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Disclosery

IEF ISHARES TR

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7-10 YR TRSY BD (fund)

975 managers (985 13F filers) reported a position in IEF shares at 2025-03-31, 313,867,796 shares in all. 109 filers opened a position and 88 filers sold out during the quarter.

Managers
975
13F filers
985
New
109
Added
435
Reduced
316
Sold out
88
Shares held by filers
313,867,796

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Atria Wealth Solutions, Inc.117,078$11.2M0.13%-222,59713F-HRTimeline
NVWM, LLC116,901$11.1M2.96%+22,98813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management116,114$11.1M0.35%+80613F-HRTimelineGroup
Integrated Wealth Concepts LLC114,537$10.9M0.13%+14,64313F-HRTimeline
Waverly Advisors, LLC113,863$10.9M0.13%-14413F-HRTimeline
SCOTIA CAPITAL INC.113,427$10.8M0.06%+20,18913F-HRTimeline
DSG Capital Advisors, LLC112,914$10.8M2.18%-10,70013F-HRTimeline
CWM, LLCin group CWM, LLC112,868$10.8M0.04%+58413F-HRTimelineGroup
Hudock, Inc.112,745$10.8M1.88%+9,70813F-HRTimeline
LITTLE HOUSE CAPITAL LLC111,986$10.7M2.94%+39,72213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.110,137$10.5M0.11%-13913F-HRTimeline
PINNACLE ASSOCIATES LTD110,348$10.5M0.15%+97813F-HRTimeline
RWA WEALTH PARTNERS, LLC108,790$10.4M0.13%new13F-HRTimeline
Dynamic Wealth Strategies, LLC108,132$10.3M8.57%+1,01513F-HRTimeline
Net Worth Advisory Group108,080$10.3M3.24%+2,40013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC106,872$10.2M0.01%-158,24013F-HRTimelineGroup
High Note Wealth, LLC106,779$10.2M2.52%+52,71713F-HRTimeline
Sound Financial Strategies Group, LLC106,171$10.1M9.04%-75,66313F-HRTimeline
SkyOak Wealth, LLC104,690$9.98M2.19%+13,41713F-HRTimeline
Summit Wealth Partners, LLC103,643$9.88M2%+3,70013F-HRTimeline
SYON CAPITAL LLC103,556$9.88M0.8%-28,80413F-HRTimeline
LINCOLN CAPITAL CORP102,291$9.76M4.06%+2,96713F-HRTimeline
Jessup Wealth Management, Inc99,253$9.47M3.98%+43,61813F-HRTimeline
Janney Capital Management LLC98,940$9.44M0.65%+1,25013F-HRTimeline
STABLEFORD CAPITAL II LLC99,029$9.38M3.97%+68,53213F-HRTimeline
Lifeworks Advisors, LLC97,582$9.31M1.55%+48,17413F-HRTimeline
Innova Wealth Partners97,475$9.3M5.76%+61,45513F-HRTimeline
Atria Investments, Inc97,432$9.29M0.12%-3,67013F-HRTimeline
Werba Rubin Papier Wealth Management96,386$9.19M2%+83,35513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.94,050$8.97M3.08%13F-HRTimeline
One Day In July LLC93,298$8.9M0.89%+26,67113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC91,341$8.71M1.55%-13,27013F-HRTimeline
MTC Wealth Management LLC89,847$8.57M4.21%-137,85913F-HRTimeline
Premier Path Wealth Partners, LLC88,790$8.47M1.32%+7,70713F-HRTimeline
Chicago Partners Investment Group LLC87,554$8.32M0.28%+4,08413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC87,212$8.32M1.12%+61213F-HRTimeline
Private Advisor Group, LLC85,417$8.15M0.05%-23,48013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…85,190$8.12M0.16%new13F-HRTimelineGroup
U S WEALTH GROUP, LLC.84,690$8.08M6.4%-1,72613F-HRTimeline
Geneos Wealth Management Inc.82,712$7.89M0.12%+40,64813F-HRTimeline
Foundations Investment Advisors, LLC81,275$7.75M0.14%+43,45213F-HRTimeline
Beirne Wealth Consulting Services, LLC80,965$7.72M2.75%+67013F-HRTimeline
Financial Advocates Investment Manageme…81,835$7.7M0.54%+68,74413F-HRTimeline
COMERICA BANK79,874$7.62M0.03%+6,35713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…79,239$7.56M0.77%+7,49313F-HRTimelineGroup
