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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
Fisher Asset Management, LLC49,220,000$4.55B1.81%+7,566,48713F-HRTimeline
FMR LLCin group FMR LLC29,677,907$2.74B0.16%-3,838,54713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,743,507$2.47B0.2%-1,019,97513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,602,985$1.17B-522,477Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,630,686$1.07B0.28%-1,537,73213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,637,029$891M0.6%-118,93813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS8,364,669$773M2.21%-198,62613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,847,362$725M0.27%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,770,318$718M0.05%-6,350,88013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,658,163$708M0.07%-804,05713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,649,889$522M0.26%-2,051,03213F-HRTimelineGroup
Blue Trust, Inc.5,497,557$508M6.51%+497,20813F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,489,332$415M0.35%+232,87613F-HRTimelineGroup
LPL Financial LLC3,702,913$342M0.14%+171,08413F-HRTimeline
UBS Group AGin group UBS Group AG3,658,293$338M0.08%-425,58613F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding3,339,872$309M+117,472Timeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors3,213,523$297M23.77%+24,36413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,066,953$284M0.01%-625,28413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,650,680$245M0.39%+2,266,45013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich2,342,461$239M0.74%+211,31413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,427,606$224M0.43%+67,20913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,001,437$185M0.04%+178,93813F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC1,937,596$179M18.04%+97,74713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,897,053$175M3.74%+481,26213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,868,578$173M0.29%-37,89513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,863,509$172M0.06%+62,40213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,598,953$148M0.28%+136,05813F-HR/ATimeline
NorthCoast Asset Management LLC1,306,444$121M0.59%+159,72713F-HR/ATimeline
Harvest Portfolios Group Inc.1,285,965$119M3.97%+329,24813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,197,065$111M0.17%-322,90513F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,143,157$106M8.44%+507,73713F-HRTimeline
Janney Montgomery Scott LLC1,097,763$101M0.28%-542,28513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,041,887$96.3M0.1%-46,44313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,017,055$94M0.02%-834,15513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC948,112$87.7M0.09%+31,06813F-HRTimeline
3EDGE Asset Management, LP915,455$84.6M5.22%+44,20113F-HRTimeline
Ally Invest Advisors Inc.866,460$80.1M6.94%+49,39213F-HRTimeline
Avalon Advisory Group796,032$73.6M33.6%+26,18313F-HRTimeline
WestEnd Advisors, LLC756,395$69.9M1.78%-379,07113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…753,550$69.7M0.93%+41,36213F-HRTimelineGroup
Juniper Hill Capital Management LP744,199$68.8M15.24%-359,49613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC741,987$68.6M0.1%-46,15513F-HRTimeline
Clarity Financial LLC699,525$64.7M7.73%+31,99113F-HRTimeline
Cetera Investment Advisers699,020$64.6M0.14%+92,02013F-HRTimeline
Bogart Wealth, LLC662,184$61.2M2.9%+34,58613F-HRTimeline
