Skip to content

IEF ISHARES TR

Follow

7-10 YR TRSY BD (fund)

993 managers (1,004 13F filers) reported a position in IEF shares at 2025-09-30, 350,274,626 shares in all. 98 filers opened a position and 99 filers sold out during the quarter.

Managers
993
13F filers
1,004
New
98
Added
462
Reduced
312
Sold out
99
Shares held by filers
350,274,626

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Winthrop Capital Management, LLC26,199$2.53M0.61%+2,87413F-HRTimeline
Fortitude Advisory Group L.L.C.26,181$2.53M1.36%+2,24813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP26,115$2.52M<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,838$2.49M-12,119Timeline
TUDOR INVESTMENT CORP ET AL25,792$2.49M0.02%-257,35213F-HR/ATimeline
Q Fund Management (Hong Kong) Ltd25,000$2.41M1.67%013F-HRTimeline
Midwest Trust Co24,785$2.39M0.03%-20913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC24,768$2.39M0.17%-170,70313F-HRTimeline
Amundiin group Amundi24,500$2.35M<0.01%013F-HRTimelineGroup
Financial Advocates Investment Manageme…24,395$2.35M1.32%-23,63913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,155$2.33M<0.01%+74413F-HRTimeline
Virtue Capital Management, LLC3,462$2.32M0.37%-254,83813F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23,910$2.31M0.03%+1,03213F-HRTimelineGroup
Asset Management Group, Inc.23,555$2.27M0.37%-49613F-HRTimeline
SEMITAM BONAM LLC23,515$2.27M2.03%+54413F-HRTimeline
Simplicity Wealth,LLC22,849$2.2M0.13%-26,80413F-HRTimeline
ORG Partners LLC22,499$2.17M0.4%-69713F-HRTimeline
FIRST AMERICAN TRUST, FSB22,390$2.16M0.16%+7913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC22,379$2.16M1.47%-43013F-HRTimeline
ETF Store, Inc.22,335$2.15M2.28%+1,23313F-HRTimeline
SHARPEPOINT LLC22,291$2.15M1.94%+4,73513F-HRTimeline
Buck Wealth Strategies, LLC22,157$2.14M0.29%+82313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,065$2.13M0.15%+2,64813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,033$2.13M0.08%+1,52613F-HRTimelineGroup
Forefront Wealth Partners, LLC22,027$2.12M0.53%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,912$2.12M<0.01%-151,02113F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC21,666$2.09M0.33%+49613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG21,588$2.08M0.03%+3,45313F-HRTimelineGroup
Robinson Value Management, Ltd.21,538$2.08M1.2%-87513F-HRTimeline
MFA WEALTH ADVISORS, LLC21,513$2.08M0.45%+1,87813F-HRTimeline
Fund Evaluation Group, LLC21,396$2.06M0.07%013F-HRTimeline
Aptus Capital Advisors, LLC20,718$2M0.02%-4,13813F-HRTimeline
Formidable Asset Management, LLC20,710$1.98M0.31%-4513F-HRTimeline
Vestmark Advisory Solutions, Inc.20,441$1.97M0.04%+17,32913F-HRTimeline
Purus Wealth Management, LLC19,893$1.92M0.61%+95413F-HRTimeline
Bryn Mawr Trust Advisors, LLC19,494$1.88M0.09%-4,41613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO19,438$1.87M0.04%-6,52113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC19,072$1.84M0.02%+1,24713F-HRTimelineGroup
Matrix Trust Co19,030$1.84M0.29%-1,65313F-HRTimeline
waypoint wealth counsel18,922$1.83M0.72%+8213F-HRTimeline
Lokken Investment Group LLC18,755$1.81M0.62%-54713F-HRTimeline
Orion Porfolio Solutions, LLC18,698$1.8M0.01%+4,65013F-HRTimeline
Midwest Professional Planners, LTD.18,670$1.8M0.44%+33213F-HRTimeline
Biltmore Wealth Management, LLC18,626$1.8M0.69%-44013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18,130$1.75M0.79%+3,73213F-HRTimelineGroup
