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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
10,214
shares
|
$1.18 Million
0.54% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
10,148
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2024
Added 122.3%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
10,043
shares
|
$1.16 Million
0.57% of portfolio
|
Q3 2024
Added 28.79%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,024
shares
|
$1.15 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
9,957
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9,859
shares
|
$1.14 Million
0.29% of portfolio
|
Q4 2022
Reduced 7.02%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
9,816
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2024
Added 47.94%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
9,795
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
9,520
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
9,441
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
9,338
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Added 29.01%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
9,229
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
9,162
shares
|
$1.06 Million
0.54% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,097
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 310.89%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,032
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
Reduced 37.97%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,032
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 37.97%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
8,997
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
8,853
shares
|
$1.02 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
8,826
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,825
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,815
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 99.0%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
8,620
shares
|
$993,110
0.47% of portfolio
|
Q2 2024
Added 6.09%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,594
shares
|
$990,114
0.02% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
8,584
shares
|
$988,962
0.5% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
8,561
shares
|
$986,312
0.4% of portfolio
|
Q3 2024
Reduced 0.11%
|