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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
Fisher Asset Management, LLC54,964,750$5.24B2.27%+5,744,75013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,076,649$2.68B0.2%+1,333,14213F-HRTimelineGroup
FMR LLCin group FMR LLC26,864,341$2.56B0.16%-2,813,56613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,604,158$1.2B+1,173Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,224,994$1.07B0.29%-405,69213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,102,539$1.06B0.08%+3,332,22113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,495,964$906M2.27%+1,131,29513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,291,281$886M0.46%-345,74813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,508,109$811M0.07%+849,94613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,125,441$775M0.29%+278,07913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,145,082$681M0.35%+1,495,19313F-HRTimelineGroup
Blue Trust, Inc.5,266,389$502M6.44%-231,16813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,617,408$440M0.36%+128,07613F-HRTimelineGroup
LPL Financial LLC4,376,591$417M0.16%+673,67813F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding3,879,500$370M+539,628Timeline
UBS Group AGin group UBS Group AG3,808,839$363M0.08%+150,54613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,311,968$316M0.08%+1,310,53113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,276,512$312M0.06%+2,979,13013F-HR/ATimelineGroup
Bank Julius Baer & Co. Ltd, Zurich3,005,655$287M0.93%+663,19413F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,530,645$241M0.46%+103,03913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,370,576$226M0.38%+501,99813F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC1,987,242$190M19.22%+49,64613F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,979,032$189M0.07%+115,52313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,956,939$187M3.98%+59,88613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,812,993$173M0.28%+1,666,63913F-HRTimelineGroup
Mutual Advisors, LLC1,737,097$165M4.73%+1,726,78613F-HRTimeline
Members Trust Co1,647,498$157M5.47%-981,93213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,606,373$153M0.29%+7,42013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,549,202$148M<0.01%-1,517,75113F-HRTimelineGroup
Harvest Portfolios Group Inc.1,443,149$138M4.07%+157,18413F-HRTimeline
NorthCoast Asset Management LLC1,370,911$131M0.66%+64,46713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,345,640$128M0.03%+328,58513F-HR/ATimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors1,283,630$122M10.44%-1,929,89313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,207,902$115M0.18%+10,83713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,143,157$106M8.44%013F-HRTimeline
Janney Montgomery Scott LLC1,081,557$103M0.29%-16,20613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,058,682$101M0.11%+16,79513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP948,296$90.4M1.53%+381,52913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC947,347$90.3M0.09%-76513F-HRTimeline
Cetera Investment Advisers896,033$85.5M0.17%+197,01313F-HRTimeline
Ally Invest Advisors Inc.884,887$84.4M7.23%+18,42713F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC850,000$81.1M3.08%new13F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…798,546$76.2M1.4%+44,99613F-HRTimelineGroup
Avalon Advisory Group788,697$75.2M35.44%-7,33513F-HRTimeline
Juniper Hill Capital Management LP744,199$71M17.69%013F-HRTimeline
WestEnd Advisors, LLC738,973$70.5M1.87%-17,42213F-HRTimeline
3EDGE Asset Management, LP733,423$69.9M4.76%-182,03213F-HRTimeline
Clarity Financial LLC725,057$69.1M7.95%+25,53213F-HRTimeline
GenTrust, LLC675,715$64.4M3.09%+530,15613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC656,379$62.6M0.09%-85,60813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding655,252$62.5M+50,447Timeline
Financiere des Professionnels - Fonds d…648,750$61.9M4%+519,10013F-HRTimeline
BARINGS LLCin group BARINGS LLC629,394$60M1.5%+33,57613F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd600,420$57.3M1.41%+149,36513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC586,265$55.9M0.04%+139,30213F-HRTimelineGroup
McElhenny Sheffield Capital Management,…579,674$55.3M20.72%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…564,993$53.9M0.13%+12,99813F-HRTimelineGroup
Tanglewood Wealth Management, Inc.558,606$53.3M5.99%+549,65313F-HRTimeline
MATAURO, LLC550,678$52.5M10.67%+37,12813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC539,845$51.5M0.14%+265,39713F-HRTimelineGroup
Garde Capital, Inc.525,133$50.1M2.87%new13F-HRTimeline
Raub Brock Capital Management LP498,237$47.5M10.61%+2,60213F-HRTimeline
Ironwood Wealth Management, LLC.497,272$47.4M14.56%+13,98213F-HRTimeline
