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 868 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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
300,018
shares
|
$35.5 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
298,088
shares
|
$35.3 Million
0.05% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
286,924
shares
|
$34 Million
0.42% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
280,464
shares
|
$33.2 Million
2.44% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
272,960
shares
|
$32.3 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
265,900
shares
|
$31.5 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
264,104
shares
|
$31.3 Million
5.25% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
255,939
shares
|
$30.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
251,278
shares
|
$29.7 Million
3.8% of portfolio
|
Q1 2025
Added 120.09%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
249,390
shares
|
$29.5 Million
0.44% of portfolio
|
Q2 2025
Added 428.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
242,067
shares
|
$28.7 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
240,942
shares
|
$28.5 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
|
$28.5 Million
4.57% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
239,844
shares
|
$28.4 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
237,521
shares
|
$28.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
232,879
shares
|
$27.6 Million
0.28% of portfolio
|
Q1 2025
Added 29.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
231,983
shares
|
$27.5 Million
0.43% of portfolio
|
Q1 2025
Added 325.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
230,265
shares
|
$27.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
227,247
shares
|
$26.9 Million
2.04% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
226,700
shares
|
$26.8 Million
4.16% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
223,929
shares
|
$26.5 Million
0.3% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
223,311
shares
|
$26.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,497
shares
|
$26.1 Million
2.47% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
210,656
shares
|
$24.9 Million
6.68% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
210,210
shares
|
$24.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.05%
|