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 900 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
16,513,521
shares
|
$1.97 Billion
0.13% of portfolio
|
Q3 2025
Added 36.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,037,805
shares
|
$840 Million
0.06% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,292,100
shares
|
$513 Million
0.09% of portfolio
|
Q2 2025
Reduced 32.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,253,967
shares
|
$508 Million
0.97% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,676,586
shares
|
$439 Million
0.14% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,650,688
shares
|
$436 Million
1.01% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,993,888
shares
|
$358 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,862,009
shares
|
$342 Million
0.75% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,719,795
shares
|
$325 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
2,516,836
shares
|
$301 Million
0.88% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,203,954
shares
|
$263 Million
0.08% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,100,257
shares
|
$251 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,039,591
shares
|
$244 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,036,746
shares
|
$243 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Wit, LLC
District Of Columbia, DC |
Nov 14, 2025 Q3 2025 |
2,029,697
shares
|
$242 Million
5.76% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,936,307
shares
|
$231 Million
0.32% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,846,448
shares
|
$221 Million
0.36% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,786,726
shares
|
$213 Million
0.51% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,456,028
shares
|
$174 Million
0.06% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,378,438
shares
|
$165 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,366,855
shares
|
$163 Million
0.0% of portfolio
|
Q2 2024
Added 29.52%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
1,316,381
shares
|
$157 Million
15.61% of portfolio
|
Q3 2025
Added 126.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,194,094
shares
|
$143 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,155,466
shares
|
$138 Million
3.23% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1,045,950
shares
|
$125 Million
12.13% of portfolio
|
Q3 2025
Reduced 0.91%
|