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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
230
shares
|
$27,091
0.02% of portfolio
|
Q4 2024
Reduced 24.09%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
225
shares
|
$26,502
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
224
shares
|
$26,384
0.0% of portfolio
|
Q2 2024
Reduced 47.17%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
220
shares
|
$25,913
0.0% of portfolio
|
Q4 2023
Reduced 84.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
216
shares
|
$25,442
0.0% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
214
shares
|
$25,207
0.0% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
213
shares
|
$25,089
0.01% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
212
shares
|
$24,971
0.0% of portfolio
|
Q3 2022
Reduced 89.52%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
206
shares
|
$24,264
0.02% of portfolio
|
Q4 2024
Reduced 38.87%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
204
shares
|
$24,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$23,558
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
200
shares
|
$23,558
0.01% of portfolio
|
Q4 2018
Reduced 49.75%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
196
shares
|
$23,086
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
195
shares
|
$22,969
0.01% of portfolio
|
Q4 2024
Added 78.9%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
184
shares
|
$21,673
0.01% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
181
shares
|
$21,319
0.01% of portfolio
|
Q3 2024
Reduced 74.33%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
179
shares
|
$21,084
0.01% of portfolio
|
Q4 2024
Reduced 49.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
176
shares
|
$20,731
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
175
shares
|
$20,613
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
175
shares
|
$20,613
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
169
shares
|
$19,906
0.0% of portfolio
|
Q4 2024
Added 138.03%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
157
shares
|
$18,493
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
156
shares
|
$18,375
0.0% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
153
shares
|
$18,021
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
152
shares
|
$17,904
0.01% of portfolio
|
Q1 2024
New holding
|