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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

804 managers (819 13F filers) reported a position in IEI shares at 2026-06-30, 130,207,538 shares in all. 67 filers opened a position and 81 filers sold out during the quarter.

Managers
804
13F filers
819
New
67
Added
310
Reduced
308
Sold out
81
Shares held by filers
130,207,538

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,507,348$2.3B0.13%+689,36213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,202,507$1.08B0.07%-40,16513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,837,882$803M1.23%+579,64913F-HRTimeline
Financial Engines Advisors L.L.C.4,330,638$509M0.9%+99,10613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,292,100$504M0.04%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,939,898$463M0.8%+587,47313F-HRTimelineGroup
FMR LLCin group FMR LLC3,691,423$434M0.02%+544,44913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,441,876$404M-416,323Timeline
MORGAN STANLEYin group MORGAN STANLEY3,020,689$355M0.02%+165,62513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,885,340$339M0.07%+39,60213F-HRTimelineGroup
LPL Financial LLC2,616,581$307M0.07%-119,32713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,445,430$288M0.75%+126,45013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,299,590$270M0.05%+147,28513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,161,388$254M0.27%+124,29713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,147,348$252M0.21%-256,41913F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding1,966,035$231M-8,057Timeline
UBS Group AGgroup of 2 filers holding1,877,498$221M-1,108,663Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,870,174$220M0.26%-125,55413F-HRTimelineGroup
Janney Montgomery Scott LLC1,709,213$201M0.39%-135,57413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,567,393$184M0.05%-27,52113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,521,468$179M<0.01%+176,48813F-HRTimelineGroup
Tanglewood Wealth Management, Inc.1,445,259$170M14.44%-151,56313F-HRTimeline
Dynasty Wealth Management, LLC1,257,130$148M1.1%+172,09013F-HRTimeline
Facet Wealth, Inc.1,212,867$142M2.04%+162,87013F-HRTimeline
Creative Planningin group Creative Planning1,147,868$135M0.08%-28,96913F-HRTimelineGroup
WestEnd Advisors, LLC1,099,976$129M2.88%-105,88813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,041,493$122M0.02%-71,53213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,024,505$120M-33,995Timeline
Cetera Investment Advisers885,965$104M0.09%-11,34913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.760,770$89.4M6.03%+40,93613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC730,746$85.8M1.51%-16,56413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…674,309$79.2M0.04%-1,03913F-HRTimelineGroup
Strategic Point Investment Advisors, LLC667,170$78.4M10.21%+27,78013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.667,283$78.3M0.49%+137,41113F-HRTimeline
WIT, LLC661,074$77.6M1.24%-1,602,84813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC657,428$77.2M4.7%-427,05913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC650,548$76.4M0.04%+606,82813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…634,648$74.5M0.04%-8,75613F-HRTimelineGroup
OpenArc Corporate Advisory, LLC575,601$67.6M0.8%+99,73313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC536,921$63.1M0.97%+49,60213F-HRTimeline
Clarity Financial LLC536,456$63M5.39%-384,06413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp484,301$56.9M0.01%+36,31913F-HRTimelineGroup
Waverly Advisors, LLC468,365$55M0.32%+13,31213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC442,453$52M0.03%-35,97013F-HRTimeline
OneDigital Investment Advisors LLC436,836$51.3M0.43%+79,62613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources425,319$50M0.01%+20,88313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…411,681$48.4M0.16%+4,48813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC394,622$46.3M0.85%-16,21813F-HRTimeline
NorthCoast Asset Management LLC386,170$45.4M1%-4,24413F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…378,065$44.4M16%+167,35013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …364,950$42.9M0.07%-5,05113F-HRTimelineGroup
Willis Johnson & Associates, Inc.362,619$42.6M2.37%+25,11613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding346,349$40.7M-199,387Timeline
Curi Capital, LLC346,292$40.7M0.63%-66,25113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.340,394$40M0.05%-148,99313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC325,845$38.3M0.18%+6,40813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding314,391$36.9M+11,773Timeline
New Harbor Financial Group, LLC294,999$34.6M5.52%+22,69913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE288,900$34.3M0.04%013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.277,829$32.6M0.2%+5,26013F-HRTimelineGroup
