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 796 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,465,313
shares
|
$1.21 Billion
0.1% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,800,864
shares
|
$787 Million
0.07% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,397,900
shares
|
$740 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
4,167,159
shares
|
$482 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,685,251
shares
|
$426 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,232,702
shares
|
$374 Million
1.09% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,747,886
shares
|
$318 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,252,900
shares
|
$261 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,209,001
shares
|
$256 Million
0.56% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,189,560
shares
|
$253 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,147,385
shares
|
$249 Million
0.68% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
1,921,326
shares
|
$222 Million
0.76% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,846,556
shares
|
$214 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,846,345
shares
|
$214 Million
0.05% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Wit, LLC
District Of Columbia, DC |
Feb 14, 2025 Q4 2024 |
1,757,083
shares
|
$203 Million
6.11% of portfolio
|
Q4 2024
Added 99904.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,749,286
shares
|
$202 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,737,434
shares
|
$201 Million
0.04% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,646,514
shares
|
$191 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,496,001
shares
|
$173 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
1,454,378
shares
|
$168 Million
20.27% of portfolio
|
Q4 2024
Added 32.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,431,550
shares
|
$166 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,366,855
shares
|
$158 Million
0.0% of portfolio
|
Q2 2024
Added 29.52%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,211,531
shares
|
$140 Million
0.19% of portfolio
|
Q4 2024
Added 158.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,194,094
shares
|
$138 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,153,475
shares
|
$133 Million
3.4% of portfolio
|
Q4 2024
Reduced 4.35%
|