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 860 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,118,309
shares
|
$1.43 Billion
0.11% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,729,334
shares
|
$914 Million
0.08% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
6,397,900
shares
|
$756 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wit, LLC
District Of Columbia, DC |
May 15, 2025 Q1 2025 |
4,802,548
shares
|
$568 Million
13.97% of portfolio
|
Q1 2025
Added 173.33%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,101,526
shares
|
$485 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,747,747
shares
|
$443 Million
0.15% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,508,588
shares
|
$415 Million
1.07% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,165,128
shares
|
$374 Million
0.03% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,451,577
shares
|
$290 Million
0.08% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,329,857
shares
|
$275 Million
0.57% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,296,181
shares
|
$271 Million
0.75% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
2,219,734
shares
|
$262 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,142,222
shares
|
$253 Million
0.94% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,076,682
shares
|
$245 Million
0.06% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,893,539
shares
|
$224 Million
0.09% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,892,895
shares
|
$224 Million
0.27% of portfolio
|
Q1 2025
Added 56.24%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,811,665
shares
|
$214 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,705,543
shares
|
$202 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,543,663
shares
|
$182 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,534,468
shares
|
$181 Million
0.2% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,383,192
shares
|
$163 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,366,855
shares
|
$162 Million
0.0% of portfolio
|
Q2 2024
Added 29.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,194,094
shares
|
$141 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,138,427
shares
|
$135 Million
3.58% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,061,970
shares
|
$126 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|