Sollinda Capital Management LLC271,334$31.9M6.81%+171,84113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC263,033$30.9M0.04%+1,85713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding262,528$30.6M+140,968Timeline
Strategic Wealth Partners, Ltd.259,736$30.5M1.89%+17,83513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP258,429$30.4M0.01%+85,30813F-HRTimelineGroup
MBL Wealth, LLC252,032$29.6M2.02%+14,55413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC252,001$29.6M0.83%+25,25613F-HRTimeline
DT Investment Partners, LLC249,078$29.3M2.18%+52,42613F-HRTimeline
Cambridge Investment Research Advisors,…248,530$29.2M0.07%-9,66713F-HR/ATimeline
3EDGE Asset Management, LP244,355$28.7M1.28%new13F-HRTimeline
DDFG, Inc236,514$27.8M5.52%-134,54513F-HRTimeline
Weaver Capital Management LLC231,359$27.4M6.05%013F-HRTimeline
Hoese & Co LLP226,598$26.6M17.29%+60013F-HRTimeline
Orion Porfolio Solutions, LLC218,204$25.6M0.2%-4,06313F-HRTimeline
JMAC ENTERPRISES LLC216,321$25.4M4.28%+29,74013F-HRTimeline
MAI Capital Management211,581$24.9M0.09%+133,29113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\204,268$24M0.03%-6,90813F-HRTimelineGroup
Ridgepath Capital Management LLC195,218$22.9M10.12%+135,62913F-HRTimeline
FIRST AMERICAN TRUST, FSB193,857$22.8M1.37%+13,36613F-HRTimeline
FLOW TRADERS U.S. LLC192,087$22.6M0.93%+99,29513F-HRTimeline
Mirabaud & Cie SA188,424$22.1M8.88%-19413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…215,347$21.8M0.04%+34,44313F-HRTimeline
AE Wealth Management LLC183,643$21.6M0.1%-9,05013F-HRTimeline
CVS HEALTH Corp182,800$21.5M9.54%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.181,640$21.3M0.29%-45,62213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independence Financial Advisors, LLC175,850$20.7M5.36%+12,55213F-HRTimeline
Napier Financial, LLC173,124$20.3M4.24%+3,79113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC168,029$19.7M0.31%+130,50913F-HRTimeline
Haverford Trust Co165,380$19.4M0.17%+2,84513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…158,986$18.7M0.02%+120,32913F-HRTimelineGroup
NewEdge Advisors, LLC158,124$18.6M0.06%-14,03113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…156,603$18.4M0.16%+57,79713F-HRTimelineGroup
1832 Asset Management L.P.154,848$18.2M0.02%+9,20213F-HRTimeline
Canal Capital Management, LLC151,453$17.8M2.17%+6,27513F-HRTimeline
ETF Portfolio Partners, Inc.150,016$17.6M4.19%+12,45113F-HRTimeline
FORONJY FINANCIAL LLC144,494$17M6.24%+7,33713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/144,267$16.9M0.01%+12,18313F-HRTimelineGroup
Vectors Research Management, LLC140,476$16.5M4.31%+1113F-HRTimeline
Global Trust Asset Management, LLC140,020$16.4M5.14%+43,18813F-HRTimeline
Capital Investment Services of America,…137,852$16.2M1.59%-5,71413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…137,479$16.1M0.19%+7,91913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC135,764$15.9M0.03%+25,34413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…134,277$15.8M0.02%+5,90213F-HRTimelineGroup
Cascade Financial Partners, LLC133,496$15.7M1.36%+21,93713F-HRTimeline
HighTower Advisors, LLC129,160$15.2M0.01%-15,08213F-HRTimeline
Gould Capital, LLC128,837$15.1M8.43%+2,30713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.126,584$14.9M0.02%-52,10013F-HRTimelineGroup
COURIER CAPITAL LLC125,533$14.7M0.74%+18113F-HRTimeline
Paulson Wealth Management Inc.123,856$14.5M3.09%+9,30913F-HRTimeline
&PARTNERS122,794$14.4M0.06%+2,23413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding119,260$14M-5,278Timeline
McKinley Carter Wealth Services, Inc.119,027$14M0.72%+25,92213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.118,951$14M0.46%-8,24513F-HRTimelineGroup
Cordoba Advisory Partners LLC117,308$13.8M2.92%+1,25913F-HRTimeline
RWA WEALTH PARTNERS, LLC111,464$13.1M0.13%-16,88613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC111,055$13M2.52%+17,85413F-HRTimeline
Bond & Devick Financial Network, Inc.110,728$13M3.2%+78813F-HRTimeline
CFS Investment Advisory Services, LLC110,515$12.9M0.86%-5,28513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp109,628$12.9M0.04%+20,95813F-HRTimelineGroup
Integrated Wealth Concepts LLC108,291$12.7M0.06%+83,39513F-HRTimeline
CABOT WEALTH MANAGEMENT INC107,436$12.6M1.28%-171,72313F-HRTimeline
Eley Financial Management, Inc105,761$12.4M4.02%+3,40513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC105,612$12.4M0.16%-11,55913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC105,563$12.4M0.68%-5,33913F-HRTimeline
Farther Finance Advisors, LLC104,170$12.2M0.1%-2,69713F-HRTimeline
Private Advisor Group, LLC103,589$12.2M0.06%+8,68013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,271$12.1M0.04%-14,65813F-HRTimelineGroup
TPG Financial Advisors, LLC100,695$11.8M3.53%+31,84013F-HRTimeline
CRITERIA CAIXA, S.A.U.82,000$11.8M49.7%013F-HRTimeline
