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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

726 managers (735 13F filers) reported a position in IEI shares at 2024-12-31, 102,853,230 shares in all. 58 filers opened a position and 78 filers sold out during the quarter.

Managers
726
13F filers
735
New
58
Added
285
Reduced
235
Sold out
78
Shares held by filers
102,853,230

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
RITHOLTZ WEALTH MANAGEMENT41,089$4.75M0.14%+4,20213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,975$4.73M0.12%-22,21613F-HRTimeline
ARVEST INVESTMENTS, INC.40,780$4.71M0.75%-41013F-HRTimeline
GenTrust, LLC40,692$4.7M0.2%new13F-HRTimeline
NorthCrest Asset Manangement, LLC39,332$4.54M0.14%+19113F-HR/ATimeline
Paragon Capital Management Ltd38,545$4.45M0.89%-8,98113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,466$4.44M0.01%+9,63313F-HRTimelineGroup
COMERICA BANK37,990$4.39M0.02%-5,74413F-HR/ATimeline
Christensen, King & Associates Investme…38,117$4.39M2.06%+71013F-HRTimeline
Advisory Services Network, LLC37,623$4.35M0.08%+13,46313F-HRTimeline
MGO ONE SEVEN LLC37,559$4.34M0.17%+17,86413F-HRTimeline
PINNACLE ASSOCIATES LTD37,522$4.34M0.06%+3,82013F-HRTimeline
EFG Private Wealth Management (Americas…36,344$4.2M0.82%+3,01213F-HRTimeline
MAS Advisors LLC36,158$4.18M7.01%+29,63613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC35,990$4.16M0.18%+2,62713F-HR/ATimeline
SHELTON WEALTH MANAGEMENT, LLC35,745$4.13M2.26%+30,52613F-HRTimeline
JPL Wealth Management, LLC35,710$4.13M1.18%13F-HRTimeline
Newport Capital Group, LLC35,641$4.12M3.03%+9,63413F-HRTimeline
COURIER CAPITAL LLC35,636$4.12M0.28%+16,25713F-HRTimeline
One Day In July LLC35,117$4.06M0.43%-7,45313F-HRTimeline
Blue Fin Capital, Inc.35,098$4.06M0.75%+2,01213F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO34,872$4.03M0.25%+2,67813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…33,600$3.88M0.05%+4,09813F-HRTimelineGroup
AlphaMark Advisors, LLC33,145$3.83M1.66%+4,17813F-HRTimeline
Integrated Wealth Concepts LLC32,814$3.79M0.04%-1,53113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…32,795$3.79M0.35%+1,13913F-HRTimeline
Sequent Planning LLC32,042$3.7M1.36%-3,36913F-HRTimeline
4J Wealth Management LLC31,985$3.7M2.99%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,660$3.66M0.01%-51,03713F-HRTimelineGroup
Acropolis Investment Management, LLC31,633$3.66M0.22%+1,60513F-HRTimeline
Longview Financial Advisors LLC30,805$3.56M2.39%13F-HRTimeline
Bright Futures Wealth Management, LLC.30,212$3.51M3.12%-7,12313F-HRTimeline
Sowell Financial Services LLC29,997$3.47M0.18%-9,12013F-HRTimeline
Wealthspire Retirement, LLC29,350$3.39M0.27%-1,47413F-HRTimeline
William Howard & Co Financial Advisors …29,193$3.37M3.05%-3,17113F-HRTimeline
IFP Advisors, Inc28,424$3.28M0.11%+3,96213F-HRTimeline
Center For Asset Management LLC28,279$3.27M2.12%-4,38113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,504$3.18M0.24%+2,42413F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC27,333$3.16M0.56%+9513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC27,133$3.14M0.1%-7,60813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC27,090$3.13M0.32%-7,47213F-HRTimeline
Trajan Wealth LLC26,715$3.09M0.17%+4613F-HRTimeline
Centennial Wealth Advisory LLC26,374$3.05M1.2%-65113F-HRTimeline
ETF Store, Inc.26,185$3.03M3.75%+2,10913F-HRTimeline
