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 869 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
3,400
shares
|
$403,002
1.05% of portfolio
|
Q4 2021
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
3,350
shares
|
$397,075
0.03% of portfolio
|
Q1 2025
Reduced 62.04%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
3,339
shares
|
$395,771
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
3,310
shares
|
$392,334
0.04% of portfolio
|
Q1 2025
Added 652.27%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
3,296
shares
|
$390,674
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,292
shares
|
$390,200
0.01% of portfolio
|
Q4 2023
Added 63.05%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,281
shares
|
$388,896
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
3,250
shares
|
$385,222
0.2% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
3,238
shares
|
$383,800
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,238
shares
|
$383,800
0.11% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
3,229
shares
|
$382,733
0.06% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
3,222
shares
|
$381,903
0.19% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
3,219
shares
|
$381,548
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,182
shares
|
$377,162
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
3,133
shares
|
$371,354
0.38% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,133
shares
|
$371,354
0.09% of portfolio
|
Q4 2021
Reduced 32.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,125
shares
|
$370,406
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,114
shares
|
$369,102
0.15% of portfolio
|
Q2 2025
Added 7685.0%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
3,088
shares
|
$366,020
0.05% of portfolio
|
Q1 2025
Added 22.69%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
3,078
shares
|
$364,835
0.28% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
3,054
shares
|
$361,990
0.08% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,050
shares
|
$361,516
0.0% of portfolio
|
Q1 2025
Reduced 47.8%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,045
shares
|
$360,923
0.17% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,019
shares
|
$357,842
0.03% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
3,001
shares
|
$355,708
0.29% of portfolio
|
Q1 2025
Reduced 0.07%
|