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 702 institutions that hold shares in the stock, with a total of 86.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
9,583,009
shares
|
$1.1 Billion
0.1% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,163,759
shares
|
$592 Million
0.06% of portfolio
|
Q1 2024
Added 3.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
4,206,542
shares
|
$482 Million
1.1% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,670,498
shares
|
$421 Million
0.16% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,038,942
shares
|
$349 Million
0.03% of portfolio
|
Q1 2024
Added 21.5%
|
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
2,713,582
shares
|
$311 Million
0.43% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
2,510,881
shares
|
$288 Million
0.45% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,471,772
shares
|
$283 Million
0.76% of portfolio
|
Q1 2024
Added 10.87%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
2,071,233
shares
|
$238 Million
0.71% of portfolio
|
Q1 2024
Reduced 3.04%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
2,062,413
shares
|
$237 Million
0.92% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,022,142
shares
|
$232 Million
0.07% of portfolio
|
Q1 2024
Added 7.87%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,889,736
shares
|
$217 Million
0.72% of portfolio
|
Q1 2024
Reduced 9.77%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,883,876
shares
|
$216 Million
0.05% of portfolio
|
Q1 2024
Added 3.3%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,859,378
shares
|
$213 Million
0.24% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,639,830
shares
|
$188 Million
0.22% of portfolio
|
Q1 2024
Added 25.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,522,309
shares
|
$175 Million
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
Matson Money. Inc.
|
May 03, 2024 Q1 2024 |
1,452,995
shares
|
$167 Million
5.58% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,310,081
shares
|
$150 Million
0.08% of portfolio
|
Q1 2024
Added 15.29%
|
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
1,273,273
shares
|
$146 Million
3.82% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
1,249,836
shares
|
$143 Million
7.78% of portfolio
|
Q1 2024
Added 5.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,233,872
shares
|
$142 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,230,402
shares
|
$141 Million
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Tanglewood Wealth Management, Inc.
|
May 08, 2024 Q1 2024 |
1,217,815
shares
|
$140 Million
17.49% of portfolio
|
Q1 2024
Added 1.21%
|
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
1,210,729
shares
|
$139 Million
4.44% of portfolio
|
Q4 2022
Reduced 7.06%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,055,305
shares
|
$121 Million
0.0% of portfolio
|
Q1 2024
Added 4.28%
|
|