Fortune Financial Advisors, LLC25,391$2.93M2.67%+65313F-HRTimeline
SURIENCE PRIVATE WEALTH LLC25,275$2.92M3.77%-2,60913F-HRTimeline
Magnus Financial Group LLC25,141$2.91M0.28%+1,27013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP25,044$2.89M0.02%-12313F-HRTimelineGroup
Edge Wealth Management LLC24,879$2.87M0.58%+1,50513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…24,305$2.81M0.45%-86613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…24,304$2.81M0.16%+66113F-HRTimeline
Main Street Financial Solutions, LLC23,824$2.75M0.27%new13F-HRTimeline
PFG Advisors23,731$2.74M0.17%-7,99413F-HRTimeline
Forefront Analytics, LLC23,727$2.74M1.28%+12,96113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,055$2.66M0.01%-2,76413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,894$2.65M0.03%013F-HRTimelineGroup
Aerodigm Wealth, LLC22,740$2.63M1.57%-23513F-HRTimeline
SevenBridge Financial Group, LLC22,689$2.63M0.5%+4,01113F-HRTimeline
Robinson Value Management, Ltd.22,650$2.62M1.73%+33213F-HRTimeline
Capital Investment Advisory Services, L…21,905$2.53M0.24%-80713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,897$2.53M<0.01%+15,09813F-HRTimelineGroup
SFMG, LLC21,714$2.51M0.2%-2,69213F-HRTimeline
J.W. COLE ADVISORS, INC.20,803$2.4M0.1%-10,44513F-HRTimeline
Vernal Point Advisors, LLC20,710$2.39M1.64%013F-HRTimeline
Cascades Capital Asset Management, LLC20,617$2.38M1.27%+3,76913F-HRTimeline
Capital Investment Counsel, LLC20,567$2.38M0.4%+86513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,551$2.37M0.56%-28313F-HRTimeline
Cascade Financial Partners, LLC20,282$2.34M0.31%+3,04313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC20,274$2.34M1.95%+34913F-HRTimeline
Geneos Wealth Management Inc.19,980$2.31M0.08%+61913F-HRTimeline
TWO SIGMA SECURITIES, LLC19,785$2.29M0.41%+7,62113F-HRTimeline
OARSMAN CAPITAL, INC.19,767$2.28M0.4%-2,83313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,746$2.28M0.03%-35913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC19,205$2.22M0.07%+3,94213F-HRTimeline
Meridian Wealth Management, LLC19,144$2.21M0.1%-1,08413F-HRTimeline
Bryn Mawr Trust Advisors, LLC19,138$2.21M0.12%-1,00013F-HR/ATimeline
Riggs Asset Managment Co. Inc.18,764$2.17M0.58%+4713F-HRTimeline
Merit Financial Group, LLC18,739$2.17M0.04%new13F-HRTimeline
Federation des caisses Desjardins du Qu…18,306$2.12M0.01%+38413F-HRTimeline
Resonant Capital Advisors, LLC18,225$2.11M0.15%013F-HRTimeline
WHITTIER TRUST CO18,052$2.09M0.03%-99413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC17,787$2.06M1.58%-2,77913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …17,600$2.03M<0.01%-15,50013F-HRTimelineGroup
Park Edge Advisors, LLC17,599$2.03M0.59%+1,88913F-HRTimeline
Strategic Investment Advisors / MI17,443$2.02M0.21%+1,81613F-HRTimeline
Legacy Private Trust Co.17,383$2.01M0.13%-1,17613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC17,369$2.01M0.04%-26,37113F-HRTimelineGroup
Chesley Taft & Associates LLC17,342$2M0.09%-3,76513F-HRTimeline
1 NORTH WEALTH SERVICES LLC17,241$1.99M0.84%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC17,064$1.97M0.38%+24213F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,941$1.96M0.05%-27113F-HRTimeline
Bulltick Wealth Management, LLC16,866$1.95M0.46%+11,05413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,656$1.92M0.06%-88313F-HRTimelineGroup
Visionary Wealth Advisors16,316$1.89M0.11%+14,50113F-HRTimeline
