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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
63,714
shares
|
$7.64 Million
0.43% of portfolio
|
Q2 2025
Reduced 63.56%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
62,835
shares
|
$7.53 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
61,237
shares
|
$7.34 Million
4.45% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
61,090
shares
|
$7.32 Million
0.4% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
60,153
shares
|
$7.21 Million
1.95% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
60,105
shares
|
$7.2 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
59,191
shares
|
$7.09 Million
0.03% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
59,173
shares
|
$7.09 Million
0.87% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
59,139
shares
|
$7.09 Million
2.07% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
55,876
shares
|
$6.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
55,591
shares
|
$6.66 Million
0.32% of portfolio
|
Q2 2025
Reduced 28.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
55,351
shares
|
$6.63 Million
0.16% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
55,000
shares
|
$6.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 62.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
54,637
shares
|
$6.55 Million
0.13% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
53,644
shares
|
$6.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
53,443
shares
|
$6.4 Million
4.78% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
53,191
shares
|
$6.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
53,051
shares
|
$6.36 Million
0.0% of portfolio
|
Q2 2025
Added 42.39%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
53,020
shares
|
$6.35 Million
2.01% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
52,988
shares
|
$6.35 Million
3.59% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
52,483
shares
|
$6.29 Million
0.11% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
52,190
shares
|
$6.25 Million
3.39% of portfolio
|
Q2 2025
Added 30.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
51,860
shares
|
$6.21 Million
0.45% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
51,390
shares
|
$6.16 Million
0.15% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
51,280
shares
|
$6.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 77.89%
|