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Disclosery

IEF ISHARES TR

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7-10 YR TRSY BD (fund)

963 managers (977 13F filers) reported a position in IEF shares at 2024-12-31, 291,093,313 shares in all. 102 filers opened a position and 116 filers sold out during the quarter.

Managers
963
13F filers
977
New
102
Added
358
Reduced
356
Sold out
116
Shares held by filers
291,093,313

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sicart Associates LLC90,234$8.34M2.98%+66,01813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC89,684$8.3M1.33%-39,81413F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC86,600$8.01M1.04%+29,11513F-HRTimeline
Summit Financial, LLC86,469$7.99M0.28%-8,54413F-HRTimeline
U S WEALTH GROUP, LLC.86,416$7.99M6.04%13F-HRTimeline
Buck Wealth Strategies, LLC85,572$7.91M1.64%+67,10113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…83,214$7.7M0.01%+58,82713F-HRTimelineGroup
Chicago Partners Investment Group LLC83,470$7.68M0.26%+1,47613F-HRTimeline
Premier Path Wealth Partners, LLC81,083$7.5M1.14%+3,51413F-HRTimeline
Beirne Wealth Consulting Services, LLC80,295$7.42M2.68%+33413F-HRTimeline
Liquid Strategies, LLC77,817$7.19M1.48%new13F-HRTimeline
Kensington Asset Management, LLC77,817$7.19M0.42%-21,09113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Retirement Systems of Alabama77,645$7.18M0.03%+12013F-HRTimeline
Custos Family Office, LLC76,375$7.06M2.47%+4,03813F-HRTimeline
RPg Family Wealth Advisory, LLC74,576$6.89M2.44%-5,23313F-HRTimeline
Prime Capital Investment Advisors, LLC73,814$6.82M0.1%-4,05413F-HRTimeline
Alpha Advisors, LLC/VA73,526$6.8M7%13F-HRTimeline
COMERICA BANK73,517$6.8M0.03%-16,74613F-HR/ATimeline
TAP Consulting, LLC73,107$6.76M1.38%+4,11013F-HRTimeline
Compass Financial Group, Inc.72,423$6.7M3.2%-2,39713F-HRTimeline
LITTLE HOUSE CAPITAL LLC72,264$6.68M1.91%-20,41413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…71,746$6.63M0.66%-6,57313F-HRTimelineGroup
MERIDIAN MANAGEMENT CO71,430$6.6M1.74%+5,57713F-HRTimeline
IFG Advisory, LLC71,407$6.6M0.37%+2,19213F-HRTimeline
IHT Wealth Management, LLC68,686$6.35M0.2%+2,20013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC68,269$6.31M0.01%+20,10813F-HRTimelineGroup
Litman Gregory Wealth Management LLC68,071$6.29M0.55%+4,07113F-HRTimeline
Cadence Wealth Management LLC68,002$6.29M4.16%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…67,460$6.24M0.58%+69313F-HRTimeline
Modern Wealth Management, LLC67,171$6.21M0.23%+17,11513F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd67,072$6.2M0.12%new13F-HRTimelineGroup
One Day In July LLC66,627$6.16M0.65%-3,95013F-HRTimeline
Tennessee Valley Asset Management Partn…65,794$6.08M1.02%-3,52013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…65,756$6.08M0.01%+3,23713F-HRTimelineGroup
SIMPLEX TRADING, LLC65,726$6.08M0.17%-113,53313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…65,222$6.03M2.19%+2,00413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP71,004$6M0.01%-19,33413F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC64,679$5.98M0.17%-13,67813F-HRTimeline
Perigon Wealth Management, LLC64,722$5.98M0.15%-26,98913F-HRTimeline
Integrated Advisors Network LLC62,768$5.8M0.28%-33,18713F-HRTimeline
Rothschild Wealth LLC61,899$5.72M1.67%+43,17413F-HRTimeline
Sanctuary Advisors, LLC60,861$5.67M0.04%-1,88013F-HRTimeline
AMG National Trust Bank61,011$5.65M0.16%+19,50513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…60,792$5.62M0.13%+1,98113F-HRTimelineGroup
