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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,260
shares
|
$6.39 Million
0.19% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
53,641
shares
|
$6.32 Million
0.11% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
52,551
shares
|
$6.19 Million
1.33% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
51,181
shares
|
$6.03 Million
0.14% of portfolio
|
Q4 2024
Added 576.28%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
50,596
shares
|
$5.96 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
50,292
shares
|
$5.92 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
50,170
shares
|
$5.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
49,820
shares
|
$5.87 Million
0.14% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
49,736
shares
|
$5.86 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
49,335
shares
|
$5.81 Million
0.04% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
49,115
shares
|
$5.79 Million
0.96% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
47,831
shares
|
$5.63 Million
3.7% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
47,291
shares
|
$5.57 Million
0.69% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
47,275
shares
|
$5.57 Million
0.36% of portfolio
|
Q4 2024
Added 1040.26%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
46,750
shares
|
$5.51 Million
2.35% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
46,747
shares
|
$5.51 Million
2.03% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
46,315
shares
|
$5.46 Million
0.08% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
46,299
shares
|
$5.45 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
45,947
shares
|
$5.41 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
45,606
shares
|
$5.37 Million
0.15% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
45,005
shares
|
$5.3 Million
0.0% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
44,797
shares
|
$5.28 Million
0.04% of portfolio
|
Q4 2024
Added 29.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
44,500
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
44,175
shares
|
$5.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
42,599
shares
|
$5.02 Million
0.21% of portfolio
|
Q4 2024
Added 7.0%
|