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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,348
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2022
Added 11.56%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
12,342
shares
|
$1.46 Million
0.23% of portfolio
|
Q1 2025
Added 77.68%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
12,323
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,065
shares
|
$1.43 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
12,060
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
11,812
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
11,636
shares
|
$1.38 Million
1.38% of portfolio
|
Q4 2024
Added 272.23%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
11,579
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
11,268
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
11,238
shares
|
$1.33 Million
4.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,177
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
11,070
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2025
Added 55.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,017
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 20.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,905
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
10,790
shares
|
$1.28 Million
0.5% of portfolio
|
Q2 2025
Added 78.7%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,753
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 70.12%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,692
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.44%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
10,611
shares
|
$1.26 Million
0.8% of portfolio
|
Q1 2025
Added 93.31%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,596
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
10,495
shares
|
$1.24 Million
1.14% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,382
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
10,373
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
10,314
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
10,308
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2025
Added 69.46%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
10,214
shares
|
$1.21 Million
0.22% of portfolio
|
Q1 2025
Reduced 48.33%
|