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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
KG Capital Management5,916$547K0.18%+28013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC5,912$547K0.06%+1,98313F-HRTimeline
WEDBUSH SECURITIES INC5,905$546K0.02%+2,35313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.5,899$545K0.06%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,865$542K0.4%+4113F-HRTimeline
Timber Creek Capital Management LLC5,795$536K0.15%-63813F-HRTimeline
Maridea Wealth Management LLC5,779$534K0.17%13F-HRTimeline
NWAM LLC5,755$532K0.03%-1,08013F-HRTimeline
American Financial Advisors, LLC5,737$530K0.07%+6313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,695$527K0.01%+1,48613F-HRTimelineGroup
Montecito Bank & Trust5,597$517K0.09%-3513F-HRTimeline
ALERUS FINANCIAL NA5,558$514K0.04%-3613F-HRTimeline
Fiduciary Alliance LLC5,544$513K0.05%+19513F-HRTimeline
Invst, LLC5,505$509K0.06%-205,54913F-HRTimeline
Kinloch Capital, LLC5,493$508K0.25%+66913F-HRTimeline
Montis Financial, LLC5,475$506K0.16%013F-HRTimeline
Crestwood Advisors Group, LLC5,459$505K0.01%-1,64813F-HRTimeline
Mayflower Financial Advisors, LLC5,444$503K0.08%new13F-HRTimeline
Archer Investment Corp5,440$503K0.13%+6213F-HRTimeline
Ridgewood Investments LLC5,387$498K0.24%-1,10713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,373$497K0.01%013F-HRTimelineGroup
Gibbs Wealth Management5,357$495K0.13%+46813F-HRTimeline
First Citizens Asset Management, Inc.5,351$495K0.18%-41313F-HR/ATimeline
Heritage Wealth Partners, LLC5,306$491K0.62%-19,32313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,286$489K0.22%new13F-HRTimeline
Chesley Taft & Associates LLC5,250$485K0.02%-5,30013F-HRTimeline
DKM Wealth Management, Inc.5,239$484K0.46%13F-HRTimeline
American Institute for Advanced Investm…5,207$481K0.36%-35813F-HRTimeline
Avidian Wealth Enterprises, LLC5,103$472K0.02%+53713F-HRTimeline
Ransom Advisory, Ltd4,952$458K0.21%+4,95013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,905$453K0.04%new13F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp4,843$448K<0.01%013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,799$444K<0.01%-37513F-HRTimelineGroup
Lunt Capital Management, Inc.4,734$438K0.17%new13F-HRTimeline
Ameraudi Asset Management, Inc.4,731$437K0.24%+1,54413F-HRTimeline
JB Capital LLC4,638$429K0.02%new13F-HRTimeline
WNY Asset Management, LLC4,613$426K0.05%-90,78213F-HRTimeline
Vanguard Capital Wealth Advisors4,609$426K0.46%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAXTON ASSOCIATES LP4,577$423K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,569$422K<0.01%-513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,565$422K0.01%+50013F-HRTimeline
Chemistry Wealth Management LLC4,533$419K0.1%-87113F-HRTimeline
Strategic Blueprint, LLC4,528$419K0.02%-7,84713F-HRTimeline
GTS SECURITIES LLC4,500$416K0.02%-7,19413F-HRTimeline
NOVEM GROUP4,495$416K0.06%13F-HRTimeline
EP Wealth Advisors, LLC4,473$414K<0.01%+2,82513F-HRTimeline
Berger Financial Group, Inc4,468$413K0.03%+6513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,459$412K<0.01%+13913F-HRTimelineGroup
BLALOCK WILLIAMS, LLC4,423$409K0.48%13F-HRTimeline
Phillips Wealth Planners LLC4,430$405K0.4%+613F-HRTimeline
GR FINANCIAL GROUP, LLC4,353$402K0.07%+5313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,352$402K0.18%+32913F-HRTimeline
PFG Investments, LLC4,350$402K0.03%-1,84513F-HRTimeline
Jaffetilchin Investment Partners, LLC4,299$397K0.03%-1,13313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH4,281$396K0.11%+25213F-HRTimeline
Crabel Capital Management, LLC4,268$395K1.28%-38,47113F-HRTimeline
Roble, Belko & Company, Inc4,242$392K0.06%013F-HRTimeline
Carrera Capital Advisors4,230$391K0.09%+3913F-HRTimeline
Cambria Investment Management, L.P.4,218$390K0.02%-2,10913F-HRTimeline
Core Wealth Partners LLC4,202$388K0.22%new13F-HRTimeline
Westside Investment Management, Inc.4,176$386K0.08%-19913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,174$386K<0.01%+80113F-HRTimelineGroup
Noble Wealth Management PBC4,148$383K0.27%13F-HRTimeline
CoreCap Advisors, LLC4,113$380K0.02%-46,91413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,100$379K0.01%+1,90013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd4,077$377K0.03%new13F-HRTimelineGroup