MAI Capital Management470,457$44.9M0.34%+34,04313F-HRTimeline
GREENWOOD GEARHART LLC466,239$44.5M3.08%+42,59313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/462,938$44.2M2.42%new13F-HRTimeline
Bogart Wealth, LLC460,083$43.9M2.07%-202,10113F-HRTimeline
Virtue Capital Management, LLC455,369$43.4M5.08%+235,00813F-HRTimeline
PATTON FUND MANAGEMENT, INC.444,030$42.3M10.25%-1,03213F-HRTimeline
Rafferty Asset Management, LLC443,803$42.3M0.18%+71,56113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC441,798$42.1M0.08%-2,208,88213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…427,062$40.7M0.14%-54,58913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC422,054$40.3M5.41%+332,37013F-HRTimelineGroup
Karpus Management, Inc.419,287$40M1.3%+3,11113F-HRTimeline
Twele Capital Management, Inc.418,118$39.9M8.46%-17,38313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC417,394$39.8M0.04%new13F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC393,324$37.5M4.27%+21,37413F-HRTimelineGroup
LifeGuide Financial Advisors, LLC390,534$37.2M15.2%+32,30613F-HRTimeline
MJP ASSOCIATES INC /ADV389,501$37.1M6.7%+23,86713F-HRTimeline
Beacon Wealthcare LLC387,222$36.9M15.02%-2,55413F-HRTimeline
HighTower Advisors, LLC383,373$36.6M0.05%-10,07513F-HRTimeline
GenWealth Group, Inc.381,200$36.4M8.01%+133,99313F-HRTimeline
Sompo Asset Management Co., Ltd.380,384$36.3M6.74%+15,64013F-HRTimeline
1607 Capital Partners, LLC370,611$35.3M2.85%013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC344,912$32.9M0.71%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.342,022$32.6M0.07%+41,28913F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC340,117$32.4M11.93%new13F-HRTimeline
Community Financial Services Group, LLC336,038$32M6.95%+9,76413F-HRTimeline
SACHEM HILL LLC330,697$31.5M6.2%+2,02213F-HRTimeline
Blue Edge Capital, LLC330,643$31.5M5.06%-1,70913F-HRTimeline
Willis Johnson & Associates, Inc.322,923$30.8M2.33%+22,15713F-HRTimeline
Parkside Advisors LLC321,237$30.6M7.38%-93813F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.319,195$30.4M8.67%+39,58713F-HRTimeline
Focus Financial Network, Inc.314,607$30M1.23%+35,14313F-HRTimeline
Prime Capital Investment Advisors, LLC311,537$29.7M0.35%+237,72313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…309,567$29.5M0.06%+226,35313F-HR/ATimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION299,281$28.5M2.77%+5,98613F-HRTimeline
Creative Planningin group Creative Planning295,091$28.1M0.03%-23,70513F-HRTimelineGroup
Arkos Global Advisors293,342$28M4.11%+2,86313F-HRTimeline
Gunma Bank,Ltd.290,000$27.7M8.91%+80,00013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.287,546$27.4M9.95%+4113F-HRTimeline
Kaydan Wealth Management, Inc.282,288$26.9M8.64%+65613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC281,440$26.8M0.22%+27,03113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC278,954$26.6M0.01%+45,60913F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC276,748$26.4M0.09%-14,26613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.272,328$26M0.29%+63,94513F-HRTimelineGroup
RFG Advisory, LLC268,652$25.6M0.69%-5913F-HRTimeline
Insight Wealth Strategies, LLC261,912$25M3.36%+3,91513F-HRTimeline
WEST PACES ADVISORS INC.259,621$24.8M5.64%+1,01813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC257,862$24.6M0.04%+5,97913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO255,096$24.3M0.46%+20,93713F-HRTimeline
Sollinda Capital Management LLC249,488$23.8M6.62%+247,23113F-HRTimeline
WCG Wealth Advisors LLC248,238$23.7M1.8%-29,22813F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS233,738$22.3M0.02%-36,13313F-HRTimelineGroup
Kingsview Wealth Management, LLC230,036$21.9M0.41%+31,77813F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors223,516$21.3M12.33%-8,12113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…223,946$21.2M0.63%+221,44613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT222,267$21.2M1.57%-3,73013F-HRTimeline
TD Waterhouse Canada Inc.222,832$21.2M0.17%+7,25313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA219,035$20.9M0.07%+41,60813F-HRTimelineGroup
Arete Wealth Advisors, LLC212,390$20.3M1.55%+14,30613F-HRTimeline
FORM Wealth Advisors, LLC209,610$20M2.72%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC207,855$19.8M0.54%+187,37113F-HRTimeline
Cresset Asset Management, LLC207,073$19.7M0.1%+158,84213F-HRTimeline
Liquid Strategies, LLC206,056$19.7M3.7%+128,23913F-HRTimeline
GREENLEAF TRUST206,005$19.6M0.18%+12,54413F-HRTimeline
Cinctive Capital Management LP205,008$19.6M1.56%new13F-HRTimeline
OLD MISSION CAPITAL LLC199,994$19.1M0.37%new13F-HRTimeline
Mirabaud & Cie SA198,718$19M6.47%-36,64313F-HRTimeline
SG Americas Securities, LLC196,228$18.7M0.06%+66,66613F-HRTimeline
USA FINANCIAL FORMULAS195,352$18.6M3.08%new13F-HRTimeline