ENTREWEALTH, LLC15,745$1.88M1.74%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,268$1.88M0.12%+7,17113F-HRTimelineGroup
Twele Capital Management, Inc.16,124$1.86M0.39%+40113F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC15,831$1.83M1.17%013F-HRTimeline
Silverleafe Capital Partners, LLC15,830$1.83M0.58%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC15,540$1.8M0.64%13F-HRTimeline
TFB Advisors LLC15,334$1.77M0.51%-14113F-HRTimeline
ATWOOD & PALMER INC15,275$1.77M0.12%+12,65713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,091$1.74M0.13%+91013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV15,032$1.74M0.55%+5,21613F-HRTimeline
Compound Planning, Inc.14,964$1.73M0.09%+7,79313F-HRTimeline
Verger Capital Management LLC14,850$1.72M0.86%+11,95013F-HRTimeline
Allworth Financial LP14,772$1.71M0.01%-8,49513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,614$1.69M0.09%+1,79613F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.14,572$1.68M0.04%-2513F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,941$1.61M0.01%+12,06113F-HRTimeline
Kingsview Wealth Management, LLC13,701$1.58M0.03%+35013F-HRTimeline
Global View Capital Management LLC13,641$1.58M0.55%13F-HRTimeline
Penobscot Investment Management Company…13,490$1.56M0.14%-74013F-HRTimeline
E&G Advisors, LLC13,437$1.55M0.42%013F-HRTimeline
NWAM LLC12,542$1.45M0.09%+6,15613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC12,421$1.44M1.53%13F-HRTimeline
World Investment Advisors12,408$1.43M0.04%+3,59313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP12,358$1.43M0.04%-12,08913F-HRTimeline
Wealthfront Advisers LLC12,123$1.4M<0.01%+2,32813F-HR/ATimeline
WARNER FINANCIAL, INC12,084$1.4M0.6%+1,87013F-HRTimeline
HCR Wealth Advisors12,039$1.39M0.17%-33113F-HRTimeline
Parker Financial LLC11,953$1.38M0.68%-2,73213F-HRTimeline
Bangor Savings Bank11,825$1.37M0.13%-1,61813F-HRTimeline
Apella Capital, LLC11,782$1.36M0.05%new13F-HRTimeline
AlphaCentric Advisors LLC11,636$1.34M1.34%+8,51013F-HRTimeline
SIMPLEX TRADING, LLC11,471$1.32M0.04%+6,18113F-HRTimeline
FLP Wealth Management, LLC11,219$1.3M3.31%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,992$1.27M0.02%-43,02813F-HRTimelineGroup
Global Retirement Partners, LLC10,905$1.26M0.04%-3,50913F-HRTimeline
CW Advisors, LLC10,823$1.25M0.02%+6,60813F-HRTimeline
Crestwood Advisors Group, LLC10,773$1.24M0.02%new13F-HRTimeline
Endowment Wealth Management, Inc.10,728$1.24M0.83%+1,87513F-HRTimeline
Montecito Bank & Trust10,566$1.22M0.21%-1,24313F-HRTimeline
Motiv8 Investments LLC10,458$1.21M0.85%-1,26713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,390$1.2M0.03%-22113F-HRTimelineGroup
J. W. Coons Advisors, LLC10,370$1.2M0.31%-26513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,291$1.19M0.01%-1,06013F-HRTimelineGroup
Jacobi Capital Management LLC10,249$1.18M0.09%+91113F-HRTimeline
Cannon Advisors, Inc.10,147$1.17M1%+12313F-HRTimeline
Aptus Capital Advisors, LLC10,146$1.17M0.01%+9,96013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,964$1.15M<0.01%+44413F-HRTimelineGroup
Hudson Portfolio Management LLC9,801$1.13M1.11%+4,02513F-HRTimeline
B. Riley Wealth Advisors, Inc.9,646$1.11M0.04%-13,41613F-HRTimeline
Peak Asset Management, LLC9,370$1.08M0.2%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC9,289$1.07M0.95%13F-HRTimeline
Anchor Pointe Wealth Management, LLC9,270$1.07M1.39%13F-HRTimeline
