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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
FIRST AMERICAN TRUST, FSB20,595$1.9M0.19%-9,02713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,484$1.89M0.05%+98613F-HRTimeline
Paragon Private Wealth Management, LLC20,483$1.89M0.87%+17813F-HRTimeline
GUIDANCE CAPITAL, INC20,430$1.89M0.58%-21,26213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK20,121$1.86M0.06%-9,25413F-HRTimelineGroup
Lewis Asset Management, LLC20,009$1.85M1.41%-62713F-HRTimeline
Focused Wealth Management, Inc19,941$1.84M0.25%+6,25213F-HRTimeline
Winthrop Capital Management, LLC19,749$1.83M0.49%new13F-HRTimeline
SimpliFi, Inc.19,771$1.83M0.84%-10113F-HRTimeline
Wallace Advisory Group, LLC18,487$1.81M1.25%-1,45413F-HRTimeline
Veridan Wealth LLC19,465$1.81M0.85%13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.19,393$1.79M0.78%-1,38613F-HRTimeline
FINANCIAL COUNSELORS INC19,200$1.78M0.03%+3,58713F-HRTimeline
Forefront Analytics, LLC19,088$1.76M0.82%+4,93813F-HRTimeline
First Heartland Consultants, Inc.18,860$1.74M0.18%-85313F-HRTimeline
waypoint wealth counsel18,700$1.73M1.13%+2,42013F-HRTimeline
WealthTrust Asset Management, LLC18,681$1.73M1.24%-33,05713F-HRTimeline
Biltmore Wealth Management, LLC18,646$1.72M0.72%-4013F-HRTimeline
HCR Wealth Advisors18,520$1.71M0.21%-3,00013F-HRTimeline
REGATTA CAPITAL GROUP, LLC18,470$1.71M0.33%new13F-HRTimeline
IBEX WEALTH ADVISORS18,378$1.7M0.2%new13F-HRTimeline
Advance Capital Management, Inc.18,075$1.67M0.08%-7,87313F-HRTimeline
Q Fund Management (Hong Kong) Ltd18,000$1.66M1.74%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT17,370$1.61M0.06%013F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC17,082$1.58M0.03%+14,72613F-HRTimelineGroup
ABLE Financial Group, LLC17,076$1.58M0.47%-70,32713F-HRTimeline
Sowell Financial Services LLC17,000$1.57M0.08%-9,92013F-HRTimeline
AGH Wealth Advisors, LLC16,794$1.55M1.44%13F-HRTimeline
Independent Family Office, LLC16,615$1.54M0.8%-9,18613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC16,576$1.53M0.56%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC16,568$1.53M0.72%+4,63913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,506$1.53M0.05%+1,41513F-HRTimelineGroup
Andina Capital Management, LLC16,460$1.52M1.24%new13F-HRTimeline
Smartleaf Asset Management LLC16,387$1.52M0.15%+1,66913F-HRTimeline
Presidio Capital Management, LLC16,324$1.51M0.81%+1,36213F-HRTimeline
CENTAURUS FINANCIAL, INC.16,262$1.5M0.09%-13113F-HRTimeline
Atlas Brown,Inc.16,118$1.49M0.51%-36213F-HRTimeline
Capital Asset Advisory Services LLC16,095$1.49M0.07%-1,27013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC16,047$1.48M0.11%-22,47013F-HRTimeline
&PARTNERS15,935$1.47M0.02%+6,04113F-HRTimeline
BLAIR WILLIAM & CO/IL15,714$1.45M<0.01%+3,29613F-HRTimeline
United Asset Strategies, Inc.15,552$1.44M0.13%-17613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,361$1.42M0.04%-6,05813F-HRTimelineGroup
Midwest Professional Planners, LTD.15,229$1.41M0.42%-2713F-HRTimeline
FIRST COMMUNITY TRUST NA15,185$1.4M1%013F-HRTimeline
Freedom Investment Management, Inc.15,015$1.39M0.12%-47513F-HRTimeline
FIDUCIENT ADVISORS LLC14,850$1.37M0.17%+1,52313F-HRTimeline
49 WEALTH MANAGEMENT, LLC14,843$1.37M0.2%-5,35113F-HRTimeline
