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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
64,271
shares
|
$7.68 Million
0.39% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
64,229
shares
|
$7.67 Million
0.04% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
61,883
shares
|
$7.39 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
61,423
shares
|
$7.34 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
60,911
shares
|
$7.27 Million
1.85% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
60,251
shares
|
$7.2 Million
0.56% of portfolio
|
Q3 2025
Added 73.53%
|
|
|
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%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
59,458
shares
|
$7.1 Million
0.81% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
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%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
58,466
shares
|
$6.98 Million
3.67% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
57,338
shares
|
$6.85 Million
1.97% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
57,114
shares
|
$6.82 Million
0.05% of portfolio
|
Q3 2025
Added 42.85%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
56,143
shares
|
$6.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
55,734
shares
|
$6.66 Million
0.21% of portfolio
|
Q3 2025
Reduced 70.72%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
55,522
shares
|
$6.63 Million
1.02% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
55,022
shares
|
$6.57 Million
2.56% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
54,613
shares
|
$6.52 Million
0.12% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
54,300
shares
|
$6.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 66.63%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
54,265
shares
|
$6.48 Million
0.42% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
53,758
shares
|
$6.42 Million
3.26% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
52,568
shares
|
$6.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
52,435
shares
|
$6.26 Million
1.23% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
52,060
shares
|
$6.22 Million
0.11% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
51,938
shares
|
$6.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
51,451
shares
|
$6.14 Million
0.51% of portfolio
|
Q3 2025
Added 20.91%
|
|