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 777 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
39,117
shares
|
$4.55 Million
0.22% of portfolio
|
Q3 2024
Added 28.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
39,054
shares
|
$4.54 Million
0.03% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
37,468
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
37,407
shares
|
$4.35 Million
2.11% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
37,335
shares
|
$4.34 Million
2.26% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
36,887
shares
|
$4.29 Million
0.13% of portfolio
|
Q3 2024
Added 25.05%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
36,827
shares
|
$4.28 Million
0.65% of portfolio
|
Q3 2024
Added 29.83%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
35,769
shares
|
$4.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
35,411
shares
|
$4.11 Million
1.46% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
35,113
shares
|
$4.08 Million
0.06% of portfolio
|
Q4 2023
Reduced 80.24%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
34,741
shares
|
$4.04 Million
0.14% of portfolio
|
Q3 2024
Added 234.05%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
34,562
shares
|
$4.02 Million
0.48% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
34,554
shares
|
$4.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.69%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,393
shares
|
$4 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,387
shares
|
$4 Million
0.21% of portfolio
|
Q3 2024
Reduced 31.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
34,345
shares
|
$3.99 Million
0.05% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
34,161
shares
|
$3.97 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
34,097
shares
|
$3.96 Million
3.08% of portfolio
|
Q3 2024
Added 57.2%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
33,702
shares
|
$3.92 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
33,363
shares
|
$3.88 Million
0.14% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
33,332
shares
|
$3.87 Million
0.79% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
33,250
shares
|
$3.86 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
33,100
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Added 359.72%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
33,086
shares
|
$3.84 Million
0.77% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
32,660
shares
|
$3.8 Million
2.33% of portfolio
|
Q3 2024
Reduced 7.07%
|