Skip to content
Disclosery

IEF ISHARES TR

Follow

7-10 YR TRSY BD (fund)

1,129 managers (1,145 13F filers) reported a position in IEF shares at 2026-06-30, 458,860,464 shares in all. 134 filers opened a position and 98 filers sold out during the quarter.

Managers
1,129
13F filers
1,145
New
134
Added
471
Reduced
389
Sold out
98
Shares held by filers
458,860,464

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
KILEY JUERGENS WEALTH MANAGEMENT, LLC9,859$932K0.15%+1813F-HRTimeline
Ethos Financial Group, LLC9,769$924K0.06%-3,96013F-HRTimeline
Robertson Stephens Wealth Management, L…9,649$913K0.02%-81213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,628$910K0.01%-5513F-HRTimelineGroup
Benin Management CORP9,555$904K0.18%+3,77413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,503$899K-27,648Timeline
Gateway Wealth Partners, LLC9,492$898K0.05%-22,39213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,370$886K0.05%-72913F-HRTimeline
GROUP ONE TRADING LLC9,326$882K0.03%+3,85713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.9,304$880K0.07%-1,92513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,271$877K0.01%+3,95713F-HRTimeline
Gladstone Institutional Advisory LLC9,122$863K0.03%+28913F-HRTimeline
Two West Capital Advisors LLC9,212$862K0.43%+53713F-HRTimeline
Addis & Hill, Inc9,078$859K0.47%new13F-HRTimeline
TCP Asset Management, LLC9,076$858K0.1%+913F-HRTimeline
Tandem Financial, LLC9,035$854K0.27%-63613F-HRTimeline
PRAIRIE ADVISORY, LLC9,034$854K0.21%13F-HRTimeline
First Citizens Asset Management, Inc.8,987$850K0.27%+91413F-HRTimeline
SBI Securities Co., Ltd.8,983$850K0.02%-1,10413F-HRTimeline
B. Riley Wealth Advisors, Inc.8,856$842K0.05%+97413F-HRTimeline
Roundview Capital LLC8,839$836K0.05%-46413F-HRTimeline
Clearstead Advisors, LLC8,789$831K0.01%-79513F-HRTimeline
Bayshore Capital Advisors, LLC8,685$821K0.38%-30113F-HRTimeline
FDx Advisors, Inc.8,655$818K0.25%-75513F-HRTimeline
Fiduciary Alliance LLC8,512$805K0.05%+56313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,508$805K0.02%+48713F-HRTimelineGroup
Whalen Wealth Management Inc.8,472$801K0.36%new13F-HRTimeline
Apella Capital, LLC8,514$798K0.01%013F-HRTimeline
NWAM LLC8,433$797K0.04%+4,95713F-HRTimeline
BLAIR WILLIAM & CO/IL8,388$793K<0.01%-36313F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC8,362$791K1.03%+22913F-HRTimeline
Composition Wealth, LLC8,326$787K0.01%+3,18713F-HRTimeline
Signal Advisors Wealth, LLC8,308$786K0.04%+4,03013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,217$777K0.01%-5,50913F-HRTimeline
LightSquare Wealth Management, LLC8,216$777K0.54%-57813F-HRTimeline
Hoxton Planning & Management, LLC8,180$774K0.2%new13F-HRTimeline
Kovack Advisors, Inc.8,037$758K0.04%-4,59113F-HRTimeline
OpenArc Corporate Advisory, LLC7,922$749K0.01%new13F-HRTimeline
Advance Capital Management, Inc.7,876$745K0.02%-89513F-HRTimeline
International Private Wealth Advisors L…7,826$740K0.38%+3,56213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,750$733K0.02%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,744$732K<0.01%-19013F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC7,713$729K0.35%+4,99113F-HRTimeline
First Heartland Consultants, Inc.7,682$726K0.05%+88513F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,621$721K0.02%+2613F-HRTimeline
