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Disclosery

IEF ISHARES TR

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7-10 YR TRSY BD (fund)

1,129 managers (1,145 13F filers) reported a position in IEF shares at 2026-06-30, 458,860,464 shares in all. 134 filers opened a position and 98 filers sold out during the quarter.

Managers
1,129
13F filers
1,145
New
134
Added
471
Reduced
389
Sold out
98
Shares held by filers
458,860,464

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kaydan Wealth Management, Inc.119,262$11.3M3.44%-74,57913F-HRTimeline
Jessup Wealth Management, Inc118,652$11.2M3.35%+1,45013F-HRTimeline
Rothschild Wealth LLC118,636$11.2M0.9%+11,14013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…118,578$11.2M0.95%+1,53013F-HRTimelineGroup
Hudock, Inc.117,395$11.1M1.42%+3,08413F-HRTimeline
Landing Point Financial Group, LLC116,745$11M3.75%+114,30013F-HRTimeline
LITTLE HOUSE CAPITAL LLC115,743$10.9M2.46%+2,12213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…114,264$10.8M0.02%+50,86313F-HRTimelineGroup
Pallas Capital Advisors LLC113,260$10.7M0.33%+4,83113F-HRTimeline
1607 Capital Partners, LLC112,316$10.6M0.92%-23513F-HR/ATimeline
Vestmark Advisory Solutions, Inc.112,146$10.6M0.1%+4,94613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management111,947$10.6M0.32%-9,18213F-HRTimelineGroup
Private Advisor Group, LLC110,194$10.4M0.05%-3,81413F-HRTimeline
IPG Investment Advisors LLC108,690$10.3M1.48%+41,26613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC108,452$10.3M0.06%-68,72713F-HRTimelineGroup
Global Retirement Partners, LLC108,136$10.2M0.16%13F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…108,000$10.2M0.04%new13F-HRTimelineGroup
Tennessee Valley Asset Management Partn…107,472$10.2M1.12%+29,63213F-HRTimeline
Modera Wealth Management, LLC106,091$10M0.11%+10513F-HRTimeline
LARCH CAPITAL PARTNERS LLC105,541$9.98M1.43%+3813F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors105,080$9.94M6.61%-48,77113F-HRTimelineGroup
Advisory Services Network, LLC103,887$9.82M0.11%+14,22613F-HRTimeline
SCOTIA CAPITAL INC.103,715$9.81M0.04%+3,66713F-HRTimeline
Bond & Devick Financial Network, Inc.102,738$9.72M2.39%+3,67813F-HRTimeline
High Note Wealth, LLC101,586$9.61M1.64%-1,44013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…101,234$9.57M0.05%+16,65013F-HRTimelineGroup
Strategic Financial Group, LLC101,172$9.57M9.17%-7313F-HRTimeline
Bison Wealth, LLC101,433$9.55M0.88%+29,93213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC99,593$9.42M0.17%+6,34413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…99,428$9.4M0.11%+9,62113F-HRTimelineGroup
GRAYBILL WEALTH MANAGEMENT, LTD.98,598$9.32M2.51%+1,63713F-HRTimeline
TIAAgroup of 3 filers holding95,925$9.07M+4,318Timeline
Lifestyle Asset Management, Inc.95,567$9.04M2.43%-40,85513F-HRTimeline
Arkadios Wealth Advisors93,646$8.86M0.14%+32,72513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC93,056$8.8M0.01%+89713F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC92,967$8.79M1.28%-2,14613F-HRTimeline
Summit Asset Management, LLC92,840$8.78M1.13%-1,84713F-HRTimeline
MTC Wealth Management LLC92,448$8.74M3.92%-24713F-HRTimeline
Goodman Advisory Group, LLC92,283$8.73M2.01%-7,56613F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…91,631$8.67M0.8%+91213F-HRTimelineGroup
Summit Financial, LLC89,610$8.47M0.09%-1,61513F-HRTimeline
PFG Advisors88,893$8.41M0.42%+9,41913F-HRTimeline
Ascent Advisors, LLC88,282$8.3M9.58%+15,64813F-HRTimeline
