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 |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
132
shares
|
$15,818
0.01% of portfolio
|
Q2 2025
Reduced 99.65%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
131
shares
|
$15,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
130
shares
|
$15,579
0.0% of portfolio
|
Q3 2024
Reduced 61.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
128
shares
|
$15,339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
127
shares
|
$15,219
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
109
shares
|
$13,062
0.0% of portfolio
|
Q2 2025
Reduced 44.1%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
108
shares
|
$12,942
0.0% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
103
shares
|
$12,343
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
102
shares
|
$12,223
0.0% of portfolio
|
Q3 2022
Added 12.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
99
shares
|
$11,864
0.0% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
95
shares
|
$11,384
0.01% of portfolio
|
Q2 2025
Reduced 82.66%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
89
shares
|
$10,665
0.0% of portfolio
|
Q1 2025
Reduced 58.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
89
shares
|
$10,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
85
shares
|
$10,186
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$9,826
0.0% of portfolio
|
Q4 2023
Reduced 41.43%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
81
shares
|
$9,707
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
73
shares
|
$8,748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
71
shares
|
$8,508
0.0% of portfolio
|
Q2 2025
Reduced 48.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
66
shares
|
$7,909
0.0% of portfolio
|
Q4 2024
Reduced 65.98%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
66
shares
|
$7,909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
57
shares
|
$6,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
55
shares
|
$6,591
0.0% of portfolio
|
Q1 2025
Reduced 99.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
51
shares
|
$6,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
50
shares
|
$5,992
0.0% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
49
shares
|
$5,872
0.0% of portfolio
|
Q4 2024
Reduced 28.99%
|