Spectrum Strategic Capital Management, …14,783$1.37M0.86%new13F-HRTimeline
CHOREO, LLC14,735$1.36M0.02%-2,03613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,706$1.36M0.05%-23413F-HRTimeline
Faithward Advisors, LLC14,621$1.35M0.23%+40313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,579$1.35M0.11%new13F-HRTimeline
Legacy PCG, LLC14,496$1.34M0.95%+12,01413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,443$1.34M0.08%-61,62513F-HRTimelineGroup
Purus Wealth Management, LLC14,373$1.33M0.53%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,368$1.33M0.04%+4,17613F-HRTimelineGroup
LexAurum Advisors, LLC14,320$1.32M0.26%-65113F-HRTimeline
NATIXISin group Natixis Investment Managers14,187$1.31M0.01%+4,11213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources14,032$1.3M<0.01%+10,70413F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC13,597$1.26M1.06%13F-HR/ATimeline
Continuum Advisory, LLC13,580$1.26M0.16%+13813F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT13,518$1.25M0.09%+1,33113F-HRTimeline
Capital Investment Advisory Services, L…13,262$1.23M0.12%-11613F-HRTimeline
Sound View Wealth Advisors Group, LLC13,253$1.23M0.1%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC13,207$1.22M0.09%+5,33513F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC13,160$1.22M0.3%new13F-HRTimeline
Rathbones Group PLC13,144$1.22M0.01%+313F-HRTimeline
Financial Advocates Investment Manageme…13,091$1.21M0.07%+3,08613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,208$1.21M-3,432Timeline
Werba Rubin Papier Wealth Management13,031$1.2M0.28%013F-HRTimeline
HANOVER ADVISORS INC13,018$1.2M0.5%+24013F-HRTimeline
Biondo Investment Advisors, LLC13,015$1.2M0.17%+37013F-HRTimeline
Cordgrass Capital Advisors, LLC12,935$1.2M0.35%-68713F-HRTimeline
FLP Wealth Management, LLC12,879$1.19M3.04%13F-HRTimeline
Cosner Financial Group, LLC12,864$1.19M0.75%+22313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,856$1.19M0.01%-145,13113F-HRTimelineGroup
J. W. Coons Advisors, LLC12,844$1.19M0.31%-39513F-HRTimeline
One Degree Advisors Inc12,708$1.18M0.48%-35,16913F-HRTimeline
BAILARD, INC.12,482$1.15M0.03%-33,04513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,423$1.15M0.02%-4,56613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,421$1.15M0.02%+1,39113F-HRTimelineGroup
Simplicity Wealth,LLC12,357$1.14M0.24%-14,50313F-HRTimeline
WBH ADVISORY INC12,346$1.14M0.11%+3,13313F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS12,114$1.12M0.02%013F-HRTimeline
Cadence Bank12,104$1.12M0.08%+2,50713F-HRTimeline
SignalPoint Asset Management, LLC11,962$1.11M0.27%-3,60013F-HRTimeline
BayBridge Capital Group, LLC11,763$1.09M0.79%-39813F-HRTimeline
WealthCare Investment Partners, LLC11,756$1.09M0.47%-2,81113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd11,687$1.08M0.29%13F-HRTimelineGroup
Checchi Capital Advisers, LLC11,564$1.07M0.08%+74113F-HRTimeline
Dakota Wealth Management11,464$1.06M0.02%-30213F-HRTimeline
Strategic Wealth Partners, Ltd.11,403$1.06M0.09%+5,34513F-HRTimeline
Arkadios Wealth Advisors11,433$1.06M0.06%+2,38413F-HRTimeline
W1M Asset Management Ltd11,404$1.05M0.09%-16,44013F-HRTimeline
Coppell Advisory Solutions LLC11,355$1.05M0.15%+1,59913F-HRTimeline
