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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
318,770
shares
|
$38.2 Million
0.01% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
300,018
shares
|
$36 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
297,995
shares
|
$35.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
295,867
shares
|
$35.5 Million
5.04% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
291,717
shares
|
$35 Million
0.41% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
286,330
shares
|
$34.3 Million
3.57% of portfolio
|
Q2 2025
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
280,464
shares
|
$33.6 Million
2.44% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
268,623
shares
|
$32.2 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
257,518
shares
|
$30.9 Million
0.28% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
249,390
shares
|
$29.9 Million
0.44% of portfolio
|
Q2 2025
Added 428.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
240,942
shares
|
$28.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
240,418
shares
|
$28.8 Million
4.57% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
239,844
shares
|
$28.7 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
238,207
shares
|
$28.5 Million
1.93% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
233,650
shares
|
$28 Million
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
229,600
shares
|
$27.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 49.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
227,352
shares
|
$27.2 Million
0.06% of portfolio
|
Q2 2025
Added 312.2%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
226,700
shares
|
$27.2 Million
4.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
225,420
shares
|
$27 Million
3.21% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,497
shares
|
$26.4 Million
2.47% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
214,952
shares
|
$25.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
214,645
shares
|
$25.7 Million
0.08% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
213,772
shares
|
$25.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
211,969
shares
|
$25.4 Million
5.85% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
210,867
shares
|
$25.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.31%
|