Skip to content
Disclosery

IEF ISHARES TR

Follow

7-10 YR TRSY BD (fund)

1,004 managers (1,015 13F filers) reported a position in IEF shares at 2025-06-30, 314,763,663 shares in all. 111 filers opened a position and 85 filers sold out during the quarter.

Managers
1,004
13F filers
1,015
New
111
Added
374
Reduced
399
Sold out
85
Shares held by filers
314,763,663

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Federation des caisses Desjardins du Qu…7,078$678K<0.01%-35,35613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,999$670K-2,117Timeline
GROUP ONE TRADING LLC6,965$667K0.02%-40413F-HRTimeline
Vectors Research Management, LLC6,915$662K0.23%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,859$657K0.01%+3,51313F-HRTimelineGroup
Ignite Planners, LLC6,871$649K0.11%+2,26613F-HR/ATimeline
Caliber Wealth Management, LLC / KS6,755$647K0.07%-65413F-HRTimeline
Brickley Wealth Management6,703$642K0.13%+513F-HRTimeline
Cambridge Advisors Inc.6,671$639K0.13%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,658$638K0.12%+1,48313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,633$635K0.49%-17213F-HRTimeline
Canandaigua National Trust Co of Florida6,632$635K0.45%+4,34813F-HRTimeline
PATTEN & PATTEN INC/TN6,583$630K0.04%013F-HRTimeline
TOWNSQUARE CAPITAL LLC6,543$627K0.06%-181,24413F-HRTimeline
Avidian Wealth Enterprises, LLC6,542$627K0.03%+37013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,504$623K0.06%013F-HRTimeline
Summa Corp.6,500$623K0.32%-43013F-HRTimeline
TTP Investments, Inc.6,429$616K0.2%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,366$610K0.28%+3413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,366$610K0.03%-10,20913F-HRTimelineGroup
Invst, LLC6,357$609K0.08%+1,09013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,299$603K0.06%+20013F-HRTimeline
Wilmington Savings Fund Society, FSB6,272$601K0.01%-53813F-HRTimeline
Klaas Financial Asset Advisors, LLC6,241$598K0.09%+7913F-HRTimeline
COURIER CAPITAL LLC6,240$598K0.04%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,175$585K0.12%-8013F-HRTimeline
WealthShield Partners, LLC6,103$584K0.07%-13313F-HRTimeline
BANQUE PICTET & CIE SA6,073$582K0.01%013F-HRTimeline
Triad Wealth Partners, LLC6,068$581K0.12%+1,09413F-HRTimeline
E&G Advisors, LLC6,062$581K0.15%013F-HRTimeline
M3 Advisory Group, LLC6,030$577K0.4%013F-HRTimeline
Etesian Wealth Advisors, Inc.6,007$575K0.21%+72113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,880$563K0.02%-3,25213F-HRTimelineGroup
Algorithmic Investment Models, LLC5,878$563K0.39%new13F-HRTimeline
American Financial Advisors, LLC5,817$557K0.08%+5013F-HRTimeline
Magnus Financial Group LLC5,801$556K0.05%+56213F-HRTimeline
Two West Capital Advisors LLC5,854$555K0.36%new13F-HRTimeline
ALERUS FINANCIAL NA5,774$553K0.04%+31013F-HRTimeline
TFB Advisors LLC5,756$551K0.14%+2,76513F-HRTimeline
Archer Investment Corp5,703$546K0.13%+4113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,695$545K0.02%013F-HRTimelineGroup
Good Life Advisors, LLC5,638$540K0.03%+1,00913F-HRTimeline
Dynasty Wealth Management, LLC5,552$532K0.01%new13F-HRTimeline
Bedell Frazier Investment Counselling, …5,417$519K0.13%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,400$517K<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC5,352$513K0.04%+1,79513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,373$510K0.01%013F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC5,306$508K0.2%-139,06413F-HRTimeline
American Institute for Advanced Investm…5,305$508K0.36%-55013F-HRTimeline
Kinloch Capital, LLC5,301$508K0.24%-19213F-HRTimeline
5T Wealth, LLC5,297$507K0.26%-51813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,277$505K0.16%+72313F-HRTimeline
First Citizens Asset Management, Inc.5,254$503K0.18%+12413F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC5,252$503K0.05%-388,07213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co5,217$500K0.01%+22613F-HRTimelineGroup
Advyzon Investment Management, LLC5,199$498K0.11%new13F-HRTimeline
Obermeyer Wealth Partners5,170$495K0.02%new13F-HRTimeline
Pinnacle Bancorp, Inc.5,143$493K0.15%013F-HRTimeline
STOCK YARDS BANK & TRUST CO5,080$486K0.02%013F-HRTimeline
RATIONAL ADVISORS, INC.5,040$483K0.05%-25,15513F-HRTimeline
DKM Wealth Management, Inc.4,983$477K0.41%-9213F-HRTimeline
JGP Wealth Management, LLC4,912$470K0.06%new13F-HRTimeline
