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 835 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
298,088
shares
|
$35.6 Million
0.05% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
286,924
shares
|
$34.3 Million
0.42% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
285,429
shares
|
$34.1 Million
3.69% of portfolio
|
Q4 2024
Added 259380.91%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
280,464
shares
|
$33.5 Million
2.44% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
278,640
shares
|
$33.3 Million
0.01% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
272,960
shares
|
$32.6 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
261,940
shares
|
$31.3 Million
0.06% of portfolio
|
Q1 2025
Added 107.01%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
251,278
shares
|
$30 Million
3.8% of portfolio
|
Q1 2025
Added 120.09%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
248,155
shares
|
$29.6 Million
4.93% of portfolio
|
Q3 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
242,067
shares
|
$28.9 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
239,844
shares
|
$28.6 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
239,599
shares
|
$28.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
236,827
shares
|
$28.3 Million
4.85% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
233,041
shares
|
$27.8 Million
0.02% of portfolio
|
Q4 2024
Added 85.67%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
226,700
shares
|
$27.1 Million
4.16% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
223,929
shares
|
$26.7 Million
0.3% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
221,161
shares
|
$26.4 Million
1.97% of portfolio
|
Q4 2024
Added 27.05%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,497
shares
|
$26.3 Million
2.47% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
210,210
shares
|
$25.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
206,184
shares
|
$24.6 Million
0.73% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
204,769
shares
|
$24.4 Million
2.54% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
200,255
shares
|
$23.9 Million
0.38% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
198,733
shares
|
$23.7 Million
0.08% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
198,433
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
196,716
shares
|
$23.5 Million
4.81% of portfolio
|
Q4 2023
New holding
|