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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

766 managers (775 13F filers) reported a position in IEI shares at 2025-03-31, 110,554,559 shares in all. 103 filers opened a position and 53 filers sold out during the quarter.

Managers
766
13F filers
775
New
103
Added
305
Reduced
245
Sold out
53
Shares held by filers
110,554,559

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
Values First Advisors, Inc.42,695$5.04M2.94%+30313F-HRTimeline
Dynamic Advisor Solutions LLC42,517$5.02M0.17%-8213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…42,471$5.01M0.02%-7,69913F-HRTimelineGroup
DOCK STREET ASSET MANAGEMENT INC42,031$4.97M0.59%-3,91613F-HRTimeline
ARVEST INVESTMENTS, INC.41,416$4.89M0.77%+63613F-HRTimeline
Coastal Bridge Advisors, LLC41,365$4.89M0.44%new13F-HR/ATimeline
Perigon Wealth Management, LLC40,717$4.81M0.12%-9,57513F-HRTimeline
Christensen, King & Associates Investme…40,757$4.79M2.27%+2,64013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd40,293$4.76M0.42%-76,97713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,262$4.76M0.14%-1,42913F-HRTimelineGroup
Worth Asset Management, LLC40,134$4.74M2.59%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC39,981$4.72M0.02%-17,10013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD39,910$4.71M0.07%+2,38813F-HRTimeline
Opus Capital Group, LLC39,175$4.63M0.6%-8,11613F-HRTimeline
GenTrust, LLC38,577$4.56M0.22%-2,11513F-HRTimeline
JPL Wealth Management, LLC38,456$4.54M1.3%+2,74613F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC38,000$4.49M<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC37,895$4.47M0.11%+36,61513F-HRTimeline
Friedenthal Financial37,451$4.42M2.64%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,257$4.4M<0.01%+15,36013F-HR/ATimelineGroup
CPR Investments Inc.36,932$4.36M3.87%new13F-HRTimeline
Sequent Planning LLC36,740$4.34M1.56%+4,69813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…36,031$4.26M0.08%+2,43113F-HRTimelineGroup
Blue Fin Capital, Inc.35,990$4.25M0.82%+89213F-HRTimeline
IHT Wealth Management, LLC35,779$4.23M0.13%-6,79513F-HRTimeline
Paragon Capital Management Ltd35,274$4.17M0.85%-3,27113F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO35,238$4.16M0.27%+36613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…35,210$4.16M0.39%+2,41513F-HRTimeline
NorthCrest Asset Manangement, LLC34,854$4.12M0.12%-4,47813F-HRTimeline
Lauer Wealth, LLC34,140$4.07M3.14%new13F-HRTimeline
4J Wealth Management LLC34,414$4.07M3.21%+2,42913F-HRTimeline
Center For Asset Management LLC33,692$3.98M2.43%+5,41313F-HRTimeline
Heck Capital Advisors, LLC33,584$3.97M0.45%-9,89213F-HRTimeline
Newport Capital Group, LLC33,557$3.96M2.85%-2,08413F-HRTimeline
EFG Private Wealth Management (Americas…32,976$3.9M0.79%-3,36813F-HRTimeline
Royal Harbor Partners, LLC32,343$3.82M1.48%new13F-HRTimeline
Longview Financial Advisors LLC32,068$3.79M2.5%+1,26313F-HRTimeline
Sowell Financial Services LLC31,137$3.68M0.17%+1,14013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC30,989$3.66M0.16%+3,48513F-HRTimelineGroup
TPG Financial Advisors, LLC30,585$3.61M1.6%-16,16513F-HRTimeline
Robertson Stephens Wealth Management, L…30,560$3.61M0.14%new13F-HRTimeline
IFP Advisors, Inc30,358$3.59M0.11%+1,93413F-HRTimeline
Turim 21 Investimentos Ltda.29,960$3.53M0.95%new13F-HRTimeline
Acropolis Investment Management, LLC29,852$3.53M0.21%-1,78113F-HRTimeline
