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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
47,213
shares
|
$5.58 Million
0.08% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
46,783
shares
|
$5.53 Million
0.16% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
46,038
shares
|
$5.44 Million
4.69% of portfolio
|
Q1 2025
Added 127.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
46,028
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
45,939
shares
|
$5.43 Million
0.51% of portfolio
|
Q1 2025
Reduced 28.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
45,664
shares
|
$5.4 Million
0.43% of portfolio
|
Q1 2025
Reduced 30.06%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
45,092
shares
|
$5.33 Million
0.16% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
44,509
shares
|
$5.26 Million
0.81% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
43,376
shares
|
$5.13 Million
0.37% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Lake Hills Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
43,273
shares
|
$5.11 Million
3.45% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
43,050
shares
|
$5.09 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
42,907
shares
|
$5.07 Million
0.1% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
42,695
shares
|
$5.05 Million
3.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
42,517
shares
|
$5.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
42,471
shares
|
$5.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
42,031
shares
|
$4.97 Million
0.6% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
41,416
shares
|
$4.89 Million
0.77% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,289
shares
|
$4.88 Million
0.69% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
40,757
shares
|
$4.82 Million
2.27% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
40,717
shares
|
$4.81 Million
0.13% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
40,564
shares
|
$4.79 Million
1.85% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
40,473
shares
|
$4.78 Million
2.52% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
40,293
shares
|
$4.76 Million
0.42% of portfolio
|
Q1 2025
Reduced 65.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
40,262
shares
|
$4.76 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
40,134
shares
|
$4.74 Million
2.89% of portfolio
|
Q1 2025
New holding
|