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 774 institutions that hold shares in the stock, with a total of 95.1 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,962
shares
|
$226,905
0.09% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,944
shares
|
$224,823
0.12% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,937
shares
|
$224,014
0.0% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,931
shares
|
$223,320
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
1,913
shares
|
$221,238
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,880
shares
|
$217,422
0.0% of portfolio
|
Q3 2024
Added 45.06%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,869
shares
|
$216,149
0.02% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
1,863
shares
|
$215,455
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
1,843
shares
|
$213,142
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,836
shares
|
$212,333
0.01% of portfolio
|
Q3 2024
Reduced 24.63%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
1,827
shares
|
$211,292
0.08% of portfolio
|
Q2 2024
Reduced 39.4%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,823
shares
|
$210,829
0.05% of portfolio
|
Q2 2023
Reduced 68.73%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,821
shares
|
$210,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
1,815
shares
|
$209,904
0.01% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
1,793
shares
|
$207,360
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
1,766
shares
|
$204,237
0.1% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,760
shares
|
$203,544
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wit, LLC
District Of Columbia, DC |
Nov 14, 2024 Q3 2024 |
1,757
shares
|
$203,197
5.84% of portfolio
|
Q3 2024
Added 90.36%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
1,757
shares
|
$203,197
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,756
shares
|
$203,081
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,738
shares
|
$200,999
0.02% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,731
shares
|
$200,190
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,716
shares
|
$198,455
0.01% of portfolio
|
Q3 2024
Added 52.67%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,715
shares
|
$198,339
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,697
shares
|
$196,258
0.05% of portfolio
|
Q3 2024
New holding
|