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 |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
15,313
shares
|
$1.81 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
15,097
shares
|
$1.78 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
15,019
shares
|
$1.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
14,930
shares
|
$1.76 Million
0.78% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
14,902
shares
|
$1.76 Million
1.17% of portfolio
|
Q1 2025
Added 74.27%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,831
shares
|
$1.75 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,658
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,572
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
13,597
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2025
Added 309.92%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
13,476
shares
|
$1.59 Million
1.14% of portfolio
|
Q1 2025
Added 25.62%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
13,437
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
13,435
shares
|
$1.59 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
13,321
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
13,137
shares
|
$1.55 Million
0.69% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
13,136
shares
|
$1.55 Million
0.23% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
12,958
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
12,723
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
12,673
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
12,381
shares
|
$1.46 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,348
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2022
Added 11.56%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
12,342
shares
|
$1.46 Million
0.23% of portfolio
|
Q1 2025
Added 77.68%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
12,323
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
12,266
shares
|
$1.45 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
12,179
shares
|
$1.44 Million
0.29% of portfolio
|
Q1 2025
Added 593.56%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,065
shares
|
$1.43 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.8%
|