Wealthspire Retirement, LLC17,858$1.72M0.11%+3,04213F-HR/ATimeline
Savior LLC17,604$1.7M7.56%+3,96313F-HRTimeline
Independent Advisor Alliance17,563$1.69M0.04%+7,26113F-HRTimeline
IBEX WEALTH ADVISORS17,552$1.69M0.16%-94813F-HRTimeline
Cordgrass Capital Advisors, LLC17,511$1.69M0.42%+1,90913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT17,370$1.68M0.02%013F-HRTimeline
Certus Wealth Management, LLC17,308$1.67M1%-3,50813F-HRTimeline
ShoreHaven Wealth Partners, LLC17,194$1.66M0.61%+35013F-HRTimeline
United Asset Strategies, Inc.17,137$1.65M0.13%+1,03413F-HRTimeline
ABLE Financial Group, LLC17,107$1.65M0.36%+1,53113F-HRTimeline
SFG Wealth Management, LLC.16,967$1.64M0.71%-33,31413F-HRTimeline
Erickson Financial Group, LLC16,940$1.63M1.03%+76813F-HRTimeline
Strategic Blueprint, LLC16,701$1.61M0.07%-5,75113F-HRTimeline
Clarity Financial LLC16,697$1.61M0.16%-710,95913F-HRTimeline
SevenBridge Financial Group, LLC16,621$1.61M0.27%-4,53413F-HRTimeline
Biondo Investment Advisors, LLC16,657$1.61M0.2%+77413F-HRTimeline
FLP Wealth Management, LLC16,644$1.61M4.52%-64113F-HR/ATimeline
Smartleaf Asset Management LLC16,504$1.59M0.1%+16,06413F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…16,497$1.59M0.9%+1,53113F-HRTimelineGroup
Wallace Advisory Group, LLC16,577$1.59M1.28%-1,53913F-HRTimeline
American Trust16,370$1.58M0.13%new13F-HRTimeline
Andina Capital Management, LLC16,361$1.58M0.89%+6113F-HRTimeline
EVOKE WEALTH, LLC16,226$1.57M0.03%-4,10213F-HRTimeline
Composition Wealth, LLC16,032$1.55M0.02%new13F-HRTimeline
Atlas Brown,Inc.15,762$1.52M0.45%-8813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC15,727$1.52M0.47%013F-HRTimeline
Davies Financial Advisors, Inc.15,691$1.51M1.23%-51513F-HRTimeline
M Holdings Securities, Inc.15,625$1.51M0.32%new13F-HRTimeline
FIDUCIENT ADVISORS LLC15,380$1.48M0.17%+55013F-HRTimeline
DMC Group, LLC15,341$1.48M1.02%+70913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,286$1.47M0.04%-32,40613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC15,257$1.47M0.1%-10713F-HRTimeline
Capital Investment Advisory Services, L…15,220$1.47M0.12%-41813F-HRTimeline
FIRST COMMUNITY TRUST NA15,185$1.46M1.13%013F-HRTimeline
Ethos Financial Group, LLC15,085$1.46M0.11%-4,18213F-HRTimeline
RFG Advisory, LLC15,010$1.45M0.03%+2,68613F-HRTimeline
Generation Capital Management LLC14,970$1.44M1.05%013F-HRTimeline
OPTIMA CAPITAL LLC14,875$1.43M0.7%-26513F-HRTimeline
Prism Advisors, Inc.14,591$1.41M0.38%+41213F-HRTimeline
Icon Wealth Advisors, LLC14,342$1.38M0.09%+6,57713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,257$1.38M0.05%+78213F-HRTimeline
Acorn Wealth Advisors, LLC14,212$1.37M0.43%new13F-HRTimeline
WealthTrust Asset Management, LLC14,024$1.35M0.94%+30813F-HRTimeline
LexAurum Advisors, LLC13,852$1.34M0.19%+1513F-HRTimeline
HCR Wealth Advisors13,670$1.32M0.14%-13013F-HRTimeline
Crescent Grove Advisors, LLC13,646$1.32M0.13%013F-HRTimeline
Magnolia Private Wealth, LLC13,609$1.31M0.96%-1,42713F-HRTimeline
Sound View Wealth Advisors Group, LLC13,543$1.31M0.09%013F-HRTimeline
CoreCap Advisors, LLC13,495$1.3M0.05%+10,70113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC13,479$1.3M0.43%new13F-HRTimeline
Dakota Wealth Management13,474$1.3M0.03%+2,25513F-HR/ATimeline
Arkadios Wealth Advisors13,370$1.29M0.03%-27013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC13,233$1.28M<0.01%+5,05513F-HRTimelineGroup
