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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
205,980
shares
|
$24.7 Million
0.17% of portfolio
|
Q2 2025
Added 48.65%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
200,721
shares
|
$24.1 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
200,300
shares
|
$24 Million
0.03% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
200,255
shares
|
$24 Million
0.38% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
200,198
shares
|
$24 Million
2.52% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
198,433
shares
|
$23.8 Million
0.03% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
196,716
shares
|
$23.6 Million
4.81% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
196,200
shares
|
$23.5 Million
2.05% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
191,208
shares
|
$22.9 Million
18.5% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
190,365
shares
|
$22.8 Million
0.74% of portfolio
|
Q2 2025
Added 522.92%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
188,066
shares
|
$22.5 Million
11.23% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
183,927
shares
|
$22 Million
0.35% of portfolio
|
Q2 2025
Added 11921.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
178,606
shares
|
$21.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
177,791
shares
|
$21.3 Million
0.23% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
173,863
shares
|
$20.8 Million
4.84% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
170,767
shares
|
$20.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
162,700
shares
|
$19.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
159,832
shares
|
$19.2 Million
0.18% of portfolio
|
Q2 2025
Added 531.15%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
158,584
shares
|
$19 Million
4.25% of portfolio
|
Q2 2025
Added 30.37%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
157,267
shares
|
$18.8 Million
6.44% of portfolio
|
Q2 2025
Added 53.79%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
155,725
shares
|
$18.7 Million
3.81% of portfolio
|
Q2 2025
Added 153.43%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
154,177
shares
|
$18.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
152,419
shares
|
$18.3 Million
0.1% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
150,000
shares
|
$18 Million
5.83% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
148,667
shares
|
$17.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.47%
|