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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
77,578
shares
|
$9.18 Million
0.82% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
77,473
shares
|
$9.17 Million
1.25% of portfolio
|
Q2 2025
Added 4289.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
76,827
shares
|
$9.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.24%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
75,699
shares
|
$8.96 Million
1.59% of portfolio
|
Q1 2025
Reduced 53.14%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
74,605
shares
|
$8.83 Million
0.15% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
73,659
shares
|
$8.72 Million
1.62% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
73,337
shares
|
$8.68 Million
4.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
73,210
shares
|
$8.67 Million
0.24% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
72,350
shares
|
$8.56 Million
0.12% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
72,282
shares
|
$8.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
71,368
shares
|
$8.45 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
70,908
shares
|
$8.39 Million
0.15% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
69,013
shares
|
$8.17 Million
2.17% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
68,958
shares
|
$8.16 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
|
$8.08 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
|
$8.05 Million
4.38% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
67,221
shares
|
$7.96 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
|
$7.86 Million
1.22% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
64,538
shares
|
$7.64 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
|
$7.64 Million
0.07% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
64,054
shares
|
$7.58 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,351
shares
|
$7.5 Million
0.04% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
63,042
shares
|
$7.46 Million
0.05% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
61,714
shares
|
$7.3 Million
0.95% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
61,447
shares
|
$7.27 Million
1.57% of portfolio
|
Q1 2025
Added 152.82%
|