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 95.2 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 |
|---|---|---|---|---|---|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
280,464
shares
|
$32.5 Million
2.44% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
250,152
shares
|
$29 Million
0.35% of portfolio
|
Q3 2024
Added 769.46%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
246,935
shares
|
$28.7 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
238,815
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
227,818
shares
|
$26.4 Million
4.75% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
226,700
shares
|
$26.3 Million
4.04% of portfolio
|
Q3 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
226,700
shares
|
$26.3 Million
1.77% of portfolio
|
Q3 2024
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
223,000
shares
|
$25.9 Million
0.04% of portfolio
|
Q3 2024
Added 93.74%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
220,670
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,497
shares
|
$25.6 Million
2.47% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
213,949
shares
|
$24.8 Million
1.33% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
210,146
shares
|
$24.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
201,324
shares
|
$23.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 52.32%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
200,255
shares
|
$23.2 Million
0.38% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
198,433
shares
|
$23 Million
0.03% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
197,779
shares
|
$23 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
196,716
shares
|
$22.8 Million
4.81% of portfolio
|
Q4 2023
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
194,512
shares
|
$22.6 Million
2.7% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
189,875
shares
|
$22 Million
2.4% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
187,050
shares
|
$21.7 Million
0.24% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
186,054
shares
|
$21.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
174,074
shares
|
$20.2 Million
1.58% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
172,433
shares
|
$20 Million
4.86% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
166,400
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
165,625
shares
|
$19.2 Million
1.62% of portfolio
|
Q3 2024
Added 4.01%
|