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 775 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
49,037
shares
|
$5.69 Million
3.56% of portfolio
|
Q3 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
48,332
shares
|
$5.6 Million
3.96% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
47,526
shares
|
$5.51 Million
1.17% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
46,831
shares
|
$5.43 Million
0.77% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
46,549
shares
|
$5.4 Million
0.14% of portfolio
|
Q3 2024
Added 42.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
45,963
shares
|
$5.33 Million
0.1% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
45,309
shares
|
$5.25 Million
0.89% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
45,242
shares
|
$5.25 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
44,795
shares
|
$5.19 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
44,045
shares
|
$5.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 43.49%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,740
shares
|
$5.07 Million
0.11% of portfolio
|
Q3 2024
Added 145.5%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
43,734
shares
|
$5.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
42,700
shares
|
$4.95 Million
0.02% of portfolio
|
Q3 2024
Added 76.64%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
42,570
shares
|
$4.94 Million
0.56% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
41,749
shares
|
$4.84 Million
2.06% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
41,280
shares
|
$4.79 Million
0.1% of portfolio
|
Q3 2024
Added 192.29%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
41,228
shares
|
$4.78 Million
1.16% of portfolio
|
Q3 2024
Added 394.82%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
41,190
shares
|
$4.78 Million
0.74% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
40,631
shares
|
$4.71 Million
0.71% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
40,564
shares
|
$4.7 Million
1.85% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
40,473
shares
|
$4.69 Million
2.52% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40,008
shares
|
$4.64 Million
0.33% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
39,814
shares
|
$4.62 Million
0.15% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
39,572
shares
|
$4.59 Million
2.13% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
39,141
shares
|
$4.54 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.77%
|