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 |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
60,105
shares
|
$7.11 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
59,988
shares
|
$7.1 Million
1.97% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
59,139
shares
|
$7 Million
2.07% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
58,784
shares
|
$6.96 Million
5.06% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
58,765
shares
|
$6.96 Million
2.23% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
58,091
shares
|
$6.88 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
58,089
shares
|
$6.88 Million
2.27% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
57,120
shares
|
$6.76 Million
0.16% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
56,777
shares
|
$6.72 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
55,622
shares
|
$6.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.59%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
55,591
shares
|
$6.58 Million
0.32% of portfolio
|
Q2 2025
Reduced 28.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
55,214
shares
|
$6.54 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
55,156
shares
|
$6.53 Million
0.02% of portfolio
|
Q1 2025
Added 43.39%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
54,998
shares
|
$6.51 Million
4.21% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
54,637
shares
|
$6.47 Million
0.13% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
54,571
shares
|
$6.46 Million
0.18% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
53,900
shares
|
$6.38 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
53,020
shares
|
$6.28 Million
2.01% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
52,988
shares
|
$6.27 Million
3.59% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
52,710
shares
|
$6.24 Million
5.12% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,345
shares
|
$6.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
52,190
shares
|
$6.18 Million
3.39% of portfolio
|
Q2 2025
Added 30.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
51,278
shares
|
$6.07 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
50,980
shares
|
$6.03 Million
1.29% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
49,903
shares
|
$5.91 Million
0.14% of portfolio
|
Q1 2025
Added 0.17%
|