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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
$1.58B +$463M +3,484,229 +42%
Financial Engines Advisors
2
Financial Engines Advisors
California
$722M +$8.47M +63,728 +1%
Creative Planning
3
Creative Planning
Kansas
$597M -$3.34M -25,118 -0.6%
SCM
4
SCS Capital Management
Massachusetts
$502M -$96.7M -727,061 -16%
PCA
5
Personal Capital Advisors
California
$486M +$28.6M +215,456 +6%
Bank of America
6
Bank of America
North Carolina
$416M +$3.21M +24,147 +0.8%
Ameriprise
7
Ameriprise
Minnesota
$246M -$19.2M -144,500 -7%
Morgan Stanley
8
Morgan Stanley
New York
$241M +$17.2M +129,197 +8%
UBS Group
9
UBS Group
Switzerland
$203M -$8.74M -65,720 -4%
Wells Fargo
10
Wells Fargo
California
$190M -$21.9M -164,426 -10%
LPL Financial
11
LPL Financial
California
$162M +$20M +150,607 +14%
MMI
12
Matson Money Inc
Ohio
$141M +$2.53M +18,993 +2%
MG
13
Mather Group
Illinois
$126M +$21.4M +160,608 +20%
CPO
14
Cerity Partners OCIO
New York
$124M +$12.9M +96,923 +12%
Stifel Financial
15
Stifel Financial
Missouri
$112M -$2.25M -16,940 -2%
Truist Financial
16
Truist Financial
North Carolina
$98.3M +$3.39M +25,479 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$92.1M +$2M +15,061 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$87.7M -$12.6M -94,629 -13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$87M +$15.8M +118,949 +22%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$81.8M +$8.79M +66,148 +12%
SFG
21
SNS Financial Group
Minnesota
$75.4M +$6.54M +49,180 +9%
EVM
22
Eaton Vance Management
Massachusetts
$72M +$72M +541,740 New
BlackRock
23
BlackRock
New York
$66.1M +$7.64M +57,479 +13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$64.8M +$9.92M +74,584 +18%
KeyBank National Association
25
KeyBank National Association
Ohio
$61.1M +$491K +3,691 +0.8%
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