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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,574
shares
|
$5.01 Million
0.16% of portfolio
|
Q4 2024
Added 45.61%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
42,470
shares
|
$5 Million
0.36% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
42,392
shares
|
$4.99 Million
2.77% of portfolio
|
Q4 2024
Added 54.73%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
42,379
shares
|
$4.99 Million
1.3% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
42,307
shares
|
$4.98 Million
0.42% of portfolio
|
Q4 2024
Added 41.61%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
41,807
shares
|
$4.92 Million
1.65% of portfolio
|
Q4 2024
Added 113.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
41,691
shares
|
$4.91 Million
0.16% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
41,365
shares
|
$4.87 Million
0.74% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,289
shares
|
$4.86 Million
0.69% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
41,200
shares
|
$4.85 Million
0.33% of portfolio
|
Q4 2024
Reduced 43.56%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
41,089
shares
|
$4.84 Million
0.14% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
40,975
shares
|
$4.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 35.16%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
40,780
shares
|
$4.8 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
40,692
shares
|
$4.79 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
40,564
shares
|
$4.78 Million
1.85% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
40,473
shares
|
$4.77 Million
2.52% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
39,290
shares
|
$4.63 Million
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
38,545
shares
|
$4.54 Million
0.93% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
38,466
shares
|
$4.53 Million
0.01% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
38,117
shares
|
$4.49 Million
2.06% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
37,990
shares
|
$4.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
37,623
shares
|
$4.43 Million
0.08% of portfolio
|
Q4 2024
Added 55.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
37,559
shares
|
$4.42 Million
0.17% of portfolio
|
Q4 2024
Added 90.7%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
37,522
shares
|
$4.42 Million
0.06% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
36,344
shares
|
$4.28 Million
0.83% of portfolio
|
Q4 2024
Added 9.04%
|