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 806 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
22,894
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2024
Added 120.94%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
22,740
shares
|
$2.68 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
22,689
shares
|
$2.68 Million
0.53% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,660
shares
|
$2.67 Million
0.06% of portfolio
|
Q3 2024
Added 31.2%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
22,650
shares
|
$2.67 Million
1.77% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
21,905
shares
|
$2.58 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
21,897
shares
|
$2.58 Million
0.0% of portfolio
|
Q4 2024
Added 222.06%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
21,714
shares
|
$2.56 Million
0.2% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
20,803
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 33.43%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
20,710
shares
|
$2.44 Million
1.64% of portfolio
|
Q4 2023
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
20,617
shares
|
$2.43 Million
1.27% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
20,567
shares
|
$2.43 Million
0.4% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
20,551
shares
|
$2.42 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
20,282
shares
|
$2.39 Million
0.31% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
20,274
shares
|
$2.39 Million
2.21% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,980
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,785
shares
|
$2.33 Million
0.32% of portfolio
|
Q4 2024
Added 62.65%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
19,767
shares
|
$2.33 Million
0.41% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
19,746
shares
|
$2.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
19,210
shares
|
$2.27 Million
0.51% of portfolio
|
Q2 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,144
shares
|
$2.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
19,138
shares
|
$2.26 Million
0.12% of portfolio
|
Q4 2024
Added 179.75%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
18,764
shares
|
$2.21 Million
0.6% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
18,739
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,688
shares
|
$2.2 Million
0.32% of portfolio
|
Q1 2023
Added 9.59%
|