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 |
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
46,783
shares
|
$5.59 Million
0.16% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
46,038
shares
|
$5.5 Million
4.69% of portfolio
|
Q1 2025
Added 127.08%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
45,939
shares
|
$5.48 Million
0.51% of portfolio
|
Q1 2025
Reduced 28.35%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
45,092
shares
|
$5.38 Million
0.16% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
45,005
shares
|
$5.37 Million
0.0% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
44,500
shares
|
$5.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.44%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
43,376
shares
|
$5.18 Million
0.37% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Lake Hills Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
43,273
shares
|
$5.17 Million
3.45% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
43,050
shares
|
$5.14 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
42,695
shares
|
$5.1 Million
3.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,574
shares
|
$5.08 Million
0.16% of portfolio
|
Q4 2024
Added 45.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
42,517
shares
|
$5.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
42,471
shares
|
$5.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
42,379
shares
|
$5.06 Million
1.3% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
42,031
shares
|
$5.02 Million
0.6% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
41,691
shares
|
$4.98 Million
0.16% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
41,416
shares
|
$4.94 Million
0.77% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
41,365
shares
|
$4.94 Million
0.74% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,289
shares
|
$4.93 Million
0.69% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
40,757
shares
|
$4.87 Million
2.27% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
40,717
shares
|
$4.86 Million
0.13% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
40,564
shares
|
$4.84 Million
1.85% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
40,473
shares
|
$4.83 Million
2.52% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
40,134
shares
|
$4.79 Million
2.89% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
39,910
shares
|
$4.76 Million
0.07% of portfolio
|
Q1 2025
Added 6.36%
|