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 777 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,777
shares
|
$438,887
0.02% of portfolio
|
Q3 2024
Added 344.35%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
3,724
shares
|
$432,728
0.05% of portfolio
|
Q3 2024
Reduced 29.03%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,688
shares
|
$428,545
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
3,668
shares
|
$426,221
0.06% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,614
shares
|
$419,946
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,614
shares
|
$419,946
0.02% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,612
shares
|
$419,714
0.73% of portfolio
|
Q2 2023
Added 24.98%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
3,550
shares
|
$412,510
0.05% of portfolio
|
Q1 2024
Added 39.76%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
3,533
shares
|
$410,534
0.01% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,429
shares
|
$398,449
0.06% of portfolio
|
Q2 2024
Added 164.99%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,408
shares
|
$396,009
0.0% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
3,404
shares
|
$395,544
0.03% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
3,400
shares
|
$395,080
1.05% of portfolio
|
Q4 2021
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,366
shares
|
$391,129
0.02% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
3,342
shares
|
$388,340
0.17% of portfolio
|
Q3 2024
Added 103.9%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,337
shares
|
$387,759
0.1% of portfolio
|
Q3 2024
Reduced 43.86%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,330
shares
|
$386,946
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
3,327
shares
|
$386,597
0.09% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,327
shares
|
$386,597
0.09% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,307
shares
|
$384,273
0.04% of portfolio
|
Q3 2024
Added 51.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,292
shares
|
$382,530
0.01% of portfolio
|
Q4 2023
Added 63.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,271
shares
|
$380,090
0.01% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
3,261
shares
|
$378,928
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
3,250
shares
|
$377,650
0.21% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,238
shares
|
$376,255
0.11% of portfolio
|
Q3 2024
Added 2.89%
|