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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

809 managers (824 13F filers) reported a position in IEI shares at 2026-06-30, 130,462,924 shares in all. 68 filers opened a position and 82 filers sold out during the quarter.

Managers
809
13F filers
824
New
68
Added
311
Reduced
310
Sold out
82
Shares held by filers
130,462,924

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
Tennessee Valley Asset Management Partn…46,593$5.47M0.6%+3,70613F-HRTimeline
CFO4Life Group, LLC46,421$5.45M0.73%-2,25913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…46,167$5.42M0.09%+2,04213F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC45,734$5.37M1.76%+2,11613F-HRTimeline
Compass Financial Group, Inc. (Ohio)44,738$5.25M3.51%+67713F-HRTimeline
Veridan Wealth LLC44,643$5.24M1.83%+24,31013F-HRTimeline
LARCH CAPITAL PARTNERS LLC44,523$5.23M0.75%-3,36613F-HRTimeline
Dynamic Advisor Solutions LLC44,300$5.2M0.15%-13913F-HRTimeline
PINNACLE ASSOCIATES LTD44,234$5.2M0.06%+1,19513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…44,164$5.19M0.1%-49013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers44,088$5.18M0.01%+17,06813F-HRTimelineGroup
Acropolis Investment Management, LLC43,597$5.12M0.2%+11,16413F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management43,354$5.09M0.05%+2,38013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC43,349$5.07M0.73%-4,13613F-HRTimeline
Storen Legacy Partners, LLC43,131$5.07M1.38%+4,66813F-HRTimeline
Monument Capital Management42,857$5.03M1.01%+3,80913F-HRTimeline
Robertson Stephens Wealth Management, L…42,777$5.02M0.12%+43213F-HRTimeline
Atria Investments, Inc41,905$4.92M0.05%-3,52113F-HRTimeline
Gladwyn Financial Advisors, Inc.41,197$4.84M3.03%+2,69613F-HRTimeline
Center For Asset Management LLC41,175$4.84M2.15%+5,10313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding40,993$4.81M-6,146Timeline
DAYMARK WEALTH PARTNERS, LLC40,339$4.74M0.12%+28,68913F-HRTimeline
UNIQUE WEALTH, LLC39,646$4.66M0.54%+5,68113F-HRTimeline
Gotham Asset Management, LLC39,564$4.65M0.01%013F-HRTimeline
Latko Wealth Management, Ltd.39,046$4.59M1.95%-5,03313F-HRTimeline
Cascades Capital Asset Management, LLC38,812$4.56M1.69%-29713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…38,652$4.54M0.27%+87013F-HRTimeline
Clearstead Advisors, LLC38,602$4.53M0.04%-2,63813F-HRTimeline
Advisory Services Network, LLC37,899$4.45M0.05%+5,92013F-HRTimeline
Newport Capital Group, LLC37,196$4.37M2.45%+4,71913F-HRTimeline
Christensen, King & Associates Investme…36,995$4.35M1.73%-42013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …36,351$4.27M0.03%+36,22413F-HRTimelineGroup
IFP Advisors, Inc36,202$4.25M0.08%+2,26413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC36,036$4.23M0.02%-2,34013F-HR/ATimeline
IF Advisors, LLC35,882$4.21M2.77%+3,85713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC35,730$4.2M1.66%+83213F-HRTimeline
Maltin Wealth Management, Inc.34,617$4.07M1.36%+11,99613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC34,571$4.06M0.05%-2,83713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,459$4.05M0.09%-4,17713F-HRTimelineGroup
Vision Capital Management, Inc.34,064$4M0.46%+2,64513F-HRTimeline
Private Advisory Group LLC34,026$4M0.22%+3,18313F-HRTimeline
Mount Lucas Management LP34,011$3.99M1.42%-9,20613F-HRTimeline
