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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,393
shares
|
$994,822
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
8,380
shares
|
$993,281
0.07% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
8,379
shares
|
$993,162
0.14% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
8,377
shares
|
$992,925
0.61% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
8,356
shares
|
$990,436
0.96% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,276
shares
|
$980,954
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,251
shares
|
$977,991
0.08% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
8,221
shares
|
$974,435
0.02% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
8,174
shares
|
$968,864
1.02% of portfolio
|
Q1 2025
Added 63.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,102
shares
|
$960,330
0.03% of portfolio
|
Q1 2025
Added 30.17%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
8,061
shares
|
$955,470
0.19% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
8,050
shares
|
$954,166
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$948,240
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,966
shares
|
$944,209
0.04% of portfolio
|
Q1 2025
Added 158.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,923
shares
|
$939,113
0.24% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
7,906
shares
|
$937,098
0.68% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
7,835
shares
|
$928,682
0.3% of portfolio
|
Q1 2025
Reduced 47.88%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
7,795
shares
|
$923,941
0.29% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
7,783
shares
|
$922,518
0.15% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,702
shares
|
$912,918
0.02% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,691
shares
|
$911,614
0.19% of portfolio
|
Q4 2024
Reduced 32.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,670
shares
|
$909,125
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
7,652
shares
|
$906,991
0.18% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,637
shares
|
$905,213
0.05% of portfolio
|
Q1 2025
Reduced 47.74%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
7,611
shares
|
$902,131
0.05% of portfolio
|
Q1 2025
Added 0.42%
|