GenWealth Group, Inc.9,195$1.06M0.24%-3413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,163$1.06M0.01%-2,89913F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC9,131$1.06M0.08%+9913F-HRTimeline
LGL PARTNERS, LLC9,131$1.06M0.15%+9913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,967$1.04M0.1%+5,66013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,942$1.03M0.01%-3,63213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.8,825$1.02M0.07%013F-HRTimelineGroup
BLALOCK WILLIAMS, LLC8,787$1.02M1.18%13F-HRTimeline
BSW Wealth Partners8,632$997K0.15%new13F-HRTimeline
Horan Securities, Inc.8,554$988K0.38%-713F-HRTimeline
Whalen Wealth Management Inc.8,551$988K0.68%+1,32513F-HRTimeline
Regal Investment Advisors LLC8,450$976K0.07%-3,78313F-HRTimeline
Arax Advisory Partners8,399$971K0.06%+8,28313F-HRTimeline
High Probability Advisors, LLC8,390$969K0.17%-85,56413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC8,379$968K0.2%-18,24213F-HRTimeline
BOKF, NAin group BOKF, NA8,365$959K0.02%013F-HRTimelineGroup
Elevated Capital Advisors, LLC8,271$956K0.26%-15,34613F-HRTimeline
PEOPLES BANK /OH8,269$955K0.56%013F-HRTimeline
Betterment LLC8,254$954K<0.01%+66413F-HRTimeline
GeoWealth Management, LLC8,190$946K0.03%-5,05413F-HRTimeline
Columbus Macro, LLC8,116$938K0.13%+37213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,107$937K+1,851Timeline
Avidian Wealth Enterprises, LLC8,034$928K0.04%+9913F-HRTimeline
Arete Wealth Advisors, LLC7,803$901K0.07%-36913F-HRTimeline
Summit Wealth Partners, LLC7,744$895K0.18%+2,09313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,708$891K0.67%-1,11813F-HRTimeline
TAP Consulting, LLC7,691$889K0.18%-3,67113F-HRTimeline
F/m Investments LLC7,625$881K0.03%new13F-HRTimeline
Optivise Advisory Services LLC7,603$879K0.47%013F-HRTimeline
IFG Advisory, LLC7,579$876K0.05%new13F-HRTimeline
Upper Left Wealth Management, LLC7,550$872K0.75%-15413F-HRTimeline
Phil A. Younker & Associates, Ltd.7,500$867K0.87%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC7,489$865K0.64%-13613F-HRTimeline
ORG Partners LLC7,482$864K0.12%+4913F-HRTimeline
CHOREO, LLC7,447$860K0.01%-1,14713F-HRTimeline
Faithward Advisors, LLC7,419$857K0.15%-10,54313F-HRTimeline
Coppell Advisory Solutions LLC7,390$854K0.12%-15813F-HRTimeline
Compagnie Lombard Odier SCmA7,303$844K0.01%+5,64213F-HRTimeline
COUNTRY CLUB BANK7,263$839K0.06%+1,58713F-HRTimeline
ABLE Financial Group, LLC7,234$836K0.25%013F-HRTimeline
International Private Wealth Advisors L…7,095$820K0.82%new13F-HRTimeline
IMA Advisory Services, Inc.7,083$818K0.1%013F-HRTimeline
Timber Creek Capital Management LLC7,082$818K0.24%-78113F-HRTimeline
Wealthspire Advisors, LLC7,046$814K0.01%-4,53813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,946$803K0.12%+3,74613F-HRTimeline
MorganRosel Wealth Management, LLC6,892$796K0.26%-18013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,712$776K0.02%+17213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC6,675$771K0.01%-2,32213F-HRTimeline
Stonebridge Financial Group, LLC6,672$771K0.08%13F-HRTimeline
ROCKLAND TRUST CO6,641$767K0.04%+65813F-HRTimeline
TOWNSQUARE CAPITAL LLC6,592$762K0.01%+51413F-HRTimeline
New Century Financial Group, LLC6,557$757K0.32%-3,59113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,525$754K0.11%+3,54313F-HRTimeline
Crewe Advisors LLC6,521$754K0.1%+4413F-HRTimeline