Pacific Park Financial, Inc.33,105$3.89M2.26%+1,72613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC33,080$3.89M0.4%+5,58813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC32,857$3.86M0.12%-78,14513F-HRTimelineGroup
Opus Capital Group, LLC31,887$3.75M0.36%-1,86813F-HRTimeline
International Private Wealth Advisors L…31,467$3.7M1.9%-10,84113F-HRTimeline
EFG International AGin group EFG International AG31,334$3.68M0.07%-1,69113F-HRTimelineGroup
Gateway Wealth Partners, LLC30,998$3.64M0.22%+2,26013F-HRTimeline
BayBridge Capital Group, LLC30,945$3.63M1.89%+15,11113F-HRTimeline
Longview Financial Advisors LLC30,459$3.58M1.77%-92013F-HRTimeline
Tranquilli Financial Advisor LLC30,408$3.57M1.92%+4,53613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,170$3.54M<0.01%-421,54913F-HRTimelineGroup
ENTREWEALTH, LLC30,460$3.54M1.31%+3,30813F-HRTimeline
Cyndeo Wealth Partners, LLC30,169$3.54M0.17%+3,21713F-HRTimeline
Compound Planning, Inc.29,564$3.47M0.09%-4,14813F-HRTimeline
Spartan Planning & Wealth Management29,542$3.47M2.31%-45,36413F-HRTimeline
William Howard & Co Financial Advisors …29,180$3.43M2.67%+1513F-HRTimeline
NorthCrest Asset Manangement, LLC28,927$3.38M0.09%+1,81213F-HRTimeline
WCG Wealth Advisors LLC28,709$3.37M0.08%-79,55713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,574$3.36M<0.01%+36913F-HRTimelineGroup
IHT Wealth Management, LLC28,383$3.33M0.07%-7,17313F-HRTimeline
WARNER FINANCIAL, INC28,092$3.3M0.97%+73413F-HRTimeline
HARBOUR INVESTMENTS, INC.28,041$3.29M0.04%+1,11813F-HRTimeline
Blue Capital, Inc.28,003$3.29M2.09%+1,38413F-HRTimeline
Savvy Advisors, Inc.27,965$3.28M0.07%+58513F-HRTimeline
Heck Capital Advisors, LLC27,695$3.25M0.19%-42,62313F-HRTimeline
J.W. COLE ADVISORS, INC.27,591$3.24M0.06%new13F-HRTimeline
Centennial Wealth Advisory LLC27,566$3.24M0.7%+8813F-HRTimeline
ETF Store, Inc.26,986$3.17M2.65%-85513F-HRTimeline
Crabel Capital Management, LLC26,797$3.15M2.3%new13F-HRTimeline
Fortune Financial Advisors, LLC26,577$3.12M1.34%+25713F-HRTimeline
49 WEALTH MANAGEMENT, LLC26,529$3.12M0.59%new13F-HR/ATimeline
ALONGSIDE, LLC26,529$3.12M0.59%13F-HRTimeline
CDKV HOLDINGS LLC26,177$3.07M2.4%-1,52013F-HRTimeline
One Day In July LLC25,936$3.05M0.21%+1,44613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,898$3.04M<0.01%+2,39213F-HR/ATimeline
BNP PARIBASin group BNP PARIBAS25,420$2.99M0.08%+3,85513F-HRTimelineGroup
Union Bancaire Privee, UBP SA25,327$2.98M0.03%+1,39913F-HRTimeline
Arete Wealth Advisors, LLC25,282$2.97M0.2%+2,53113F-HR/ATimeline
GeoWealth Management, LLC25,200$2.96M0.09%+16,18613F-HRTimeline
Capital Investment Advisory Services, L…25,170$2.96M0.18%+4,82913F-HRTimeline
Central Pacific Bank - Trust Division25,015$2.94M0.3%013F-HRTimeline
Endowment Wealth Management, Inc.24,794$2.91M1.13%+18013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.24,690$2.9M0.23%+1,52013F-HRTimeline
Wealthfront Advisers LLC24,455$2.87M0.01%-77113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC24,336$2.86M0.01%-13,46613F-HRTimelineGroup
Chesley Taft & Associates LLC23,832$2.8M0.11%+1,10013F-HRTimeline
Sequent Planning LLC23,358$2.74M0.59%+1,36213F-HRTimeline
Magnus Financial Group LLC23,212$2.73M0.19%+28913F-HRTimeline
Trajan Wealth LLC23,054$2.71M0.1%-10213F-HRTimeline
REGATTA CAPITAL GROUP, LLC22,624$2.66M0.36%+86613F-HRTimeline
Jacobi Capital Management LLC22,620$2.66M0.13%+3,12413F-HRTimeline
World Investment Advisors20,953$2.48M0.04%-1913F-HRTimeline
Robinson Value Management, Ltd.21,083$2.48M1.33%-33713F-HRTimeline
SURIENCE PRIVATE WEALTH LLC20,911$2.46M2.16%+10,74213F-HRTimeline
