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Disclosery

IEF ISHARES TR

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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
Fisher Asset Management, LLC57,650,891$5.52B2.19%+2,686,14113F-HRTimeline
FMR LLCin group FMR LLC28,593,467$2.74B0.15%+1,729,12613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,278,744$2.61B0.18%-797,90513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,666,793$1.21B+62,635Timeline
MORGAN STANLEYin group MORGAN STANLEY12,521,595$1.2B0.08%+1,419,05613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,659,314$1.09B0.27%+434,32013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,991,736$957M2.14%+495,77213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,028,540$865M0.07%+520,43113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,602,910$824M0.53%-688,37113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,334,706$702M0.35%+189,62413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,884,673$564M0.19%-2,240,76813F-HRTimelineGroup
Blue Trust, Inc.5,592,724$536M6.32%+326,33513F-HRTimeline
LPL Financial LLC4,497,152$431M0.14%+120,56113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,243,477$406M0.3%-373,93113F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,211,866$403M0.08%+403,02713F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding3,492,976$335M-386,524Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,105,250$297M0.07%-206,71813F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich3,092,654$296M0.88%+86,99913F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,634,983$252M0.44%+104,33813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,143,883$205M<0.01%+594,68113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,120,179$203M0.29%-250,39713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,969,452$189M0.06%-9,58013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,933,956$185M3.03%-22,98313F-HRTimeline
Mutual Advisors, LLC1,933,490$183M4.57%+196,39313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,773,268$170M17.95%-213,97413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,757,600$168M0.03%-1,518,91213F-HRTimelineGroup
PEAVINE CAPITAL, LLC1,679,411$161M37.68%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,662,888$159M0.23%+454,98613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,620,106$154M0.25%+13,73313F-HRTimeline
Harvest Portfolios Group Inc.1,563,900$150M3.48%+120,75113F-HRTimeline
NorthCoast Asset Management LLC1,285,818$123M0.53%-85,09313F-HRTimeline
Members Trust Co1,248,991$120M4.12%-398,50713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,097,095$105M0.1%+38,41313F-HRTimelineGroup
Janney Montgomery Scott LLC991,087$94.9M0.25%-90,47013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC969,956$92.9M0.22%+430,11113F-HRTimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors960,516$92M5.15%-323,11413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…959,523$91.9M0.14%-853,47013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC929,276$89M0.06%-18,07113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC902,038$86.4M0.03%+623,08413F-HR/ATimelineGroup
Ally Invest Advisors Inc.897,827$86M6.7%+12,94013F-HRTimeline
Cetera Investment Advisers852,233$81.6M0.14%-43,80013F-HRTimeline
Avalon Advisory Group822,589$78.8M33.84%+33,89213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…814,133$78M1.27%+15,58713F-HRTimelineGroup
Raub Brock Capital Management LP788,742$75.5M16.46%+290,50513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC764,327$73.2M0.05%+178,06213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA747,259$71.6M0.01%-598,38113F-HR/ATimelineGroup
Juniper Hill Capital Management LP744,199$71.3M17.37%013F-HRTimeline
Clarity Financial LLC727,656$69.7M7.5%+2,59913F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC725,000$69.4M2.35%-125,00013F-HRTimelineGroup
3EDGE Asset Management, LP724,722$69.4M4.32%-8,70113F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.687,194$65.8M4.04%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding673,170$64.5M+17,918Timeline
WestEnd Advisors, LLC659,636$63.2M1.57%-79,33713F-HRTimeline
BARINGS LLCin group BARINGS LLC642,944$61.6M1.44%+13,55013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …629,048$60.2M0.05%+616,90513F-HRTimelineGroup
GenTrust, LLC595,000$57M2.69%-80,71513F-HRTimeline
MATAURO, LLC592,770$56.8M10.66%+42,09213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC570,408$54.6M0.07%-85,97113F-HRTimeline
Tanglewood Wealth Management, Inc.565,204$54.1M5.34%+6,59813F-HRTimeline
Summit Financial Consulting LLC554,550$53.1M47.73%+548,49113F-HRTimeline
Arkos Global Advisors546,785$52.4M7.27%+253,44313F-HRTimeline
MML INVESTORS SERVICES, LLC523,311$50.1M0.14%+246,56313F-HRTimeline
