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 860 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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
76,046
shares
|
$8.94 Million
0.88% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
75,699
shares
|
$8.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 53.14%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
74,605
shares
|
$8.77 Million
0.15% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
73,210
shares
|
$8.61 Million
0.24% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
72,350
shares
|
$8.51 Million
0.12% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
72,282
shares
|
$8.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
71,368
shares
|
$8.39 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
70,908
shares
|
$8.34 Million
0.15% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
69,013
shares
|
$8.11 Million
2.17% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
68,958
shares
|
$8.11 Million
2.51% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
68,282
shares
|
$8.03 Million
1.76% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
68,001
shares
|
$7.99 Million
4.38% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
67,221
shares
|
$7.9 Million
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
66,434
shares
|
$7.81 Million
1.22% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
64,538
shares
|
$7.59 Million
1.26% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
64,511
shares
|
$7.58 Million
0.07% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,351
shares
|
$7.45 Million
0.04% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
63,042
shares
|
$7.41 Million
0.05% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
61,714
shares
|
$7.26 Million
0.95% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
61,447
shares
|
$7.22 Million
1.57% of portfolio
|
Q1 2025
Added 152.82%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 29, 2025 Q1 2025 |
61,200
shares
|
$7.19 Million
0.47% of portfolio
|
Q1 2025
Added 48.54%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
60,105
shares
|
$7.07 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
59,988
shares
|
$7.05 Million
1.97% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
59,139
shares
|
$6.95 Million
2.07% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
58,784
shares
|
$6.91 Million
5.06% of portfolio
|
Q1 2025
Added 5.57%
|