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 902 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
342,771
shares
|
$40.9 Million
0.01% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
313,006
shares
|
$37.4 Million
3.53% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
305,198
shares
|
$36.4 Million
0.28% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
300,018
shares
|
$35.8 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
297,980
shares
|
$35.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
295,867
shares
|
$35.3 Million
5.04% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
292,529
shares
|
$34.9 Million
0.39% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
279,514
shares
|
$33.4 Million
0.4% of portfolio
|
Q3 2025
Reduced 53.01%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
259,208
shares
|
$31 Million
1.92% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
256,070
shares
|
$30.6 Million
0.19% of portfolio
|
Q3 2025
Added 24.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
249,247
shares
|
$29.8 Million
0.05% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
246,840
shares
|
$29.5 Million
0.03% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
242,845
shares
|
$29 Million
3.23% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
240,418
shares
|
$28.7 Million
4.57% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
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
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
230,755
shares
|
$27.6 Million
2.4% of portfolio
|
Q3 2025
Added 82.95%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
228,288
shares
|
$27.3 Million
5.6% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
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.
|
Nov 12, 2025 Q3 2025 |
225,493
shares
|
$26.9 Million
0.25% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
217,614
shares
|
$26 Million
0.07% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
213,064
shares
|
$25.4 Million
0.05% of portfolio
|
Q3 2025
Added 133.69%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
212,711
shares
|
$25.4 Million
0.03% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
209,779
shares
|
$25.1 Million
2.46% of portfolio
|
Q3 2025
Added 4.79%
|
|