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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
$1.94B +$825M +7,218,653 +73%
Bank of America
2
Bank of America
North Carolina
$666M +$127M +1,109,883 +23%
Financial Engines Advisors
3
Financial Engines Advisors
California
$479M +$13.1M +114,854 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$457M +$7.65M +66,867 +2%
Morgan Stanley
5
Morgan Stanley
New York
$411M +$72.8M +636,492 +21%
CSIA
6
Charles Schwab Investment Advisory
California
$364M +$91.4M +799,429 +33%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$310M +$57.3M +501,238 +22%
Truist Financial
8
Truist Financial
North Carolina
$297M +$29.5M +257,713 +11%
UBS Group
9
UBS Group
Switzerland
$295M +$57M +498,413 +24%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$249M -$8.35M -73,035 -3%
Ameriprise
11
Ameriprise
Minnesota
$246M -$22M -192,668 -8%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$238M +$14.5M +126,763 +6%
Creative Planning
13
Creative Planning
Kansas
$229M -$5.62M -49,116 -2%
AssetMark Inc
14
AssetMark Inc
California
$222M +$7.77M +67,948 +4%
Wells Fargo
15
Wells Fargo
California
$212M +$1.16M +10,140 +0.5%
Charles Schwab
16
Charles Schwab
California
$199M -$26.8M -234,071 -12%
TWM
17
Tanglewood Wealth Management
Texas
$198M +$39.2M +342,392 +24%
MMI
18
Matson Money Inc
Ohio
$166M +$4.78M +41,833 +3%
Stifel Financial
19
Stifel Financial
Missouri
$151M -$14.6M -127,471 -9%
WA
20
WestEnd Advisors
North Carolina
$149M +$2.34M +20,443 +2%
RJA
21
Raymond James & Associates
Florida
$145M -$13.2M -115,219 -8%
Mariner
22
Mariner
Kansas
$144M +$8.66M +75,718 +6%
Cerity Partners
23
Cerity Partners
New York
$144M -$531K -4,640 -0.4%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139M +$18.2M +158,852 +15%
LPL Financial
25
LPL Financial
California
$125M +$2.04M +17,861 +2%
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