Riggs Asset Managment Co. Inc.60,328$5.59M1.49%-3,73913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding59,806$5.53M+39,136Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC59,459$5.5M0.03%-22,08813F-HRTimelineGroup
Global Retirement Partners, LLC58,895$5.44M0.16%+1,81213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.58,109$5.37M0.64%-34713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,962$5.36M0.06%+7,75913F-HRTimelineGroup
COUNTRY CLUB BANK57,770$5.35M0.36%+8,80413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC57,596$5.32M0.02%+6,69813F-HRTimelineGroup
FLOW TRADERS U.S. LLC56,288$5.2M0.21%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management55,972$5.17M0.08%-11,00713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.55,657$5.15M0.25%+22,25213F-HRTimeline
Jessup Wealth Management, Inc55,635$5.14M2.19%new13F-HRTimeline
Compound Planning, Inc.55,128$5.1M0.26%+14713F-HRTimeline
Lake Hills Wealth Management, LLC54,388$5.03M3.44%-14,43513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE54,346$5.02M0.01%-143,35413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,069$5M0.11%+10,26113F-HRTimelineGroup
High Note Wealth, LLC54,062$5M1.3%+49,59513F-HRTimeline
SYNTAX RESEARCH, INC.53,563$4.95M3.55%+6,01913F-HRTimeline
SPC Financial, Inc.53,552$4.95M0.43%+2,07213F-HRTimeline
Almanack Investment Partners, LLC.53,340$4.93M0.76%-2,33113F-HRTimeline
OneDigital Investment Advisors LLC53,003$4.9M0.06%-1,16713F-HRTimeline
Transce3nd, LLC52,888$4.89M1.66%13F-HRTimeline
1832 Asset Management L.P.52,567$4.86M0.01%+3,14413F-HRTimeline
Ethos Financial Group, LLC52,451$4.85M0.63%new13F-HRTimeline
DAVENPORT & Co LLC52,342$4.84M0.03%-10,18613F-HRTimeline
Forza Wealth Management, LLC52,073$4.81M2.19%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…51,815$4.79M0.2%-12,72513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC51,504$4.76M0.15%+1,40613F-HRTimeline
White Pine Investment CO51,402$4.75M1.28%+6,07513F-HRTimeline
Values First Advisors, Inc.51,029$4.72M2.6%+17,80613F-HRTimeline
Advisory Services Network, LLC49,629$4.59M0.09%+10,01313F-HRTimeline
AssuredPartners Investment Advisors, LLC49,601$4.59M0.89%13F-HRTimeline
Lifeworks Advisors, LLC49,408$4.57M0.82%+16,62613F-HRTimeline
TWO SIGMA SECURITIES, LLC49,384$4.57M0.83%+46,40113F-HRTimeline
IFP Advisors, Inc49,324$4.56M0.15%+2,49413F-HRTimeline
Cresset Asset Management, LLC48,231$4.46M0.02%-25,65013F-HRTimeline
Betterment LLC47,830$4.42M0.01%+3,36713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding47,649$4.41M+10,709Timeline
WOLVERINE TRADING, LLC46,973$4.35M0.1%new13F-HRTimeline
Aspire Capital Advisors LLC47,030$4.35M1.24%+4,54513F-HRTimeline
AE Wealth Management LLC46,107$4.26M0.04%+16,81113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA45,819$4.24M0.2%+5,70813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,691$4.22M<0.01%+18,57613F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT45,501$4.21M1.09%+4,28013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC45,491$4.21M0.03%+1913F-HRTimelineGroup
LEUTHOLD GROUP, LLC45,078$4.17M0.5%-2,43313F-HRTimeline
Systelligence, LLC45,013$4.16M1.03%-69,87013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC44,961$4.16M0.31%-27,74413F-HRTimeline
FCA CORP /TX44,875$4.15M1.3%+15,06813F-HRTimeline
Smith Salley Wealth Management44,542$4.12M0.26%+65613F-HRTimeline
SYNOVUS FINANCIAL CORP44,362$4.1M0.05%+2,90313F-HRTimeline
Sage Advisory Services, Ltd.Co.43,764$4.05M2.4%+5,59913F-HRTimeline