Magnus Financial Group LLC29,589$3.5M0.34%+4,44813F-HRTimeline
SYKON CAPITAL LLC29,519$3.49M1.32%new13F-HRTimeline
Edge Wealth Management LLC29,354$3.47M0.7%+4,47513F-HRTimeline
William Howard & Co Financial Advisors …29,113$3.44M3.22%-8013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC28,958$3.42M0.11%+1,82513F-HRTimeline
World Investment Advisors28,709$3.39M0.09%+16,30113F-HRTimeline
Trajan Wealth LLC28,144$3.32M0.18%+1,42913F-HRTimeline
Centennial Wealth Advisory LLC27,923$3.3M1.2%+1,54913F-HRTimeline
OLD MISSION CAPITAL LLC27,900$3.3M0.06%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC27,826$3.29M0.04%+21,23413F-HRTimeline
Spartan Planning & Wealth Management27,036$3.19M3.1%new13F-HRTimeline
Bright Futures Wealth Management, LLC.26,990$3.18M3.49%-3,22213F-HRTimeline
Cascade Financial Partners, LLC26,887$3.18M0.4%+6,60513F-HRTimeline
Main Street Financial Solutions, LLC26,199$3.1M0.27%+2,37513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC25,993$3.07M0.59%-1,34013F-HRTimeline
One Day In July LLC25,391$3M0.3%-9,72613F-HRTimeline
Fortune Financial Advisors, LLC25,332$2.99M2.58%-5913F-HRTimeline
PFG Advisors25,025$2.96M0.17%+1,29413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP24,850$2.94M0.05%+12,49213F-HRTimeline
Cascades Capital Asset Management, LLC24,828$2.93M1.58%+4,21113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP24,752$2.92M0.02%-29213F-HRTimelineGroup
ETF Store, Inc.24,641$2.91M3.57%-1,54413F-HRTimeline
J.W. COLE ADVISORS, INC.24,568$2.9M0.09%+3,76513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,839$2.82M0.01%+78413F-HRTimeline
Capital Investment Advisory Services, L…23,504$2.78M0.25%+1,59913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC23,157$2.74M1.2%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,992$2.72M0.04%+9813F-HRTimelineGroup
Kingsview Wealth Management, LLC22,986$2.72M0.05%+9,28513F-HRTimeline
Aerodigm Wealth, LLC22,805$2.69M1.5%+6513F-HRTimeline
Crabel Capital Management, LLC22,715$2.68M2.9%+19,25113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC22,663$2.68M0.28%-4,42713F-HRTimeline
Balefire, LLC22,462$2.65M0.91%+21,15613F-HRTimeline
Robinson Value Management, Ltd.22,345$2.64M1.7%-30513F-HRTimeline
Maridea Wealth Management LLC22,062$2.61M0.85%+16,78113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,688$2.56M0.09%+2,48313F-HRTimeline
Capital Investment Counsel, LLC21,498$2.54M0.42%+93113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners21,467$2.54M0.42%+20,13913F-HRTimelineGroup
MGO ONE SEVEN LLC20,927$2.47M0.1%-16,63213F-HRTimeline
Vernal Point Advisors, LLC20,710$2.45M1.62%013F-HRTimeline
Ausdal Financial Partners, Inc.20,701$2.45M0.18%-79,42213F-HRTimeline
Steward Partners Investment Advisory, L…20,586$2.43M0.02%+6,64513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,551$2.43M0.58%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,200$2.39M<0.01%-61,88413F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …20,000$2.36M0.31%-39,00013F-HRTimelineGroup
Black Maple Capital Management LP20,000$2.36M1.86%new13F-HRTimeline
Compound Planning, Inc.19,729$2.33M0.11%+4,76513F-HRTimeline
CONNING INC.in group CONNING INC.19,236$2.27M0.08%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC18,718$2.21M0.03%+8,57213F-HRTimeline
Legacy Private Trust Co.18,605$2.2M0.15%+1,22213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,574$2.19M0.03%-1,17213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,349$2.17M0.14%+2,08113F-HRTimelineGroup