Modern Wealth Management, LLC78,882$7.52M0.24%+11,71113F-HR/ATimeline
IFG Advisory, LLC78,700$7.51M0.42%+7,29313F-HRTimeline
Ameraudi Asset Management, Inc.77,781$7.42M4.24%+73,05013F-HRTimeline
GWN SECURITIES INC.77,108$7.35M0.41%new13F-HRTimeline
MERIDIAN MANAGEMENT CO76,823$7.33M2.27%+5,39313F-HR/ATimeline
Bond & Devick Financial Network, Inc.76,221$7.27M2.64%+45,47413F-HRTimeline
Kensington Asset Management, LLC75,620$7.21M0.76%-2,19713F-HRTimeline
Horizon Investments, LLC75,811$7.18M0.21%+73,95313F-HRTimeline
Custos Family Office, LLC75,230$7.17M2.54%-1,14513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…74,570$7.11M0.15%+13,77813F-HRTimelineGroup
Rothschild Wealth LLC74,506$7.11M1.99%+12,60713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding74,350$7.09M-275,008Timeline
Betterment LLC73,734$7.03M0.02%+25,90413F-HRTimeline
OneDigital Investment Advisors LLC72,092$6.88M0.08%+19,08913F-HRTimeline
Mount Lucas Management LP71,782$6.85M3.22%+48,57113F-HRTimeline
Compass Financial Group, Inc.71,223$6.79M3.49%-1,20013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…69,986$6.67M2.46%+4,76413F-HRTimelineGroup
LEUTHOLD GROUP, LLC69,157$6.6M0.86%+24,07913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC68,494$6.53M0.1%+37,13313F-HR/ATimelineGroup
NAVELLIER & ASSOCIATES INC69,061$6.53M0.9%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC68,269$6.51M0.01%013F-HRTimelineGroup
Litman Gregory Wealth Management LLC67,900$6.48M0.56%-17113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…67,791$6.47M0.6%+33113F-HRTimeline
RPg Family Wealth Advisory, LLC65,678$6.26M1.78%-8,89813F-HRTimeline
EASTERN BANK65,268$6.22M0.12%-453,26813F-HRTimeline
Tennessee Valley Asset Management Partn…65,245$6.22M1.01%-54913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP64,700$6.17M0.31%new13F-HRTimeline
Waterloo Capital, L.P.64,331$6.14M0.57%+38,51413F-HRTimeline
IHT Wealth Management, LLC63,506$6.06M0.19%-5,18013F-HRTimeline
AMG National Trust Bank63,332$6.04M0.17%+2,32113F-HRTimeline
SYNTAX RESEARCH, INC.62,575$5.97M4.12%+9,01213F-HRTimeline
Central Pacific Bank - Trust Division62,350$5.95M0.82%+40,89913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC62,275$5.94M0.05%new13F-HRTimelineGroup
Sanctuary Advisors, LLC61,408$5.86M0.04%+54713F-HRTimeline
SFG Wealth Management, LLC.61,400$5.86M2.86%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,411$5.84M0.01%+15,72013F-HR/ATimelineGroup
Black Maple Capital Management LP60,850$5.8M4.56%+38,35013F-HRTimeline
COUNTRY CLUB BANK60,373$5.74M0.39%+2,60313F-HRTimeline
Perigon Wealth Management, LLC60,093$5.73M0.15%-4,62913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.59,610$5.69M0.28%+3,95313F-HRTimeline
BCM ADVISORS, LLC58,462$5.54M1.26%+28,42813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.57,728$5.51M0.7%-38113F-HRTimeline
Clark Capital Management Group, Inc.57,656$5.5M0.04%new13F-HRTimeline
First Heartland Consultants, Inc.57,429$5.48M0.57%+38,56913F-HRTimeline
Altman Advisors, Inc.56,837$5.46M2.52%new13F-HRTimeline
Legacy PCG, LLC57,109$5.45M3.84%+42,61313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments56,551$5.39M0.39%+46,25413F-HRTimelineGroup
Rockingstone Advisors LLC56,120$5.35M2.41%+28,44013F-HRTimeline
SPC Financial, Inc.55,641$5.31M0.47%+2,08913F-HRTimeline
White Pine Investment CO54,980$5.24M1.41%+3,57813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC53,576$5.11M3.82%+19,13913F-HRTimeline
Compound Planning, Inc.53,085$5.06M0.23%-2,04313F-HRTimeline
