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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
49,335
shares
|
$5.84 Million
0.04% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
49,315
shares
|
$5.84 Million
0.02% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
48,475
shares
|
$5.74 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
48,373
shares
|
$5.73 Million
0.05% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
48,336
shares
|
$5.72 Million
4.44% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
47,559
shares
|
$5.63 Million
8.88% of portfolio
|
Q1 2025
Added 31.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
47,328
shares
|
$5.6 Million
0.07% of portfolio
|
Q1 2025
Added 609.03%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
47,273
shares
|
$5.6 Million
1.56% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
46,783
shares
|
$5.54 Million
0.16% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
46,340
shares
|
$5.48 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
46,066
shares
|
$5.45 Million
0.32% of portfolio
|
Q2 2025
Added 30.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
46,028
shares
|
$5.45 Million
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
45,664
shares
|
$5.4 Million
0.43% of portfolio
|
Q1 2025
Reduced 30.06%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
45,123
shares
|
$5.34 Million
3.1% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
45,092
shares
|
$5.34 Million
0.16% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
44,509
shares
|
$5.27 Million
0.81% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
43,376
shares
|
$5.13 Million
0.37% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
43,050
shares
|
$5.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
42,907
shares
|
$5.08 Million
0.1% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
42,695
shares
|
$5.05 Million
3.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
42,031
shares
|
$4.97 Million
0.6% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,289
shares
|
$4.89 Million
0.69% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
41,160
shares
|
$4.87 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
40,743
shares
|
$4.82 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
40,564
shares
|
$4.8 Million
1.85% of portfolio
|
Q4 2022
Reduced 18.95%
|