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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
108
shares
|
$12,897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
108
shares
|
$12,897
0.0% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
104
shares
|
$12,419
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
103
shares
|
$12,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
102
shares
|
$12,180
0.0% of portfolio
|
Q3 2022
Added 12.09%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
100
shares
|
$11,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
99
shares
|
$11,822
0.0% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
96
shares
|
$11,464
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
91
shares
|
$10,867
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
89
shares
|
$10,628
0.0% of portfolio
|
Q1 2025
Reduced 58.22%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
85
shares
|
$10,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
85
shares
|
$10,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$9,792
0.0% of portfolio
|
Q4 2023
Reduced 41.43%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
81
shares
|
$9,673
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
79
shares
|
$9,434
0.04% of portfolio
|
Q3 2025
Added 182.14%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
79
shares
|
$9,434
0.0% of portfolio
|
Q3 2025
Reduced 49.68%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
75
shares
|
$8,956
0.0% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
73
shares
|
$8,717
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
68
shares
|
$8,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
66
shares
|
$7,881
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
66
shares
|
$7,881
0.0% of portfolio
|
Q4 2024
Reduced 65.98%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
57
shares
|
$6,806
0.0% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
57
shares
|
$6,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
55
shares
|
$6,568
0.0% of portfolio
|
Q1 2025
Reduced 99.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
51
shares
|
$6,090
0.0% of portfolio
|
Q1 2025
New holding
|
|