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 797 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
36,158
shares
|
$4.26 Million
7.15% of portfolio
|
Q4 2024
Added 454.4%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
35,990
shares
|
$4.24 Million
0.14% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
35,745
shares
|
$4.21 Million
2.2% of portfolio
|
Q4 2024
Added 584.9%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
35,710
shares
|
$4.21 Million
1.18% of portfolio
|
Q4 2024
Added 142.27%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
35,641
shares
|
$4.2 Million
3.05% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
35,636
shares
|
$4.2 Million
0.29% of portfolio
|
Q4 2024
Added 83.89%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
35,117
shares
|
$4.14 Million
0.43% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
35,098
shares
|
$4.13 Million
0.77% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
34,872
shares
|
$4.11 Million
0.25% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,393
shares
|
$4.05 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
34,161
shares
|
$4.02 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
33,600
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
33,145
shares
|
$3.9 Million
1.66% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
32,814
shares
|
$3.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
32,795
shares
|
$3.86 Million
0.36% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
32,042
shares
|
$3.77 Million
1.36% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
31,985
shares
|
$3.77 Million
3.51% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,660
shares
|
$3.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 61.72%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
31,633
shares
|
$3.73 Million
0.22% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
30,824
shares
|
$3.63 Million
0.67% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
30,212
shares
|
$3.56 Million
3.45% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
29,997
shares
|
$3.53 Million
0.19% of portfolio
|
Q4 2024
Reduced 23.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,687
shares
|
$3.5 Million
0.14% of portfolio
|
Q2 2020
Added 73.66%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
29,350
shares
|
$3.46 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
29,193
shares
|
$3.44 Million
3.05% of portfolio
|
Q4 2024
Reduced 9.8%
|