CIBC WORLD MARKET INC.86,798$8.21M0.01%-57,72713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC86,725$8.2M0.06%+38,44013F-HRTimelineGroup
BAILARD, INC.85,787$8.11M0.17%+80,57713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…85,618$8.1M0.03%+33,81113F-HRTimelineGroup
AE Wealth Management LLC83,781$7.92M0.04%+14,12413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…83,694$7.91M0.47%+4,76113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …83,668$7.91M0.39%+63,91413F-HRTimeline
RPg Family Wealth Advisory, LLC82,686$7.82M1.3%+5,85413F-HR/ATimeline
Thayer Partners, LLC / MA82,669$7.82M3.24%+6,84113F-HRTimeline
White Pine Investment CO81,884$7.74M1.65%+3,56113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …79,974$7.56M0.05%-3,92513F-HRTimelineGroup
Risk Paradigm Group, LLC79,693$7.54M5.91%+6,48413F-HRTimeline
Edgestream Partners, L.P.79,216$7.49M0.22%new13F-HRTimeline
Summit Wealth Partners, LLC78,799$7.45M1.06%-19,66013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC78,503$7.42M0.05%-20,96713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC78,387$7.41M0.11%+26,36913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC76,374$7.22M0.85%-2,88213F-HRTimeline
LEUTHOLD GROUP, LLC74,708$7.07M0.71%-73213F-HRTimeline
D.A. DAVIDSON & CO.73,871$6.99M0.04%+5,03513F-HRTimeline
Benchmark Financial, LLC73,813$6.98M5.69%+1,03913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP73,299$6.97M<0.01%+57,80413F-HRTimeline
Foundations Investment Advisors, LLC72,632$6.87M0.07%-98,96113F-HRTimeline
Ameraudi Asset Management, Inc.72,337$6.84M3.1%-42,34013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC72,034$6.81M0.67%+1,52313F-HRTimeline
Systelligence, LLC71,851$6.79M1.13%-2,35813F-HRTimeline
RFG Advisory, LLC71,332$6.75M0.11%+55,24913F-HRTimeline
DDD Partners, LLC71,108$6.72M0.42%+11,33513F-HRTimeline
AMG National Trust Bank69,807$6.6M0.14%-49,55613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.69,262$6.55M0.67%+7,58213F-HRTimeline
Miller Financial Services LLC69,200$6.54M5.28%+11,35513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC68,793$6.51M4.25%+3,25813F-HRTimeline
Acropolis Investment Management, LLC68,522$6.48M0.26%-5,84313F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC68,269$6.46M0.01%-86,64913F-HRTimelineGroup
Insight Wealth Partners, LLC68,061$6.44M0.86%-4,45013F-HRTimeline
Compass Financial Group, Inc.67,777$6.41M2.71%-36013F-HRTimeline
AlphaCore Capital LLC66,619$6.3M0.12%+7,20513F-HRTimeline
Argo Wealth Advisory, LLC66,370$6.28M3.46%-24413F-HRTimeline
Aspire Capital Advisors LLC65,724$6.22M1.21%+4,97513F-HRTimeline
Heck Capital Advisors, LLC64,857$6.13M0.37%-74,13213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.64,672$6.12M0.22%-5,31213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP64,401$6.09M0.28%+4,14513F-HRTimeline
Wealth Enhancement Trust Services, Inc.63,818$6.04M0.67%-12,74013F-HR/ATimeline
Portside Wealth Group, LLC63,075$5.97M0.7%+9,10213F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC62,946$5.95M1.43%+85813F-HRTimeline
Dorsey & Whitney Trust CO LLC61,590$5.82M0.28%-90113F-HRTimeline
DAVENPORT & Co LLC61,264$5.79M0.03%+74313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC61,124$5.78M0.08%-16,89813F-HRTimeline
Compound Planning, Inc.60,587$5.73M0.15%-76813F-HRTimeline
Values First Advisors, Inc.60,525$5.72M2.61%+3,67813F-HR/ATimeline
HighPoint Advisor Group LLC57,723$5.46M0.19%+7,13813F-HRTimeline
First Interstate Bank57,684$5.46M0.28%+4,00413F-HRTimeline
Crabel Capital Management, LLC57,629$5.45M3.98%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC57,412$5.43M2.94%+50113F-HRTimeline