DAVENPORT & Co LLC52,844$5.04M0.03%+50213F-HRTimeline
Values First Advisors, Inc.52,796$5.03M2.94%+1,76713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC52,436$5M0.17%+93213F-HRTimeline
Advisory Services Network, LLC52,421$5M0.1%+2,79213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,069$5M0.11%013F-HRTimelineGroup
1832 Asset Management L.P.52,328$4.99M0.01%-23913F-HRTimeline
Forza Wealth Management, LLC52,023$4.96M2.23%-5013F-HRTimeline
Riggs Asset Managment Co. Inc.51,831$4.94M1.41%-8,49713F-HRTimeline
AssuredPartners Investment Advisors, LLC51,687$4.93M0.95%+2,08613F-HRTimeline
Aspire Capital Advisors LLC51,241$4.89M1.46%+4,21113F-HRTimeline
Alliance Wealth Advisors, LLC /UT51,115$4.87M1.27%+5,61413F-HRTimeline
One Degree Advisors Inc50,004$4.77M1.96%+37,29613F-HRTimeline
M Holdings Securities, Inc.49,833$4.75M0.79%+16,02413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,641$4.73M0.12%+34,28013F-HRTimelineGroup
IFP Advisors, Inc48,947$4.67M0.14%-37713F-HRTimeline
Reyes Financial Architecture, Inc.47,960$4.57M3.37%+47,92413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC47,581$4.54M0.53%+14,22613F-HRTimeline
Systelligence, LLC46,308$4.42M1.06%+1,29513F-HRTimeline
Smith Salley Wealth Management45,975$4.38M0.29%+1,43313F-HRTimeline
FCA CORP /TX45,627$4.35M1.39%+75213F-HRTimeline
Checchi Capital Advisers, LLC45,536$4.34M0.31%+33,97213F-HRTimeline
Transce3nd, LLC45,508$4.33M1.93%-7,38013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK44,740$4.27M0.03%+6,67613F-HRTimelineGroup
Global Assets Advisory, LLC44,460$4.22M0.79%new13F-HRTimeline
DDD Partners, LLC44,239$4.22M0.51%+7,95113F-HRTimeline
MGO ONE SEVEN LLC43,853$4.18M0.16%+1,07613F-HRTimeline
FreeGulliver LLC43,614$4.16M2.11%+1,91513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding43,062$4.11M-16,744Timeline
Semmax Financial Advisors Inc.43,519$4.11M1.11%+1,34513F-HRTimeline
Meridian Wealth Management, LLC42,772$4.08M0.2%-64813F-HRTimeline
Federation des caisses Desjardins du Qu…42,434$4.05M0.02%+35,92813F-HRTimeline
HM PAYSON & CO42,341$4.04M0.07%+41,90813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,656$3.97M0.03%+37,48213F-HRTimelineGroup
Stordahl Capital Management, Inc.41,309$3.94M0.93%-22313F-HRTimeline
Rossby Financial, LCC41,282$3.93M1.7%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC41,190$3.93M0.17%new13F-HR/ATimeline
Circle Wealth Management, LLC41,174$3.93M0.09%-1,11113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA40,988$3.86M0.19%-4,83113F-HRTimeline
Koshinski Asset Management, Inc.40,041$3.82M0.32%+7,07313F-HRTimeline
WealthTrak Capital Management LLC39,792$3.79M3.27%+46413F-HRTimeline
FORTE ASSET MANAGEMENT LLC39,754$3.79M1.91%-2,67813F-HRTimeline
Portside Wealth Group, LLC39,684$3.78M0.62%+3,15313F-HR/ATimeline
Crabel Capital Management, LLC39,485$3.77M4.07%+35,21713F-HRTimeline
Sage Advisory Services, Ltd.Co.39,363$3.75M2.21%-4,40113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC39,008$3.72M<0.01%-105,89813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…38,865$3.71M0.05%+1,51713F-HRTimelineGroup
SSA SWISS ADVISORS AG38,505$3.67M1.88%13F-HRTimeline
Christensen, King & Associates Investme…38,590$3.65M1.73%-1,41713F-HRTimeline
SYNOVUS FINANCIAL CORP38,238$3.65M0.05%-6,12413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC38,089$3.63M0.14%+2,73513F-HRTimelineGroup
Ballew Advisors, Inc38,587$3.61M2.42%+81113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,777$3.6M0.05%-1,10913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding37,290$3.56M-10,359Timeline