MFA WEALTH ADVISORS, LLC20,701$2.43M0.41%+3,50913F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC20,588$2.42M0.01%-6,40913F-HRTimeline
MARINER INVESTMENT GROUP LLC20,551$2.41M0.57%+12,91313F-HRTimeline
PW Nova Financial Services LLC20,546$2.41M0.52%new13F-HRTimeline
GC Wealth Management RIA, LLC20,458$2.4M0.14%new13F-HRTimeline
Eagle Strategies LLC20,219$2.37M0.24%-9513F-HRTimeline
HighPoint Advisor Group LLC20,218$2.37M0.08%+3,44813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS19,977$2.35M0.24%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding19,958$2.34M-2,856Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC19,905$2.34M0.34%-4,66213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,900$2.34M0.01%-2,15113F-HRTimelineGroup
Aerodigm Wealth, LLC19,831$2.33M0.79%-25013F-HRTimeline
Braeburn Wealth Management LLC19,831$2.33M1%+33613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC19,789$2.32M1.6%+2,75913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP19,745$2.32M0.11%+1,71213F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP19,531$2.29M1.96%-5,14613F-HRTimelineGroup
MY Wealth Management Inc.19,443$2.28M1.61%new13F-HRTimeline
Maridea Wealth Management LLC19,399$2.28M0.25%+5,29813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC19,364$2.27M1.05%-4513F-HRTimeline
CONNING INC.in group CONNING INC.19,236$2.26M0.07%013F-HRTimelineGroup
Strategic Investment Advisors / MI19,120$2.25M0.14%-26413F-HRTimeline
TIAAgroup of 3 filers holding19,090$2.24M-2,189Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,987$2.23M0.04%-1,00513F-HRTimelineGroup
Perigon Wealth Management, LLC18,982$2.23M0.04%-2,91213F-HRTimeline
Cresset Asset Management, LLC18,462$2.17M0.01%+30213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,379$2.16M0.24%+1,25813F-HRTimeline
Merit Financial Group, LLC18,226$2.14M0.01%+7,46013F-HR/ATimeline
Resonant Capital Advisors, LLC18,225$2.14M0.1%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,192$2.14M0.02%-5,56613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…18,168$2.13M0.01%+69313F-HRTimeline
PW ADVISORS, LLC \ FL17,556$2.06M1.38%+81213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP17,038$2M0.01%-61013F-HRTimelineGroup
Royal Fund Management, LLC16,768$1.97M0.16%+1,19913F-HRTimeline
Verdence Capital Advisors LLC16,510$1.94M0.1%-16413F-HRTimeline
Edgestream Partners, L.P.16,502$1.94M0.06%new13F-HRTimeline
Twele Capital Management, Inc.16,501$1.94M0.32%-27513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC16,185$1.9M1.11%+1,59613F-HRTimeline
PROFFITT & GOODSON INC16,028$1.88M0.26%+5,09213F-HRTimeline
Belleair Asset Management, LLC16,004$1.88M1.58%-29113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,612$1.83M0.05%+71213F-HRTimelineGroup
Beacon Bank & Trust15,427$1.81M0.35%-7,27013F-HR/ATimeline
Sowell Financial Services LLC15,383$1.81M0.06%+28213F-HRTimeline
RKL Wealth Management LLC15,146$1.78M0.14%-85513F-HRTimeline
Aptus Capital Advisors, LLC15,092$1.77M0.01%-81113F-HRTimeline
Paragon Capital Management Ltd14,900$1.75M0.33%-18413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,752$1.73M<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC14,577$1.71M0.15%-7,78613F-HRTimeline
WAYSTONE ADVISORS LLC14,572$1.71M1.28%+4,68013F-HRTimeline
Israel Discount Bank of New York14,532$1.71M3.16%+1,61313F-HRTimeline
Betterment LLC14,398$1.69M<0.01%-6,19213F-HRTimeline
Visionary Wealth Advisors13,916$1.63M0.06%-10,28713F-HRTimeline