1832 Asset Management L.P.57,340$5.42M0.01%+51213F-HRTimeline
SIG BROKERAGE, LP56,755$5.37M0.86%-21,66513F-HRTimeline
Ballew Advisors, Inc56,898$5.36M2.77%+1,90513F-HRTimeline
Good Steward Wealth Advisors,LLC55,545$5.25M3.17%+1,24413F-HRTimeline
IMC-Chicago, LLC55,388$5.24M0.05%+20,37913F-HRTimeline
GAM Holding AGin group GAM Holding AG55,000$5.2M0.4%-13,00013F-HRTimelineGroup
Sun Financial Inc56,033$5.2M2.45%-1,94513F-HRTimeline
Stablepoint Partners, LLC54,935$5.2M0.72%+2,98213F-HRTimeline
Spectrum Strategic Capital Management, …54,412$5.15M2.55%+10,56313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding54,201$5.13M-6,005Timeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.54,062$5.11M0.26%-142,46313F-HRTimelineGroup
BEACON ADVISORS HOLDINGS, LLC54,032$5.11M2.5%+8,84113F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC53,724$5.08M0.3%-40,01513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…53,692$5.08M0.06%+12,04713F-HRTimelineGroup
GTS SECURITIES LLC53,643$5.07M0.11%+50,48813F-HRTimeline
WARNER FINANCIAL, INC53,572$5.07M1.49%+49613F-HRTimeline
SSA SWISS ADVISORS AG53,434$5.05M1.9%-1,93713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK52,625$4.98M0.02%+46213F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC52,147$4.93M0.48%+5,09113F-HRTimeline
Perigon Wealth Management, LLC51,449$4.87M0.08%-9,37113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management50,203$4.75M0.05%-65,88713F-HRTimelineGroup
INTREPID FAMILY OFFICE LLC50,000$4.73M4.36%new13F-HRTimeline
WHI TRUST Co LLC49,536$4.68M3.03%-24,38213F-HRTimeline
PROMETHIUM ADVISORS,LLC49,057$4.64M2.23%+2,83513F-HRTimeline
&PARTNERS48,642$4.6M0.02%+7,81613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP47,915$4.53M<0.01%+3,56113F-HRTimelineGroup
Veridan Wealth LLC47,157$4.46M1.55%+4,28513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,942$4.44M0.01%+8,00213F-HR/ATimeline
Capital Advisors Wealth Management, LLC46,752$4.42M0.52%+4,37113F-HRTimeline
Dynamic Wealth Strategies, LLC46,469$4.39M2.34%+24,62313F-HRTimeline
Accurate Wealth Management, LLC46,805$4.38M0.42%new13F-HRTimeline
Meridian Wealth Management, LLC45,773$4.33M0.13%-1,74613F-HRTimeline
IHT Wealth Management, LLC45,533$4.31M0.09%-18,35013F-HRTimeline
Coastal Bridge Advisors, LLC44,853$4.24M0.26%-5,45613F-HRTimeline
Canal Capital Management, LLC44,730$4.23M0.52%+3,07613F-HRTimeline
TD Waterhouse Canada Inc.44,940$4.23M0.01%-8,29913F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC44,702$4.23M0.52%+1,02313F-HRTimeline
Granite Bay Wealth Management, LLC44,015$4.16M0.38%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…43,935$4.16M1.05%+83813F-HRTimeline
FCA CORP /TX43,676$4.13M1.02%+6,33013F-HRTimeline
Focused Wealth Management, Inc43,305$4.1M0.36%+2,60613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC43,108$4.08M0.01%new13F-HRTimeline
Boreal Capital Management LLC42,993$4.07M3.03%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC42,660$4.03M0.01%-28,33513F-HRTimelineGroup
Circle Wealth Management, LLC42,358$4.01M0.05%+8,04113F-HRTimeline
EP Wealth Advisors, LLC42,249$4M0.02%-16,71813F-HRTimeline
Simplicity Wealth,LLC42,006$3.97M0.13%+14,94113F-HRTimeline
Integrated Advisors Network LLC41,702$3.94M0.18%-6,49313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,271$3.9M0.01%-3,31913F-HRTimelineGroup
FreeGulliver LLC41,000$3.88M1.37%-4,23013F-HRTimeline
Merit Financial Group, LLC40,738$3.85M0.02%+33,50813F-HR/ATimeline
BEAM WEALTH ADVISORS, INC.40,324$3.81M0.84%+1,42413F-HR/ATimeline
