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 800 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 $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,075,234
shares
|
$126 Million
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
983,211
shares
|
$115 Million
0.02% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
841,259
shares
|
$98.8 Million
0.71% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
666,834
shares
|
$78.3 Million
2.09% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
605,888
shares
|
$71.1 Million
3.41% of portfolio
|
Q4 2024
Reduced 52.39%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
584,445
shares
|
$68.6 Million
11.01% of portfolio
|
Q4 2024
Added 47.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
583,032
shares
|
$68.4 Million
0.12% of portfolio
|
Q4 2024
Added 808.43%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
555,266
shares
|
$65.2 Million
7.67% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
540,451
shares
|
$63.4 Million
0.04% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
540,089
shares
|
$63.4 Million
6.44% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
491,543
shares
|
$57.7 Million
1.98% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
453,400
shares
|
$53.2 Million
2.45% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
438,267
shares
|
$51.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
418,437
shares
|
$49.1 Million
0.54% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
399,078
shares
|
$46.9 Million
0.18% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
390,284
shares
|
$45.8 Million
3.62% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
377,910
shares
|
$44.4 Million
0.1% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
373,396
shares
|
$43.8 Million
1.21% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
370,810
shares
|
$43.5 Million
0.55% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
363,462
shares
|
$42.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 26.98%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
344,751
shares
|
$40.5 Million
11.5% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
320,094
shares
|
$37.6 Million
0.17% of portfolio
|
Q4 2024
Added 2462.39%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
308,533
shares
|
$36.2 Million
0.84% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
300,018
shares
|
$35.2 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
299,445
shares
|
$35.2 Million
0.43% of portfolio
|
Q4 2024
Added 0.12%
|