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 94.7 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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
59,974
shares
|
$6.88 Million
0.54% of portfolio
|
Q3 2024
Added 69.69%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
59,778
shares
|
$6.86 Million
0.84% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
58,778
shares
|
$6.74 Million
1.11% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
58,386
shares
|
$6.7 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
56,777
shares
|
$6.51 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
56,685
shares
|
$6.5 Million
0.32% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
56,663
shares
|
$6.5 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
54,981
shares
|
$6.31 Million
0.03% of portfolio
|
Q2 2024
Added 64.22%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
54,929
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
54,227
shares
|
$6.22 Million
1.7% of portfolio
|
Q3 2024
Added 26.54%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
54,020
shares
|
$6.2 Million
0.11% of portfolio
|
Q3 2024
Added 279.38%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
53,760
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
53,614
shares
|
$6.15 Million
0.03% of portfolio
|
Q3 2024
Added 21.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
53,526
shares
|
$6.14 Million
0.1% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
53,400
shares
|
$6.12 Million
0.15% of portfolio
|
Q3 2024
Added 474.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
53,066
shares
|
$6.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 33.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
52,958
shares
|
$6.07 Million
0.33% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
52,737
shares
|
$6.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 39.01%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
51,417
shares
|
$5.9 Million
2.0% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
51,114
shares
|
$5.86 Million
1.88% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,886
shares
|
$5.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
50,163
shares
|
$5.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
49,465
shares
|
$5.67 Million
3.97% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
49,342
shares
|
$5.66 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
49,037
shares
|
$5.62 Million
3.56% of portfolio
|
Q3 2024
New holding
|