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 |
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
57,081
shares
|
$6.81 Million
0.03% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
56,777
shares
|
$6.78 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
56,722
shares
|
$6.77 Million
1.58% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
55,683
shares
|
$6.65 Million
4.55% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
55,622
shares
|
$6.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
55,214
shares
|
$6.59 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
54,998
shares
|
$6.57 Million
4.21% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
54,902
shares
|
$6.55 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
54,629
shares
|
$6.52 Million
0.04% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
54,571
shares
|
$6.52 Million
0.18% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
54,505
shares
|
$6.51 Million
0.1% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
52,710
shares
|
$6.29 Million
5.12% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
52,551
shares
|
$6.27 Million
1.33% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,345
shares
|
$6.25 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
51,278
shares
|
$6.12 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
51,181
shares
|
$6.11 Million
0.14% of portfolio
|
Q4 2024
Added 576.28%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
51,000
shares
|
$6.09 Million
3.71% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
50,452
shares
|
$6.02 Million
2.17% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
50,260
shares
|
$6 Million
0.51% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
49,903
shares
|
$5.96 Million
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
49,335
shares
|
$5.89 Million
0.04% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
48,475
shares
|
$5.79 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
48,373
shares
|
$5.78 Million
0.05% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
47,275
shares
|
$5.64 Million
0.36% of portfolio
|
Q4 2024
Added 1040.26%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
47,213
shares
|
$5.64 Million
0.08% of portfolio
|
Q1 2025
Added 1.94%
|