Clarity Capital Partners LLC3,926$363K0.19%+45913F-HRTimeline
Western Wealth Management, LLC3,910$361K0.02%-4,85513F-HR/ATimeline
HBK Sorce Advisory LLC3,904$361K0.01%-20513F-HRTimeline
J.W. COLE ADVISORS, INC.3,854$356K0.01%-1,95213F-HRTimeline
HTLF Bank3,828$354K0.04%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC3,819$353K0.21%13F-HRTimeline
Investment Advisory Group, LLC3,817$353K0.12%+8113F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC3,750$347K0.01%-7,38113F-HRTimeline
Joel Adams & Associates, Inc.3,747$346K0.31%13F-HRTimeline
Accurate Wealth Management, LLC3,786$346K0.07%-99713F-HRTimeline
Crumly & Associates Inc.3,733$345K0.09%+1,02713F-HRTimeline
Granite Bay Wealth Management, LLC3,685$341K0.13%new13F-HRTimeline
Second Half Financial Partners, LLC3,656$338K0.17%-76213F-HRTimeline
Stanley-Laman Group, Ltd.3,652$338K0.05%+73713F-HRTimeline
Yoder Wealth Management, Inc.3,615$334K0.18%-90013F-HRTimeline
CWC Advisors, LLC.3,604$333K0.33%+47713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,600$333K0.06%+43013F-HRTimeline
Accretive Wealth Partners, LLC3,600$333K0.14%013F-HRTimeline
Sequoia Financial Advisors, LLC3,581$331K<0.01%+1,15713F-HR/ATimeline
Cabana LLC3,580$331K1.64%+28313F-HRTimeline
R. W. Roge & Company, Inc.3,554$328K0.18%new13F-HRTimeline
Crescent Grove Advisors, LLC3,533$327K0.03%+38313F-HRTimeline
Patten Group, Inc.3,511$325K0.07%-86713F-HRTimeline
Pictet North America Advisors SA3,492$323K0.03%-393,15713F-HRTimeline
4J Wealth Management LLC3,485$322K0.26%-42913F-HRTimeline
Pinnacle Bancorp, Inc.3,467$321K0.1%+1,01413F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.3,450$319K0.04%013F-HRTimeline
Rede Wealth, LLC3,416$316K0.12%+44313F-HRTimeline
AlphaCentric Advisors LLC3,409$315K0.31%-41413F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,392$314K0.06%+48113F-HRTimeline
F/m Investments LLC3,356$310K0.01%new13F-HRTimeline
RS CRUM INC.3,350$310K0.08%013F-HRTimeline
Valmark Advisers, Inc.3,336$308K<0.01%+62013F-HRTimeline
Matrix Trust Co3,328$308K0.05%+16413F-HRTimeline
KPP Advisory Services LLC3,309$306K0.07%-9013F-HRTimeline
Larson Financial Group LLC3,298$305K0.02%+1,66213F-HRTimeline
Parallel Advisors, LLC3,271$302K0.01%-67313F-HRTimeline
STOCK YARDS BANK & TRUST CO3,265$302K0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC3,199$296K0.02%+23013F-HRTimeline
Verdence Capital Advisors LLC3,171$293K0.02%+2013F-HRTimeline
Welch & Forbes LLC3,162$292K<0.01%013F-HRTimeline
Signal Advisors Wealth, LLC3,160$292K0.03%-2,99913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,143$291K0.03%-5113F-HRTimeline
Ipsen Advisor Group LLC3,065$283K0.24%13F-HRTimeline
Horst & Graben Wealth Management LLC3,060$283K0.05%+40113F-HRTimeline
SHAYNE & JACOBS, LLC3,040$281K0.07%013F-HRTimeline
Capital Advisors Wealth Management, LLC3,017$279K0.05%new13F-HRTimeline
Sovereign Financial Group, Inc.2,985$276K0.06%-1,25413F-HRTimeline
Roger Wittlin Investment Advisory, LLC2,972$275K0.15%+3713F-HRTimeline
Magnus Financial Group LLC2,961$274K0.03%-4,30813F-HRTimeline
Cape Investment Advisory, Inc.2,943$272K0.11%+23913F-HRTimeline
Triad Wealth Partners, LLC2,926$271K0.1%new13F-HRTimeline
FC Advisory LLC2,896$268K0.09%+2913F-HRTimeline
Farther Finance Advisors, LLC2,893$268K0.01%+34313F-HRTimeline
Hudson Capital Management LLC2,890$267K0.08%-713F-HRTimeline
Jacobi Capital Management LLC2,856$264K0.02%-2,36513F-HRTimeline
REGIMEN WEALTH, LLC2,818$261K0.09%+7613F-HRTimeline
HB Wealth Management, LLC2,805$259K<0.01%new13F-HRTimeline
Vise Technologies, Inc.2,797$259K0.02%new13F-HRTimeline
FORBES J M & CO LLP2,792$258K0.02%-14913F-HRTimeline
Stelac Advisory Services LLC2,790$258K0.1%+28213F-HRTimeline
Mesirow Financial Investment Management…2,785$257K0.01%+5013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,783$257K0.07%new13F-HRTimeline
Diligent Investors, LLC2,777$257K0.06%+11213F-HRTimeline
Caitlin John, LLC2,756$255K0.17%-6413F-HRTimeline
Maia Wealth LLC2,694$251K0.05%new13F-HRTimeline
Trilogy Capital Inc.2,691$249K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,686$248K<0.01%-51,80913F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC2,679$248K0.07%13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,674$247K0.1%new13F-HRTimeline
