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 868 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
40,473
shares
|
$4.79 Million
2.52% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
40,433
shares
|
$4.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
40,293
shares
|
$4.77 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
|
$4.77 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
40,207
shares
|
$4.76 Million
0.98% of portfolio
|
Q2 2025
Added 36.97%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
39,981
shares
|
$4.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.96%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
39,910
shares
|
$4.72 Million
0.07% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
39,175
shares
|
$4.64 Million
0.6% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
38,577
shares
|
$4.57 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
38,000
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
37,451
shares
|
$4.43 Million
3.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
37,257
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2025
Added 3025.59%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
36,932
shares
|
$4.37 Million
7.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
36,740
shares
|
$4.35 Million
1.56% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
36,641
shares
|
$4.34 Million
0.24% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
36,031
shares
|
$4.26 Million
0.08% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
35,779
shares
|
$4.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
35,210
shares
|
$4.17 Million
0.39% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
35,098
shares
|
$4.15 Million
0.77% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
34,797
shares
|
$4.12 Million
2.07% of portfolio
|
Q2 2025
Added 99.54%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
34,414
shares
|
$4.07 Million
4.0% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,393
shares
|
$4.07 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
34,161
shares
|
$4.04 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
34,140
shares
|
$4.04 Million
3.13% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
33,692
shares
|
$3.99 Million
2.44% of portfolio
|
Q1 2025
Added 19.14%
|