Ausdal Financial Partners, Inc.640,710$59.2M5.12%+622,22413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding620,246$57.3M+593,959Timeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding604,805$55.9M+84,201Timeline
BARINGS LLCin group BARINGS LLC595,818$55.1M1.31%-20,87413F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …578,023$53.4M0.05%-50,52413F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP566,767$52.4M1.44%-486,35613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551,995$50.9M0.13%+169,94013F-HRTimelineGroup
EASTERN BANK518,536$47.9M0.89%+8,47913F-HRTimeline
MATAURO, LLC513,550$47.5M10.28%13F-HRTimeline
Raub Brock Capital Management LP495,635$45.8M9.74%-1,40513F-HRTimeline
Ironwood Wealth Management, LLC.483,290$44.7M13.86%+4,98413F-HRTimeline
Cambridge Investment Research Advisors,…481,651$44.5M0.15%-5,95213F-HRTimeline
AIA Group Ltdin group AIA Group Ltd451,055$41.7M1.01%-54,87513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC446,963$41.3M0.04%-678,59213F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.445,062$41.1M8.06%+1,29713F-HRTimeline
MAI Capital Management436,414$40.3M0.3%new13F-HRTimeline
Twele Capital Management, Inc.435,501$40.3M8.53%+23,60513F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding429,982$39.8M+208,937Timeline
GREENWOOD GEARHART LLC423,646$39.2M2.7%+111,03613F-HRTimeline
Karpus Management, Inc.416,176$38.5M1.14%+223,77613F-HRTimeline
Pineridge Advisors LLC405,030$37.4M14.15%+44,57313F-HRTimeline
Atlas Private Wealth Advisors397,633$36.8M5.21%+6,81913F-HRTimeline
HighTower Advisors, LLC393,448$36.4M0.05%-80,13813F-HRTimeline
Beacon Wealthcare LLC389,776$36M14.62%-5,23613F-HRTimeline
Rafferty Asset Management, LLC372,242$34.4M0.12%-7,35413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC371,950$34.4M3.98%-90,21113F-HRTimelineGroup
1607 Capital Partners, LLC370,611$34.3M2.75%+119,86513F-HRTimeline
MJP ASSOCIATES INC /ADV365,634$33.8M6.07%+3,21313F-HRTimeline
Sompo Asset Management Co., Ltd.364,744$33.7M5.7%+19,81113F-HRTimeline
LifeGuide Financial Advisors, LLC358,228$33.1M14.21%+20,52013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.354,828$32.8M6.59%+1,37813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/351,042$32.5M0.04%-18,78113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding349,358$32.3M-40,886Timeline
Atria Wealth Solutions, Inc.339,675$31.4M0.34%-306,68913F-HRTimeline
Blue Edge Capital, LLC332,352$30.7M4.83%-6,24813F-HRTimeline
SACHEM HILL LLC328,675$30.4M6.34%+4,33113F-HRTimeline
Community Financial Services Group, LLC326,274$30.2M5.98%+29,96113F-HRTimeline
Parkside Advisors LLC322,175$29.8M7.02%+12,10213F-HRTimeline
Creative Planningin group Creative Planning318,796$29.5M0.03%+268,57013F-HRTimelineGroup
Willis Johnson & Associates, Inc.300,766$27.8M2.14%+147,52113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300,733$27.8M0.06%-61,62013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC297,382$27.5M0.01%-1,185,16213F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION293,295$27.1M2.53%+7,24713F-HRTimeline
MML INVESTORS SERVICES, LLC291,014$26.9M0.09%+24,24413F-HRTimeline
Arkos Global Advisors290,479$26.9M3.94%+190,87513F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.287,505$26.6M9.81%-13,16313F-HRTimeline
Kaydan Wealth Management, Inc.281,632$26M8.66%-3,56813F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.279,608$25.8M7.56%+20,74813F-HRTimeline
Focus Financial Network, Inc.279,464$25.8M1.03%-3,06613F-HRTimeline
WCG Wealth Advisors LLC277,466$25.7M1.7%+8,03113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC274,448$25.4M0.07%+41,36713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS269,871$24.9M0.02%-169,97213F-HRTimelineGroup