Breakwater Capital Group7,570$716K0.09%-92413F-HRTimeline
KG Capital Management7,560$715K0.43%-12613F-HRTimeline
Caitlin John, LLC7,549$714K0.39%+31213F-HRTimeline
Narus Financial Partners, LLC7,528$712K0.18%+30613F-HRTimeline
Obermeyer Wealth Partners7,420$702K0.03%-22513F-HRTimeline
Shared Vision Wealth Group LLC7,399$700K0.24%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,329$693K0.03%-3,53313F-HRTimeline
Caliber Wealth Management, LLC / KS7,318$692K0.07%+2013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,295$690K0.02%013F-HRTimelineGroup
Orcam Financial Group7,278$688K0.34%new13F-HRTimeline
Beverly Hills Private Wealth, LLC7,265$687K0.13%-1,30013F-HRTimeline
Core Wealth Partners LLC7,201$681K0.29%-1,41113F-HRTimeline
NORDEN GROUP LLC7,064$668K0.05%-44413F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA6,997$662K0.01%new13F-HRTimelineGroup
Rockingstone Advisors LLC6,955$658K0.26%+21513F-HRTimeline
Bedminster, LLC6,917$654K0.56%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,917$654K<0.01%-96813F-HRTimelineGroup
Connecticut Wealth Management, LLC6,890$652K0.02%+51813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,784$642K0.04%-81013F-HRTimeline
AMARILLO NATIONAL BANK6,770$640K0.1%-12413F-HRTimeline
Pinnacle Wealth Management Group, Inc.6,746$638K0.3%+1,74513F-HRTimeline
Brickley Wealth Management6,723$636K0.09%-4013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.6,682$632K0.34%-5313F-HRTimeline
Seelaus Asset Management LLC6,665$630K0.44%-2,49213F-HRTimeline
Wealthspire Advisors, LLC6,662$630K<0.01%+4,00313F-HRTimeline
ARWA LLC6,707$629K0.26%-4,71513F-HRTimeline
American Institute for Advanced Investm…6,625$627K0.36%-1013F-HRTimeline
Quadcap Wealth Management, LLC6,620$626K0.06%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,619$626K0.01%-9,31513F-HRTimelineGroup
Cambridge Advisors Inc.6,571$621K0.11%013F-HRTimeline
Ascension Capital Advisors, Inc.6,567$621K0.17%new13F-HRTimeline
Hyundai Investments Co., Ltd.6,471$615K0.67%+3,00813F-HRTimeline
Federation des caisses Desjardins du Qu…6,495$614K<0.01%-32913F-HRTimeline
PATTEN & PATTEN INC/TN6,397$605K0.03%013F-HRTimeline
Faithward Advisors, LLC6,388$604K0.07%-22613F-HRTimeline
Winthrop Capital Management, LLC6,323$598K0.14%013F-HRTimeline
Goelzer Investment Management, Inc.6,310$597K0.03%+6113F-HRTimeline
Archer Investment Corp6,221$588K0.11%+70713F-HR/ATimeline
Vectors Research Management, LLC6,165$583K0.15%-13913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,159$582K0.39%-12313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,153$582K0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,146$581K0.02%+8213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,145$581K0.01%new13F-HRTimeline
HORAN Wealth, LLC6,114$578K0.07%-2,18713F-HR/ATimeline
Hamilton Capital, LLC6,103$577K0.03%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,066$574K0.11%+1,73713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,063$573K0.21%-49013F-HRTimeline
Ballast Rock Private Wealth LLC6,060$573K0.26%+44013F-HRTimeline
SAPIENT CAPITAL LLC6,054$573K0.01%-20113F-HR/ATimeline
Claro Advisors Inc.6,041$571K0.06%new13F-HRTimeline
Turim 21 Investimentos Ltda.6,026$570K0.09%013F-HRTimeline
Pacifica Partners Inc.6,022$567K0.17%-73113F-HRTimeline
