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 |
|---|---|---|---|---|---|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
7,708
shares
|
$907,925
0.67% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,691
shares
|
$905,922
0.19% of portfolio
|
Q4 2024
Reduced 32.31%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
7,625
shares
|
$898,148
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,603
shares
|
$895,557
0.47% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
7,579
shares
|
$892,730
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,550
shares
|
$889,314
0.78% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
7,489
shares
|
$882,129
0.64% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
7,482
shares
|
$881,304
0.13% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,447
shares
|
$877,182
0.01% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
7,419
shares
|
$873,884
0.16% of portfolio
|
Q4 2024
Reduced 58.7%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
7,390
shares
|
$870,468
0.12% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,343
shares
|
$864,931
0.0% of portfolio
|
Q4 2023
Reduced 3.65%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
7,303
shares
|
$860,220
0.01% of portfolio
|
Q4 2024
Added 339.67%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
7,263
shares
|
$855,508
0.06% of portfolio
|
Q4 2024
Added 27.96%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
7,234
shares
|
$852,092
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,095
shares
|
$835,720
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
7,083
shares
|
$834,306
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
7,082
shares
|
$834,188
0.25% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,046
shares
|
$829,948
0.01% of portfolio
|
Q4 2024
Reduced 39.17%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,946
shares
|
$818,169
0.12% of portfolio
|
Q4 2024
Added 117.06%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,892
shares
|
$811,808
0.27% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,712
shares
|
$790,606
0.02% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,675
shares
|
$786,248
0.01% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
6,672
shares
|
$785,894
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
6,669
shares
|
$785,541
0.41% of portfolio
|
Q1 2023
New holding
|