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 |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
22,412
shares
|
$2.6 Million
0.93% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
22,318
shares
|
$2.59 Million
1.77% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
21,107
shares
|
$2.45 Million
0.12% of portfolio
|
Q3 2024
Added 48.2%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
20,834
shares
|
$2.42 Million
0.61% of portfolio
|
Q2 2024
New holding
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,710
shares
|
$2.41 Million
1.92% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
20,584
shares
|
$2.39 Million
2.09% of portfolio
|
Q3 2024
New holding
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
20,566
shares
|
$2.39 Million
2.08% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,228
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
20,138
shares
|
$2.34 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
20,128
shares
|
$2.34 Million
0.2% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
20,105
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
19,925
shares
|
$2.32 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
19,813
shares
|
$2.3 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
19,702
shares
|
$2.29 Million
0.41% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
19,695
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,632
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
19,612
shares
|
$2.28 Million
0.71% of portfolio
|
Q3 2024
Added 89.07%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
19,418
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
19,379
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2024
Added 91.97%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
19,361
shares
|
$2.25 Million
0.09% of portfolio
|
Q3 2024
Added 2488.37%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
19,210
shares
|
$2.23 Million
0.51% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
19,046
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
18,717
shares
|
$2.17 Million
0.62% of portfolio
|
Q3 2024
Added 335.38%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,688
shares
|
$2.17 Million
0.32% of portfolio
|
Q1 2023
Added 9.59%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
18,678
shares
|
$2.17 Million
0.4% of portfolio
|
Q3 2024
Added 54.93%
|