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 835 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
73,210
shares
|
$8.74 Million
0.24% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
72,350
shares
|
$8.64 Million
0.12% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
72,282
shares
|
$8.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
70,908
shares
|
$8.47 Million
0.15% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
69,013
shares
|
$8.24 Million
2.17% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
68,958
shares
|
$8.23 Million
2.51% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
68,450
shares
|
$8.17 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
68,001
shares
|
$8.12 Million
4.38% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
67,221
shares
|
$8.03 Million
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
66,434
shares
|
$7.93 Million
1.22% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
65,291
shares
|
$7.8 Million
0.58% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
64,538
shares
|
$7.71 Million
1.26% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
64,266
shares
|
$7.67 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
63,042
shares
|
$7.53 Million
0.05% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
61,714
shares
|
$7.37 Million
0.95% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 29, 2025 Q1 2025 |
61,200
shares
|
$7.31 Million
0.47% of portfolio
|
Q1 2025
Added 48.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
60,440
shares
|
$7.22 Million
0.06% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
60,105
shares
|
$7.18 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
59,988
shares
|
$7.16 Million
1.97% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
59,139
shares
|
$7.06 Million
2.07% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
59,000
shares
|
$7.04 Million
0.94% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
58,765
shares
|
$7.02 Million
2.23% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
58,091
shares
|
$6.94 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
58,089
shares
|
$6.94 Million
2.27% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,420
shares
|
$6.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.52%
|