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 |
|---|---|---|---|---|---|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
32,976
shares
|
$3.9 Million
0.8% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
32,343
shares
|
$3.82 Million
1.93% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
31,137
shares
|
$3.68 Million
0.17% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
30,989
shares
|
$3.66 Million
0.16% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
30,824
shares
|
$3.64 Million
0.67% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
30,585
shares
|
$3.61 Million
1.6% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
30,560
shares
|
$3.61 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
30,358
shares
|
$3.59 Million
0.12% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
29,960
shares
|
$3.54 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
29,852
shares
|
$3.53 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,687
shares
|
$3.51 Million
0.14% of portfolio
|
Q2 2020
Added 73.66%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
29,589
shares
|
$3.5 Million
0.35% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
29,519
shares
|
$3.49 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
29,354
shares
|
$3.47 Million
0.74% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
29,170
shares
|
$3.45 Million
5.18% of portfolio
|
Q3 2023
Reduced 6.12%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
29,113
shares
|
$3.44 Million
3.24% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
28,958
shares
|
$3.42 Million
0.12% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
28,709
shares
|
$3.39 Million
0.09% of portfolio
|
Q1 2025
Added 131.37%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
28,144
shares
|
$3.33 Million
0.18% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
27,923
shares
|
$3.3 Million
1.26% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
27,900
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
27,826
shares
|
$3.29 Million
0.04% of portfolio
|
Q1 2025
Added 322.12%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
27,036
shares
|
$3.2 Million
3.22% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
26,990
shares
|
$3.19 Million
3.65% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
26,887
shares
|
$3.18 Million
0.4% of portfolio
|
Q1 2025
Added 32.57%
|