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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
Graney & King, LLC1,741$161K0.12%13F-HRTimeline
Mechanics Financial Corp1,710$158K0.07%-20013F-HRTimeline
Balefire, LLC1,626$150K0.05%+31213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,622$150K0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,580$146K0.12%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,508$140K0.09%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,480$137K0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,480$137K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,449$134K0.01%+1,35313F-HRTimelineGroup
Transcendent Capital Group LLC1,319$122K0.06%new13F-HRTimeline
Elequin Capital, LP1,310$121K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,211$112K0.01%-1,74213F-HRTimeline
Northwest Capital Management Inc1,193$110K0.05%-41713F-HRTimeline
JFS WEALTH ADVISORS, LLC1,181$109K0.01%new13F-HRTimeline
BALLAST ADVISORS LLC1,168$108K0.03%-10213F-HRTimeline
WEBSTER BANK, N. A.1,105$102K0.01%013F-HRTimeline
Allworth Financial LP1,078$99.7K<0.01%-25313F-HRTimeline
AMERIFLEX GROUP, INC.1,050$97.7K0.04%13F-HRTimeline
Finley Financial, LLC1,050$96.8K0.05%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,030$95.2K0.01%+5213F-HRTimelineGroup
NorthRock Partners, LLC1,005$92.9K<0.01%-1,68213F-HR/ATimeline
Ravenstone Capital Management Inc.1,000$92.5K0.05%new13F-HRTimeline
MCF Advisors LLC990$91.5K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA1,000$84K<0.01%13F-HR/ATimeline
Dunhill Financial, LLC905$83.7K0.04%+51613F-HRTimeline
Bellwether Advisors, LLC854$79K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.825$76.3K<0.01%013F-HRTimeline
CENTRAL TRUST Co818$75.6K<0.01%013F-HRTimeline
BFSG, LLC815$75.3K0.01%-813F-HRTimeline
Avior Wealth Management, LLC772$71.4K<0.01%-39613F-HRTimeline
SOA Wealth Advisors, LLC.767$70.9K0.01%+913F-HR/ATimeline
Pflug Koory, LLC761$70.4K0.04%013F-HRTimeline
PSI Advisors, LLC735$68K0.02%+8213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP706$65K<0.01%+34013F-HRTimelineGroup
Tortoise Investment Management, LLC700$64.7K0.01%-21013F-HR/ATimeline
NWK Group, Inc.696$64.3K0.02%+4313F-HRTimeline
RATIONAL ADVISORS, INC.676$62.5K0.01%-17,92413F-HRTimeline
First Horizon Advisors, Inc.667$61.7K<0.01%+64813F-HRTimeline
Bangor Savings Bank619$57.2K0.01%-10313F-HRTimeline
Future Financial Wealth Managment LLC600$55.5K0.04%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC576$53.3K0.02%+713F-HRTimeline
Crewe Advisors LLC570$52.7K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.560$52.1K<0.01%-7,39613F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…545$50.4K0.01%+3513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.533$49K<0.01%-8,81313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC530$49K<0.01%013F-HRTimelineGroup
Powell Investment Advisors, LLC501$46.3K0.02%013F-HRTimeline
Weaver Capital Management LLC473$43.8K0.01%-32,26613F-HRTimeline
Rice Partnership, LLC471$43.5K0.01%-10513F-HRTimeline
Aventura Private Wealth, LLC468$43.3K0.02%13F-HRTimeline
BARRETT & COMPANY, INC.460$42.5K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…458$42.3K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC457$42.2K0.09%+18913F-HRTimeline
Nemes Rush Group LLC453$41.8K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC436$40.3K<0.01%-40213F-HRTimeline
HM PAYSON & CO433$40K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC427$39.5K<0.01%+17613F-HRTimeline
FSC Wealth Advisors, LLC414$38.2K0.02%013F-HRTimeline
Menard Financial Group LLC413$38.1K0.02%new13F-HRTimeline
Clearstead Trust, LLC405$37.4K0.01%-10713F-HRTimeline
Wood Tarver Financial Group, LLC408$37K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC398$36.8K<0.01%+9813F-HRTimeline
Park Square Financial Group, LLC397$36.7K0.03%13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.390$36K<0.01%+613F-HRTimeline
Medallion Wealth Advisors, LLC374$34.6K0.02%13F-HRTimeline
Painted Porch Advisors LLC364$33.7K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC358$33.1K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC347$32.1K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department335$31K0.01%13F-HRTimelineGroup
Sunbelt Securities, Inc.301$27.9K<0.01%-2,25813F-HRTimeline
MONTAG A & ASSOCIATES INC301$27.8K<0.01%+16013F-HRTimeline
ATWOOD & PALMER INC300$27.7K<0.01%013F-HRTimeline
Rakuten Securities, Inc.288$26.6K0.01%-20413F-HRTimeline
Luminist Capital LLC286$26.4K0.05%13F-HRTimeline
TSFG, LLC269$25K0.01%+113F-HRTimeline
Capital Investment Counsel, Inc266$24.6K<0.01%013F-HRTimeline
Robinswood Financial LLC255$23.6K0.01%013F-HRTimeline
WASHINGTON TRUST Co248$22.9K<0.01%013F-HRTimeline
GODSEY & GIBB, INC229$21.2K<0.01%013F-HRTimeline
Bray Capital Advisors225$20.8K0.01%013F-HRTimeline
Versant Capital Management, Inc223$20.6K<0.01%013F-HRTimeline
