Skip to content
Disclosery

IEF ISHARES TR

Follow

7-10 YR TRSY BD (fund)

1,080 managers (1,095 13F filers) reported a position in IEF shares at 2025-12-31, 417,499,020 shares in all. 113 filers opened a position and 76 filers sold out during the quarter.

Managers
1,080
13F filers
1,095
New
113
Added
454
Reduced
336
Sold out
76
Shares held by filers
417,499,020

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Advisors Preferred, LLCin group Advisors Preferred, LLC111,154$10.7M1.74%+11,98413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding110,592$10.6M+84,754Timeline
COMERICA BANK110,342$10.6M0.04%+21,29013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA109,033$10.5M0.31%+74,44913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management107,834$10.4M0.35%+4,30513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS107,548$10.3M0.01%-69,59713F-HRTimelineGroup
Beacon Pointe Advisors, LLC106,999$10.3M0.07%+34,54613F-HRTimeline
Quinn Opportunity Partners LLC106,000$10.2M0.44%-4,00013F-HRTimeline
Ameraudi Asset Management, Inc.105,393$10.1M5.57%+15,86113F-HRTimeline
U S WEALTH GROUP, LLC.104,786$10.1M6.64%-1,23213F-HRTimeline
Summit Financial, LLC104,573$10.1M0.15%-48813F-HRTimeline
High Note Wealth, LLC104,023$10M1.96%-40713F-HRTimeline
Goodman Advisory Group, LLC103,453$9.95M2.45%+6,76013F-HRTimeline
Chicago Partners Investment Group LLC102,119$9.8M0.24%+9,84213F-HRTimeline
Private Advisor Group, LLC101,564$9.77M0.05%-15,28313F-HRTimeline
Rothschild Wealth LLC100,880$9.7M0.93%+18,16613F-HR/ATimeline
DRW Securities, LLC99,898$9.61M0.73%+53,68513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC99,542$9.57M0.14%-22,56413F-HRTimeline
Summit Asset Management, LLC97,234$9.35M1.32%-104,98313F-HRTimeline
Atria Investments, Inc96,374$9.27M0.11%+51613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …96,174$9.25M0.01%-951,44813F-HRTimelineGroup
Bond & Devick Financial Network, Inc.95,728$9.21M2.59%+6,71913F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.94,780$9.11M2.69%-67213F-HRTimeline
Premier Path Wealth Partners, LLC94,606$9.1M1.17%+5,70413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC94,581$9.09M0.07%+4,68013F-HRTimeline
Integrated Wealth Concepts LLC93,904$9.03M0.11%+6,52413F-HRTimeline
Summit Wealth Partners, LLC93,174$8.96M1.66%-4,38413F-HRTimeline
AE Wealth Management LLC92,875$8.93M0.05%+42,81013F-HRTimeline
Janney Capital Management LLC92,531$8.9M0.56%-2,47513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…92,451$8.89M0.12%+9113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,039$8.85M0.05%+55213F-HRTimelineGroup
Advisory Services Network, LLC91,973$8.84M0.13%+4,24513F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…91,412$8.79M0.71%+1,12813F-HRTimelineGroup
Global Trust Asset Management, LLC88,794$8.54M3.37%+87,79813F-HRTimeline
SYNTAX RESEARCH, INC.87,935$8.46M5.22%+7,63813F-HRTimeline
SCOTIA CAPITAL INC.87,054$8.37M0.03%-13,45613F-HRTimeline
MTC Wealth Management LLC85,600$8.23M3.86%-75713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …83,412$8.02M0.06%13F-HR/ATimelineGroup
STABLEFORD CAPITAL II LLC83,156$8M2.89%-19,23813F-HRTimeline
Cadence Wealth Management LLC83,054$7.99M3.86%-63,47713F-HRTimeline
One Day In July LLC82,766$7.96M0.65%-4,30813F-HRTimeline
TUDOR INVESTMENT CORP ET AL82,756$7.96M0.04%+56,96413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC82,008$7.89M1.11%-5,91713F-HRTimeline
