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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

761 managers (772 13F filers) reported a position in IEI shares at 2025-06-30, 106,252,763 shares in all. 75 filers opened a position and 79 filers sold out during the quarter.

Managers
761
13F filers
772
New
75
Added
275
Reduced
300
Sold out
79
Shares held by filers
106,252,763

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
Lake Hills Wealth Management, LLC45,123$5.37M3.08%+1,85013F-HRTimeline
Darwin Wealth Management, LLC44,610$5.31M1.84%-3,81913F-HRTimeline
Sanctuary Advisors, LLC44,534$5.3M0.03%+1,78913F-HRTimeline
1 NORTH WEALTH SERVICES LLC44,051$5.25M2.08%+26,62413F-HRTimeline
JPL Wealth Management, LLC42,836$5.1M1.38%+4,38013F-HRTimeline
Coastal Bridge Advisors, LLC42,554$5.07M0.42%+1,18913F-HRTimeline
Rehmann Capital Advisory Group42,385$5.05M0.31%-61,36513F-HRTimeline
Values First Advisors, Inc.42,020$5M2.73%-67513F-HRTimeline
D.A. DAVIDSON & CO.41,835$4.98M0.04%-6,53813F-HRTimeline
Monument Capital Management41,542$4.95M1.29%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,502$4.94M0.01%-59,33613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC41,400$4.93M0.01%-12,50013F-HRTimeline
PINNACLE ASSOCIATES LTD41,178$4.9M0.07%+1,26813F-HRTimeline
ARVEST INVESTMENTS, INC.41,160$4.9M0.74%-25613F-HRTimeline
Christensen, King & Associates Investme…40,743$4.85M2.22%-1413F-HRTimeline
Dynamic Advisor Solutions LLC40,433$4.82M0.15%-2,08413F-HRTimeline
Edge Wealth Management LLC40,207$4.79M0.92%+10,85313F-HRTimeline
Mount Lucas Management LP39,756$4.73M2.25%-18,33313F-HRTimeline
Sequent Planning LLC39,281$4.68M1.48%+2,54113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC38,739$4.61M0.36%-4,63713F-HRTimeline
UNIQUE WEALTH, LLC38,680$4.61M0.74%+23,58313F-HRTimeline
SEMITAM BONAM LLC38,464$4.58M4.31%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd38,423$4.58M0.32%-1,87013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…38,219$4.55M0.07%+2,18813F-HRTimelineGroup
MAS Advisors LLC37,745$4.5M7.35%-9,81413F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC37,653$4.48M0.42%-4,37813F-HRTimeline
Opus Capital Group, LLC37,465$4.46M0.53%-1,71013F-HRTimeline
Blue Fin Capital, Inc.37,288$4.44M0.76%+1,29813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC36,782$4.38M0.05%-106,95713F-HRTimelineGroup
Acropolis Investment Management, LLC36,641$4.36M0.24%+6,78913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…35,665$4.25M0.35%+45513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,514$4.23M0.01%+26,86913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA34,883$4.15M0.01%+32,83513F-HRTimelineGroup
Cascade Financial Partners, LLC34,844$4.15M0.5%+7,95713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding34,824$4.15M+13,357Timeline
SHELTON WEALTH MANAGEMENT, LLC34,797$4.14M2.09%+17,35813F-HRTimeline
Heck Capital Advisors, LLC34,720$4.13M0.36%+1,13613F-HRTimeline
Gladwyn Financial Advisors, Inc.34,554$4.11M3.18%13F-HRTimeline
J.W. COLE ADVISORS, INC.34,469$4.1M0.09%+9,90113F-HRTimeline
4J Wealth Management LLC34,200$4.07M2.75%-21413F-HRTimeline
Royal Harbor Partners, LLC33,395$3.98M1.45%+1,05213F-HRTimeline
Newport Capital Group, LLC33,392$3.98M2.69%-16513F-HRTimeline
Perigon Wealth Management, LLC32,939$3.92M0.09%-7,77813F-HRTimeline
NorthCrest Asset Manangement, LLC33,165$3.92M0.11%-1,68913F-HRTimeline