Resonant Capital Advisors, LLC18,279$2.16M0.15%+5413F-HRTimeline
Maltin Wealth Management, Inc.18,124$2.14M1.01%new13F-HRTimeline
Chesley Taft & Associates LLC18,020$2.13M0.1%+67813F-HRTimeline
Federation des caisses Desjardins du Qu…17,971$2.12M0.01%-33513F-HRTimeline
Strategic Investment Advisors / MI17,961$2.12M0.22%+51813F-HRTimeline
WHITTIER TRUST CO17,890$2.11M0.03%-16213F-HRTimeline
Riggs Asset Managment Co. Inc.17,821$2.11M0.6%-94313F-HRTimeline
MassMutual Private Wealth & Trust, FSB17,510$2.07M0.06%+56913F-HRTimeline
Bulltick Wealth Management, LLC17,495$2.07M0.55%+62913F-HRTimeline
REGATTA CAPITAL GROUP, LLC17,459$2.06M0.4%+39513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC17,439$2.06M1.18%-18,30613F-HRTimeline
1 NORTH WEALTH SERVICES LLC17,427$2.06M0.95%+18613F-HRTimeline
Cresset Asset Management, LLC17,358$2.05M0.01%-40,06213F-HRTimeline
ENTREWEALTH, LLC16,854$1.99M1.53%+1,10913F-HRTimeline
SevenBridge Financial Group, LLC16,983$1.99M0.39%-5,70613F-HRTimeline
ATWOOD & PALMER INC16,830$1.99M0.14%+1,55513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC16,690$1.97M0.41%-35,86113F-HRTimeline
Bryn Mawr Trust Advisors, LLC16,604$1.96M0.12%-2,53413F-HRTimeline
Silverleafe Capital Partners, LLC16,546$1.95M0.67%+71613F-HRTimeline
Visionary Wealth Advisors16,527$1.95M0.12%+21113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,379$1.93M0.14%+1,28813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,338$1.93M0.06%-31813F-HRTimelineGroup
Twele Capital Management, Inc.16,330$1.93M0.41%+20613F-HRTimeline
Merit Financial Group, LLC16,171$1.91M0.03%-2,56813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC15,831$1.87M1.22%013F-HRTimeline
UNIQUE WEALTH, LLC15,097$1.78M0.34%new13F-HRTimeline
SFMG, LLC15,019$1.77M0.14%-6,69513F-HRTimeline
Verger Capital Management LLC14,930$1.76M0.78%+8013F-HRTimeline
Whalen Wealth Management Inc.14,902$1.76M1.17%+6,35113F-HRTimeline
TFB Advisors LLC14,831$1.75M0.5%-50313F-HRTimeline
Meridian Wealth Management, LLC14,658$1.73M0.08%-4,48613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.14,572$1.72M0.05%013F-HRTimelineGroup
Eagle Strategies LLC13,597$1.61M0.28%+10,28013F-HRTimeline
Endowment Wealth Management, Inc.13,476$1.59M1.02%+2,74813F-HRTimeline
E&G Advisors, LLC13,437$1.59M0.45%013F-HRTimeline
Penobscot Investment Management Company…13,435$1.59M0.15%-5513F-HRTimeline
Allworth Financial LP13,321$1.57M0.01%-1,45113F-HRTimeline
WARNER FINANCIAL, INC13,137$1.55M0.69%+1,05313F-HRTimeline
SIMPLEX TRADING, LLC12,958$1.53M0.05%+1,48713F-HRTimeline
Cyndeo Wealth Partners, LLC12,723$1.5M0.1%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,673$1.5M0.02%+1,68113F-HRTimelineGroup
BINGHAM PRIVATE WEALTH, LLC12,381$1.46M1.51%-4013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,342$1.46M0.23%+5,39613F-HRTimeline
Wealth Advisory Solutions, LLC12,266$1.45M0.38%new13F-HRTimeline
Advisor Resource Council12,323$1.44M0.12%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,179$1.44M0.28%+10,42313F-HRTimelineGroup
NWAM LLC12,065$1.43M0.12%-47713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,060$1.42M0.01%+1,76913F-HRTimelineGroup
Jacobi Capital Management LLC11,812$1.4M0.1%+1,56313F-HRTimeline
Wealthfront Advisers LLC11,579$1.37M<0.01%-54413F-HRTimeline
KELLY FINANCIAL GROUP LLC11,533$1.36M0.43%-4,00713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,527$1.36M0.02%+2,58513F-HRTimelineGroup