Andina Capital Management, LLC5,954$563K0.92%013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,982$563K0.37%-12,39013F-HRTimeline
Icon Wealth Advisors, LLC5,931$561K0.03%-1,23313F-HRTimeline
Cypress Wealth Services, LLC5,870$555K0.07%new13F-HRTimeline
City Center Advisors, LLC5,847$553K0.45%+77513F-HRTimeline
E&G Advisors, LLC5,762$545K0.11%-10013F-HRTimeline
Headlands Technologies LLC5,737$543K0.06%new13F-HRTimeline
Kinloch Capital, LLC5,722$541K0.2%-14913F-HRTimeline
Detalus Advisors, LLC5,722$541K0.11%+2,83213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC5,715$540K0.09%013F-HRTimeline
Global View Capital Management LLC5,702$539K0.11%-20,48313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,658$535K0.82%+2,17413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC5,656$535K0.03%-8,46913F-HRTimeline
Triumph Capital Management5,625$532K0.1%+2,74513F-HRTimeline
J.E. Simmons & Co., P.C.5,600$530K0.3%+1,37413F-HRTimeline
BEACON FINANCIAL GROUP5,587$528K0.05%new13F-HRTimeline
XY Planning Network, Inc.5,562$526K0.07%-83713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,517$522K0.01%+2,58413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,400$511K<0.01%-2,00013F-HRTimelineGroup
Prosperity Consulting Group, LLC5,399$511K0.02%-87013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,391$510K0.1%+2,31613F-HR/ATimeline
Ashton Thomas Private Wealth, LLC5,387$509K0.01%-36,60213F-HRTimeline
STABLEFORD CAPITAL II LLC5,385$509K0.18%-94,22913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,373$508K0.01%013F-HRTimelineGroup
Canvas Wealth Advisors, LLC5,300$501K0.07%new13F-HRTimeline
Montecito Bank & Trust5,254$497K0.07%+42513F-HRTimeline
WealthShield Partners, LLC5,239$495K0.08%-23513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,234$495K<0.01%-4113F-HRTimeline
M3 Advisory Group, LLC5,199$492K0.25%013F-HRTimeline
Cresta Advisors, Ltd.5,140$486K0.17%013F-HRTimeline
Innova Wealth Partners5,136$486K0.2%-63,02313F-HRTimeline
Acorn Wealth Advisors, LLC5,099$482K0.12%-1,72813F-HRTimeline
Asset Management One Co., Ltd.5,096$482K<0.01%new13F-HRTimeline
SHARPEPOINT LLC5,091$481K0.24%-1,19413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC5,030$476K0.01%new13F-HRTimelineGroup
Omnia Family Wealth, LLC5,000$473K0.13%new13F-HRTimeline
Facet Wealth, Inc.4,983$471K0.01%+2,62713F-HRTimeline
Patriot Financial Group Insurance Agenc…4,972$470K0.05%+2,49613F-HRTimeline
Ducere Wealth Management LLC4,954$468K0.14%+213F-HRTimeline
Fiduciary Wealth Partners, LLC4,936$467K0.26%013F-HRTimeline
Maia Wealth LLC4,895$463K0.07%+1,24513F-HRTimeline
Intergy Private Wealth, LLC4,887$462K0.11%-83613F-HRTimeline
WELLINGTON-ALTUS USA INC.4,830$461K0.33%-15013F-HRTimeline
Retirement Planning Group, LLC4,867$460K0.01%+1,19013F-HRTimeline
Bluespring Wealth Management, LLC4,835$457K0.01%new13F-HRTimeline
Capital Investment Advisors, LLC4,798$454K0.01%+25313F-HRTimeline
CAMBIAR INVESTORS LLC4,740$448K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,726$447K<0.01%-1,90213F-HRTimelineGroup
DKM Wealth Management, Inc.4,702$445K0.29%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,619$437K0.02%013F-HRTimelineGroup
Tyche Wealth Partners LLC4,601$435K0.06%013F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP4,578$433K0.37%-93413F-HRTimelineGroup
