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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
11,825
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
11,782
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
11,636
shares
|
$1.37 Million
1.38% of portfolio
|
Q4 2024
Added 272.23%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
11,471
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 116.84%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
10,992
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 79.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,905
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,823
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 156.77%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
10,773
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
10,728
shares
|
$1.26 Million
0.93% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
10,566
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
10,458
shares
|
$1.23 Million
0.85% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
10,390
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
10,370
shares
|
$1.22 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
10,291
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,249
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
10,147
shares
|
$1.2 Million
1.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
10,146
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 5354.84%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
9,964
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9,859
shares
|
$1.16 Million
0.29% of portfolio
|
Q4 2022
Reduced 7.02%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
9,801
shares
|
$1.15 Million
1.12% of portfolio
|
Q4 2024
Added 69.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,646
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 58.17%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
9,370
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
9,289
shares
|
$1.09 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
9,195
shares
|
$1.08 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,163
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.03%
|