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 786 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
15,745
shares
|
$1.83 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
15,540
shares
|
$1.8 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,334
shares
|
$1.78 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
15,313
shares
|
$1.78 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
15,275
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
Added 483.46%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
15,091
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
15,032
shares
|
$1.74 Million
0.55% of portfolio
|
Q4 2024
Added 53.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,964
shares
|
$1.74 Million
0.09% of portfolio
|
Q4 2024
Added 108.67%
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
14,850
shares
|
$1.72 Million
0.85% of portfolio
|
Q4 2024
Added 412.07%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,772
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,614
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
14,572
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
14,564
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,941
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 641.54%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,701
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
13,641
shares
|
$1.58 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
13,490
shares
|
$1.57 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
13,437
shares
|
$1.56 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,542
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Added 96.4%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,495
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
12,408
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Added 40.76%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
12,358
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.45%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,348
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2022
Added 11.56%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
12,217
shares
|
$1.42 Million
0.23% of portfolio
|
Q4 2024
Reduced 38.34%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
12,084
shares
|
$1.4 Million
0.6% of portfolio
|
Q4 2024
Added 18.31%
|