WEALTH ALLIANCE, LLC37,278$3.56M0.43%+8,95413F-HRTimeline
Carr Financial Group Corp37,176$3.55M1.16%+25513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP37,058$3.53M<0.01%-70,48213F-HRTimelineGroup
AE Wealth Management LLC36,901$3.52M0.03%-9,20613F-HRTimeline
Turim 21 Investimentos Ltda.36,783$3.51M0.94%new13F-HRTimeline
JT Stratford LLC36,719$3.5M0.62%+1,20713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.36,664$3.5M0.06%-108,65513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Verition Fund Management LLC36,611$3.49M0.02%+25,86113F-HRTimeline
Coastal Bridge Advisors, LLC35,981$3.43M0.31%new13F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…35,924$3.43M0.01%-2,26813F-HRTimelineGroup
Canal Capital Management, LLC35,860$3.42M0.57%+8,26213F-HRTimeline
SYKON CAPITAL LLC35,770$3.41M1.3%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC35,687$3.4M0.46%-54713F-HRTimeline
Stablepoint Partners, LLC35,323$3.37M0.61%+8,88913F-HRTimeline
Columbus Macro, LLC35,198$3.36M0.44%+20713F-HRTimeline
Belpointe Asset Management LLC34,584$3.3M0.17%+3,85413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…34,193$3.26M1.15%+6,46513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.34,161$3.26M0.44%+6013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA34,123$3.25M0.22%013F-HRTimelineGroup
Integrated Advisors Network LLC34,041$3.25M0.16%-28,72713F-HRTimeline
ARVEST INVESTMENTS, INC.33,952$3.24M0.51%+64513F-HRTimeline
WARNER FINANCIAL, INC33,563$3.2M1.42%+8,48313F-HRTimeline
Israel Discount Bank of New York33,462$3.19M2.45%-10,16213F-HRTimeline
Orion Porfolio Solutions, LLC33,336$3.18M0.03%+24,86313F-HRTimeline
Orion Portfolio Solutions, LLC33,336$3.18M0.03%+24,86313F-HR/ATimeline
Vision Capital Management, Inc.32,911$3.14M0.45%-71913F-HRTimeline
Integras Partners LLC32,740$3.12M2.82%-7,54813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.32,625$3.11M2.38%+1,13113F-HRTimeline
BEAM WEALTH ADVISORS, INC.32,591$3.11M1.05%-4,02613F-HRTimeline
ORG Partners LLC32,343$3.09M0.76%-5,29013F-HRTimeline
Dorsey Wright & Associates31,444$3M0.76%-47013F-HRTimeline
Sigma Planning Corp31,282$2.98M0.1%+4,07513F-HRTimeline
CHOREO, LLC31,165$2.97M0.05%+16,43013F-HRTimeline
Miller Financial Services LLC31,084$2.96M4.26%-29713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,027$2.96M0.02%-14,46413F-HRTimelineGroup
Boltwood Capital Management30,967$2.95M0.9%-4,17713F-HRTimeline
Global View Capital Management LLC30,865$2.94M1.07%-10,86913F-HRTimeline
Sovran Advisors, LLC30,945$2.93M0.38%+6,97613F-HRTimeline
Aptus Capital Advisors, LLC30,336$2.89M0.03%+6,92413F-HRTimeline
Simplicity Wealth,LLC30,335$2.89M0.22%+17,97813F-HRTimeline
RATIONAL ADVISORS, INC.30,195$2.88M0.29%+29,51913F-HRTimeline
Capula Management Ltdin group Capula Management Ltd30,000$2.86M0.02%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Krilogy Financial LLC29,960$2.86M0.19%-1,39313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …29,800$2.84M0.04%+4,06813F-HRTimelineGroup
Family Firm, Inc.29,479$2.81M0.63%-1,41813F-HRTimeline
MFA Wealth Services29,344$2.8M2.3%+3,58913F-HRTimeline
Acropolis Investment Management, LLC29,010$2.77M0.16%+3,18713F-HRTimeline
LFA - Lugano Financial Advisors SA28,863$2.75M1.87%-73513F-HRTimeline
Almanack Investment Partners, LLC.28,459$2.71M0.54%-24,88113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,324$2.69M0.25%-2,96313F-HR/ATimeline