Longview Financial Advisors LLC31,927$3.8M2.38%-14113F-HRTimeline
SYKON CAPITAL LLC31,922$3.8M1.39%+2,40313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,655$3.77M0.1%-8,60713F-HRTimelineGroup
Turim 21 Investimentos Ltda.31,660$3.76M0.74%+1,70013F-HRTimeline
Hershey Financial Advisers, LLC31,285$3.73M3.34%13F-HRTimeline
Compound Planning, Inc.31,142$3.71M0.14%+11,41313F-HRTimeline
Algorithmic Investment Models, LLC30,772$3.66M2.51%+20,58513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC30,531$3.64M0.11%+1,57313F-HRTimeline
Vision Capital Management, Inc.30,346$3.61M0.47%new13F-HRTimeline
SIMPLEX TRADING, LLC30,142$3.59M0.1%+17,18413F-HRTimeline
Spartan Planning & Wealth Management29,610$3.53M3.02%+2,57413F-HRTimeline
Magnus Financial Group LLC29,412$3.5M0.31%-17713F-HRTimeline
William Howard & Co Financial Advisors …29,126$3.47M3.03%+1313F-HRTimeline
DSG Capital Advisors, LLC29,050$3.46M0.62%new13F-HRTimeline
Kingsview Wealth Management, LLC28,530$3.4M0.06%+5,54413F-HRTimeline
Main Street Financial Solutions, LLC28,235$3.36M0.24%+2,03613F-HRTimeline
Capital Investment Counsel, LLC28,196$3.36M0.52%+6,69813F-HRTimeline
Center For Asset Management LLC27,921$3.23M1.99%-5,77113F-HRTimeline
Visionary Wealth Advisors26,879$3.2M0.16%+10,35213F-HRTimeline
Cascades Capital Asset Management, LLC26,869$3.2M1.65%+2,04113F-HRTimeline
Modern Wealth Management, LLC26,627$3.17M0.08%new13F-HR/ATimeline
Fortune Financial Advisors, LLC26,368$3.14M2.53%+1,03613F-HRTimeline
Trajan Wealth LLC25,949$3.09M0.15%-2,19513F-HRTimeline
EFG Private Wealth Management (Americas…25,685$3.06M0.56%-7,29113F-HRTimeline
Geneos Wealth Management Inc.25,336$3.02M0.07%-20,26613F-HRTimeline
Maltin Wealth Management, Inc.24,963$2.97M1.34%+6,83913F-HRTimeline
IFP Advisors, Inc24,889$2.96M0.08%-5,46913F-HRTimeline
InTrack Investment Management Inc24,624$2.93M1.97%new13F-HRTimeline
Centennial Wealth Advisory LLC24,621$2.93M0.93%-3,30213F-HRTimeline
GTS SECURITIES LLC24,480$2.92M0.13%+20,31813F-HRTimeline
Cyndeo Wealth Partners, LLC24,252$2.89M0.17%+11,52913F-HRTimeline
Whalen Wealth Management Inc.24,241$2.89M1.81%+9,33913F-HRTimeline
ETF Store, Inc.24,149$2.88M3.33%-49213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES23,968$2.85M1.13%new13F-HRTimeline
Global Retirement Partners, LLC23,892$2.85M0.07%13F-HRTimeline
IHT Wealth Management, LLC22,904$2.73M0.07%-12,87513F-HRTimeline
Capital Investment Advisory Services, L…22,627$2.69M0.22%-87713F-HRTimeline
Tranquilli Financial Advisor LLC22,566$2.69M1.66%+11,95513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,557$2.69M0.07%+86913F-HRTimeline
One Day In July LLC22,534$2.68M0.24%-2,85713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,397$2.67M<0.01%-75,93513F-HRTimelineGroup
Aerodigm Wealth, LLC22,381$2.67M1.28%-42413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,881$2.61M0.02%-2,87113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV21,767$2.59M0.01%-2,07213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC21,479$2.56M0.24%-1,18413F-HRTimeline
Robinson Value Management, Ltd.21,370$2.54M1.6%-97513F-HRTimeline
SYNOVUS FINANCIAL CORP21,142$2.52M0.03%-94,82713F-HRTimeline
EP Wealth Advisors, LLC21,073$2.51M0.02%+18,40913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,950$2.49M0.03%-2,04213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,763$2.47M<0.01%+56313F-HRTimelineGroup
Vernal Point Advisors, LLC20,710$2.47M1.44%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,486$2.44M0.55%-6513F-HRTimeline