Entelevest, LLC13,910$1.63M1.43%+86113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,886$1.63M0.05%-1,27913F-HRTimelineGroup
E&G Advisors, LLC13,437$1.58M0.3%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV13,434$1.58M0.39%+9213F-HRTimeline
Rossby Financial, LCC13,361$1.57M0.29%+7,82313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,332$1.57M0.39%-3513F-HRTimeline
ATWOOD & PALMER INC13,255$1.56M0.08%-64513F-HRTimeline
Alliance Private Wealth, LLC13,254$1.56M0.54%013F-HRTimeline
Allworth Financial LP13,219$1.55M0.01%-1,17213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,100$1.54M0.01%-85413F-HRTimelineGroup
Stronghold Wealth Management L.L.C.13,098$1.54M2.06%+8413F-HRTimeline
THOR TRADING ADVISORS, LLC13,050$1.53M0.48%new13F-HRTimeline
Generation Capital Management LLC12,916$1.52M0.93%-47013F-HRTimeline
Avestar Capital, LLC12,865$1.51M0.09%+7,94713F-HRTimeline
SummitTX Capital, L.P.12,751$1.5M0.04%-50,20713F-HRTimeline
Welch Group, LLC12,500$1.47M0.05%+11513F-HRTimeline
PKS Advisory Services, LLC12,431$1.46M0.23%+1,75613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,423$1.46M0.05%+8,93813F-HRTimelineGroup
Greenspring Advisors, LLC12,314$1.45M0.08%-42113F-HRTimeline
Verger Capital Management LLC12,101$1.42M0.42%-89613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC12,099$1.42M0.43%+1,37913F-HRTimeline
Fisher Asset Management, LLC12,028$1.41M<0.01%+61413F-HRTimeline
Penobscot Investment Management Company…11,972$1.41M0.1%-13013F-HRTimeline
COGENT STRATEGIC WEALTH LLC11,959$1.4M1.34%013F-HRTimeline
Nolet Wealth Management, LLC11,862$1.39M0.77%013F-HRTimeline
NWAM LLC11,716$1.38M0.07%-11313F-HRTimeline
WNY Asset Management, LLC11,682$1.37M0.12%-32613F-HRTimeline
Legacy Private Trust Co.11,650$1.37M0.08%+70013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,610$1.37M0.04%-19013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…11,342$1.33M0.02%+33313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC11,313$1.33M0.09%-6,68513F-HRTimeline
SevenBridge Financial Group, LLC11,376$1.33M0.2%-3,72613F-HRTimeline
HCR Wealth Advisors11,235$1.32M0.12%+9013F-HRTimeline
Summit Financial, LLC11,213$1.32M0.01%+1,71213F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,083$1.3M0.06%-55513F-HRTimeline
Sanchez Gaunt Capital Management, LLC11,074$1.3M0.73%+1,97413F-HRTimeline
Western Wealth Management, LLC11,004$1.29M0.04%+1,93813F-HRTimeline
LightSquare Wealth Management, LLC10,714$1.26M0.87%-76913F-HRTimeline
TD Waterhouse Canada Inc.10,689$1.25M<0.01%+37913F-HRTimeline
Compagnie Lombard Odier SCmA10,533$1.24M0.01%-82513F-HRTimeline
TFB Advisors LLC10,504$1.23M0.54%+1,26113F-HRTimeline
Montecito Bank & Trust10,325$1.21M0.18%+1,45913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC10,217$1.2M0.23%+3,85513F-HR/ATimeline
Oak Grove Capital LLC10,200$1.2M0.09%-12,10013F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,063$1.18M0.03%+2913F-HRTimeline
HBE Wealth Management, LLC10,027$1.18M0.85%+27413F-HRTimeline
CADINHA & CO LLC9,968$1.17M0.17%new13F-HRTimeline
Fiduciary Alliance LLC9,893$1.16M0.08%-613F-HRTimeline
FLP Wealth Management, LLC9,758$1.15M2.04%+14313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,751$1.15M0.05%-1,46613F-HRTimelineGroup
NDWM LLC9,646$1.13M0.67%+5,88113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,485$1.12M0.02%013F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC9,440$1.11M0.89%+44213F-HRTimeline