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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
26,199
shares
|
$3.1 Million
0.27% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
25,993
shares
|
$3.07 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
25,391
shares
|
$3 Million
0.3% of portfolio
|
Q1 2025
Reduced 27.7%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
25,332
shares
|
$2.99 Million
2.58% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
25,132
shares
|
$2.97 Million
1.71% of portfolio
|
Q4 2022
Added 94.37%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
25,025
shares
|
$2.96 Million
0.17% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
24,850
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2025
Added 101.08%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
24,828
shares
|
$2.93 Million
1.58% of portfolio
|
Q1 2025
Added 20.42%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
24,752
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
24,641
shares
|
$2.91 Million
3.67% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
24,568
shares
|
$2.9 Million
0.09% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
23,839
shares
|
$2.82 Million
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
23,620
shares
|
$2.79 Million
4.99% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
23,504
shares
|
$2.78 Million
0.27% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
23,157
shares
|
$2.74 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
23,119
shares
|
$2.73 Million
0.96% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
22,992
shares
|
$2.72 Million
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
22,986
shares
|
$2.72 Million
0.06% of portfolio
|
Q1 2025
Added 67.77%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
22,805
shares
|
$2.7 Million
1.5% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
22,783
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
22,715
shares
|
$2.68 Million
2.9% of portfolio
|
Q1 2025
Added 555.74%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
22,663
shares
|
$2.68 Million
0.35% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,660
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2024
Added 31.2%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
22,462
shares
|
$2.65 Million
1.0% of portfolio
|
Q1 2025
Added 1619.91%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
22,345
shares
|
$2.64 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.35%
|