KG Capital Management13,176$1.27M0.35%+3,84713F-HRTimeline
Lewis Asset Management, LLC13,158$1.27M0.52%+14113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS13,140$1.27M0.03%+39513F-HRTimeline
Camarda Financial Advisors, LLC13,099$1.26M0.47%+34813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,248$1.26M0.1%013F-HRTimeline
Capital Asset Advisory Services LLC13,005$1.25M0.05%-1,07513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,005$1.25M0.03%-11,29413F-HRTimeline
GeoWealth Management, LLC12,967$1.25M0.05%+49913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,472$1.2M0.07%+47413F-HRTimeline
WEDBUSH SECURITIES INC12,438$1.2M0.04%+3,28113F-HRTimeline
NorthRock Partners, LLC12,405$1.2M0.02%new13F-HRTimeline
HANOVER ADVISORS INC12,379$1.19M0.46%-44713F-HRTimeline
Cosner Financial Group, LLC12,295$1.19M0.64%-1113F-HRTimeline
Checchi Capital Advisers, LLC12,246$1.18M0.08%+3013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.12,148$1.17M0.47%-4,35813F-HRTimeline
LEIGH BALDWIN & CO., LLC12,077$1.16M0.66%-12813F-HR/ATimeline
Forza Wealth Management, LLC11,999$1.16M0.44%-38613F-HRTimeline
Strategic Wealth Partners, Ltd.11,969$1.15M0.09%+66513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,888$1.15M0.02%-2113F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC11,859$1.14M0.25%-1,26213F-HRTimeline
Summa Corp.11,851$1.14M0.5%+5,35113F-HRTimeline
Ausdal Financial Partners, Inc.11,828$1.14M0.06%+7,12513F-HRTimeline
PFG Investments, LLC11,810$1.14M0.06%+4,73013F-HRTimeline
Balefire, LLC11,771$1.14M0.23%+1,45613F-HRTimeline
Paragon Private Wealth Management, LLC11,756$1.13M0.37%-5,21313F-HRTimeline
Csenge Advisory Group11,620$1.12M0.05%-5,35413F-HRTimeline
Advance Capital Management, Inc.11,467$1.11M0.05%-2,62813F-HRTimeline
WBH ADVISORY INC11,371$1.1M0.08%-7,10913F-HRTimeline
Turim 21 Investimentos Ltda.11,351$1.09M0.37%-27,55413F-HRTimeline
Sequoia Financial Advisors, LLC11,349$1.09M0.01%+2,67713F-HRTimeline
TriaGen Wealth Management LLC11,335$1.09M0.29%+1,76613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC11,330$1.09M0.08%+11,18813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC11,298$1.09M0.24%-2,23013F-HRTimeline
Valtrion Capital Management, LLC11,274$1.09M1.17%-24113F-HR/ATimeline
Rollins Financial Advisors, LLC11,123$1.07M0.16%+68613F-HRTimeline
BRIGHTON JONES LLC11,106$1.07M0.03%new13F-HRTimeline
Global Assets Advisory, LLC11,054$1.07M0.32%+32213F-HRTimeline
Brookwood Investment Group LLC11,017$1.06M0.14%+20213F-HRTimeline
HARBOUR INVESTMENTS, INC.10,978$1.06M0.02%+7,85613F-HRTimeline
GUIDANCE CAPITAL, INC10,688$1.04M0.27%+1,78613F-HRTimeline
Hamlin Capital Management, LLC10,756$1.04M0.02%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd10,750$1.04M0.23%+1013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,635$1.03M<0.01%+9013F-HRTimeline
Gladstone Institutional Advisory LLC10,534$1.02M0.04%-3113F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT10,377$1M0.05%+9713F-HRTimeline
Rockingstone Advisors LLC10,375$1M0.49%-6013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,357$999K0.04%+2,96213F-HRTimeline
RiverFront Investment Group, LLC10,295$993K0.02%-20013F-HRTimeline
King Wealth Management Group10,288$992K0.12%-16513F-HRTimeline
Fortune Financial Advisors, LLC10,169$981K0.74%+513F-HRTimeline
