M -281,924 -8%
Ameriprise
7
Ameriprise
Minnesota
$266M +$17.8M +132,833 +7%
Morgan Stanley
8
Morgan Stanley
New York
$225M +$6.64M +49,666 +3%
Wells Fargo
9
Wells Fargo
California
$213M +$24.9M +186,658 +13%
UBS Group
10
UBS Group
Switzerland
$212M +$20.1M +150,531 +10%
JHCM
11
Juniper Hill Capital Management
California
$169M +$55M +411,300 +48%
LPL Financial
12
LPL Financial
California
$143M +$8.96M +67,038 +7%
MMI
13
Matson Money Inc
Ohio
$139M -$1.48M -11,082 -1%
Stifel Financial
14
Stifel Financial
Missouri
$115M +$639K +4,785 +0.6%
CPO
15
Cerity Partners OCIO
New York
$111M +$10.7M +80,331 +11%
MG
16
Mather Group
Illinois
$105M +$18.5M +138,540 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$101M -$16.4M -122,539 -14%
Truist Financial
18
Truist Financial
North Carolina
$95.3M -$22.3M -167,216 -19%
FIM
19
Freedom Investment Management
Connecticut
$94.3M -$6.86M -51,309 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$90.5M +$19.3M +144,252 +27%
Bank Julius Baer & Co
21
Bank Julius Baer & Co
Switzerland
$73.4M +$9.24M +69,173 +14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$71.5M +$10.8M +81,106 +18%
SFG
23
SNS Financial Group
Minnesota
$69.2M +$20.4M +152,583 +42%
KeyBank National Association
24
KeyBank National Association
Ohio
$60.9M -$345K -2,580 -0.6%
BlackRock
25
BlackRock
New York
$58.7M +$2.69M +20,141 +5%
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