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 |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
81,579
shares
|
$9.78 Million
2.6% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
80,136
shares
|
$9.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
79,814
shares
|
$9.56 Million
3.05% of portfolio
|
Q2 2025
Added 400.21%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
78,405
shares
|
$9.4 Million
2.31% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
78,329
shares
|
$9.39 Million
0.08% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
77,578
shares
|
$9.3 Million
0.82% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
77,473
shares
|
$9.28 Million
1.25% of portfolio
|
Q2 2025
Added 4289.41%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
76,632
shares
|
$9.18 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
76,573
shares
|
$9.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
75,945
shares
|
$9.1 Million
0.2% of portfolio
|
Q2 2025
Added 68.42%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
73,659
shares
|
$8.83 Million
1.62% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
73,337
shares
|
$8.79 Million
4.17% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
73,321
shares
|
$8.79 Million
0.33% of portfolio
|
Q2 2025
Added 70.32%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
73,278
shares
|
$8.78 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
73,210
shares
|
$8.77 Million
0.24% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
72,905
shares
|
$8.74 Million
2.43% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
70,908
shares
|
$8.5 Million
0.15% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
70,576
shares
|
$8.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
69,545
shares
|
$8.33 Million
1.73% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
68,475
shares
|
$8.21 Million
1.14% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
68,001
shares
|
$8.15 Million
4.38% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
67,725
shares
|
$8.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
64,054
shares
|
$7.68 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
63,861
shares
|
$7.65 Million
1.98% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
63,790
shares
|
$7.64 Million
1.26% of portfolio
|
Q2 2025
Reduced 15.73%
|