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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,643
shares
|
$676,257
0.07% of portfolio
|
Q2 2023
Reduced 11.58%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
5,631
shares
|
$674,819
0.24% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,605
shares
|
$671,703
0.0% of portfolio
|
Q2 2025
Added 54.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,601
shares
|
$671,223
0.03% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
5,582
shares
|
$668,946
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,575
shares
|
$668,108
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
5,570
shares
|
$667,508
0.0% of portfolio
|
Q4 2023
Added 32.21%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
5,501
shares
|
$659,239
0.05% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,374
shares
|
$644,020
0.01% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
5,367
shares
|
$643,181
0.81% of portfolio
|
Q3 2022
Reduced 2.04%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,327
shares
|
$638,387
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
5,313
shares
|
$636,709
0.05% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
5,309
shares
|
$636,230
0.15% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,267
shares
|
$631,197
0.46% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
5,263
shares
|
$630,717
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,250
shares
|
$629,160
0.36% of portfolio
|
Q1 2023
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
5,200
shares
|
$623,168
0.09% of portfolio
|
Q2 2025
Added 73.33%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
5,135
shares
|
$615,378
0.06% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
5,119
shares
|
$613,460
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,106
shares
|
$611,903
0.0% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
5,025
shares
|
$602,196
0.27% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
5,018
shares
|
$601,357
0.09% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
4,937
shares
|
$591,650
0.21% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
4,894
shares
|
$586,496
0.17% of portfolio
|
Q2 2025
Reduced 57.57%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,882
shares
|
$585,058
0.05% of portfolio
|
Q4 2023
Reduced 66.1%
|