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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
114,338
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
112,903
shares
|
$13.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 54.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
112,494
shares
|
$13.4 Million
0.06% of portfolio
|
Q4 2022
Reduced 98.01%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
110,709
shares
|
$13.2 Million
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
110,298
shares
|
$13.2 Million
4.16% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
107,700
shares
|
$12.9 Million
8.15% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
105,000
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
102,415
shares
|
$12.2 Million
4.41% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
101,668
shares
|
$12.1 Million
0.24% of portfolio
|
Q3 2025
Added 33.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,529
shares
|
$12.1 Million
0.21% of portfolio
|
Q2 2024
Reduced 24.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
99,481
shares
|
$11.9 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
98,890
shares
|
$11.8 Million
3.17% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
97,633
shares
|
$11.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
95,803
shares
|
$11.4 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
94,951
shares
|
$11.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 31.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
93,424
shares
|
$11.2 Million
0.08% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
91,161
shares
|
$10.9 Million
0.41% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
91,142
shares
|
$10.9 Million
1.39% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
89,484
shares
|
$10.7 Million
2.62% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
89,151
shares
|
$10.6 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
88,947
shares
|
$10.6 Million
1.53% of portfolio
|
Q3 2025
Added 116.1%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
84,768
shares
|
$10.1 Million
1.15% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,923
shares
|
$10 Million
0.06% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
Nov 13, 2025 Q3 2025 |
82,000
shares
|
$9.79 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
80,596
shares
|
$9.62 Million
2.5% of portfolio
|
Q3 2025
Added 10.55%
|
|