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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,664
shares
|
$314,858
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,648
shares
|
$312,967
0.0% of portfolio
|
Q1 2025
Reduced 38.97%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
2,626
shares
|
$310,366
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Value Partners Investments Inc.
|
Apr 23, 2025 Q1 2025 |
2,605
shares
|
$307,884
0.03% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
2,597
shares
|
$306,939
0.07% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
2,597
shares
|
$306,939
0.06% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,595
shares
|
$306,703
0.05% of portfolio
|
Q2 2023
Reduced 37.42%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,583
shares
|
$305,284
0.03% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
2,570
shares
|
$303,748
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
2,565
shares
|
$303,157
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,522
shares
|
$298,075
0.09% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
2,522
shares
|
$298,075
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,494
shares
|
$294,765
0.21% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,489
shares
|
$294,174
0.03% of portfolio
|
Q1 2025
Added 43.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,487
shares
|
$293,938
0.12% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,466
shares
|
$291,456
0.06% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
2,457
shares
|
$290,392
0.14% of portfolio
|
Q4 2024
Reduced 41.11%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,445
shares
|
$288,974
0.01% of portfolio
|
Q1 2025
Reduced 56.18%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
2,427
shares
|
$286,847
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
2,411
shares
|
$284,956
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
2,409
shares
|
$284,719
0.01% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
2,382
shares
|
$281,528
0.21% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,372
shares
|
$280,346
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
2,332
shares
|
$275,619
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,329
shares
|
$275,264
0.1% of portfolio
|
Q1 2025
Reduced 3.48%
|