MGO ONE SEVEN LLC20,229$2.41M0.08%-69813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …20,000$2.38M0.32%013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding19,962$2.38M+15,721Timeline
D L CARLSON INVESTMENT GROUP INC19,876$2.37M0.43%-6,11713F-HRTimeline
Chesley Taft & Associates LLC19,393$2.31M0.1%+1,37313F-HRTimeline
CONNING INC.in group CONNING INC.19,236$2.29M0.08%013F-HRTimelineGroup
ENTREWEALTH, LLC19,046$2.27M1.57%+2,19213F-HRTimeline
CPR Investments Inc.18,611$2.22M1.72%-18,32113F-HRTimeline
Sowell Financial Services LLC18,314$2.18M0.09%-12,82313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,288$2.18M0.14%-6113F-HRTimelineGroup
Resonant Capital Advisors, LLC18,225$2.17M0.14%-5413F-HRTimeline
OLD MISSION CAPITAL LLC18,127$2.16M0.06%-9,77313F-HRTimeline
REGATTA CAPITAL GROUP, LLC17,977$2.14M0.37%+51813F-HRTimeline
WHITTIER TRUST CO17,872$2.13M0.03%-1813F-HRTimeline
RKL Wealth Management LLC17,748$2.11M0.19%-28,19113F-HRTimeline
SFG Wealth Management, LLC.17,746$2.11M1.28%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,233$2.05M0.03%-1,34113F-HRTimelineGroup
Riggs Asset Managment Co. Inc.17,163$2.04M0.5%-65813F-HRTimeline
BNP PARIBASin group BNP PARIBAS17,143$2.04M0.07%+8,26713F-HRTimelineGroup
Paragon Capital Management Ltd17,068$2.03M0.37%-18,20613F-HRTimeline
ATWOOD & PALMER INC17,026$2.03M0.13%+19613F-HRTimeline
MFA WEALTH ADVISORS, LLC16,988$2.02M0.47%new13F-HRTimeline
Strategic Investment Advisors / MI16,931$2.01M0.2%-1,03013F-HRTimeline
Federation des caisses Desjardins du Qu…16,901$2.01M0.01%-1,07013F-HRTimeline
Allworth Financial LP16,894$2.01M0.01%+3,57313F-HRTimeline
Legacy Private Trust Co.16,873$2.01M0.13%-1,73213F-HRTimeline
Aptus Capital Advisors, LLC16,215$1.93M0.02%-2,50313F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,192$1.93M0.05%-1,31813F-HRTimeline
Twele Capital Management, Inc.16,185$1.93M0.38%-14513F-HRTimeline
Cresset Asset Management, LLC15,913$1.9M0.01%-1,44513F-HR/ATimeline
Silverleafe Capital Partners, LLC15,905$1.89M0.66%-64113F-HRTimeline
SevenBridge Financial Group, LLC15,878$1.89M0.33%-1,10513F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC15,831$1.89M1.13%013F-HRTimeline
Steward Partners Investment Advisory, L…15,755$1.88M0.01%-4,83113F-HRTimeline
MY Wealth Management Inc.15,610$1.86M1.78%new13F-HRTimeline
WNY Asset Management, LLC15,458$1.84M0.2%+10,02513F-HRTimeline
Waterloo Capital, L.P.15,404$1.83M0.15%new13F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC15,275$1.82M1.7%13F-HRTimeline
Verger Capital Management LLC15,062$1.79M0.71%+13213F-HRTimeline
Endowment Wealth Management, Inc.14,984$1.78M0.92%+1,50813F-HRTimeline
CW Advisors, LLC14,862$1.77M0.02%+4,48013F-HRTimeline
Meridian Wealth Management, LLC14,748$1.76M0.07%+9013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,697$1.75M0.12%-1,68213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,640$1.74M0.01%+3,62313F-HRTimelineGroup
TFB Advisors LLC14,520$1.73M0.45%-31113F-HRTimeline
Wealth Advisory Solutions, LLC14,033$1.67M0.42%+1,76713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.14,012$1.67M0.04%-56013F-HRTimelineGroup
World Investment Advisors14,011$1.67M0.04%-14,69813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,993$1.67M0.06%-2,34513F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC13,796$1.64M0.09%-2,80813F-HRTimeline