Realta Investment Advisors4,901$469K0.19%-84213F-HRTimeline
Ridgewood Investments LLC4,832$463K0.2%-20313F-HRTimeline
Breakwater Capital Group4,823$462K0.08%new13F-HRTimeline
HB Wealth Management, LLC4,816$461K<0.01%-3513F-HRTimeline
Maridea Wealth Management LLC4,762$456K0.12%-11413F-HRTimeline
High Falls Advisors, Inc4,736$454K0.1%-72413F-HRTimeline
Ausdal Financial Partners, Inc.4,703$450K0.03%+32913F-HRTimeline
Vanguard Capital Wealth Advisors4,682$448K0.44%+4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOODWARD DIVERSIFIED CAPITAL, LLC4,669$447K0.23%+1,22513F-HRTimeline
WealthTrak Capital Management LLC4,639$444K0.37%-35,15313F-HRTimeline
BLALOCK WILLIAMS, LLC4,569$438K0.44%+7113F-HRTimeline
Intergy Private Wealth, LLC4,552$436K0.15%+1,30213F-HRTimeline
Crestwood Advisors Group, LLC4,529$434K0.01%-90213F-HRTimeline
Jaffetilchin Investment Partners, LLC4,515$432K0.03%+1313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,474$428K<0.01%-57513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,454$427K<0.01%+1313F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC4,417$423K0.16%new13F-HRTimeline
CWC Advisors, LLC.4,402$422K0.22%+40913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,388$420K0.13%+3,92913F-HRTimeline
Innova Wealth Partners4,375$419K0.25%-93,10013F-HRTimeline
Opal Wealth Advisors, LLC4,330$415K0.12%-75013F-HRTimeline
CAMBIAR INVESTORS LLC4,313$413K0.02%013F-HRTimeline
Moloney Securities Asset Management, LLC4,313$413K0.05%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,284$410K0.06%-4,76513F-HRTimeline
Redhawk Wealth Advisors, Inc.4,254$407K0.05%new13F-HRTimeline
Western Wealth Management, LLC4,251$407K0.02%+16713F-HRTimeline
McElhenny Sheffield Capital Management,…4,228$405K0.11%-575,44613F-HR/ATimeline
NWAM LLC4,240$403K0.02%new13F-HR/ATimeline
Rathbones Group PLC4,171$399K<0.01%-8,90413F-HRTimeline
Parallel Advisors, LLC4,166$399K0.01%+81813F-HRTimeline
WESPAC Advisors, LLC4,135$396K0.28%013F-HRTimeline
Joel Adams & Associates, Inc.4,116$394K0.35%+12313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,100$393K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA4,058$389K0.04%-38713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,057$389K0.25%+1,00213F-HRTimeline
Evolution Wealth Advisors, LLC4,031$386K0.06%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,026$386K0.3%-73913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,009$384K0.05%+32113F-HRTimeline
Maia Wealth LLC4,007$384K0.07%-4013F-HRTimeline
Berger Financial Group, Inc3,981$381K0.02%-36213F-HRTimeline
Greater Midwest Financial Group, LLC3,959$379K0.29%new13F-HRTimeline
Westfuller Advisors, LLC3,959$379K0.22%013F-HRTimeline
Lifestyle Asset Management, Inc.3,940$377K0.18%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC3,857$369K0.16%-8213F-HRTimeline
HBK Sorce Advisory LLC3,833$367K0.01%+3313F-HRTimeline
Carrera Capital Advisors3,832$367K0.07%-32013F-HRTimeline
Three Seasons Wealth, LLC3,831$367K0.04%new13F-HRTimeline
BAILARD, INC.3,830$367K0.01%-8,32713F-HRTimeline
Mesirow Financial Investment Management…3,820$366K0.01%-1,75013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,807$365K0.03%-31913F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,746$359K0.02%-83413F-HRTimeline
Gateway Wealth Partners, LLC3,740$358K0.07%new13F-HRTimeline
Lunt Capital Management, Inc.3,736$358K0.14%013F-HRTimeline
Chesley Taft & Associates LLC3,700$354K0.02%-60013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,698$354K<0.01%-1613F-HR/ATimelineGroup
RETIREMENT INCOME SOLUTIONS, INC3,679$352K0.06%-98313F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,657$346K0.1%new13F-HRTimeline
Stanley-Laman Group, Ltd.3,616$346K0.05%-8613F-HRTimeline
Yoder Wealth Management, Inc.3,615$345K0.18%013F-HRTimeline
Strathmore Capital Advisors, Inc.3,566$338K0.15%13F-HRTimeline
City Center Advisors, LLC3,508$336K0.36%+34213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,476$333K<0.01%-1,98813F-HRTimelineGroup
Balboa Wealth Partners3,473$333K0.07%new13F-HRTimeline
Tull Financial Group, Inc.3,469$332K0.15%new13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…3,466$332K0.02%-1,42913F-HRTimelineGroup
L.M. KOHN & COMPANY3,454$331K0.09%-3,05013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.3,450$330K0.04%013F-HRTimeline
R. W. Roge & Company, Inc.3,444$329K0.19%-16513F-HRTimeline
