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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,768
shares
|
$561,622
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
4,669
shares
|
$549,961
0.39% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
4,629
shares
|
$545,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
4,614
shares
|
$543,483
0.29% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,500
shares
|
$530,055
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,479
shares
|
$527,581
0.02% of portfolio
|
Q4 2024
Reduced 69.16%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
4,456
shares
|
$524,872
0.33% of portfolio
|
Q3 2024
Reduced 48.58%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,443
shares
|
$523,340
0.11% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
4,345
shares
|
$511,797
0.0% of portfolio
|
Q3 2023
Reduced 65.61%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,339
shares
|
$511,090
0.01% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
4,254
shares
|
$501,078
0.06% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
4,237
shares
|
$499,076
0.1% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
4,233
shares
|
$498,605
0.21% of portfolio
|
Q4 2024
Reduced 57.85%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,158
shares
|
$489,770
0.05% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
4,116
shares
|
$484,823
4.76% of portfolio
|
Q1 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
4,107
shares
|
$483,763
0.15% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
4,082
shares
|
$480,818
0.18% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,048
shares
|
$476,813
0.01% of portfolio
|
Q4 2024
Reduced 69.05%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,033
shares
|
$475,047
0.02% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
4,030
shares
|
$474,693
0.19% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
4,006
shares
|
$471,866
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,984
shares
|
$469,275
0.17% of portfolio
|
Q4 2024
Added 60.97%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,983
shares
|
$469,157
0.0% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,934
shares
|
$463,385
0.07% of portfolio
|
Q4 2024
Added 64.33%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,906
shares
|
$460,087
0.18% of portfolio
|
Q4 2024
Added 16.88%
|