Sanctuary Advisors, LLC81,901$7.88M0.04%+2,36513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …78,771$7.57M0.11%+24,08813F-HRTimelineGroup
SummitTX Capital, L.P.77,720$7.47M0.23%new13F-HRTimeline
LEUTHOLD GROUP, LLC77,137$7.42M0.8%-54213F-HRTimeline
Arete Wealth Advisors, LLC77,002$7.4M0.51%-23,99813F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…76,243$7.33M0.5%+2,34413F-HRTimeline
Wealth Enhancement Trust Services, Inc.76,210$7.33M0.93%13F-HRTimeline
SHARPEPOINT LLC74,859$7.2M4.31%+52,56813F-HRTimeline
Bison Wealth, LLC75,586$7.17M0.81%-47,59413F-HRTimeline
Altman Advisors, Inc.74,566$7.17M2.7%+12,00413F-HRTimeline
Thayer Partners, LLC / MA73,345$7.05M3.43%13F-HRTimeline
WHI TRUST Co LLC73,306$7.05M5.43%13F-HRTimeline
Tennessee Valley Asset Management Partn…72,551$6.98M0.9%+2,10413F-HRTimeline
World Investment Advisors71,943$6.92M0.11%+40,85913F-HR/ATimeline
Acropolis Investment Management, LLC71,174$6.84M0.31%+39,01413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding70,783$6.81M+3,928Timeline
White Pine Investment CO70,753$6.8M1.6%+4,79113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding70,508$6.77M-2,146Timeline
Allianz Asset Management GmbHin group Allianz SE70,200$6.75M0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC69,700$6.7M0.16%+8,28413F-HRTimeline
BCM ADVISORS, LLC69,711$6.69M1.28%+3,89113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.68,972$6.63M0.4%+64,86713F-HRTimelineGroup
Dynasty Wealth Management, LLC68,805$6.62M0.06%+39,40413F-HRTimeline
Compass Financial Group, Inc.68,612$6.6M2.91%-28513F-HRTimeline
RPg Family Wealth Advisory, LLC68,586$6.6M1.45%+1,55313F-HRTimeline
Risk Paradigm Group, LLC68,209$6.56M6.31%13F-HRTimeline
GAM Holding AGin group GAM Holding AG68,000$6.54M0.42%013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC67,561$6.5M0.71%-21,99513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.66,958$6.44M0.27%+35213F-HRTimeline
AMG National Trust Bank66,268$6.37M0.15%+1,64113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…66,224$6.37M2.01%+34213F-HRTimelineGroup
First Interstate Bank65,845$6.33M0.34%+5,24213F-HRTimeline
IPG Investment Advisors LLC65,694$6.32M1.11%+7,97813F-HRTimeline
Legacy PCG, LLC65,365$6.29M3.89%+1,57113F-HRTimeline
Systelligence, LLC65,096$6.26M1.19%-38,92913F-HRTimeline
Argo Wealth Advisory, LLC64,720$6.22M3.72%13F-HRTimeline
AlphaCore Capital LLC64,643$6.22M0.14%+62,89713F-HRTimeline
Litman Gregory Wealth Management LLC64,206$6.17M0.45%-1,03913F-HRTimeline
HM PAYSON & CO63,890$6.14M0.09%013F-HRTimeline
Compound Planning, Inc.63,235$6.08M0.18%+1,70013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.63,179$6.08M0.66%+1,63113F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC62,660$6.03M0.41%-18,46113F-HRTimeline
Dorsey & Whitney Trust CO LLC62,482$6.01M0.32%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management61,937$5.96M0.07%-34,05913F-HRTimelineGroup
Foundations Investment Advisors, LLC61,656$5.93M0.08%-20,02213F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC61,035$5.87M4.31%+1,75013F-HRTimeline
Benchmark Financial, LLC61,016$5.87M5.85%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/60,222$5.79M0.01%+38,31013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments60,087$5.78M0.34%+1,35913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC59,489$5.72M0.13%+1,21813F-HRTimeline
DAVENPORT & Co LLC59,469$5.72M0.03%+1,63513F-HRTimeline
Sun Financial Inc58,617$5.64M3.14%13F-HRTimeline
