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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
85,532
shares
|
$9.93 Million
0.86% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
85,424
shares
|
$9.91 Million
1.04% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
82,697
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2024
Added 59.2%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
80,200
shares
|
$9.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
78,515
shares
|
$9.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
77,749
shares
|
$9.02 Million
0.86% of portfolio
|
Q3 2024
Reduced 52.49%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
73,210
shares
|
$8.5 Million
0.24% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
73,000
shares
|
$8.47 Million
0.6% of portfolio
|
Q3 2024
Reduced 27.87%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
72,751
shares
|
$8.44 Million
0.49% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
70,908
shares
|
$8.23 Million
0.15% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
70,453
shares
|
$8.18 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
69,721
shares
|
$8.09 Million
0.11% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
68,356
shares
|
$7.93 Million
2.99% of portfolio
|
Q3 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
68,054
shares
|
$7.9 Million
2.2% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
68,001
shares
|
$7.89 Million
4.38% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
66,976
shares
|
$7.77 Million
0.04% of portfolio
|
Q3 2024
Added 48.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
66,132
shares
|
$7.67 Million
0.02% of portfolio
|
Q3 2024
Added 89.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
64,911
shares
|
$7.53 Million
0.01% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
64,384
shares
|
$7.47 Million
2.17% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
64,224
shares
|
$7.45 Million
0.28% of portfolio
|
Q3 2024
Added 38.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
64,180
shares
|
$7.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
63,191
shares
|
$7.33 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
62,686
shares
|
$7.27 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
62,000
shares
|
$7.19 Million
0.79% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
60,105
shares
|
$6.97 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.94%
|