Western Wealth Management, LLC39,806$3.76M0.12%+9,16513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,219$3.71M0.07%+25,04413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,133$3.7M0.05%+3,78213F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.38,958$3.68M2.18%+6,30613F-HRTimeline
MGO ONE SEVEN LLC38,527$3.64M0.06%+2,10413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.38,461$3.64M0.04%+14,17813F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.38,397$3.63M0.03%-143,04213F-HRTimelineGroup
Christensen, King & Associates Investme…38,287$3.62M1.44%013F-HRTimeline
Wall Street Financial Group, Inc.38,236$3.62M1.93%new13F-HRTimeline
MFA Wealth Services38,171$3.61M2.16%+2,75913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.37,970$3.59M2.22%+67913F-HRTimeline
Dakota Wealth Management37,946$3.59M0.07%+8,52713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG37,609$3.59M0.05%+4,44413F-HRTimelineGroup
Farther Finance Advisors, LLC37,764$3.57M0.03%-257,08113F-HRTimeline
Beirne Wealth Consulting Services, LLC37,706$3.57M0.71%+76113F-HRTimeline
Arete Wealth Advisors, LLC37,594$3.56M0.24%+67013F-HR/ATimeline
CFS Investment Advisory Services, LLC37,648$3.54M0.24%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,964$3.49M<0.01%+6,92113F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.36,863$3.49M1.72%-6,07413F-HRTimeline
World Investment Advisors36,205$3.44M0.06%+1,54913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …36,406$3.44M0.02%-37713F-HRTimelineGroup
Columbus Macro, LLC36,229$3.43M0.33%+70913F-HRTimeline
Solstein Capital, LLC36,208$3.42M1.17%+8,21813F-HRTimeline
TWO SIGMA SECURITIES, LLC35,628$3.37M0.29%-43,31113F-HRTimeline
Belpointe Asset Management LLC35,500$3.36M0.11%-66613F-HRTimeline
FORTE ASSET MANAGEMENT LLC35,209$3.33M1.36%+29813F-HRTimeline
Dorsey Wright & Associates35,074$3.32M0.56%-68,16913F-HRTimeline
CVS HEALTH Corp35,000$3.31M1.47%013F-HRTimeline
Quinn Opportunity Partners LLC35,000$3.31M0.15%013F-HRTimeline
WorthPointe, LLC34,974$3.31M0.83%new13F-HRTimeline
Blue Capital, Inc.34,899$3.3M2.1%+1,87213F-HRTimeline
Geneos Wealth Management Inc.34,891$3.3M0.07%-9,88313F-HRTimeline
Insight Wealth Strategies, LLC35,047$3.3M0.32%+2,44013F-HRTimeline
VestGen Advisors, LLC34,637$3.28M0.1%-8,93013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC34,537$3.25M0.5%-117,34813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC34,287$3.24M0.01%+2,70413F-HRTimelineGroup
TSA Wealth Managment LLC34,182$3.23M0.91%+29,28913F-HRTimeline
Core Capital Management & Research, inc.34,222$3.18M1.67%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC33,287$3.15M0.21%+6,00513F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC32,921$3.11M0.42%+10,01813F-HRTimeline
CHOREO, LLC32,444$3.07M0.03%+66713F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…31,860$3.01M0.09%-19813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC31,804$3.01M0.07%-85413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,778$3.01M0.06%+3,90713F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT31,763$3M0.57%-4,40713F-HRTimeline
Biltmore Wealth Management, LLC31,350$2.96M0.93%+11,79213F-HRTimeline
Empowered Funds, LLC31,387$2.96M0.02%new13F-HRTimeline
Vise Technologies, Inc.31,107$2.94M0.03%+20,67413F-HRTimeline
TOP Private Wealth LLC.30,812$2.91M2.8%13F-HRTimeline
Evergreen Private Wealth LLC30,671$2.9M1.07%new13F-HRTimeline
Strategic Blueprint, LLC30,647$2.9M0.14%+7,36913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC30,539$2.89M1.58%+1,08313F-HRTimeline