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Disclosery

IEF ISHARES TR

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7-10 YR TRSY BD (fund)

975 managers (985 13F filers) reported a position in IEF shares at 2025-03-31, 313,867,796 shares in all. 109 filers opened a position and 88 filers sold out during the quarter.

Managers
975
13F filers
985
New
109
Added
435
Reduced
316
Sold out
88
Shares held by filers
313,867,796

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NATIXISin group Natixis Investment Managers6,861$653K<0.01%-7,32613F-HR/ATimelineGroup
GUIDANCE CAPITAL, INC6,888$652K0.2%-13,54213F-HRTimeline
Wilmington Savings Fund Society, FSB6,810$649K0.01%-27313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,805$649K0.57%-10713F-HRTimeline
Fiduciary Alliance LLC6,777$646K0.06%+1,23313F-HRTimeline
Brickley Wealth Management6,698$639K0.13%013F-HRTimeline
Cambridge Advisors Inc.6,671$636K0.14%013F-HRTimeline
SIG BROKERAGE, LP6,622$632K0.18%013F-HRTimeline
PATTEN & PATTEN INC/TN6,583$628K0.04%-12013F-HRTimeline
L.M. KOHN & COMPANY6,504$620K0.16%-12313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,504$620K0.06%+5,29313F-HRTimeline
Fullerton Fund Management Co Ltd.6,481$618K0.04%013F-HRTimeline
TTP Investments, Inc.6,429$613K0.26%-1,30313F-HRTimeline
JB Capital LLC6,423$613K0.03%+1,78513F-HRTimeline
PFG Investments, LLC6,398$610K0.04%+2,04813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,332$604K0.28%+1,04613F-HRTimeline
KG Capital Management6,291$600K0.19%+37513F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,255$597K0.12%+613F-HRTimeline
WealthShield Partners, LLC6,236$595K0.08%-39013F-HRTimeline
NORDEN GROUP LLC6,205$592K0.07%-1,69113F-HRTimeline
Avidian Wealth Enterprises, LLC6,172$589K0.03%+1,06913F-HRTimeline
Klaas Financial Asset Advisors, LLC6,162$588K0.1%+24013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,099$582K0.07%+20013F-HRTimeline
BANQUE PICTET & CIE SA6,073$579K0.01%013F-HRTimeline
E&G Advisors, LLC6,062$578K0.16%-13913F-HRTimeline
Summit Financial Consulting LLC6,059$578K0.54%13F-HRTimeline
Belvedere Trading LLC6,050$577K0.05%+3,71713F-HRTimeline
M3 Advisory Group, LLC6,030$575K0.45%013F-HRTimeline
American Institute for Advanced Investm…5,855$558K0.43%+64813F-HRTimeline
5T Wealth, LLC5,815$555K0.32%-97913F-HRTimeline
American Financial Advisors, LLC5,767$550K0.08%+3013F-HRTimeline
Realta Investment Advisors5,743$548K0.25%-19413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,695$543K0.02%013F-HRTimelineGroup
Archer Investment Corp5,662$540K0.14%+22213F-HRTimeline
GeoWealth Management, LLC5,630$537K0.02%-4,57613F-HRTimeline
Mesirow Financial Investment Management…5,570$531K0.01%+2,78513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,563$531K0.21%-1,94813F-HRTimeline
Wealthfront Advisers LLC5,513$526K<0.01%-1,11713F-HRTimeline
Kinloch Capital, LLC5,493$524K0.25%013F-HRTimeline
ALERUS FINANCIAL NA5,464$521K0.04%-9413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,464$521K<0.01%+66513F-HRTimelineGroup
High Falls Advisors, Inc5,460$521K0.12%-1,25913F-HRTimeline
Crestwood Advisors Group, LLC5,431$518K0.01%-2813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,373$512K0.01%013F-HRTimelineGroup
Gibbs Wealth Management5,337$509K0.12%-2013F-HRTimeline
Core Wealth Partners LLC5,333$509K0.3%+1,13113F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC5,332$509K2.56%-17,84613F-HRTimeline
Etesian Wealth Advisors, Inc.5,286$504K0.22%-64313F-HRTimeline
Invst, LLC5,267$502K0.07%-23813F-HRTimeline
Magnus Financial Group LLC5,239$500K0.05%+2,27813F-HRTimeline
Heritage Wealth Partners, LLC5,212$497K0.76%-9413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.5,177$494K0.1%-349,65113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC5,175$494K0.09%+1,57513F-HRTimeline
J.W. COLE ADVISORS, INC.5,156$492K0.02%+1,30213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,148$491K0.27%new13F-HRTimeline
Pinnacle Bancorp, Inc.5,143$490K0.16%+1,67613F-HRTimeline
First Citizens Asset Management, Inc.5,130$489K0.19%-22113F-HR/ATimeline
Opal Wealth Advisors, LLC5,080$484K0.15%-3,81213F-HRTimeline
STOCK YARDS BANK & TRUST CO5,080$484K0.02%+1,81513F-HRTimeline
DKM Wealth Management, Inc.5,075$484K0.47%-16413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp5,049$482K<0.01%+20613F-HRTimelineGroup
Ridgewood Investments LLC5,035$480K0.22%-35213F-HRTimeline
