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 902 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
6,131
shares
|
$732,164
0.55% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,005
shares
|
$717,117
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,995
shares
|
$715,922
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
5,950
shares
|
$710,549
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,920
shares
|
$706,966
0.09% of portfolio
|
Q3 2025
Reduced 51.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,856
shares
|
$699,323
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
5,831
shares
|
$696,338
0.03% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,757
shares
|
$687,500
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,756
shares
|
$687,381
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,756
shares
|
$687,381
0.24% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
5,678
shares
|
$678,066
0.01% of portfolio
|
Q3 2025
Added 72.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,643
shares
|
$673,887
0.07% of portfolio
|
Q2 2023
Reduced 11.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,604
shares
|
$669,229
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
5,570
shares
|
$665,169
0.0% of portfolio
|
Q4 2023
Added 32.21%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
5,506
shares
|
$657,526
0.59% of portfolio
|
Q3 2025
Reduced 25.15%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
5,486
shares
|
$655,138
0.05% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
5,438
shares
|
$649,405
0.26% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
5,424
shares
|
$647,734
0.55% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
5,367
shares
|
$640,927
0.81% of portfolio
|
Q3 2022
Reduced 2.04%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,364
shares
|
$640,568
0.46% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,343
shares
|
$638,061
0.05% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,327
shares
|
$636,150
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
5,317
shares
|
$634,956
0.29% of portfolio
|
Q3 2025
Reduced 35.12%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
5,309
shares
|
$634,000
0.14% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,304
shares
|
$633,403
0.0% of portfolio
|
Q3 2025
New holding
|
|