Leo Wealth, LLC269,399$24.9M2.23%-60,04013F-HRTimeline
RFG Advisory, LLC268,711$24.8M0.7%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC265,112$24.5M0.02%-74,52413F-HRTimelineGroup
WEST PACES ADVISORS INC.258,603$23.9M5.84%+16,85213F-HRTimeline
Insight Wealth Strategies, LLC257,997$23.9M3.2%+6,45813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC254,409$23.5M0.2%+5,58613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC251,883$23.3M0.03%-20,88113F-HRTimelineGroup
GenWealth Group, Inc.247,207$22.9M5.2%-44,70913F-HRTimeline
Act Two Investors LLC241,785$22.4M4.35%+55,62213F-HRTimeline
Mirabaud & Cie SA235,361$21.8M6.99%-13,04513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO234,159$21.6M0.4%-47,41713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV233,804$21.6M6.88%-12,46013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC233,345$21.6M0.01%+194,64913F-HR/ATimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors231,637$21.4M11.56%13F-HRTimelineGroup
MTC Wealth Management LLC227,706$21.1M10.14%-2,00513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT225,997$20.9M1.55%+18,25713F-HRTimeline
TIAAgroup of 2 filers holding220,683$20.4M+26,044Timeline
Virtue Capital Management, LLC220,361$20.4M4.1%+206,49813F-HRTimeline
TD Waterhouse Canada Inc.215,579$19.9M0.16%-69,43213F-HRTimeline
Bison Wealth, LLC212,029$19.6M4.32%+113,66313F-HRTimeline
Gunma Bank,Ltd.210,000$19.4M6.41%+60,00013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.208,383$19.3M0.23%-49,12113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS207,174$19.2M0.72%+31,64713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.198,984$18.4M0.12%+15,64613F-HRTimeline
Kingsview Wealth Management, LLC198,258$18.3M0.36%-37,45313F-HRTimeline
Arete Wealth Advisors, LLC198,084$18.3M1.32%+97713F-HRTimeline
Financial & Tax Architects, LLC197,230$18.2M4.64%+9,06013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp195,882$18.1M<0.01%+32,24813F-HRTimelineGroup
GREENLEAF TRUST193,461$17.9M0.16%+5,94713F-HRTimeline
Private Portfolio Partners LLC192,984$17.8M3.28%+3,19713F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV192,708$17.8M0.57%-109,82713F-HRTimeline
Pallas Capital Advisors LLC190,277$17.6M0.75%-23713F-HRTimeline
TOWNSQUARE CAPITAL LLC184,637$17.1M0.19%+3,88413F-HRTimeline
Bulltick Wealth Management, LLC184,238$17M4.01%+130,03913F-HRTimeline
Portland Global Advisors LLC183,848$17M2.15%+9,26413F-HRTimeline
Summit Asset Management, LLC182,088$16.8M2.96%+1,69413F-HRTimeline
Sound Financial Strategies Group, LLC181,834$16.8M14.02%-10,32613F-HRTimeline
U.S. Capital Wealth Advisors, LLC178,443$16.5M0.51%-28913F-HRTimeline
NewEdge Advisors, LLC176,795$16.3M0.1%-108,00813F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…170,379$15.8M0.04%+16,89713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\167,762$15.5M0.02%+25,79713F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP166,114$15.4M3.93%+33,23113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP164,091$15.2M0.01%013F-HRTimeline
Joule Financial, LLC163,978$15.2M5.36%+4,50313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP162,981$15.1M0.01%-5,97513F-HRTimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC161,295$14.9M14.59%13F-HRTimeline
TPG Financial Advisors, LLC157,869$14.6M6.35%-135,32913F-HRTimeline
Pinnacle Financial Partners Inc154,496$14.3M0.29%-9,59713F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC152,983$14.1M7.63%-2,96413F-HRTimeline
Haverford Trust Co149,069$13.8M0.14%+7,55613F-HRTimeline