Garde Capital, Inc.515,209$49.3M2.64%-9,92413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC517,005$49.3M8.13%+94,95113F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC500,000$47.9M0.82%new13F-HRTimelineGroup
MAI Capital Management476,652$45.6M0.32%+6,19513F-HRTimeline
Cambridge Investment Research Advisors,…474,523$45.4M0.14%+47,46113F-HRTimeline
Bogart Wealth, LLC473,594$45.4M1.94%+13,51113F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP467,790$44.8M0.89%+298,99013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/463,937$44.4M2.27%+99913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.454,348$43.5M0.16%new13F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.443,636$42.5M9.31%-39413F-HRTimeline
Prime Capital Investment Advisors, LLC443,464$42.5M0.56%+131,92713F-HRTimeline
Twele Capital Management, Inc.436,409$41.8M8.29%+18,29113F-HRTimeline
Rafferty Asset Management, LLC435,093$41.7M0.14%-8,71013F-HRTimeline
GREENWOOD GEARHART LLC419,851$40.2M2.51%-46,38813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.416,353$39.9M0.38%+144,02513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…413,210$39.6M0.09%-151,78313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.402,242$38.5M0.07%+60,22013F-HR/ATimelineGroup
LifeGuide Financial Advisors, LLC401,998$38.5M14.21%+11,46413F-HRTimeline
HighTower Advisors, LLC401,025$38.4M0.05%+17,65213F-HRTimeline
AIA Group Ltdin group AIA Group Ltd400,165$38.3M0.83%-200,25513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP396,173$37.9M1.52%-552,12313F-HRTimeline
Ironwood Wealth Management, LLC.393,200$37.7M13.75%-104,07213F-HRTimeline
Sompo Asset Management Co., Ltd.391,358$37.5M6.51%+10,97413F-HRTimeline
GenWealth Group, Inc.388,469$37.2M7.5%+7,26913F-HRTimeline
Beacon Wealthcare LLC384,364$36.8M13.88%-2,85813F-HRTimeline
Leo Wealth, LLC377,239$36.2M2.81%+233,33013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC369,847$35.4M0.06%-71,95113F-HRTimelineGroup
Community Financial Services Group, LLC346,747$33.2M6.61%+10,70913F-HRTimeline
Focus Financial Network, Inc.335,791$32.2M1.27%+21,18413F-HRTimeline
Willis Johnson & Associates, Inc.334,137$32M2.18%+11,21413F-HRTimeline
SG Americas Securities, LLC331,839$31.8M0.14%+135,61113F-HRTimeline
1607 Capital Partners, LLC331,161$31.7M2.57%-39,45013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.326,226$31.2M8.43%+7,03113F-HRTimeline
Parkside Advisors LLC324,216$31.1M6.82%+2,97913F-HRTimeline
Blue Edge Capital, LLC321,519$30.8M4.58%-9,12413F-HRTimeline
Karpus Management, Inc.313,969$30.1M0.97%-105,31813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV312,963$30M0.66%+120,25513F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC309,979$29.7M0.2%+28,53913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION309,395$29.6M2.6%+10,11413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS306,361$29.3M0.02%+72,62313F-HRTimelineGroup
SACHEM HILL LLC298,071$28.5M5.82%-32,62613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.292,166$28M9.55%+4,62013F-HRTimeline
Gunma Bank,Ltd.290,000$27.8M9.07%013F-HRTimeline
AlphaQuest LLC288,165$27.6M2.71%new13F-HRTimeline
Creative Planningin group Creative Planning287,839$27.6M0.02%-7,25213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL283,144$27.1M0.21%+139,51113F-HRTimeline
WEST PACES ADVISORS INC.265,757$25.5M5.42%+6,13613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC260,213$24.9M0.03%+2,35113F-HRTimelineGroup
Virtue Capital Management, LLC258,300$24.7M4.55%-197,06913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…248,730$23.8M0.08%+38,28813F-HRTimelineGroup
Randolph Co Inc246,012$23.6M2.42%new13F-HRTimeline
Act Two Investors LLC242,759$23.2M4.75%+53,95613F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors236,506$22.7M11.2%+12,99013F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC232,104$22.2M0.65%+68,88113F-HRTimeline
FORM Wealth Advisors, LLC228,349$21.9M2.65%+18,73913F-HRTimeline
NewEdge Advisors, LLC223,771$21.4M0.11%+42,30213F-HRTimeline
United Capital Management of KS, Inc.223,447$21.4M3.35%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\222,969$21.4M0.03%+35,71313F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT220,392$21.1M1.46%-1,87513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.218,586$20.9M0.12%+62,96113F-HRTimeline
Kingsview Wealth Management, LLC218,069$20.9M0.35%-11,96713F-HRTimeline
GREENLEAF TRUST211,394$20.2M0.18%+5,38913F-HRTimeline
Bulltick Wealth Management, LLC208,020$19.9M4.92%+33,95113F-HRTimeline
Financial & Tax Architects, LLC203,679$19.5M4.74%+10,46513F-HRTimeline
Keel Point, LLC200,764$19.2M1.27%+81,26813F-HRTimeline
Mirabaud & Cie SA197,426$18.9M6.02%-1,29213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC195,471$18.7M1.42%-947,68613F-HRTimeline
Cresset Asset Management, LLC194,552$18.6M0.09%-12,52113F-HR/ATimeline
Summit Asset Management, LLC191,791$18.4M2.99%+3,46713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP188,147$18M0.01%-2,74513F-HRTimelineGroup
