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 |
|---|---|---|---|---|---|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,250
shares
|
$626,955
0.36% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,171
shares
|
$617,520
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
5,076
shares
|
$606,175
0.01% of portfolio
|
Q3 2025
Added 21.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,060
shares
|
$604,265
0.05% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
5,028
shares
|
$600,443
0.04% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
4,966
shares
|
$593,039
0.08% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
4,935
shares
|
$589,337
0.09% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
4,904
shares
|
$585,635
0.57% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,882
shares
|
$583,008
0.05% of portfolio
|
Q4 2023
Reduced 66.1%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,858
shares
|
$580,142
0.04% of portfolio
|
Q4 2024
Reduced 20.03%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,853
shares
|
$579,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,829
shares
|
$576,679
0.01% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
4,817
shares
|
$575,246
0.18% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,766
shares
|
$569,155
0.01% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,732
shares
|
$565,095
0.23% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
4,732
shares
|
$565,095
0.0% of portfolio
|
Q3 2025
Added 74.61%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
4,710
shares
|
$562,468
0.03% of portfolio
|
Q3 2025
Added 53.27%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
4,704
shares
|
$561,751
0.07% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
4,703
shares
|
$561,632
0.13% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
4,682
shares
|
$559,124
0.02% of portfolio
|
Q3 2025
Added 50.4%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
4,587
shares
|
$547,779
0.21% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,541
shares
|
$542,286
0.04% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
4,523
shares
|
$540,136
0.09% of portfolio
|
Q3 2025
Reduced 38.18%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
4,500
shares
|
$537,390
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
4,468
shares
|
$533,568
0.09% of portfolio
|
Q3 2025
Reduced 15.11%
|
|