Strategic Point Investment Advisors, LLC148,265$13.7M2.23%-118,67513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…146,354$13.5M0.02%-981,96113F-HRTimelineGroup
GenTrust, LLC145,559$13.5M0.59%+109,92113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.145,319$13.4M0.23%-10913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PFG Advisors145,245$13.4M0.82%+10,03513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC144,906$13.4M0.01%+78,45713F-HRTimelineGroup
MY Wealth Management Inc.144,071$13.3M13.3%-37113F-HRTimeline
ArchPoint Investors139,500$12.9M4.24%+9,50013F-HRTimeline
William Howard & Co Financial Advisors …138,502$12.8M11.59%-22,27913F-HRTimeline
MIDDLETON & CO INC/MA137,487$12.7M1.4%-19,24613F-HRTimeline
Steward Partners Investment Advisory, L…136,154$12.6M0.11%+22,97913F-HRTimeline
CIBC WORLD MARKET INC.133,916$12.4M0.03%+1,74313F-HRTimeline
SYON CAPITAL LLC132,360$12.2M1.1%-269,26613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC132,023$12.2M0.34%-8,62113F-HRTimeline
Robertson Stephens Wealth Management, L…131,460$12.2M0.43%-44,57713F-HRTimeline
Financiere des Professionnels - Fonds d…129,650$12M0.84%+6,90013F-HRTimeline
SG Americas Securities, LLC129,562$12M0.05%-296,13713F-HRTimeline
Prospera Financial Services Inc128,353$11.9M0.28%+23,73313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT127,439$11.8M0.35%+2,02413F-HRTimeline
DSG Capital Advisors, LLC123,614$11.4M2.07%13F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC122,014$11.3M8.82%+35,06813F-HRTimeline
IPG Investment Advisors LLC118,825$11M2.5%+58,63413F-HRTimeline
Wellspring Financial Advisors, LLC118,633$11M1.15%+5,23213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management115,308$10.7M0.33%-46313F-HRTimelineGroup
Waverly Advisors, LLC114,007$10.5M0.16%+97,64013F-HRTimeline
TUDOR INVESTMENT CORP ET AL112,776$10.4M0.11%+89,13313F-HRTimeline
CWM, LLCin group CWM, LLC112,284$10.4M0.04%-22,99713F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.110,276$10.3M0.11%new13F-HRTimeline
D.A. DAVIDSON & CO.109,639$10.1M0.08%+105,93013F-HRTimeline
PINNACLE ASSOCIATES LTD109,370$10.1M0.14%+20,30213F-HRTimeline
Private Advisor Group, LLC108,897$10.1M0.06%-44,50413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP107,540$9.94M<0.01%+97,27413F-HRTimelineGroup
Dynamic Wealth Strategies, LLC107,117$9.9M8.81%+22,61613F-HRTimeline
Net Worth Advisory Group105,680$9.77M2.97%-1,08213F-HRTimeline
Rezny Wealth Management, Inc.105,190$9.72M2.39%+55,40713F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC104,611$9.67M1.58%-1,96213F-HRTimeline
Hudock, Inc.103,037$9.53M1.66%-2,51113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.102,901$9.51M0.31%new13F-HRTimelineGroup
Heck Capital Advisors, LLC102,729$9.5M1.09%+26,61113F-HR/ATimeline
Aveo Capital Partners, LLC102,717$9.5M1.04%-261,51913F-HRTimeline
Deane Retirement Strategies, Inc.101,602$9.39M4.72%new13F-HRTimeline
Atria Investments, Inc101,102$9.35M0.12%+26,18913F-HRTimeline
Summit Wealth Partners, LLC99,943$9.24M1.9%-3,53613F-HRTimeline
Integrated Wealth Concepts LLC99,894$9.24M0.11%+2,21313F-HRTimeline
LINCOLN CAPITAL CORP99,324$9.18M3.77%+80,54413F-HRTimeline
Janney Capital Management LLC97,690$9.03M0.6%-6,12313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding96,837$8.95M+9,944Timeline
MONEY CONCEPTS CAPITAL CORP94,172$8.71M0.65%-85,56713F-HRTimeline
NVWM, LLC93,913$8.68M2.19%-13,42413F-HRTimeline
SCOTIA CAPITAL INC.93,238$8.62M0.05%+22,80113F-HRTimeline
SkyOak Wealth, LLC91,273$8.44M1.81%+6,90513F-HRTimeline
Keel Point, LLC91,183$8.43M0.68%+3,83713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…181,145$8.4M0.03%-9,37713F-HRTimelineGroup