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 902 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
43,824
shares
|
$5.23 Million
3.06% of portfolio
|
Q3 2025
Added 80.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
43,498
shares
|
$5.19 Million
0.16% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
43,347
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
43,221
shares
|
$5.16 Million
2.89% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
42,927
shares
|
$5.13 Million
0.09% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
41,995
shares
|
$5.02 Million
0.07% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
41,952
shares
|
$5.01 Million
4.07% of portfolio
|
Q3 2025
Added 22.67%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
41,321
shares
|
$4.93 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,289
shares
|
$4.93 Million
0.69% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
40,832
shares
|
$4.88 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
40,564
shares
|
$4.84 Million
1.85% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
40,473
shares
|
$4.83 Million
2.52% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
40,343
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.31%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
40,227
shares
|
$4.8 Million
0.91% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
39,503
shares
|
$4.72 Million
4.22% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
39,350
shares
|
$4.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.79%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
39,106
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
38,888
shares
|
$4.64 Million
2.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
38,807
shares
|
$4.63 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
38,344
shares
|
$4.58 Million
0.03% of portfolio
|
Q3 2025
Added 143.38%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
38,304
shares
|
$4.57 Million
0.74% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
38,256
shares
|
$4.57 Million
0.22% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
37,612
shares
|
$4.49 Million
0.52% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
37,337
shares
|
$4.46 Million
0.06% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
36,931
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 63.96%
|
|