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 800 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
152
shares
|
$17,844
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
151
shares
|
$17,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
135
shares
|
$15,849
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
133
shares
|
$15,614
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
131
shares
|
$15,379
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
130
shares
|
$15,262
0.0% of portfolio
|
Q3 2024
Reduced 61.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
125
shares
|
$14,675
0.0% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
123
shares
|
$14,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
123
shares
|
$14,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
122
shares
|
$14,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
105
shares
|
$12,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
102
shares
|
$11,974
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
102
shares
|
$11,974
0.01% of portfolio
|
Q4 2023
Reduced 66.34%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
102
shares
|
$11,974
0.0% of portfolio
|
Q3 2022
Added 12.09%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
100
shares
|
$11,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
98
shares
|
$11,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
95
shares
|
$11,153
0.0% of portfolio
|
Q4 2024
Reduced 59.05%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
92
shares
|
$10,800
0.0% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
89
shares
|
$10,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
83
shares
|
$9,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$9,626
0.0% of portfolio
|
Q4 2023
Reduced 41.43%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
81
shares
|
$9,509
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
73
shares
|
$8,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
73
shares
|
$8,570
0.01% of portfolio
|
Q4 2024
Reduced 98.83%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
72
shares
|
$8,452
0.0% of portfolio
|
Q4 2024
New holding
|