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 817 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
68,001
shares
|
$8.02 Million
4.38% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
67,221
shares
|
$7.93 Million
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
66,434
shares
|
$7.83 Million
1.22% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
65,291
shares
|
$7.7 Million
0.58% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
64,639
shares
|
$7.62 Million
2.32% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
64,266
shares
|
$7.58 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
64,116
shares
|
$7.56 Million
0.66% of portfolio
|
Q4 2024
Reduced 30.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
63,628
shares
|
$7.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
62,455
shares
|
$7.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
62,000
shares
|
$7.31 Million
1.19% of portfolio
|
Q4 2024
Added 169.07%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
61,523
shares
|
$7.26 Million
1.95% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
61,314
shares
|
$7.23 Million
0.87% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
60,440
shares
|
$7.13 Million
0.06% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
60,105
shares
|
$7.09 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
59,000
shares
|
$6.96 Million
0.94% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
58,904
shares
|
$6.95 Million
1.77% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
58,091
shares
|
$6.85 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,420
shares
|
$6.77 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.52%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
57,081
shares
|
$6.73 Million
0.03% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
56,777
shares
|
$6.7 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
56,534
shares
|
$6.67 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
56,038
shares
|
$6.61 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
55,683
shares
|
$6.57 Million
4.55% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
54,998
shares
|
$6.49 Million
4.21% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
54,902
shares
|
$6.47 Million
3.82% of portfolio
|
Q4 2024
New holding
|