Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 188,637 | $18,139 |
| CABANA LLC | 13,975 | $1,344 |
| Cornerstone Planning, LLC | 120,668 | $11,614 |
| PINNBROOK CAPITAL MANAGEMENT LP | 193,634 | $18,620 |
| Liberty Mutual Group Asset Management Inc. | 258,759 | $24,882 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 47,743 | $4,591 |
| Risk Paradigm Group, LLC | 68,209 | $6,559 |
| Transce3nd, LLC | 2,181 | $209 |
| Sandbox Financial Partners, LLC | 41,524 | $3,993 |
| Lake Hills Wealth Management, LLC | 20,565 | $1,978 |
| Estate Counselors, LLC | 116,190 | $11,173 |
| Glaxis Capital Management, LLC | 4,500 | $433 |
| CacheTech Inc. | 31,235 | $3,004 |
| Insight Wealth Partners, LLC | 35,139 | $3,379 |
| COLUMBIA ADVISORY PARTNERS LLC | 8,304 | $799 |
| SAGE ADVISORS, LLC | 8,008 | $770 |
| Center For Asset Management LLC | 9,918 | $954 |
| Northwest Financial Advisors | 3,049 | $293 |
| Hyundai Investments Co., Ltd. | 4,186 | $404 |
| Prentice Wealth Management LLC | 16,125 | $1,551 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TTP Investments, Inc. | 6,429 | 375,424 | +368,995 (+5739.5%) |
| Northstar Advisory Group, LLC | 36,704 | 246,206 | +209,502 (+570.8%) |
| ARMSTRONG ADVISORY GROUP, INC | 24,768 | 707,015 | +682,247 (+2754.6%) |
| Virtue Capital Management, LLC | 3,462 | 287,995 | +284,533 (+8218.7%) |
| Global Trust Asset Management, LLC | 996 | 88,794 | +87,798 (+8815.1%) |
| AlphaQuest LLC | 404,037 | 1,009,045 | +605,008 (+149.7%) |
| SHARPEPOINT LLC | 22,291 | 74,859 | +52,568 (+235.8%) |
| Avalon Advisory Group | 834,969 | 888,019 | +53,050 (+6.4%) |
| DSG Capital Advisors, LLC | 131,759 | 259,678 | +127,919 (+97.1%) |
| Fisher Asset Management, LLC | 87,662,438 | 134,832,971 | +47,170,533 (+53.8%) |
| MEEDER ASSET MANAGEMENT INC | 365,501 | 652,207 | +286,706 (+78.4%) |
| Leo Wealth, LLC | 159,749 | 417,952 | +258,203 (+161.6%) |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 111,288 | 180,524 | +69,236 (+62.2%) |
| PRUDENT INVESTORS NETWORK, INC. | 354,901 | 418,241 | +63,340 (+17.8%) |
| MATAURO, LLC | 611,357 | 691,819 | +80,462 (+13.2%) |
| TPG Financial Advisors, LLC | 222,647 | 260,866 | +38,219 (+17.2%) |
| Werba Rubin Papier Wealth Management | 120,565 | 142,988 | +22,423 (+18.6%) |
| Boreal Capital Management LLC | 27,985 | 38,835 | +10,850 (+38.8%) |
| LifeGuide Financial Advisors, LLC | 402,313 | 438,992 | +36,679 (+9.1%) |
| Ironwood Wealth Management, LLC. | 411,397 | 430,869 | +19,472 (+4.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Israel Discount Bank of New York | 29,339 | 14,061 | -15,278 (-52.1%) |
| Nationwide Fund Advisors | 956,142 | 252,090 | -704,052 (-73.6%) |
| Cadence Wealth Management LLC | 146,531 | 83,054 | -63,477 (-43.3%) |
| ARGI Investment Services, LLC | 2,775,739 | 2,060,779 | -714,960 (-25.8%) |
| WEST CHESTER CAPITAL ADVISORS, INC | 239,583 | 166,429 | -73,154 (-30.5%) |
| Constant Guidance Financial LLC | 45,340 | 8,645 | -36,695 (-80.9%) |
| FLP Wealth Management, LLC | 16,644 | 1,923 | -14,721 (-88.4%) |
| CPR Investments Inc. | 42,818 | 11,406 | -31,412 (-73.4%) |
| Summit Asset Management, LLC | 202,217 | 97,234 | -104,983 (-51.9%) |
| PEAVINE CAPITAL, LLC | 1,874,111 | 1,806,011 | -68,100 (-3.6%) |
| David R. Rahn & Associates Inc. | 93,437 | 27,994 | -65,443 (-70.0%) |
| STABLEFORD CAPITAL II LLC | 102,394 | 83,156 | -19,238 (-18.8%) |
| SSA SWISS ADVISORS AG | 59,381 | 39,403 | -19,978 (-33.6%) |
| SeaBridge Investment Advisors LLC | 247,025 | 206,863 | -40,162 (-16.3%) |
| Crabel Capital Management, LLC | 41,330 | 35,329 | -6,001 (-14.5%) |
| 1607 Capital Partners, LLC | 288,661 | 168,466 | -120,195 (-41.6%) |
| Rossby Financial, LCC | 46,906 | 2,672 | -44,234 (-94.3%) |
| Willis Johnson & Associates, Inc. | 354,508 | 258,220 | -96,288 (-27.2%) |
| Financial & Tax Architects, LLC | 209,066 | 196,079 | -12,987 (-6.2%) |
| Raub Brock Capital Management LP | 798,225 | 785,801 | -12,424 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Tanglewood Wealth Management, Inc. | 567,028 | $54,696 |
| American National Bank of Texas | 50,881 | $4,908 |
| Persistent Asset Partners Ltd | 50,000 | $4,823 |
| Maxi Investments CY Ltd | 157,000 | $15 |
| Garde Capital, Inc. | 543,491 | $52,425 |
| Burns Matteson Capital Management, LLC | 26,550 | $2,561 |
| SOROS FUND MANAGEMENT LLC | 472,599 | $45,587 |
| Forefront Wealth Partners, LLC | 22,027 | $2,125 |
| Kensington Asset Management, LLC | 83,454 | $8,050 |
| Black Maple Capital Management LP | 10,000 | $965 |
| Tandem Financial, LLC | 9,671 | $933 |
| READYSTATE ASSET MANAGEMENT LP | 76,000 | $7,331 |
| NEPC LLC | 116,950 | $11,281 |
| Global Assets Advisory, LLC | 11,054 | $1,066 |
| IAMS WEALTH MANAGEMENT, LLC | 6,936 | $669 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 11,298 | $1,090 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 35,899 | $3,463 |
| Eldridge Investment Advisors, Inc. | 8,000 | $769 |
| Ipsen Advisor Group LLC | 2,374 | $229 |
| American Trust | 16,370 | $1,579 |