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 |
|---|---|---|---|---|---|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
29,170
shares
|
$3.44 Million
5.18% of portfolio
|
Q3 2023
Reduced 6.12%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
28,424
shares
|
$3.35 Million
0.11% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
28,279
shares
|
$3.33 Million
2.12% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
27,504
shares
|
$3.24 Million
0.25% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
27,333
shares
|
$3.22 Million
0.58% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
27,133
shares
|
$3.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.9%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
27,090
shares
|
$3.19 Million
0.36% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
26,715
shares
|
$3.15 Million
0.17% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
26,374
shares
|
$3.11 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
26,185
shares
|
$3.08 Million
3.84% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
25,391
shares
|
$2.99 Million
2.67% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
25,275
shares
|
$2.98 Million
3.83% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
25,141
shares
|
$2.96 Million
0.29% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
25,132
shares
|
$2.96 Million
1.71% of portfolio
|
Q4 2022
Added 94.37%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
25,044
shares
|
$2.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
24,879
shares
|
$2.93 Million
0.61% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
24,305
shares
|
$2.86 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
24,304
shares
|
$2.86 Million
0.17% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
24,197
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
23,824
shares
|
$2.81 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,731
shares
|
$2.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
23,727
shares
|
$2.79 Million
1.28% of portfolio
|
Q4 2024
Added 120.39%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
23,620
shares
|
$2.78 Million
4.99% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
23,119
shares
|
$2.72 Million
0.96% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
23,055
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.71%
|