Savvy Advisors, Inc.4,572$432K0.01%-2,56413F-HRTimeline
Joel Adams & Associates, Inc.4,549$430K0.28%+12613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,496$425K0.05%-1413F-HRTimeline
Legacy PCG, LLC4,576$424K2.1%-53413F-HRTimeline
SEEDS INVESTOR LLC4,474$423K0.04%new13F-HRTimeline
Axis Wealth Partners, LLC4,473$423K0.2%-28113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,469$423K0.02%-2,52913F-HRTimeline
Net Worth Advisory Group4,460$422K0.11%-115,04113F-HRTimeline
BridgePort Financial Solutions, LLC4,445$420K0.11%013F-HRTimeline
CWC Advisors, LLC.4,386$415K0.18%-83413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,363$413K<0.01%+1413F-HRTimelineGroup
Trek Financial, LLC4,362$413K0.02%-19,42913F-HRTimeline
Capital Asset Advisory Services LLC4,304$407K0.01%-6,98013F-HRTimeline
AMERIFLEX GROUP, INC.4,296$406K0.17%013F-HRTimeline
WEALTH ALLIANCE, LLC4,289$406K0.03%-35,86813F-HRTimeline
One Wealth Advisors, LLC4,262$403K0.04%new13F-HRTimeline
Realta Investment Advisors4,243$401K0.12%-47813F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.4,230$400K0.05%+78013F-HRTimeline
Financial & Tax Architects, LLC4,171$394K0.08%-194,43313F-HRTimeline
Perennial Investment Advisors, LLC4,166$394K0.03%+39413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,160$393K0.04%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,176$392K0.06%-53113F-HRTimeline
Berger Financial Group, Inc4,138$391K0.02%-15113F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,113$389K0.01%+73613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,100$388K0.01%013F-HRTimelineGroup
UMB Bank, n.a.4,095$387K<0.01%-41813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Valmark Advisers, Inc.4,076$385K<0.01%-1,75713F-HRTimeline
EJMK Ventures LLC4,043$382K0.17%-1,33713F-HRTimeline
Stanley-Laman Group, Ltd.4,000$378K0.04%-12113F-HRTimeline
HBK Sorce Advisory LLC4,040$377K0.01%+4213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,983$377K0.03%+1,36813F-HRTimelineGroup
IMG Wealth Management, Inc.3,969$375K0.21%013F-HRTimeline
American Financial Advisors, LLC3,960$375K0.05%+813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,954$374K0.03%-6313F-HRTimeline
Hobart Private Capital, LLC3,906$369K0.06%new13F-HRTimeline
Investment Planning Advisors, Inc.3,904$369K0.09%+54713F-HRTimeline
Mesirow Financial Investment Management…3,860$365K0.01%-3,84013F-HRTimeline
Endowment Wealth Management, Inc.3,836$363K0.14%+35013F-HRTimeline
ENTREWEALTH, LLC3,892$362K0.13%new13F-HRTimeline
Verdence Capital Advisors LLC3,820$361K0.02%+54413F-HRTimeline
Allworth Financial LP3,793$359K<0.01%+35613F-HRTimeline
Legacy Wealth Partners, LLC3,789$358K0.08%-17,83513F-HRTimeline
AlphaCentric Advisors LLC3,755$355K0.3%-4,27613F-HRTimeline
Parallel Advisors, LLC3,752$355K0.01%-84213F-HRTimeline
RWA WEALTH PARTNERS, LLC3,748$354K<0.01%new13F-HRTimeline
Braeburn Wealth Management LLC3,726$352K0.15%+16113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,717$352K0.12%new13F-HRTimeline
Lunt Capital Management, Inc.3,717$352K0.13%-16613F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,708$351K0.17%+28613F-HRTimeline
SVB WEALTH LLC3,701$350K0.02%+213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,686$349K0.01%-39113F-HRTimeline