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 868 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 |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,055,521
shares
|
$125 Million
12.95% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,034,663
shares
|
$122 Million
0.03% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
942,234
shares
|
$112 Million
9.21% of portfolio
|
Q2 2025
Added 141.42%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
920,096
shares
|
$109 Million
0.81% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
706,949
shares
|
$83.7 Million
2.18% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
580,975
shares
|
$68.8 Million
11.43% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
580,450
shares
|
$68.7 Million
7.44% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
563,295
shares
|
$66.7 Million
0.04% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
559,914
shares
|
$66.3 Million
6.76% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
559,260
shares
|
$66.2 Million
3.28% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
545,228
shares
|
$64.5 Million
0.13% of portfolio
|
Q1 2025
Added 44.27%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
535,161
shares
|
$63.3 Million
2.3% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
473,839
shares
|
$56.1 Million
0.31% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
472,558
shares
|
$55.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
469,774
shares
|
$55.6 Million
0.69% of portfolio
|
Q1 2025
Added 182.52%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
453,400
shares
|
$53.7 Million
2.92% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
452,838
shares
|
$53.6 Million
1.36% of portfolio
|
Q1 2025
Added 46.77%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
437,741
shares
|
$51.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
School Employees Retirement Board Of Ohio
Columbus, OH |
Jul 17, 2025 Q2 2025 |
420,470
shares
|
$49.8 Million
28.62% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
418,437
shares
|
$49.5 Million
0.54% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
381,733
shares
|
$45.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
354,984
shares
|
$42 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
340,510
shares
|
$40.3 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
332,532
shares
|
$39.4 Million
10.89% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
301,596
shares
|
$35.7 Million
0.01% of portfolio
|
Q1 2025
Added 8.24%
|