Mayflower Financial Advisors, LLC5,025$479K0.07%-41913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,991$476K0.01%-1,05513F-HRTimelineGroup
Montecito Bank & Trust4,988$476K0.08%-60913F-HRTimeline
Triad Wealth Partners, LLC4,974$474K0.15%+2,04813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…4,895$467K0.04%-1,92813F-HRTimelineGroup
Maridea Wealth Management LLC4,876$465K0.15%-90313F-HRTimeline
HB Wealth Management, LLC4,851$463K<0.01%+2,04613F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,765$454K0.37%-1,10013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,662$445K0.09%-1,48813F-HRTimeline
Vanguard Capital Wealth Advisors4,638$442K0.54%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Good Life Advisors, LLC4,629$441K0.03%+2,39513F-HRTimeline
Ignite Planners, LLC4,605$439K0.09%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,580$437K0.02%new13F-HRTimeline
CAXTON ASSOCIATES LLP4,577$437K0.02%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH4,554$434K0.14%+27313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE4,546$434K<0.01%-49,80013F-HRTimelineGroup
Pineridge Advisors LLC4,517$431K0.17%-400,51313F-HRTimeline
Jaffetilchin Investment Partners, LLC4,502$429K0.03%+20313F-HRTimeline
BLALOCK WILLIAMS, LLC4,498$429K0.48%+7513F-HRTimeline
PRIVATE TRUST CO NA4,445$424K0.04%-2,71313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,441$424K<0.01%-12813F-HRTimelineGroup
CoreCap Advisors, LLC4,406$420K0.02%+29313F-HRTimeline
Ausdal Financial Partners, Inc.4,374$417K0.03%-636,33613F-HRTimeline
Berger Financial Group, Inc4,343$414K0.03%-12513F-HRTimeline
CAMBIAR INVESTORS LLC4,313$411K0.02%new13F-HRTimeline
Chesley Taft & Associates LLC4,300$410K0.02%-95013F-HRTimeline
Phillips Wealth Planners LLC4,311$403K0.43%-11913F-HRTimeline
Carrera Capital Advisors4,152$396K0.09%-7813F-HRTimeline
WESPAC Advisors, LLC4,135$394K0.32%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,126$393K0.04%-1,78613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,100$391K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC4,084$389K0.03%+17413F-HRTimeline
Maia Wealth LLC4,047$381K0.09%+1,35313F-HRTimeline
B. Riley Wealth Advisors, Inc.3,994$381K0.01%-6,15013F-HRTimeline
CWC Advisors, LLC.3,993$381K0.22%+38913F-HRTimeline
Joel Adams & Associates, Inc.3,993$381K0.34%+24613F-HRTimeline
EP Wealth Advisors, LLC3,985$380K<0.01%-48813F-HRTimeline
Westfuller Advisors, LLC3,959$378K0.25%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC3,939$376K0.18%-41313F-HRTimeline
WNY Asset Management, LLC3,869$369K0.04%-74413F-HRTimeline
HBK Sorce Advisory LLC3,800$362K0.01%-10413F-HRTimeline
Lunt Capital Management, Inc.3,736$356K0.13%-99813F-HRTimeline
Crumly & Associates Inc.3,733$356K0.1%013F-HRTimeline
Noble Wealth Management PBC3,720$355K0.24%-42813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,714$354K<0.01%+1,53513F-HRTimelineGroup
Stanley-Laman Group, Ltd.3,702$353K0.05%+5013F-HRTimeline
New Century Financial Group, LLC3,682$351K0.41%-26,80913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,688$351K0.05%+1,04813F-HRTimeline
TSA Wealth Managment LLC3,649$348K0.14%-3,15513F-HRTimeline
R. W. Roge & Company, Inc.3,609$344K0.19%+5513F-HRTimeline
Yoder Wealth Management, Inc.3,615$343K0.19%013F-HRTimeline
Accretive Wealth Partners, LLC3,600$341K0.12%013F-HRTimeline
Arizona PSPRS Trust3,571$341K0.01%new13F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC3,557$339K0.03%+41413F-HRTimeline
Perennial Investment Advisors, LLC3,497$333K0.04%new13F-HRTimeline
4J Wealth Management LLC3,495$333K0.26%+1013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.3,450$329K0.04%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,444$328K0.23%+1,04313F-HRTimeline
Valmark Advisers, Inc.3,386$323K<0.01%+5013F-HRTimeline
Westside Investment Management, Inc.3,357$320K0.07%-81913F-HRTimeline
Rede Wealth, LLC3,350$319K0.11%-6613F-HRTimeline
Parallel Advisors, LLC3,348$319K0.01%+7713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,346$319K<0.01%new13F-HRTimelineGroup
F/m Investments LLC3,332$318K0.01%-2413F-HRTimeline
Patten Group, Inc.3,307$315K0.07%-20413F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,283$313K0.06%-10913F-HRTimeline
Intergy Private Wealth, LLC3,250$310K0.12%+74613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC3,245$309K0.17%-57413F-HRTimeline
