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 869 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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
7,611
shares
|
$902,131
0.05% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
7,610
shares
|
$902,013
0.07% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,603
shares
|
$901,183
0.5% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
F
|
May 14, 2025 Q1 2025 |
7,596
shares
|
$900,353
0.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
7,571
shares
|
$897,390
0.04% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
7,500
shares
|
$888,975
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
7,429
shares
|
$880,559
0.35% of portfolio
|
Q1 2025
Added 278.64%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
7,358
shares
|
$872,143
0.28% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,343
shares
|
$870,365
0.0% of portfolio
|
Q4 2023
Reduced 3.65%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,302
shares
|
$865,506
0.61% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
7,286
shares
|
$863,609
0.06% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
7,255
shares
|
$859,935
0.1% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,233
shares
|
$857,327
0.21% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
7,096
shares
|
$841,088
0.24% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
7,069
shares
|
$837,888
0.52% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,046
shares
|
$835,162
0.01% of portfolio
|
Q4 2024
Reduced 39.17%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
7,023
shares
|
$832,436
0.16% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
6,964
shares
|
$825,442
0.45% of portfolio
|
Q2 2025
Reduced 38.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,950
shares
|
$823,783
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
6,801
shares
|
$806,122
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
6,794
shares
|
$805,292
0.4% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,712
shares
|
$795,573
0.02% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
6,669
shares
|
$790,476
0.41% of portfolio
|
Q1 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,667
shares
|
$790,239
0.01% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
6,606
shares
|
$783,009
0.08% of portfolio
|
Q2 2025
Reduced 1.09%
|