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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
36,504
shares
|
$4.36 Million
0.09% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
36,460
shares
|
$4.35 Million
0.34% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
36,393
shares
|
$4.35 Million
3.12% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
35,819
shares
|
$4.28 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
35,726
shares
|
$4.27 Million
2.01% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
35,639
shares
|
$4.26 Million
0.48% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
34,608
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
34,579
shares
|
$4.13 Million
2.21% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,393
shares
|
$4.11 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
34,161
shares
|
$4.08 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
34,067
shares
|
$4.07 Million
1.85% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Dock Street Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
33,691
shares
|
$4.02 Million
0.37% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
33,304
shares
|
$3.98 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
33,222
shares
|
$3.97 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
33,145
shares
|
$3.96 Million
1.66% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
32,880
shares
|
$3.93 Million
0.12% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
32,770
shares
|
$3.91 Million
2.61% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
31,927
shares
|
$3.81 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
31,777
shares
|
$3.79 Million
0.11% of portfolio
|
Q3 2025
Added 917.52%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
30,998
shares
|
$3.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
30,992
shares
|
$3.7 Million
2.46% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
30,917
shares
|
$3.69 Million
1.63% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
30,853
shares
|
$3.68 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
30,824
shares
|
$3.68 Million
0.67% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
30,595
shares
|
$3.65 Million
0.1% of portfolio
|
Q3 2025
Added 33.58%
|
|