Israel Discount Bank of New York43,624$4.03M2.93%-4,47013F-HRTimeline
Meridian Wealth Management, LLC43,420$4.01M0.19%+45613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC43,225$4M0.08%-4,86213F-HRTimeline
MGO ONE SEVEN LLC42,777$3.95M0.15%-2,94613F-HRTimeline
FORTE ASSET MANAGEMENT LLC42,432$3.92M2.08%+2,36113F-HRTimeline
Semmax Financial Advisors Inc.42,174$3.92M1.05%-38,03813F-HRTimeline
Circle Wealth Management, LLC42,285$3.91M0.08%-6,59413F-HRTimeline
Geneos Wealth Management Inc.42,064$3.89M0.14%-2613F-HRTimeline
Global View Capital Management LLC41,734$3.86M1.35%13F-HRTimeline
FreeGulliver LLC41,699$3.86M2.01%+3,67513F-HRTimeline
Stordahl Capital Management, Inc.41,532$3.84M0.91%-35413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,851$3.78M0.09%+16,51213F-HRTimelineGroup
Integras Partners LLC40,288$3.72M3.18%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…40,077$3.71M0.21%+11,24113F-HRTimeline
Christensen, King & Associates Investme…40,007$3.69M1.73%-3,73313F-HRTimeline
WealthTrak Capital Management LLC39,328$3.64M3.07%13F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC38,976$3.6M0.43%-41,88013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …38,886$3.6M0.05%+4,27813F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG38,247$3.54M0.06%+11,40513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…38,192$3.53M0.01%-12,61113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK38,064$3.52M0.02%-5,61413F-HRTimelineGroup
Foundations Investment Advisors, LLC37,823$3.5M0.07%+5,22813F-HRTimeline
ORG Partners LLC37,633$3.48M0.47%+21,12113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…37,348$3.45M0.05%-4,71413F-HRTimelineGroup
Ballew Advisors, Inc37,776$3.44M2.2%+10,41013F-HRTimeline
Palogic Value Management, L.P.37,000$3.42M1.37%new13F-HR/ATimeline
Carr Financial Group Corp36,921$3.41M1.07%-13113F-HRTimeline
BEAM WEALTH ADVISORS, INC.36,617$3.39M1.07%+1,30313F-HRTimeline
Portside Wealth Group, LLC36,531$3.38M0.56%+3,60413F-HR/ATimeline
DDD Partners, LLC36,288$3.35M0.41%+4,98913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC36,234$3.35M0.43%+3,79913F-HRTimeline
Innova Wealth Partners36,020$3.33M2.1%new13F-HRTimeline
TrinityPoint Wealth, LLC35,805$3.31M0.47%-11,21213F-HRTimeline
JT Stratford LLC35,512$3.28M0.54%+19,86913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,354$3.27M0.13%+42313F-HRTimelineGroup
Boltwood Capital Management35,144$3.25M0.99%-2,51513F-HRTimeline
Columbus Macro, LLC34,991$3.23M0.45%+16,55113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC34,437$3.18M2.65%+44713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA34,123$3.15M0.2%013F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.34,101$3.15M0.43%+62513F-HRTimeline
SevenBridge Financial Group, LLC33,786$3.14M0.59%+89213F-HRTimeline
M Holdings Securities, Inc.33,809$3.13M0.5%new13F-HR/ATimeline
World Investment Advisors33,675$3.11M0.09%-43213F-HRTimeline
Vision Capital Management, Inc.33,630$3.11M0.46%+3,58613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,355$3.08M0.36%+28,07813F-HRTimeline
ARVEST INVESTMENTS, INC.33,307$3.08M0.49%-39213F-HRTimeline
Koshinski Asset Management, Inc.32,968$3.05M0.27%+26,21713F-HRTimeline
Bond & Devick Financial Network, Inc.30,747$3.02M1.29%013F-HRTimeline
Belpointe Asset Management LLC30,730$2.98M0.18%-3,10613F-HRTimeline
Dorsey Wright & Associates31,914$2.95M0.7%+29813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.31,494$2.91M2.21%-4,02513F-HRTimeline
