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 |
|---|---|---|---|---|---|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
285,429
shares
|
$33.6 Million
3.69% of portfolio
|
Q4 2024
Added 259380.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
281,554
shares
|
$33.2 Million
0.39% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
280,464
shares
|
$33 Million
2.44% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
278,640
shares
|
$32.8 Million
0.01% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
272,866
shares
|
$32.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 19.45%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
250,315
shares
|
$29.5 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
248,155
shares
|
$29.2 Million
4.93% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
239,844
shares
|
$28.3 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
239,844
shares
|
$28.3 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
239,599
shares
|
$28.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
233,705
shares
|
$27.5 Million
0.04% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
233,602
shares
|
$27.5 Million
4.78% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
233,041
shares
|
$27.4 Million
0.02% of portfolio
|
Q4 2024
Added 85.67%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
226,700
shares
|
$26.7 Million
4.16% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
221,161
shares
|
$26.1 Million
1.97% of portfolio
|
Q4 2024
Added 27.05%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,497
shares
|
$26 Million
2.47% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
220,287
shares
|
$25.9 Million
0.32% of portfolio
|
Q4 2024
Reduced 21.77%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
215,463
shares
|
$25.4 Million
1.32% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
206,184
shares
|
$24.3 Million
0.73% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
200,255
shares
|
$23.6 Million
0.38% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
198,733
shares
|
$23.4 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
|
$23.4 Million
0.03% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
197,052
shares
|
$23.2 Million
2.72% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
196,716
shares
|
$23.2 Million
4.81% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
193,194
shares
|
$22.8 Million
2.17% of portfolio
|
Q4 2024
Added 1.75%
|