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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
7,234
shares
|
$866,922
0.09% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,233
shares
|
$866,802
0.21% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
7,069
shares
|
$847,148
0.52% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,973
shares
|
$835,644
0.04% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
6,964
shares
|
$834,565
0.45% of portfolio
|
Q2 2025
Reduced 38.32%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
6,801
shares
|
$815,031
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,684
shares
|
$801,010
0.06% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
6,669
shares
|
$799,212
0.41% of portfolio
|
Q1 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
6,606
shares
|
$791,663
0.08% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,515
shares
|
$780,757
0.09% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,497
shares
|
$778,600
0.2% of portfolio
|
Q2 2025
Reduced 70.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,469
shares
|
$775,244
0.07% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
6,450
shares
|
$772,968
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
6,389
shares
|
$765,657
0.14% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
6,240
shares
|
$747,801
0.18% of portfolio
|
Q2 2025
Added 87.44%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,225
shares
|
$746,004
0.01% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,196
shares
|
$742,528
0.14% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,181
shares
|
$740,731
0.29% of portfolio
|
Q2 2025
Added 277.12%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
6,085
shares
|
$729,226
0.06% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,995
shares
|
$718,440
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,986
shares
|
$717,362
0.05% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,980
shares
|
$716,643
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
5,925
shares
|
$710,052
0.55% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,850
shares
|
$701,064
0.02% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,814
shares
|
$696,749
0.01% of portfolio
|
Q2 2025
Reduced 87.72%
|