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 777 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
18,559
shares
|
$2.14 Million
0.15% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,225
shares
|
$2.1 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
17,962
shares
|
$2.07 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
17,922
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,690
shares
|
$2.04 Million
0.14% of portfolio
|
Q4 2023
Added 342.25%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,539
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
17,239
shares
|
$1.99 Million
0.25% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
17,212
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Added 255.99%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
16,848
shares
|
$1.94 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
16,822
shares
|
$1.94 Million
0.4% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
16,543
shares
|
$1.91 Million
0.22% of portfolio
|
Q4 2022
Added 1.43%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
16,038
shares
|
$1.85 Million
2.34% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
15,831
shares
|
$1.83 Million
1.1% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
15,723
shares
|
$1.81 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
15,710
shares
|
$1.81 Million
0.61% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
15,627
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
15,475
shares
|
$1.78 Million
0.56% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
15,313
shares
|
$1.77 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
15,039
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Added 373.67%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
14,740
shares
|
$1.7 Million
0.83% of portfolio
|
Q2 2024
Added 23.39%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
14,685
shares
|
$1.69 Million
0.88% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,597
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2024
Added 151.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
14,523
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,414
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,230
shares
|
$1.64 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.5%
|