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 |
|---|---|---|---|---|---|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
204,751
shares
|
$24.2 Million
2.23% of portfolio
|
Q1 2025
Added 57.95%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
200,255
shares
|
$23.7 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
|
$23.5 Million
0.03% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
196,716
shares
|
$23.2 Million
4.81% of portfolio
|
Q4 2023
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
195,684
shares
|
$23.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 34.65%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
193,194
shares
|
$22.8 Million
2.17% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
188,909
shares
|
$22.3 Million
19.51% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
181,021
shares
|
$21.4 Million
1.08% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
177,791
shares
|
$21 Million
0.23% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
175,865
shares
|
$20.8 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
174,832
shares
|
$20.7 Million
1.1% of portfolio
|
Q1 2025
Added 136.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
172,909
shares
|
$20.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
169,771
shares
|
$20.1 Million
0.19% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
169,527
shares
|
$20 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
165,514
shares
|
$19.6 Million
4.84% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
163,884
shares
|
$19.4 Million
11.34% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
154,200
shares
|
$18.2 Million
0.03% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
150,000
shares
|
$17.7 Million
5.71% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
147,360
shares
|
$17.4 Million
0.46% of portfolio
|
Q1 2025
Added 115.28%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
144,517
shares
|
$17.1 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
143,739
shares
|
$17 Million
0.21% of portfolio
|
Q1 2025
Reduced 40.07%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
143,492
shares
|
$17 Million
5.7% of portfolio
|
Q1 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
141,181
shares
|
$16.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
139,405
shares
|
$16.5 Million
0.17% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
138,567
shares
|
$16.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.19%
|