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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,480
shares
|
$2.93 Million
0.13% of portfolio
|
Q2 2025
Added 488.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
24,252
shares
|
$2.91 Million
0.18% of portfolio
|
Q2 2025
Added 90.62%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
24,241
shares
|
$2.91 Million
1.81% of portfolio
|
Q2 2025
Added 62.67%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
24,149
shares
|
$2.89 Million
3.44% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
23,968
shares
|
$2.87 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
23,892
shares
|
$2.86 Million
0.07% of portfolio
|
Q2 2025
Added 119.09%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
23,620
shares
|
$2.83 Million
4.99% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
23,119
shares
|
$2.77 Million
0.96% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,904
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 35.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,660
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2024
Added 31.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
22,627
shares
|
$2.71 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
22,566
shares
|
$2.7 Million
1.71% of portfolio
|
Q2 2025
Added 112.67%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
22,534
shares
|
$2.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
22,397
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.22%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
22,381
shares
|
$2.68 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
21,881
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
21,767
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
21,479
shares
|
$2.57 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
21,370
shares
|
$2.56 Million
1.63% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
21,142
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 81.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
21,073
shares
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Added 691.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,950
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
20,763
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,710
shares
|
$2.48 Million
1.44% of portfolio
|
Q4 2023
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
20,486
shares
|
$2.46 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.32%
|