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 871 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,118,309
shares
|
$1.45 Billion
0.11% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,793,031
shares
|
$814 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
4,292,100
shares
|
$514 Million
0.09% of portfolio
|
Q2 2025
Reduced 32.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,017,315
shares
|
$481 Million
0.96% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,650,688
shares
|
$437 Million
1.01% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,364,973
shares
|
$403 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,034,684
shares
|
$364 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,741,689
shares
|
$329 Million
0.08% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,546,361
shares
|
$305 Million
0.73% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Wit, LLC
District Of Columbia, DC |
Aug 14, 2025 Q2 2025 |
2,471,852
shares
|
$296 Million
7.49% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
2,450,141
shares
|
$294 Million
0.9% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,191,498
shares
|
$263 Million
0.05% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,170,065
shares
|
$260 Million
0.26% of portfolio
|
Q2 2025
Added 41.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,104,668
shares
|
$252 Million
0.05% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,874,374
shares
|
$225 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,874,151
shares
|
$225 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,799,516
shares
|
$216 Million
0.39% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,570,032
shares
|
$188 Million
0.49% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,438,272
shares
|
$172 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,366,855
shares
|
$164 Million
0.0% of portfolio
|
Q2 2024
Added 29.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,295,655
shares
|
$155 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,194,094
shares
|
$143 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,055,521
shares
|
$126 Million
12.95% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,045,001
shares
|
$125 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,015,643
shares
|
$122 Million
3.01% of portfolio
|
Q2 2025
Reduced 10.79%
|