Miller Financial Services LLC31,381$2.9M2.45%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC31,361$2.9M0.06%-5,37013F-HRTimelineGroup
Krilogy Financial LLC31,353$2.9M0.19%-3,07613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,287$2.9M0.27%+11,33213F-HRTimeline
Family Firm, Inc.30,897$2.86M0.64%+2,46113F-HRTimeline
STABLEFORD CAPITAL II LLC30,497$2.82M1.11%-12,65813F-HRTimeline
New Century Financial Group, LLC30,491$2.82M1.2%+4,44413F-HRTimeline
BCM ADVISORS, LLC30,034$2.81M0.63%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd30,000$2.77M0.02%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
LFA - Lugano Financial Advisors SA29,598$2.74M1.79%-1,92413F-HRTimeline
Bryn Mawr Trust Advisors, LLC29,217$2.7M0.15%+86013F-HR/ATimeline
LWM ADVISORS INC28,757$2.66M2.67%13F-HRTimeline
RiverFront Investment Group, LLC28,506$2.64M0.06%-37113F-HRTimeline
WEALTH ALLIANCE, LLC28,324$2.62M0.31%-10,74513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…27,728$2.56M0.97%+4,76713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,684$2.56M0.01%-2,70913F-HRTimeline
Rockingstone Advisors LLC27,680$2.56M1.13%+8,75013F-HRTimeline
Canal Capital Management, LLC27,598$2.55M0.41%+1,05713F-HRTimeline
Sigma Planning Corp27,207$2.52M0.08%-4,65113F-HRTimeline
Cypress Capital, LLC26,807$2.48M0.71%-1,16913F-HRTimeline
Stablepoint Partners, LLC26,434$2.44M0.45%+3,24813F-HRTimeline
GROUP ONE TRADING LLC26,143$2.42M0.08%new13F-HR/ATimeline
Certus Wealth Management, LLC25,682$2.39M1.6%-6013F-HRTimeline
Silverleafe Capital Partners, LLC25,826$2.39M0.76%-30,64313F-HRTimeline
Acropolis Investment Management, LLC25,823$2.39M0.14%new13F-HRTimeline
Waterloo Capital, L.P.25,817$2.39M0.25%+19,55613F-HRTimeline
MFA Wealth Services25,755$2.38M1.91%13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …25,732$2.38M0.03%+7,96913F-HRTimelineGroup
WARNER FINANCIAL, INC25,080$2.32M1%+6,09513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC25,072$2.32M0.06%13F-HRTimeline
Snowden Capital Advisors LLC25,059$2.32M0.07%+3,25113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO24,752$2.29M0.04%+8,72213F-HRTimeline
Amundiin group Amundi24,500$2.25M<0.01%-146,00013F-HRTimelineGroup
Robinson Value Management, Ltd.23,919$2.21M1.46%+23113F-HRTimeline
Asset Management Group, Inc.23,728$2.19M0.39%-9,48113F-HRTimeline
Sovran Advisors, LLC23,969$2.19M0.31%13F-HRTimeline
Aptus Capital Advisors, LLC23,412$2.16M0.03%+21,07713F-HRTimeline
Mount Lucas Management LP23,211$2.15M0.75%-4,20013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC23,178$2.14M2.35%-15,66013F-HRTimeline
Burns Matteson Capital Management, LLC22,962$2.12M1.19%+24113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC22,927$2.12M1.88%13F-HRTimeline
SeaBridge Investment Advisors LLC22,748$2.1M0.44%new13F-HRTimeline
Black Maple Capital Management LP22,500$2.08M1.58%new13F-HRTimeline
ETF Store, Inc.22,241$2.06M2.55%+63313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,231$2.06M0.15%-12,59713F-HRTimeline
Independent Advisor Alliance22,185$2.05M0.03%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.22,100$2.04M0.01%013F-HRTimelineGroup
Worth Asset Management, LLC21,942$2.03M1.08%-97,97113F-HRTimeline
RPG Investment Advisory, LLC21,510$1.99M0.27%-3,30013F-HRTimeline
Central Pacific Bank - Trust Division21,451$1.98M0.26%-16,34513F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…21,251$1.96M0.08%+8,69113F-HRTimelineGroup
Formidable Asset Management, LLC21,090$1.95M0.32%+5,52813F-HRTimeline
VestGen Investment Management20,974$1.94M0.53%+6,50913F-HRTimeline