OPTIMA CAPITAL LLC11,290$1.33M0.85%new13F-HRTimeline
FLP Wealth Management, LLC11,238$1.33M4.22%+1913F-HRTimeline
Apella Capital, LLC11,264$1.33M0.05%-51813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,177$1.32M0.03%+78713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,017$1.3M0.01%+1,85413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC10,753$1.27M0.05%-25,23713F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,734$1.27M+2,627Timeline
Jump Financial, LLCin group Jump Financial, LLC10,692$1.26M0.02%-6,67713F-HR/ATimelineGroup
Bangor Savings Bank10,617$1.25M0.12%-1,20813F-HRTimeline
Tranquilli Financial Advisor LLC10,611$1.25M0.79%+5,12213F-HRTimeline
Cannon Advisors, Inc.10,495$1.24M1.14%+34813F-HRTimeline
CW Advisors, LLC10,382$1.23M0.01%-44113F-HRTimeline
Royal Fund Management, LLC10,308$1.22M0.15%+4,22513F-HRTimeline
OARSMAN CAPITAL, INC.10,214$1.21M0.22%-9,55313F-HRTimeline
Algorithmic Investment Models, LLC10,187$1.2M0.89%new13F-HRTimeline
HCR Wealth Advisors10,114$1.19M0.16%-1,92513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,081$1.19M<0.01%new13F-HRTimelineGroup
J. W. Coons Advisors, LLC9,920$1.17M0.31%-45013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,608$1.14M<0.01%-35613F-HRTimelineGroup
Integrated Wealth Concepts LLC9,587$1.13M0.01%-23,22713F-HRTimeline
Parker Financial LLC9,293$1.1M0.53%-2,66013F-HRTimeline
CogentBlue Wealth Advisors, LLC9,188$1.09M0.95%-10113F-HRTimeline
Motiv8 Investments LLC9,055$1.07M0.71%-1,40313F-HRTimeline
Horan Securities, Inc.8,963$1.06M0.4%+40913F-HRTimeline
Bison Wealth, LLC8,787$1.05M0.1%new13F-HRTimeline
BNP PARIBASin group BNP PARIBAS8,876$1.05M0.04%+2,96613F-HRTimelineGroup
GenWealth Group, Inc.8,704$1.03M0.23%-49113F-HRTimeline
PKS Advisory Services, LLC8,694$1.03M0.28%+6,95413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,645$1.02M<0.01%-23,01513F-HR/ATimelineGroup
Montecito Bank & Trust8,575$1.01M0.18%-1,99113F-HRTimeline
LaSalle St. Investment Advisors, LLC8,470$1M0.24%new13F-HRTimeline
Betterment LLC8,465$1M<0.01%+21113F-HRTimeline
GeoWealth Management, LLC8,428$996K0.04%+23813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,393$992K0.04%new13F-HRTimelineGroup
Columbus Macro, LLC8,379$990K0.13%+26313F-HRTimeline
Hudson Portfolio Management LLC8,356$987K0.95%-1,44513F-HRTimeline
BOKF, NAin group BOKF, NA8,276$978K0.02%-8913F-HRTimelineGroup
Crestwood Advisors Group, LLC8,221$971K0.02%-2,55213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC8,174$966K1.02%+3,16513F-HRTimeline
Snowden Capital Advisors LLC8,102$957K0.03%+1,87813F-HRTimeline
Arkadios Wealth Advisors7,966$941K0.04%+4,88913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,897$933K0.71%+18913F-HRTimeline
BLALOCK WILLIAMS, LLC7,890$932K1.04%-89713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7,835$925K0.3%-7,19713F-HRTimeline
Elevated Capital Advisors, LLC7,795$921K0.26%-47613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,783$918K0.14%+1,25813F-HRTimeline
Arete Wealth Advisors, LLC7,670$906K0.07%-13313F-HRTimeline
Summit Wealth Partners, LLC7,652$904K0.18%-9213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,637$902K0.05%-6,97713F-HRTimelineGroup
COUNTRY CLUB BANK7,621$899K0.06%+35813F-HRTimeline
IFG Advisory, LLC7,611$899K0.05%+3213F-HRTimeline
Regal Investment Advisors LLC7,610$899K0.07%-84013F-HRTimeline
Optivise Advisory Services LLC7,603$898K0.5%013F-HRTimeline