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 |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
3,594
shares
|
$424,774
0.24% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,565
shares
|
$421,347
0.0% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
3,492
shares
|
$412,719
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,486
shares
|
$412,010
0.08% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,455
shares
|
$408,346
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,429
shares
|
$405,273
0.06% of portfolio
|
Q2 2024
Added 164.99%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,419
shares
|
$404,091
0.11% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,410
shares
|
$403,027
0.0% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
3,400
shares
|
$401,846
1.05% of portfolio
|
Q4 2021
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
3,396
shares
|
$401,373
0.15% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
3,350
shares
|
$395,936
0.03% of portfolio
|
Q1 2025
Reduced 62.04%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
3,339
shares
|
$394,636
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
3,329
shares
|
$393,454
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,313
shares
|
$391,563
0.02% of portfolio
|
Q1 2025
Reduced 92.99%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
3,310
shares
|
$391,208
0.04% of portfolio
|
Q1 2025
Added 652.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,292
shares
|
$389,081
0.01% of portfolio
|
Q4 2023
Added 63.05%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,281
shares
|
$387,781
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
3,265
shares
|
$385,890
0.13% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
3,264
shares
|
$385,772
0.28% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
3,250
shares
|
$384,117
0.2% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,238
shares
|
$382,699
0.11% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
3,229
shares
|
$381,635
0.06% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
3,222
shares
|
$380,808
0.2% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
3,219
shares
|
$380,453
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,182
shares
|
$376,080
0.08% of portfolio
|
Q2 2023
New holding
|