Valtrion Capital Management, LLC11,280$1.04M1.37%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,100$1.03M0.08%+1,51313F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,074$1.02M0.05%+6,32413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,978$1.01M<0.01%new13F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.10,838$1.01M0.72%+3,35813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,899$1.01M0.03%-1,43713F-HRTimelineGroup
Savior LLC10,827$1M5.74%+5613F-HRTimeline
Verition Fund Management LLC10,750$994K0.01%new13F-HRTimeline
EVOKE WEALTH, LLC10,747$994K0.03%-9313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,715$991K0.04%-1,18913F-HRTimeline
Roundview Capital LLC10,686$988K0.07%+713F-HRTimeline
King Wealth Management Group10,651$985K0.14%+44013F-HRTimeline
NOTTINGHAM ADVISORS, INC.10,616$981K0.12%-16713F-HRTimeline
Prism Advisors, Inc.10,532$974K0.29%+1,31813F-HRTimeline
HUB Investment Partners, LLC10,396$961K0.04%new13F-HRTimeline
Mutual Advisors, LLC10,311$953K0.03%-26,21713F-HRTimeline
Camarda Financial Advisors, LLC10,299$952K0.36%-8,43313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,297$952K0.06%+54213F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co10,250$948K0.03%new13F-HRTimeline
Dogwood Wealth Management LLC10,230$946K0.5%+2,36713F-HRTimeline
Fortune Financial Advisors, LLC10,221$945K0.86%+1013F-HRTimeline
GeoWealth Management, LLC10,206$944K0.03%-47,58513F-HRTimeline
TCP Asset Management, LLC10,181$941K0.21%-15113F-HRTimeline
B. Riley Wealth Advisors, Inc.10,144$938K0.03%-26,39213F-HRTimeline
Prosperity Consulting Group, LLC10,020$926K0.07%-1,98413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,272$920K0.09%-94113F-HR/ATimeline
Lavaca Capital LLC9,848$910K0.4%+12213F-HRTimeline
Legacy Private Trust Co.9,691$896K0.06%-6,28913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,688$896K0.22%+38413F-HRTimelineGroup
Family Manage LLC9,653$892K0.14%-6,02313F-HRTimeline
Phil A. Younker & Associates, Ltd.9,455$874K0.87%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,440$873K0.03%-47613F-HRTimeline
Trek Financial, LLC9,255$856K0.06%-21813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,235$854K+813Timeline
SkyView Investment Advisors, LLC9,000$832K0.13%new13F-HRTimeline
Tanglewood Wealth Management, Inc.8,953$828K0.1%new13F-HRTimeline
Opal Wealth Advisors, LLC8,892$822K0.25%-6,04913F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC8,872$820K0.04%-2813F-HRTimeline
Horan Securities, Inc.8,844$818K0.31%-613F-HRTimeline
WEALTHSPAN PARTNERS, LLC8,799$813K0.39%+4,01513F-HRTimeline
Clearstead Advisors, LLC8,779$812K0.01%+35213F-HRTimeline
Bowman & Co S.C.8,744$808K0.42%-38313F-HRTimeline
Narus Financial Partners, LLC8,638$799K0.27%-4,59713F-HRTimeline
Canopy Partners, LLC8,595$795K0.3%-4,72613F-HRTimeline
VICUS CAPITAL8,535$789K0.07%+41013F-HRTimeline
Orion Porfolio Solutions, LLC8,473$783K0.01%-139,95513F-HRTimeline
Orion Portfolio Solutions, LLC8,473$783K0.01%-139,95513F-HRTimeline
International Private Wealth Advisors L…8,404$777K0.77%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,324$770K0.02%-1,46913F-HRTimeline
Ashton Thomas Private Wealth, LLC8,322$769K0.03%-2,00413F-HRTimeline
Rollins Financial Advisors, LLC8,267$764K0.12%+1,24713F-HRTimeline
