Institutional Ownership Ishares Barclays 3 7 Yr Treas (IEI)
This table provides information about the institutional ownership of Ishares Barclays 3 7 Yr Treas (IEI). We have compiled data on the 777 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
9,622,978
shares
|
$1.11 Billion
0.09% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,397,900
shares
|
$736 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,799,555
shares
|
$668 Million
0.06% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
4,191,808
shares
|
$482 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,921,447
shares
|
$451 Million
0.16% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,148,801
shares
|
$362 Million
0.03% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,647,641
shares
|
$305 Million
0.96% of portfolio
|
Q3 2024
Added 17868.38%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
2,360,627
shares
|
$272 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,213,593
shares
|
$255 Million
0.07% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,035,960
shares
|
$234 Million
0.54% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,949,576
shares
|
$224 Million
0.67% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,929,728
shares
|
$222 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,785,428
shares
|
$206 Million
0.1% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,753,627
shares
|
$202 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
1,751,453
shares
|
$202 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,637,815
shares
|
$189 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,593,910
shares
|
$183 Million
0.04% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,544,110
shares
|
$178 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,366,855
shares
|
$157 Million
0.0% of portfolio
|
Q2 2024
Added 29.52%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,272,704
shares
|
$146 Million
6.96% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,205,936
shares
|
$139 Million
3.55% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,194,094
shares
|
$137 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1,095,189
shares
|
$126 Million
15.79% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,069,518
shares
|
$123 Million
0.02% of portfolio
|
Q3 2024
Reduced 71.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
953,732
shares
|
$110 Million
0.02% of portfolio
|
Q3 2024
Added 10.27%
|