Westview Management dba Westview Invest…99,971$11.7M5.75%-64113F-HRTimeline
Boltwood Capital Management99,909$11.7M2.69%+1,83613F-HRTimeline
Austin Wealth Management, LLC99,892$11.7M2.47%+3,15513F-HRTimeline
Hilton Capital Management, LLC98,765$11.6M0.79%+1,55513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC98,380$11.6M1.1%+1,55913F-HRTimeline
D.A. DAVIDSON & CO.97,102$11.4M0.06%-22,22613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.96,789$11.4M0.42%-8,66513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…96,314$11.3M0.06%-9,56813F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION89,830$10.6M0.75%+5,89313F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…89,000$10.5M0.01%+8,00013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV88,452$10.4M0.5%+11,74613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP87,298$10.3M<0.01%+47613F-HRTimelineGroup
Premier Path Wealth Partners, LLC86,909$10.2M1.17%+6,20713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT85,601$10.1M0.15%+66413F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…85,431$10M0.02%+13,91413F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors82,174$9.65M6.42%-38,28413F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …80,388$9.44M0.06%-19,86813F-HRTimelineGroup
PATTEN & PATTEN INC/TN79,260$9.31M0.49%+2,47613F-HRTimeline
Foundry Financial Group, Inc.77,844$9.14M3.95%+6,50613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO77,593$9.11M0.47%+1,46113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC75,523$8.87M0.24%+3,87513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC75,500$8.87M0.01%new13F-HRTimeline
PFG Advisors75,241$8.84M0.45%-72,79313F-HRTimeline
WRAPMANAGER INC75,233$8.84M2.76%+1,67013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC72,420$8.51M0.11%-20,38013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71,780$8.43M0.01%-6,06913F-HRTimelineGroup
Midwest Professional Planners, LTD.71,494$8.4M1.65%+4,41913F-HRTimeline
Keel Point, LLC70,762$8.31M0.49%-12,10113F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT67,929$7.98M8.6%+22,75913F-HRTimeline
Sanctuary Advisors, LLC66,441$7.8M0.04%+5,41813F-HRTimeline
Benchmark Financial, LLC66,408$7.8M6.36%+1,42813F-HRTimeline
4J Wealth Management LLC65,537$7.7M3.78%+7,74313F-HRTimeline
Whalen Wealth Management Inc.65,471$7.69M3.46%+3,44713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,635$7.59M0.01%+1,48113F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC64,292$7.55M1.87%-1,10713F-HRTimeline
Procyon Advisors, LLC64,226$7.54M0.33%-5,89613F-HRTimeline
Steward Partners Investment Advisory, L…63,976$7.51M0.04%+17,74713F-HRTimeline
Coastal Bridge Advisors, LLC63,668$7.48M0.46%-3,76813F-HRTimeline
Global Retirement Partners, LLC63,435$7.45M0.11%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.63,232$7.43M0.75%+2,07213F-HRTimeline
Altman Advisors, Inc.63,212$7.42M2.66%-37413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.62,939$7.39M0.6%+4,77113F-HRTimelineGroup
CAMDEN NATIONAL BANK62,695$7.36M0.96%+2,27413F-HRTimeline
Prospera Financial Services Inc61,597$7.23M0.11%+6,32713F-HRTimeline
JPL Wealth Management, LLC61,566$7.23M1.44%+2,09313F-HRTimeline
Philadelphia Investment Partners, LLC61,405$7.21M4.49%-67413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP60,622$7.12M0.25%+14,26013F-HRTimeline
Great Diamond Partners, LLC60,578$7.11M1.22%+2,81713F-HRTimeline
Rinkey Investments59,819$7.03M1.65%-42,14713F-HRTimeline
Rehmann Capital Advisory Group59,748$7.02M0.32%+11,66113F-HRTimeline
Checchi Capital Advisers, LLC59,698$7.01M0.45%-1,37913F-HRTimeline
Frontier Asset Management, LLC58,814$6.91M1.24%-3,26013F-HRTimeline
DSG Capital Advisors, LLC58,746$6.86M0.97%+8,77313F-HRTimeline
Centerline Wealth Advisors, LLC56,062$6.58M2.06%+5,84713F-HRTimeline
MFA Wealth Services54,356$6.38M3.81%+1,76513F-HRTimeline
InTrack Investment Management Inc54,004$6.34M3.14%+3,53713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,583$6.29M0.06%-287,83813F-HRTimelineGroup
AMG National Trust Bank53,257$6.26M0.13%-39,40613F-HRTimeline
DAVENPORT & Co LLC53,111$6.24M0.03%-8,64713F-HRTimeline
Blue Fin Capital, Inc.52,614$6.18M0.89%+1,18613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,185$6.01M+3,552Timeline
TRANSCEND CAPITAL ADVISORS, LLC50,001$5.87M0.4%-13,00513F-HRTimeline
Values First Advisors, Inc.49,287$5.79M2.64%+3,08713F-HR/ATimeline
Strategic Blueprint, LLC48,822$5.73M0.29%-89713F-HRTimeline
Trilogy Capital Inc.48,757$5.73M0.22%+22713F-HRTimeline
Columbia Bank48,433$5.69M1.28%-31,59113F-HRTimeline
Bulltick Wealth Management, LLC47,547$5.58M1.14%+6,12613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC46,974$5.52M2.99%+77713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,875$5.51M0.01%-7,44013F-HR/ATimelineGroup
SEMITAM BONAM LLC46,825$5.5M4.04%+1,52213F-HRTimeline
Tennessee Valley Asset Management Partn…46,593$5.47M0.6%+3,70613F-HRTimeline