F/m Investments LLC3,332$319K0.01%013F-HRTimeline
Rede Wealth, LLC3,331$319K0.12%-1913F-HRTimeline
4J Wealth Management LLC3,308$317K0.21%-18713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,306$317K0.02%-10,93313F-HRTimelineGroup
TSA Wealth Managment LLC3,304$316K0.12%-34513F-HRTimeline
Hudson Capital Management LLC3,279$314K0.09%+9713F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC3,267$313K2.55%-2,06513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,265$313K0.02%+75213F-HRTimeline
Valmark Advisers, Inc.3,264$313K<0.01%-12213F-HRTimeline
Patten Group, Inc.3,257$312K0.07%-5013F-HRTimeline
Westside Investment Management, Inc.3,208$307K0.06%-14913F-HRTimeline
Glenview Trust Co3,177$304K0.01%+4713F-HRTimeline
Empower Advisory Group, LLC3,154$302K<0.01%+79613F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC3,150$302K0.17%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,145$301K0.01%+12013F-HRTimelineGroup
Pasadena Private Wealth, LLC3,131$300K0.05%+3613F-HRTimeline
HARBOUR INVESTMENTS, INC.3,122$299K0.01%+23213F-HRTimeline
Perennial Investment Advisors, LLC3,120$299K0.03%-37713F-HRTimeline
CALTON & ASSOCIATES, INC.3,118$299K0.05%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.3,112$298K<0.01%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,101$297K0.06%-18213F-HRTimeline
PINKERTON WEALTH, LLC3,092$296K0.04%-162,80913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,085$295K0.09%new13F-HRTimeline
KPP Advisory Services LLC3,069$294K0.05%013F-HR/ATimeline
SHAYNE & JACOBS, LLC3,040$291K0.1%013F-HRTimeline
Second Half Financial Partners, LLC3,039$291K0.14%-10013F-HRTimeline
Kovack Advisors, Inc.3,015$289K0.03%new13F-HRTimeline
Compass Ion Advisors, LLC3,015$289K0.03%new13F-HRTimeline
Glaxis Capital Management, LLC3,000$287K0.38%new13F-HRTimeline
Accretive Wealth Partners, LLC3,000$287K0.09%-60013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,987$286K<0.01%new13F-HRTimelineGroup
Investment Advisory Group, LLC2,983$286K0.09%+113F-HRTimeline
WNY Asset Management, LLC2,980$285K0.03%-88913F-HRTimeline
Clark Capital Management Group, Inc.2,969$284K<0.01%-54,68713F-HRTimeline
Sovereign Financial Group, Inc.2,959$283K0.06%+3013F-HRTimeline
REGIMEN WEALTH, LLC2,948$282K0.09%-5113F-HRTimeline
Horst & Graben Wealth Management LLC2,937$281K0.05%-7913F-HRTimeline
FC Advisory LLC2,934$281K0.09%+2313F-HRTimeline
CoreCap Advisors, LLC2,794$268K0.01%-1,61213F-HRTimeline
Stelac Advisory Services LLC2,790$267K0.1%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,783$267K0.06%013F-HR/ATimeline
Verdence Capital Advisors LLC2,752$264K0.02%-41913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,738$262K0.1%+6413F-HRTimeline
FORBES J M & CO LLP2,732$262K0.02%-13013F-HRTimeline
Diligent Investors, LLC2,692$258K0.06%-9113F-HRTimeline
Alpha Cubed Investments, LLC2,676$256K0.01%+36313F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,676$256K0.01%+28113F-HRTimeline
GC Wealth Management RIA, LLC2,634$252K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,627$252K0.02%+69713F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,621$251K<0.01%new13F-HRTimeline
GM Advisory Group, LLC2,612$250K0.01%+113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,607$250K0.03%new13F-HRTimeline
Welch & Forbes LLC2,565$246K<0.01%-59713F-HRTimeline
PLIMOTH TRUST CO LLC2,563$245K0.06%+15813F-HRTimeline
Canopy Partners, LLC2,561$245K0.09%-17613F-HRTimeline
ODonnell Financial Services, LLC2,531$242K0.09%-3113F-HRTimeline
SYON CAPITAL LLC2,526$242K0.02%-101,03013F-HRTimeline
Walker Asset Management, LLC2,521$241K0.14%-2413F-HRTimeline
Ipsen Advisor Group LLC2,503$240K0.18%-46413F-HRTimeline
SEVEN MILE ADVISORY2,501$240K0.14%013F-HRTimeline
Gilman Hill Asset Management, LLC2,500$239K0.04%013F-HRTimeline
Jacobi Capital Management LLC2,478$237K0.02%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,450$235K0.1%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.2,421$232K0.13%-2513F-HRTimeline
Retirement Planning Group, LLC2,421$232K0.01%+9313F-HRTimeline
Genesis Wealth Advisors, LLC2,413$231K0.17%013F-HRTimeline
Sound Income Strategies, LLC2,412$231K0.01%+2,28213F-HRTimeline
B. Riley Wealth Advisors, Inc.2,375$227K0.01%-1,61913F-HRTimeline
Texas Bank & Trust Co2,374$227K0.09%-15013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,370$227K0.04%-2,80713F-HRTimeline