TD Waterhouse Canada Inc.57,732$5.55M0.03%-16,20613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC56,782$5.46M3.42%+52613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…56,120$5.4M0.13%+56,11113F-HRTimelineGroup
Values First Advisors, Inc.55,499$5.34M2.77%+2,40013F-HRTimeline
Perigon Wealth Management, LLC55,498$5.34M0.1%+6,98713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC54,845$5.27M1.12%-6,46213F-HRTimeline
Aspire Capital Advisors LLC53,177$5.11M1.2%+86713F-HRTimeline
Ballew Advisors, Inc53,070$5.11M2.88%+1,73813F-HRTimeline
1832 Asset Management L.P.53,062$5.1M0.01%-45113F-HRTimeline
Beirne Wealth Consulting Services, LLC52,914$5.09M1.47%+5213F-HRTimeline
Good Steward Wealth Advisors,LLC52,531$5.05M3.33%-1,13013F-HRTimeline
One Degree Advisors Inc52,081$5.01M1.38%+15,30113F-HRTimeline
Stablepoint Partners, LLC51,992$5M0.78%+4,40513F-HRTimeline
Integrated Advisors Network LLC51,801$4.98M0.22%-1,31313F-HRTimeline
Portside Wealth Group, LLC50,754$4.88M0.66%+7,07813F-HRTimeline
Headlands Technologies LLC50,660$4.87M0.41%+7,40613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK50,017$4.81M0.03%+2,44013F-HRTimelineGroup
HighPoint Advisor Group LLC49,618$4.77M0.1%new13F-HRTimeline
Worth Asset Management, LLC49,575$4.77M2.02%-7,00713F-HRTimeline
DDD Partners, LLC49,424$4.75M0.3%+3,81113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC47,743$4.59M1.92%new13F-HRTimeline
Miller Financial Services LLC47,417$4.56M5.35%+6,79813F-HRTimeline
NVWM, LLC46,871$4.51M0.98%+3,54313F-HRTimeline
Moors & Cabot, Inc.46,801$4.5M0.19%new13F-HRTimeline
WARNER FINANCIAL, INC45,969$4.42M1.53%+4,22313F-HRTimeline
MY Wealth Management Inc.45,757$4.4M3.83%-73413F-HRTimeline
AssuredPartners Investment Advisors, LLC45,755$4.4M0.65%+33,89613F-HRTimeline
Capital Advisors Wealth Management, LLC45,725$4.4M0.6%-913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC45,267$4.35M0.14%-3,74813F-HRTimeline
Sovran Advisors, LLC45,170$4.35M0.37%-26413F-HRTimeline
Meridian Wealth Management, LLC45,143$4.34M0.15%+2,11713F-HRTimeline
Alliance Wealth Advisors, LLC /UT44,329$4.26M0.92%-10,79113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC43,782$4.21M0.01%-1,68713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC43,643$4.2M0.08%+99913F-HRTimeline
Modera Wealth Management, LLC43,541$4.19M0.05%-39213F-HRTimeline
Coastal Bridge Advisors, LLC42,354$4.07M0.3%+1,83213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…42,200$4.06M0.01%+1,33813F-HRTimelineGroup
Riggs Asset Managment Co. Inc.42,116$4.05M0.82%+28913F-HRTimeline
Sandbox Financial Partners, LLC41,524$3.99M1.1%new13F-HRTimeline
Veridan Wealth LLC41,304$3.97M1.33%+1,75113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC41,260$3.97M0.44%-8013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…41,103$3.95M0.05%+10713F-HRTimelineGroup
Canal Capital Management, LLC41,026$3.95M0.56%+2,74513F-HRTimeline
FreeGulliver LLC40,972$3.94M1.76%-3,14913F-HRTimeline
Sage Advisory Services, Ltd.Co.40,583$3.9M2.13%-2,30913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,196$3.87M0.08%-24,30413F-HRTimeline
Hershey Financial Advisers, LLC40,100$3.86M3.26%+2,39613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…39,960$3.84M1.08%-28013F-HRTimeline
Belpointe Asset Management LLC39,711$3.82M0.14%+10,48113F-HRTimeline
COURIER CAPITAL LLC39,561$3.8M0.21%+33,57913F-HRTimeline
Global Retirement Partners, LLC39,476$3.8M0.07%+5,87913F-HRTimeline
SSA SWISS ADVISORS AG39,403$3.79M1.77%-19,97813F-HRTimeline
