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 775 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
877,478
shares
|
$102 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
787,957
shares
|
$91.4 Million
0.7% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
624,762
shares
|
$72.4 Million
2.07% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
539,867
shares
|
$62.6 Million
7.49% of portfolio
|
Q3 2024
Added 100.18%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
518,874
shares
|
$60.2 Million
6.24% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
512,797
shares
|
$59.5 Million
0.04% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
497,746
shares
|
$57.7 Million
0.4% of portfolio
|
Q3 2024
Added 74.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
486,286
shares
|
$56.4 Million
2.11% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
468,420
shares
|
$54.3 Million
0.08% of portfolio
|
Q3 2024
Added 2099.05%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
465,638
shares
|
$54 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
418,437
shares
|
$48.5 Million
0.54% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
396,838
shares
|
$46 Million
7.83% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
382,328
shares
|
$44.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
372,871
shares
|
$43.2 Million
3.71% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
362,904
shares
|
$42.1 Million
0.01% of portfolio
|
Q3 2024
Added 283.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
361,867
shares
|
$42 Million
1.24% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
361,167
shares
|
$41.9 Million
0.46% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
338,769
shares
|
$39.3 Million
0.06% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
338,074
shares
|
$39.2 Million
11.55% of portfolio
|
Q3 2024
Added 33.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
318,604
shares
|
$36.9 Million
0.06% of portfolio
|
Q3 2024
Added 73.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
307,150
shares
|
$35.6 Million
0.08% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
302,842
shares
|
$35.1 Million
4.2% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
299,096
shares
|
$34.7 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
281,606
shares
|
$32.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 28.66%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
281,484
shares
|
$32.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 16.09%
|