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 870 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 |
|---|---|---|---|---|---|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
15,956
shares
|
$1.89 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
15,905
shares
|
$1.88 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
15,831
shares
|
$1.87 Million
1.13% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
15,610
shares
|
$1.85 Million
1.78% of portfolio
|
Q2 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
15,313
shares
|
$1.81 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
15,019
shares
|
$1.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
14,930
shares
|
$1.77 Million
0.78% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
14,902
shares
|
$1.76 Million
1.17% of portfolio
|
Q1 2025
Added 74.27%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,831
shares
|
$1.76 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,658
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,572
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
14,033
shares
|
$1.66 Million
0.43% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
13,635
shares
|
$1.61 Million
0.67% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
13,597
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2025
Added 309.92%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
13,521
shares
|
$1.6 Million
0.22% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
13,476
shares
|
$1.6 Million
1.14% of portfolio
|
Q1 2025
Added 25.62%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
13,437
shares
|
$1.59 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
13,347
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
13,321
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
12,958
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
12,868
shares
|
$1.52 Million
0.29% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
12,723
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
12,673
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
12,441
shares
|
$1.47 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
12,381
shares
|
$1.47 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.32%
|