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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,200
shares
|
$141,828
0.02% of portfolio
|
Q1 2023
Reduced 75.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,123
shares
|
$132,727
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,113
shares
|
$131,545
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
1,087
shares
|
$128,472
0.01% of portfolio
|
Q1 2025
Reduced 32.9%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,042
shares
|
$123,153
0.01% of portfolio
|
Q1 2025
Added 185.48%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
999
shares
|
$118,071
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
994
shares
|
$117,480
0.04% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
988
shares
|
$116,771
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
988
shares
|
$116,771
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
925
shares
|
$109,325
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
902
shares
|
$106,607
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
886
shares
|
$104,716
0.0% of portfolio
|
Q4 2024
Reduced 69.19%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
857
shares
|
$101,288
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
844
shares
|
$99,752
0.16% of portfolio
|
Q1 2022
Reduced 9.44%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
835
shares
|
$98,688
0.07% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
822
shares
|
$97,152
0.01% of portfolio
|
Q1 2025
Reduced 99.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
816
shares
|
$96,443
0.08% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
798
shares
|
$94,315
0.06% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
768
shares
|
$90,769
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
712
shares
|
$84,151
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
706
shares
|
$83,442
0.02% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
704
shares
|
$83,205
0.01% of portfolio
|
Q2 2024
Reduced 16.19%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
701
shares
|
$82,851
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
698
shares
|
$82,496
0.06% of portfolio
|
Q1 2024
Reduced 26.53%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
698
shares
|
$82,496
0.0% of portfolio
|
Q1 2025
New holding
|