Boreal Capital Management LLC38,835$3.73M2.82%+10,85013F-HRTimeline
MGO ONE SEVEN LLC38,710$3.72M0.08%-32,50313F-HRTimeline
PROMETHIUM ADVISORS,LLC38,710$3.72M2.01%+5,03413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP38,679$3.72M<0.01%+4,63313F-HRTimelineGroup
WEALTH ALLIANCE, LLC38,658$3.72M0.36%+23713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …38,658$3.72M0.03%+1,65313F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.38,181$3.67M0.43%+4,85013F-HRTimeline
Geneos Wealth Management Inc.38,159$3.67M0.09%-6,13013F-HRTimeline
Spectrum Strategic Capital Management, …38,129$3.67M1.95%+9,18213F-HRTimeline
Christensen, King & Associates Investme…37,891$3.64M1.55%+16313F-HRTimeline
SYKON CAPITAL LLC37,343$3.59M1.15%+2,50913F-HRTimeline
Procyon Advisors, LLC37,267$3.58M0.18%new13F-HRTimeline
&PARTNERS37,252$3.57M0.02%+3,07413F-HRTimeline
DOW CHEMICAL CO /DE/37,025$3.56M1.74%+21713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES36,922$3.55M1.32%+1,59013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,831$3.55M0.01%-1,87713F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.36,155$3.48M2.32%+70813F-HRTimeline
FORTE ASSET MANAGEMENT LLC36,052$3.47M1.57%-42613F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP35,984$3.46M3.8%13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC35,370$3.4M0.09%-3,23613F-HR/ATimelineGroup
Focused Wealth Management, Inc35,340$3.4M0.36%+9,12113F-HRTimeline
Crabel Capital Management, LLC35,329$3.4M2.57%-6,00113F-HRTimeline
Insight Wealth Partners, LLC35,139$3.38M1.41%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…35,133$3.38M0.11%+7,54113F-HRTimelineGroup
FCA CORP /TX35,056$3.37M0.95%+2,61013F-HRTimeline
Columbus Macro, LLC34,703$3.34M0.37%+2,62213F-HRTimeline
17 CAPITAL PARTNERS, LLC34,459$3.31M1.72%+5,66013F-HRTimeline
Sigma Planning Corp34,335$3.3M0.09%+2,06613F-HRTimeline
Solstein Capital, LLC34,147$3.28M1.32%+32,39213F-HRTimeline
Krilogy Financial LLC34,137$3.28M0.11%+7,53813F-HRTimeline
MFA Wealth Services33,976$3.27M2.21%+1,91013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC33,652$3.25M0.31%+5,61413F-HRTimelineGroup
Dorsey Wright & Associates33,637$3.23M0.7%-1,13813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC32,956$3.17M0.03%-52,50013F-HRTimelineGroup
Lifeworks Advisors, LLC32,923$3.17M0.41%-22,13313F-HRTimeline
CHOREO, LLC32,592$3.14M0.04%+2,18413F-HRTimeline
Silverleafe Capital Partners, LLC32,694$3.14M0.93%+5,75813F-HRTimeline
Mirabaud & Cie SA32,335$3.11M1%-16,81013F-HRTimeline
BEAM WEALTH ADVISORS, INC.32,206$3.1M0.85%+60313F-HRTimeline
Integras Partners LLC31,853$3.06M2.47%+1,88013F-HRTimeline
Insight Wealth Strategies, LLC31,650$3.04M0.35%-1,14613F-HRTimeline
Dakota Wealth Management31,270$3.01M0.05%+17,79613F-HR/ATimeline
CacheTech Inc.31,235$3M0.56%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG31,177$3M0.05%+9,58913F-HRTimelineGroup
Stordahl Capital Management, Inc.31,024$2.98M0.61%-1,83513F-HRTimeline
Koshinski Asset Management, Inc.30,864$2.97M0.19%-3,31213F-HRTimeline
Coppell Advisory Solutions LLC30,709$2.96M0.29%-30713F-HRTimeline
VestGen Investment Management30,750$2.96M1.64%+1,27213F-HRTimeline
Robertson Stephens Wealth Management, L…30,572$2.94M0.08%+9113F-HRTimeline
Vestmark Advisory Solutions, Inc.30,166$2.9M0.04%+9,72513F-HRTimeline
Western Wealth Management, LLC29,987$2.88M0.13%+25,56913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC29,800$2.87M0.01%-45013F-HRTimelineGroup
LANARK FINANCIAL, INC.29,511$2.84M0.21%-53613F-HRTimeline