Peak Asset Management, LLC2,650$245K0.05%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,640$244K0.04%+1613F-HRTimeline
Bremer Bank National Association2,621$242K0.05%013F-HRTimeline
Stonebridge Financial Group, LLC2,619$242K0.03%13F-HRTimeline
GM Advisory Group, LLC2,611$241K0.01%013F-HRTimeline
Csenge Advisory Group2,594$240K0.01%-1,07913F-HRTimeline
Walker Asset Management, LLC2,584$239K0.15%+3213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,579$238K<0.01%+30113F-HRTimelineGroup
Park Place Capital Corp2,566$237K0.07%-1,43213F-HRTimeline
Financial Engines Advisors L.L.C.2,565$237K<0.01%new13F-HRTimeline
Community Bank, N.A.2,563$237K0.03%-36513F-HRTimeline
Arrowroot Family Office, LLC2,553$236K0.12%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2,547$235K0.07%new13F-HRTimeline
Shared Vision Wealth Group LLC2,528$234K0.12%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,518$233K0.02%+33813F-HRTimeline
Intergy Private Wealth, LLC2,504$231K0.09%+14613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,500$231K<0.01%new13F-HRTimelineGroup
Gilman Hill Asset Management, LLC2,500$231K0.04%new13F-HRTimeline
Madrona Financial Services, LLC2,490$230K0.06%-78,47113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,478$229K0.01%-18,68113F-HRTimeline
Alpha Cubed Investments, LLC2,461$228K0.01%-78513F-HRTimeline
CAMDEN NATIONAL BANK2,459$227K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marcum Wealth, LLC2,454$227K0.02%+1913F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC2,446$227K0.02%+32913F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS2,450$227K0.1%013F-HRTimeline
Root Financial Partners, LLC2,443$226K0.03%new13F-HRTimeline
SEVEN MILE ADVISORY2,439$225K0.14%+20313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,428$224K0.02%013F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC2,401$224K0.08%13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC2,414$223K<0.01%013F-HRTimelineGroup
Genesis Wealth Advisors, LLC2,413$223K0.19%13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,401$222K0.16%new13F-HRTimeline
Global Trust Asset Management, LLC2,396$222K0.08%-4,37613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,377$220K0.05%-10313F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC2,350$217K0.12%-20013F-HRTimeline
Tower Wealth Partners, Inc.2,342$217K0.11%-2,65513F-HRTimeline
Belvedere Trading LLC2,333$216K0.02%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,332$216K0.05%-1,11013F-HRTimeline
Retirement Planning Group, LLC2,321$215K0.01%new13F-HRTimeline
TruWealth Advisors, LLC2,315$214K0.01%-29913F-HRTimeline
Glenview Trust Co2,307$213K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,281$211K0.01%-32313F-HRTimelineGroup
Empower Advisory Group, LLC2,277$211K<0.01%-16113F-HRTimeline
City Center Advisors, LLC2,276$210K0.24%new13F-HRTimeline
Sollinda Capital Management LLC2,257$209K0.06%-15713F-HRTimeline
Copia Wealth Management2,251$208K0.2%13F-HRTimeline
Palisade Asset Management, LLC2,250$208K0.02%013F-HRTimeline
SANDERS MORRIS HARRIS LLC2,253$207K0.03%new13F-HRTimeline
Good Life Advisors, LLC2,234$207K0.02%-3,92613F-HRTimeline
WESBANCO BANK INC2,223$206K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC2,211$204K0.02%-77513F-HR/ATimeline
RENASANT BANK2,198$203K0.13%-1,42913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,179$201K<0.01%new13F-HRTimelineGroup
Busey Bank2,166$200K0.01%013F-HRTimeline
Householder Group Estate & Retirement S…2,169$200K0.15%-1,33113F-HRTimeline
Financial Network Wealth Advisors LLC2,116$196K0.36%-7,57613F-HRTimeline
HOWE & RUSLING INC2,057$190K0.02%+72313F-HRTimeline
Golden State Wealth Management, LLC1,962$181K0.03%13F-HRTimeline
BOKF, NAin group BOKF, NA1,975$180K<0.01%+36613F-HRTimelineGroup
UMB Bank, n.a.1,904$176K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DUNCKER STREETT & CO INC1,891$175K0.03%013F-HRTimeline
Horizon Investments, LLC1,858$171K<0.01%+21713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,788$165K0.08%+66513F-HRTimeline
Solstein Capital, LLC1,755$162K0.09%-3,41013F-HRTimeline