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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
30,531
shares
|
$3.66 Million
0.12% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
30,346
shares
|
$3.64 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
30,142
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Added 132.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,687
shares
|
$3.56 Million
0.14% of portfolio
|
Q2 2020
Added 73.66%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
29,610
shares
|
$3.55 Million
3.15% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
29,412
shares
|
$3.52 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
29,170
shares
|
$3.5 Million
5.18% of portfolio
|
Q3 2023
Reduced 6.12%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
29,126
shares
|
$3.49 Million
3.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
29,050
shares
|
$3.48 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,530
shares
|
$3.42 Million
0.06% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
28,235
shares
|
$3.38 Million
0.25% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
28,196
shares
|
$3.38 Million
0.52% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
27,921
shares
|
$3.35 Million
1.98% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
26,990
shares
|
$3.23 Million
3.65% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
26,879
shares
|
$3.22 Million
0.18% of portfolio
|
Q2 2025
Added 62.64%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
26,869
shares
|
$3.22 Million
1.65% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
26,624
shares
|
$3.19 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
26,368
shares
|
$3.16 Million
2.53% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
25,949
shares
|
$3.11 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
25,336
shares
|
$3.04 Million
0.08% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
25,132
shares
|
$3.01 Million
1.71% of portfolio
|
Q4 2022
Added 94.37%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
24,963
shares
|
$2.99 Million
1.66% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24,889
shares
|
$2.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
24,624
shares
|
$2.95 Million
2.19% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
24,621
shares
|
$2.95 Million
1.02% of portfolio
|
Q2 2025
Reduced 11.83%
|