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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
21,527
shares
|
$2.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
21,498
shares
|
$2.54 Million
0.42% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
21,467
shares
|
$2.54 Million
0.42% of portfolio
|
Q1 2025
Added 1516.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
20,927
shares
|
$2.48 Million
0.1% of portfolio
|
Q1 2025
Reduced 44.28%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
20,710
shares
|
$2.45 Million
1.62% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
20,701
shares
|
$2.45 Million
0.2% of portfolio
|
Q1 2025
Reduced 79.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,586
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Added 47.67%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
20,551
shares
|
$2.43 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
20,200
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.39%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
May 15, 2025 Q1 2025 |
20,000
shares
|
$2.37 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
20,000
shares
|
$2.37 Million
0.33% of portfolio
|
Q1 2025
Reduced 66.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,729
shares
|
$2.34 Million
0.11% of portfolio
|
Q1 2025
Added 31.84%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
19,393
shares
|
$2.3 Million
0.1% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
19,386
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
19,236
shares
|
$2.28 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
19,210
shares
|
$2.27 Million
0.51% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,718
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2025
Added 84.49%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,688
shares
|
$2.21 Million
0.32% of portfolio
|
Q1 2023
Added 9.59%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
18,574
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
18,459
shares
|
$2.18 Million
0.84% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
18,349
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
18,314
shares
|
$2.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
18,279
shares
|
$2.16 Million
0.15% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
18,124
shares
|
$2.15 Million
1.16% of portfolio
|
Q1 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
17,977
shares
|
$2.13 Million
0.39% of portfolio
|
Q2 2025
Added 2.97%
|