Dynasty Wealth Management, LLC8,157$754K0.01%new13F-HRTimeline
DMC Group, LLC8,055$745K0.61%+4,50113F-HRTimeline
SBI Securities Co., Ltd.8,041$743K0.02%13F-HRTimeline
TriaGen Wealth Management LLC7,911$731K0.25%+8413F-HRTimeline
NORDEN GROUP LLC7,896$730K0.08%-1,26713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,817$723K0.06%+4,10613F-HR/ATimeline
FDx Advisors, Inc.7,804$721K0.21%+9013F-HRTimeline
Laird Norton Wetherby Wealth Management…7,754$717K0.03%013F-HRTimeline
AMARILLO NATIONAL BANK7,735$715K0.13%-20713F-HRTimeline
TTP Investments, Inc.7,732$715K0.25%-2413F-HRTimeline
Icon Wealth Advisors, LLC7,579$701K0.06%+2,01813F-HRTimeline
Pacifica Partners Inc.7,537$697K0.3%-1,31813F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,511$694K0.31%-17,01213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,474$691K0.03%+55013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC7,437$688K0.73%13F-HRTimeline
Goelzer Investment Management, Inc.7,351$680K0.04%+34713F-HRTimeline
Advisors Asset Management, Inc.7,331$678K0.01%+2,19813F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,220$667K<0.01%-6,04613F-HR/ATimelineGroup
PRIVATE TRUST CO NA7,158$662K0.07%-24613F-HRTimeline
Ballentine Partners, LLC7,128$659K0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC7,115$658K0.59%13F-HRTimeline
Wilmington Savings Fund Society, FSB7,083$655K0.01%+913F-HRTimeline
Summa Corp.6,930$641K0.31%013F-HRTimeline
Gray Private Wealth, LLC6,920$640K0.38%+4,48913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,912$639K0.59%13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…6,823$631K0.05%+2313F-HRTimelineGroup
TSA Wealth Managment LLC6,804$629K0.26%-54813F-HRTimeline
5T Wealth, LLC6,794$628K0.34%13F-HRTimeline
High Falls Advisors, Inc6,719$621K0.14%+1,14813F-HRTimeline
Wick Capital Partners, LLC6,716$621K0.18%-16713F-HR/ATimeline
PATTEN & PATTEN INC/TN6,703$620K0.04%-1713F-HRTimeline
Brickley Wealth Management6,698$619K0.13%013F-HRTimeline
Cambridge Advisors Inc.6,671$617K0.14%013F-HRTimeline
Quadrant Private Wealth Management, LLC6,661$616K0.15%-6,81213F-HRTimeline
Wealthfront Advisers LLC6,630$613K<0.01%+1,94913F-HR/ATimeline
L.M. KOHN & COMPANY6,627$613K0.16%-1,47213F-HRTimeline
WealthShield Partners, LLC6,626$613K0.09%-17,54313F-HRTimeline
SIG BROKERAGE, LP6,622$612K0.29%13F-HRTimeline
Executive Wealth Management, LLC6,508$602K0.05%-47113F-HRTimeline
Federation des caisses Desjardins du Qu…6,506$601K<0.01%+1,11613F-HRTimeline
Fullerton Fund Management Co Ltd.6,481$599K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC6,283$581K0.09%-33313F-HRTimeline
SAPIENT CAPITAL LLC6,259$579K0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,249$578K0.12%-9613F-HRTimeline
E&G Advisors, LLC6,201$573K0.16%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,150$569K0.11%-7,29813F-HRTimeline
Authentikos Wealth Advisory, LLC6,079$562K0.56%-24513F-HRTimeline
BANQUE PICTET & CIE SA6,073$561K0.01%-14,66413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,046$559K0.01%+76813F-HRTimelineGroup
M3 Advisory Group, LLC6,030$557K0.4%013F-HRTimeline
Realta Investment Advisors5,937$548K0.22%-29713F-HRTimeline
Etesian Wealth Advisors, Inc.5,929$548K0.24%-11113F-HRTimeline
Klaas Financial Asset Advisors, LLC5,922$547K0.1%-15813F-HRTimeline