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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
14,181
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
13,443
shares
|
$1.56 Million
0.15% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
13,437
shares
|
$1.56 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,351
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,244
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 69.41%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,078
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12,818
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
12,574
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,495
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,492
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
12,370
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,348
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2022
Added 11.56%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
12,233
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Added 300.03%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,164
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,062
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.04%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,016
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
11,809
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
11,725
shares
|
$1.36 Million
0.94% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,584
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
11,362
shares
|
$1.32 Million
0.28% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,351
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
10,766
shares
|
$1.25 Million
0.61% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,679
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 849.24%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
10,635
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,611
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 3.72%
|