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 |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
3,144
shares
|
$371,589
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,133
shares
|
$370,289
0.09% of portfolio
|
Q4 2021
Reduced 32.19%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
3,133
shares
|
$370,289
0.38% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,125
shares
|
$369,343
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
3,120
shares
|
$368,752
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
3,088
shares
|
$364,970
0.05% of portfolio
|
Q1 2025
Added 22.69%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
3,054
shares
|
$360,952
0.08% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,050
shares
|
$360,479
0.0% of portfolio
|
Q1 2025
Reduced 47.8%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,019
shares
|
$356,815
0.03% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
3,012
shares
|
$355,988
0.35% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
3,008
shares
|
$355,515
0.12% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
3,001
shares
|
$354,688
0.29% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$354,570
0.05% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,998
shares
|
$354,333
0.03% of portfolio
|
Q4 2023
Added 31.09%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,995
shares
|
$353,979
0.01% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,934
shares
|
$346,769
0.02% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
2,906
shares
|
$343,460
0.16% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
2,880
shares
|
$340,387
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
2,833
shares
|
$334,832
0.59% of portfolio
|
Q1 2025
Reduced 88.79%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
2,792
shares
|
$329,986
0.2% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,732
shares
|
$322,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
2,724
shares
|
$321,949
0.04% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
2,719
shares
|
$321,358
0.38% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
2,711
shares
|
$320,413
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
2,669
shares
|
$315,449
0.38% of portfolio
|
Q1 2025
New holding
|