Cascades Capital Asset Management, LLC10,133$977K0.43%new13F-HRTimeline
FDx Advisors, Inc.10,066$975K0.29%+7,71713F-HRTimeline
Roundview Capital LLC10,102$974K0.06%-8013F-HRTimeline
Black Maple Capital Management LP10,000$965K0.7%-50,85013F-HRTimeline
Legacy Private Trust Co.9,819$947K0.06%-17213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,813$947K0.07%-1,34513F-HRTimeline
JB Capital LLC9,754$941K0.04%+2,00413F-HRTimeline
NATIXISin group Natixis Investment Managers9,736$939K0.01%+9,26213F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.9,705$936K0.72%013F-HRTimeline
Tandem Financial, LLC9,671$933K0.35%new13F-HRTimeline
HUB Investment Partners, LLC9,448$911K0.03%+10413F-HRTimeline
Clearstead Advisors, LLC9,432$910K0.01%-1,50213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,364$903K0.01%-1,20913F-HRTimelineGroup
TCP Asset Management, LLC9,245$892K0.16%+1213F-HRTimeline
Independent Family Office, LLC9,182$886K0.37%-3,07613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,096$877K0.03%+76313F-HRTimeline
WealthCare Investment Partners, LLC8,949$864K0.28%-1,16313F-HRTimeline
Wellspring Financial Advisors, LLC8,827$851K0.08%-4,96713F-HRTimeline
Etesian Wealth Advisors, Inc.8,798$849K0.28%+2,79113F-HRTimeline
Triad Wealth Partners, LLC8,789$848K0.11%+2,72113F-HRTimeline
HORAN Wealth, LLC8,769$846K0.13%new13F-HRTimeline
Axis Wealth Partners, LLC8,737$843K0.49%-1,99713F-HRTimeline
TFB Advisors LLC8,520$828K0.24%+2,76413F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,378$808K0.02%-15013F-HRTimeline
Quadrant Private Wealth Management, LLC8,352$806K0.15%+53613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.8,329$803K0.07%+2,03013F-HRTimeline
NORDEN GROUP LLC8,322$803K0.08%-29213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,296$800K<0.01%-4413F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC8,124$784K0.06%-1,03013F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,083$780K0.01%+1,22413F-HRTimelineGroup
Obermeyer Wealth Partners7,994$771K0.04%+2,82413F-HRTimeline
Eldridge Investment Advisors, Inc.8,000$769K0.18%new13F-HRTimeline
BridgePort Financial Solutions, LLC7,945$766K0.21%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,861$758K0.05%+2,50913F-HRTimeline
Fiduciary Alliance LLC7,825$755K0.05%-64313F-HRTimeline
Laird Norton Wetherby Wealth Management…7,754$748K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,731$746K0.01%-1,23813F-HRTimelineGroup
Wealthfront Advisers LLC7,715$744K<0.01%+2613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,683$741K0.02%+1,98813F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,676$740K0.08%new13F-HRTimeline
Invst, LLC7,589$732K0.08%+1,23213F-HRTimeline
SBI Securities Co., Ltd.7,544$728K0.02%-3713F-HRTimeline
Goelzer Investment Management, Inc.7,519$725K0.04%-30213F-HRTimeline
Financial Network Wealth Advisors LLC7,447$718K0.79%-12913F-HRTimeline
Cadence Bank7,375$711K0.04%-1,24013F-HRTimeline
BayBridge Capital Group, LLC7,319$706K0.45%-8,19713F-HRTimeline
Advisors Asset Management, Inc.7,305$705K0.01%-1,27313F-HR/ATimeline
Pacifica Partners Inc.7,299$704K0.25%-14413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,285$703K<0.01%+413F-HRTimelineGroup
Ewing Morris & Co. Investment Partners …7,271$701K0.3%-1,54013F-HRTimeline
AMARILLO NATIONAL BANK7,229$697K0.12%-43413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,138$689K<0.01%+3,44013F-HRTimelineGroup