OneDigital Investment Advisors LLC185,125$17.7M0.2%+113,03313F-HRTimeline
Portland Global Advisors LLC182,558$17.5M2.06%-7,91313F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC181,990$17.4M6.14%-97313F-HR/ATimeline
Jump Financial, LLCin group Jump Financial, LLC177,979$17M0.21%+109,48513F-HR/ATimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC176,107$16.9M14.56%+2,68313F-HRTimeline
U.S. Capital Wealth Advisors, LLC173,146$16.6M0.48%-53713F-HRTimeline
Foundations Investment Advisors, LLC172,273$16.5M0.26%+90,99813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/172,933$16.4M0.02%+146,70313F-HR/ATimelineGroup
Quaker Wealth Management, LLC170,571$16.3M5.47%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC169,521$16.2M0.18%-4,47813F-HRTimelineGroup
Integrated Wealth Concepts LLC169,488$16.2M0.16%+54,95113F-HRTimeline
Joule Financial, LLC169,407$16.2M5.27%+1,09713F-HRTimeline
Modern Wealth Management, LLC167,765$16.1M0.4%+88,88313F-HR/ATimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…167,129$16M0.04%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO166,856$16M0.27%-88,24013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC166,279$15.9M0.53%-178,63313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding160,064$15.3M-32,664Timeline
Arete Wealth Advisors, LLC159,456$15.3M1.08%-52,93413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding156,774$15M-5,859Timeline
Haverford Trust Co156,558$15M0.14%+3,03513F-HRTimeline
Atlas Private Wealth Advisors156,462$15M1.93%-18,55313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA155,872$14.9M0.04%-63,16313F-HRTimelineGroup
WOLVERINE TRADING, LLC156,167$14.9M0.38%+136,12713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS154,794$14.8M0.55%-3,23513F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP155,321$14.8M5.81%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…154,199$14.8M0.33%+79,62913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…150,703$14.4M0.28%+101,06213F-HRTimelineGroup
Strategic Point Investment Advisors, LLC149,766$14.3M2.21%+1,38113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT148,110$14.2M0.31%+3,43813F-HRTimeline
TD Waterhouse Canada Inc.148,901$14.2M0.1%-73,93113F-HRTimeline
Kensington Asset Management, LLC146,875$14.1M1.06%+71,25513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Financial Strategies Group, LLC145,123$13.9M11.75%+38,95213F-HRTimeline
Kaydan Wealth Management, Inc.143,050$13.7M4.49%-139,23813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC142,930$13.7M1.36%+95,34913F-HRTimeline
Quinn Opportunity Partners LLC140,000$13.4M1.15%new13F-HRTimeline
TPG Financial Advisors, LLC139,640$13.4M5.35%-6,29613F-HRTimeline
William Howard & Co Financial Advisors …137,992$13.2M11.53%-21113F-HRTimeline
MIDDLETON & CO INC/MA134,689$12.9M1.45%-2,73013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC134,274$12.9M0.22%-22,71713F-HRTimeline
Pacific Wealth Management134,178$12.9M6.34%new13F-HRTimeline
CIBC WORLD MARKET INC.133,788$12.8M0.03%-21,03213F-HRTimeline
Prospera Financial Services Inc132,688$12.7M0.24%-23,01913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC130,802$12.5M0.31%-1,09913F-HRTimeline
Steward Partners Investment Advisory, L…129,738$12.4M0.1%+8,57613F-HRTimeline
Heck Capital Advisors, LLC129,694$12.4M1.07%+3,54313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP126,202$12.1M0.81%-5,21813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC125,563$12M0.01%+18,69113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC124,150$11.9M0.01%-293,24413F-HRTimelineGroup
Cadence Wealth Management LLC122,712$11.8M7.77%+3,63313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding122,439$11.7M+48,089Timeline
Independence Financial Advisors, LLC120,669$11.6M4.49%-32,54613F-HRTimeline
Financiere des Professionnels - Fonds d…119,650$11.5M0.69%-529,10013F-HR/ATimeline
PARAGON CAPITAL MANAGEMENT INC118,497$11.3M8.66%+26513F-HRTimeline
Waverly Advisors, LLC118,258$11.3M0.12%+4,39513F-HRTimeline
LITTLE HOUSE CAPITAL LLC118,204$11.3M2.84%+6,21813F-HRTimeline
CWM, LLCin group CWM, LLC117,482$11.3M0.04%+4,61413F-HRTimelineGroup
DSG Capital Advisors, LLC115,951$11.1M1.97%+3,03713F-HRTimeline
Sollinda Capital Management LLC115,942$11.1M2.89%-133,54613F-HRTimeline
PINNACLE ASSOCIATES LTD114,722$11M0.16%+4,37413F-HRTimeline
Werba Rubin Papier Wealth Management114,634$11M2.06%+18,24813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp112,241$10.7M<0.01%-72,80213F-HRTimelineGroup
Hudock, Inc.111,640$10.7M1.72%-1,10513F-HRTimeline
Sicart Associates LLC110,951$10.6M3.72%-7,68813F-HRTimeline
Net Worth Advisory Group110,498$10.6M2.35%+2,41813F-HRTimeline
Summit Financial, LLC109,823$10.5M0.24%-49,44513F-HRTimeline
SkyOak Wealth, LLC109,592$10.5M2.11%+4,90213F-HRTimeline
High Note Wealth, LLC106,358$10.2M2.33%-42113F-HRTimeline
Pallas Capital Advisors LLC104,443$10M0.38%-14,19013F-HRTimeline