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 871 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,028
shares
|
$962,075
0.0% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$958,720
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,930
shares
|
$950,331
0.05% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,923
shares
|
$949,492
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
|
$947,455
0.68% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
7,843
shares
|
$939,905
0.41% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,832
shares
|
$938,586
0.27% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,811
shares
|
$936,070
0.04% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
7,795
shares
|
$934,152
0.29% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
7,793
shares
|
$933,913
0.48% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,770
shares
|
$931,156
0.03% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,702
shares
|
$923,007
0.02% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,691
shares
|
$921,689
0.19% of portfolio
|
Q4 2024
Reduced 32.31%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
7,610
shares
|
$911,982
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
7,603
shares
|
$911,143
0.46% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,602
shares
|
$911,023
0.24% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,536
shares
|
$903,114
0.07% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,501
shares
|
$898,919
0.0% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
7,500
shares
|
$898,800
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
7,482
shares
|
$896,642
0.17% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
7,365
shares
|
$882,621
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
7,356
shares
|
$881,543
0.82% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
7,333
shares
|
$878,786
0.06% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
7,316
shares
|
$876,749
0.15% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,302
shares
|
$875,071
0.61% of portfolio
|
Q2 2025
Reduced 0.96%
|