Financial & Tax Architects, LLC193,214$18.4M4.63%-4,01613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding192,728$18.4M-427,518Timeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV192,708$18.4M0.53%013F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP190,892$18.2M0.02%+27,91113F-HRTimelineGroup
Portland Global Advisors LLC190,471$18.2M2.29%+6,62313F-HRTimeline
Ridgepath Capital Management LLC189,638$18.1M8.7%new13F-HRTimeline
Act Two Investors LLC188,803$18M3.82%-52,98213F-HRTimeline
Summit Asset Management, LLC188,324$18M3.11%+6,23613F-HRTimeline
Financial Enhancement Group LLC190,329$17.9M2.8%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC187,787$17.9M0.19%+3,15013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\187,256$17.9M0.02%+19,49413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp185,043$17.6M<0.01%-10,83913F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC182,963$17.4M6.79%+29,98013F-HR/ATimeline
Aveo Capital Partners, LLC182,855$17.4M2.89%+80,13813F-HRTimeline
NewEdge Advisors, LLC181,469$17.3M0.1%+4,67413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management175,624$16.7M0.24%+119,65213F-HRTimelineGroup
Atlas Private Wealth Advisors175,015$16.7M2.33%-222,61813F-HRTimeline
Bulltick Wealth Management, LLC174,069$16.6M4.4%-10,16913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC173,999$16.6M0.18%-40,99213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC173,683$16.6M0.51%-4,76013F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC173,424$16.5M15.89%+12,12913F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP168,800$16.1M0.54%new13F-HR/ATimeline
Joule Financial, LLC168,310$16.1M5.63%+4,33213F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…167,129$15.9M0.04%-3,25013F-HRTimelineGroup
PINKERTON WEALTH, LLC165,901$15.8M2.05%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC163,640$15.6M0.08%+104,18113F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC163,223$15.6M0.46%+98,54413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding162,633$15.5M+65,796Timeline
Summit Financial, LLC159,268$15.2M0.43%+72,79913F-HRTimeline
BTS Asset Management, Inc.159,620$15.2M17.14%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS158,029$15.1M0.61%-49,14513F-HRTimelineGroup
Deane Retirement Strategies, Inc.157,879$15.1M7.17%+56,27713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC156,991$15M0.28%+144,56813F-HRTimeline
Prospera Financial Services Inc155,707$14.8M0.34%+27,35413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.155,625$14.8M0.09%-43,35913F-HRTimeline
CIBC WORLD MARKET INC.154,820$14.8M0.03%+20,90413F-HRTimeline
Haverford Trust Co153,523$14.6M0.15%+4,45413F-HRTimeline
Independence Financial Advisors, LLC153,215$14.6M5.56%13F-HRTimeline
Strategic Point Investment Advisors, LLC148,385$14.2M2.36%+12013F-HRTimeline
D.A. DAVIDSON & CO.147,503$14.1M0.11%+37,86413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP147,236$14M0.02%+76,23213F-HRTimelineGroup
PFG Advisors146,223$13.9M0.78%+97813F-HRTimeline
TPG Financial Advisors, LLC145,936$13.9M6.15%-11,93313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT144,672$13.8M0.41%+17,23313F-HRTimeline
World Investment Advisors144,449$13.8M0.36%+110,77413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC144,370$13.8M6.05%new13F-HRTimeline
Leo Wealth, LLC143,909$13.7M1.97%-125,49013F-HRTimeline
TUDOR INVESTMENT CORP ET AL143,633$13.7M0.12%+30,85713F-HRTimeline
MY Wealth Management Inc.142,748$13.6M13.17%-1,32313F-HRTimeline
William Howard & Co Financial Advisors …138,203$13.2M12.35%-29913F-HRTimeline
MIDDLETON & CO INC/MA137,419$13.1M1.53%-6813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC136,062$13M1.01%+91,10113F-HRTimeline
Accurate Wealth Management, LLC137,273$12.8M2.45%+133,48713F-HRTimeline
Robertson Stephens Wealth Management, L…132,427$12.6M0.47%+96713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC131,901$12.6M0.35%-12213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP131,420$12.5M0.94%+37,24813F-HRTimeline
Retirement Systems of Alabama130,770$12.5M0.05%+53,12513F-HRTimeline
Bison Wealth, LLC129,446$12.4M1.16%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA130,000$12.4M0.03%new13F-HR/ATimelineGroup
Pinnacle Financial Partners Inc129,957$12.4M0.25%-24,53913F-HRTimeline
IPG Investment Advisors LLC128,229$12.2M2.77%+9,40413F-HRTimeline
Heck Capital Advisors, LLC126,151$12M1.35%+23,42213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…210,442$11.9M0.05%+29,29713F-HRTimelineGroup
Steward Partners Investment Advisory, L…121,162$11.6M0.1%-14,99213F-HRTimeline
Keel Point, LLC119,496$11.4M0.89%+28,31313F-HRTimeline
Cadence Wealth Management LLC119,079$11.4M8.39%+51,07713F-HRTimeline
Sicart Associates LLC118,639$11.3M3.91%+28,40513F-HRTimeline
Pallas Capital Advisors LLC118,633$11.3M0.47%-71,64413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC118,232$11.3M9.11%-3,78213F-HRTimeline