WARNER FINANCIAL, INC13,635$1.62M0.67%+49813F-HRTimeline
E&G Advisors, LLC13,437$1.6M0.41%013F-HRTimeline
Eagle Strategies LLC13,378$1.59M0.24%-21913F-HRTimeline
Penobscot Investment Management Company…13,347$1.59M0.14%-8813F-HRTimeline
Generation Capital Management LLC13,214$1.57M1.25%new13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC13,030$1.55M1.48%+64913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,940$1.54M+2,206Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,868$1.53M0.28%+68913F-HRTimelineGroup
Jacobi Capital Management LLC12,693$1.51M0.1%+88113F-HRTimeline
SFMG, LLC12,692$1.51M0.11%-2,32713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP12,534$1.49M0.06%-12,31613F-HRTimeline
EWG Elevate Inc.12,441$1.48M0.46%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,358$1.47M0.21%+1613F-HRTimeline
Wealthfront Advisers LLC12,325$1.47M<0.01%+74613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,296$1.46M0.01%+23613F-HRTimelineGroup
Royal Fund Management, LLC12,146$1.45M0.15%+1,83813F-HRTimeline
NWAM LLC11,687$1.38M0.08%-37813F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC11,407$1.36M0.27%-5,28313F-HRTimeline
Cannon Advisors, Inc.11,350$1.35M1.09%+85513F-HRTimeline
Apella Capital, LLC11,268$1.33M0.04%+413F-HRTimeline
Simplicity Wealth,LLC11,070$1.32M0.05%+3,96713F-HRTimeline
Martin Capital Partners, LLC10,790$1.28M0.5%+4,75213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,770$1.28M0.01%+9,01313F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…10,705$1.27M0.18%+2,92213F-HRTimeline
Columbus Macro, LLC10,618$1.26M0.15%+2,23913F-HRTimeline
Bangor Savings Bank10,373$1.24M0.11%-24413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,331$1.23M0.02%-2,34213F-HRTimelineGroup
HCR Wealth Advisors10,314$1.23M0.14%+20013F-HRTimeline
Merit Financial Group, LLC10,141$1.21M0.01%-6,03013F-HRTimeline
J. W. Coons Advisors, LLC10,050$1.2M0.27%+13013F-HRTimeline
IMC-Chicago, LLC10,009$1.19M0.03%new13F-HRTimeline
Compagnie Lombard Odier SCmA10,004$1.19M0.02%+2,61613F-HRTimeline
International Private Wealth Advisors L…9,702$1.16M0.99%+2,20713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,527$1.14M0.01%-2,00013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC9,251$1.1M0.04%-1,50213F-HRTimeline
FLP Wealth Management, LLC9,186$1.09M3.07%-2,05213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,135$1.09M<0.01%-47313F-HRTimelineGroup
Strathmore Capital Advisors, Inc.8,978$1.06M0.47%13F-HRTimeline
CogentBlue Wealth Advisors, LLC8,721$1.04M0.8%-46713F-HRTimeline
PKS Advisory Services, LLC8,641$1.03M0.26%-5313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC8,601$1.02M0.1%+3,39013F-HRTimelineGroup
Crestwood Advisors Group, LLC8,520$1.01M0.02%+29913F-HRTimeline
Emprise Bank8,490$1.01M0.49%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC8,470$1.01M0.28%013F-HRTimeline
Integrated Wealth Concepts LLC8,444$1.01M0.01%-1,14313F-HRTimeline
Motiv8 Investments LLC8,377$998K0.61%-67813F-HRTimeline
COUNTRY CLUB BANK8,380$996K0.06%+75913F-HRTimeline
Parker Financial LLC8,289$987K0.43%-1,00413F-HRTimeline
BOKF, NAin group BOKF, NA8,276$986K0.02%013F-HRTimelineGroup
Horan Securities, Inc.8,260$984K0.35%-70313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV8,255$983K0.3%+42013F-HRTimeline
GeoWealth Management, LLC8,225$980K0.04%-20313F-HRTimeline
Core Wealth Partners LLC8,195$976K0.5%+2,72213F-HRTimeline
Bison Wealth, LLC8,251$973K0.08%-53613F-HRTimeline