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 777 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
25,167
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
25,132
shares
|
$2.92 Million
1.71% of portfolio
|
Q4 2022
Added 94.37%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
25,080
shares
|
$2.91 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
24,738
shares
|
$2.87 Million
2.68% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
24,447
shares
|
$2.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
24,406
shares
|
$2.84 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
24,160
shares
|
$2.81 Million
0.06% of portfolio
|
Q2 2024
Added 287.93%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
24,076
shares
|
$2.8 Million
3.02% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
23,871
shares
|
$2.77 Million
0.29% of portfolio
|
Q3 2024
Added 37.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
23,643
shares
|
$2.75 Million
0.17% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
23,620
shares
|
$2.74 Million
4.99% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
23,617
shares
|
$2.74 Million
0.83% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
23,374
shares
|
$2.72 Million
0.56% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
23,323
shares
|
$2.71 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
23,267
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
23,119
shares
|
$2.69 Million
0.96% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
23,103
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.31%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
23,070
shares
|
$2.68 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
23,062
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
23,042
shares
|
$2.68 Million
0.45% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
22,975
shares
|
$2.67 Million
1.74% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,894
shares
|
$2.66 Million
0.04% of portfolio
|
Q3 2024
Added 120.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
22,712
shares
|
$2.64 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,660
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2024
Added 31.2%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
22,600
shares
|
$2.63 Million
0.51% of portfolio
|
Q3 2024
Added 14.18%
|