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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
100,123
shares
|
$11.8 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
99,440
shares
|
$11.7 Million
2.38% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
97,629
shares
|
$11.5 Million
3.45% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
96,400
shares
|
$11.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
96,132
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 45.36%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
95,106
shares
|
$11.2 Million
3.55% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
91,300
shares
|
$10.8 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
86,622
shares
|
$10.2 Million
1.03% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
82,483
shares
|
$9.72 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
82,084
shares
|
$9.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
81,572
shares
|
$9.61 Million
0.12% of portfolio
|
Q4 2024
Added 97.61%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
80,375
shares
|
$9.47 Million
0.06% of portfolio
|
Q4 2024
Added 105.8%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
79,224
shares
|
$9.33 Million
3.27% of portfolio
|
Q4 2024
Added 253.49%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
78,834
shares
|
$9.29 Million
0.85% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
78,430
shares
|
$9.24 Million
0.73% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
77,298
shares
|
$9.1 Million
2.46% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
76,051
shares
|
$8.96 Million
0.04% of portfolio
|
Q4 2024
Added 78.11%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
73,824
shares
|
$8.7 Million
0.5% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
73,210
shares
|
$8.62 Million
0.24% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
71,171
shares
|
$8.38 Million
0.17% of portfolio
|
Q4 2024
Added 41.88%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
70,908
shares
|
$8.35 Million
0.14% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
68,450
shares
|
$8.06 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
68,001
shares
|
$8.01 Million
4.38% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
65,291
shares
|
$7.69 Million
0.58% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
64,639
shares
|
$7.61 Million
2.32% of portfolio
|
Q4 2024
Added 25.72%
|