Hudson Capital Management LLC3,182$303K0.09%+29213F-HRTimeline
Verdence Capital Advisors LLC3,171$302K0.02%013F-HRTimeline
City Center Advisors, LLC3,166$302K0.35%+89013F-HRTimeline
Welch & Forbes LLC3,162$302K<0.01%013F-HRTimeline
Signal Advisors Wealth, LLC3,161$302K0.03%+113F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC3,150$300K0.19%+80013F-HRTimeline
Second Half Financial Partners, LLC3,139$299K0.15%-51713F-HRTimeline
Glenview Trust Co3,130$299K0.01%+82313F-HR/ATimeline
Pasadena Private Wealth, LLC3,095$295K0.06%new13F-HRTimeline
KPP Advisory Services LLC3,069$293K0.06%-24013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,055$291K0.2%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,047$291K0.02%+1,59813F-HRTimelineGroup
SHAYNE & JACOBS, LLC3,040$290K0.07%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,010$289K0.11%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,025$288K0.01%+2,83013F-HRTimelineGroup
Horst & Graben Wealth Management LLC3,016$288K0.05%-4413F-HRTimeline
REGIMEN WEALTH, LLC2,999$286K0.09%+18113F-HRTimeline
TFB Advisors LLC2,991$285K0.08%new13F-HRTimeline
Roger Wittlin Investment Advisory, LLC2,990$285K0.17%+1813F-HRTimeline
Investment Advisory Group, LLC2,982$284K0.1%-83513F-HRTimeline
Ipsen Advisor Group LLC2,967$283K0.24%-9813F-HRTimeline
Sovereign Financial Group, Inc.2,929$279K0.06%-5613F-HRTimeline
FC Advisory LLC2,911$278K0.09%+1513F-HRTimeline
Trilogy Capital Inc.2,896$276K0.01%+20513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,890$276K0.01%-1,67513F-HRTimeline
Balefire, LLC2,887$275K0.09%+1,26113F-HRTimeline
FORBES J M & CO LLP2,862$273K0.03%+7013F-HRTimeline
Good Steward Wealth Advisors,LLC2,828$270K0.25%13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,783$265K0.06%013F-HR/ATimeline
Diligent Investors, LLC2,783$265K0.06%+613F-HRTimeline
Capital Advisors Wealth Management, LLC2,781$265K0.05%-23613F-HRTimeline
Caitlin John, LLC2,769$264K0.26%+1313F-HRTimeline
Canopy Partners, LLC2,737$261K0.1%-5,85813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,686$256K<0.01%013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.2,674$255K0.1%013F-HRTimeline
Clarity Capital Partners LLC2,657$253K0.1%-1,26913F-HRTimeline
Bremer Bank National Association2,621$250K0.04%013F-HRTimeline
Stonebridge Financial Group, LLC2,619$250K0.03%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,650$249K0.05%new13F-HRTimeline
GM Advisory Group, LLC2,611$249K0.01%013F-HRTimeline
Marcum Wealth, LLC2,574$245K0.02%+12013F-HRTimeline
ODonnell Financial Services, LLC2,562$244K0.1%new13F-HRTimeline
Walker Asset Management, LLC2,545$243K0.15%-3913F-HRTimeline
Madrona Financial Services, LLC2,538$242K0.07%+4813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2,532$241K0.06%-1513F-HRTimeline
Texas Bank & Trust Co2,524$241K0.1%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,513$240K0.02%-513F-HRTimeline
SEVEN MILE ADVISORY2,501$239K0.16%+6213F-HRTimeline
Gilman Hill Asset Management, LLC2,500$238K0.04%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,450$234K0.11%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.2,446$233K0.16%new13F-HRTimeline
Cape Investment Advisory, Inc.2,418$231K0.09%-52513F-HRTimeline
Genesis Wealth Advisors, LLC2,413$230K0.19%013F-HRTimeline
CAMDEN NATIONAL BANK2,409$230K0.03%-5013F-HRTimeline
PLIMOTH TRUST CO LLC2,405$229K0.06%new13F-HRTimeline
Tower Wealth Partners, Inc.2,401$229K0.12%+5913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,401$229K0.09%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,395$228K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,379$227K0.01%-9913F-HRTimeline
Shared Vision Wealth Group LLC2,378$227K0.12%-15013F-HRTimeline
Empower Advisory Group, LLC2,358$225K<0.01%+8113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,330$222K0.04%-213F-HRTimeline
Copia Wealth Management2,329$222K0.21%+7813F-HRTimeline
Retirement Planning Group, LLC2,328$222K0.01%+713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,327$222K0.05%-5013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,320$221K<0.01%new13F-HRTimelineGroup
Alpha Cubed Investments, LLC2,313$221K0.01%-14813F-HRTimeline
Canandaigua National Trust Co of Florida2,284$218K0.19%new13F-HRTimeline
Chemistry Wealth Management LLC2,280$217K0.05%-2,25313F-HRTimeline
Palisade Asset Management, LLC2,250$215K0.02%013F-HRTimeline