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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,515
shares
|
$772,222
0.09% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,497
shares
|
$770,089
0.2% of portfolio
|
Q2 2025
Reduced 70.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,469
shares
|
$766,770
0.07% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
6,370
shares
|
$755,036
0.44% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
6,240
shares
|
$739,627
0.18% of portfolio
|
Q2 2025
Added 87.44%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,225
shares
|
$737,849
0.01% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,196
shares
|
$734,411
0.14% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
6,135
shares
|
$727,181
0.08% of portfolio
|
Q1 2024
Reduced 19.86%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,118
shares
|
$725,166
0.0% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
6,087
shares
|
$721,492
0.06% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
6,085
shares
|
$721,255
0.06% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,037
shares
|
$715,565
0.01% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,995
shares
|
$710,587
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,986
shares
|
$709,520
0.05% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,983
shares
|
$709,164
0.02% of portfolio
|
Q1 2025
Added 192.85%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
5,925
shares
|
$702,290
0.55% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,814
shares
|
$689,133
0.01% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
5,714
shares
|
$677,280
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
5,705
shares
|
$676,213
0.11% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
5,701
shares
|
$675,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,643
shares
|
$668,864
0.07% of portfolio
|
Q2 2023
Reduced 11.58%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
5,570
shares
|
$660,212
0.0% of portfolio
|
Q4 2023
Added 32.21%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
5,501
shares
|
$652,033
0.05% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
5,473
shares
|
$648,714
0.38% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
5,433
shares
|
$643,973
0.08% of portfolio
|
Q1 2025
Added 121.94%
|