Aspect Partners, LLC222$20.5K0.01%-26713F-HRTimeline
Hexagon Capital Partners LLC214$19.8K<0.01%new13F-HRTimeline
GAMMA Investing LLC213$19.7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.209$19.3K<0.01%-88413F-HRTimeline
Arax Advisory Partners204$18.8K<0.01%+19213F-HRTimeline
Beacon Capital Management, LLC203$18.8K<0.01%-34913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp195$18K<0.01%new13F-HRTimelineGroup
HBC Financial Services, PLLC200$18K0.01%013F-HRTimeline
Addison Advisors LLC192$17.8K<0.01%-54113F-HRTimeline
Register Financial Advisors LLC190$17.6K0.01%-2613F-HRTimeline
Trust Co180$16.6K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC176$16.3K0.01%+1113F-HRTimeline
SIMA Wealth Partners, LLC174$16.1K0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC172$15.9K0.01%013F-HRTimeline
Coastline Trust Co170$15.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Murphy & Mullick Capital Management Corp169$15.6K0.01%13F-HRTimeline
Hurley Capital, LLC157$14.5K0.01%13F-HRTimeline
Aviso Financial Inc.150$13.9K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co149$13.8K<0.01%-5813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …148$13.7K<0.01%+313F-HRTimelineGroup
Brooklyn Investment Group139$12.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC132$12.2K<0.01%-14213F-HRTimeline
AdvisorNet Financial, Inc130$12K<0.01%+10013F-HRTimeline
Independence Bank of Kentucky125$11.6K<0.01%new13F-HRTimeline
Denver PWM, LLC120$11K<0.01%-4213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO119$11K<0.01%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.119$11K0.01%-12213F-HRTimeline
OARSMAN CAPITAL, INC.114$10.5K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.113$10K<0.01%-7113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…106$9.8K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC104$9.57K<0.01%-7313F-HRTimeline
Investors Research Corp101$9.34K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd100$9.24K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC94$8.69K<0.01%+113F-HRTimeline
ROGCO, LP94$8.69K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton92$8.51K<0.01%013F-HRTimeline
Rise Advisors, LLC87$8.07K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC86$8K<0.01%-413F-HRTimeline
Kiker Wealth Management, LLC86$7.95K0.01%13F-HRTimeline
EPG Wealth Management LLC85$7.86K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC75$6.93K0.01%013F-HRTimeline
Tidemark, LLC71$6.56K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC73$6K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.59$5.46K<0.01%+5013F-HRTimeline
Main Street Group, LTD55$5.08K<0.01%-2213F-HRTimeline
Fortis Group Advisors, LLC54$4.99K<0.01%-39,23813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC53$4.92K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WR Wealth Planners, LLC48$4.44K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC45$4.2K<0.01%-7313F-HR/ATimeline
MOTCO44$4.07K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC43$3.98K<0.01%013F-HR/ATimeline
YANKCOM Partnership42$3.88K<0.01%13F-HRTimeline
Towne Trust Company, N.A41$3.79K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.40$3.7K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.36$3.33K<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…35$3.24K<0.01%013F-HRTimeline
McIlrath & Eck, LLC34$3.14K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.33$3K<0.01%-113F-HRTimeline
Provident Wealth Management, LLC27$2.5K<0.01%013F-HRTimeline
Headlands Technologies LLC25$2.31K<0.01%-79413F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$2.3K<0.01%-5913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC23$2.13K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners32$2K<0.01%new13F-HRTimeline
Smithfield Trust Co27$2K<0.01%013F-HRTimeline
Avion Wealth24$2K<0.01%new13F-HRTimeline
Covestor Ltd16$2K<0.01%-913F-HRTimeline
Quest 10 Wealth Builders, Inc.21$1.96K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC21$1.9K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20$1.85K<0.01%013F-HRTimeline
Eukles Asset Management20$1.85K<0.01%013F-HRTimeline
Signature Resources Capital Management,…15$1.39K<0.01%013F-HRTimeline
ESL Trust Services, LLC12$1.11K<0.01%013F-HRTimeline
NFSG Corp12$1.11K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC9$832<0.01%-6113F-HRTimeline
Stephens Consulting, LLC7$648<0.01%-79913F-HRTimeline
Jackson Hole Capital Partners, LLC5$462<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3$277<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$92<0.01%013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1$92<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.0$00%-35113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Vermillion Wealth Management, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co2,629,430$243B-68,92013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.