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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

769 managers (779 13F filers) reported a position in IEI shares at 2025-09-30, 118,596,848 shares in all. 74 filers opened a position and 63 filers sold out during the quarter.

Managers
769
13F filers
779
New
74
Added
350
Reduced
221
Sold out
63
Shares held by filers
118,596,848

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Atria Investments, Inc45,036$5.38M0.06%-22,68913F-HRTimeline
JPL Wealth Management, LLC44,818$5.36M1.27%+1,98213F-HRTimeline
Integrated Wealth Concepts LLC43,976$5.26M0.05%+35,53213F-HRTimeline
1 NORTH WEALTH SERVICES LLC43,833$5.24M2.15%-21813F-HRTimeline
Whalen Wealth Management Inc.43,824$5.24M3.06%+19,58313F-HRTimeline
Advisory Services Network, LLC43,824$5.24M0.08%-8,65913F-HRTimeline
Dynamic Advisor Solutions LLC43,498$5.2M0.15%+3,06513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP43,347$5.18M0.01%-5,04513F-HRTimelineGroup
Values First Advisors, Inc.43,221$5.17M2.76%+1,20113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…42,927$5.13M0.09%+4,70813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD41,995$5.02M0.07%+81713F-HRTimeline
4J Wealth Management LLC41,952$5.01M2.95%+7,75213F-HRTimeline
Monument Capital Management41,321$4.94M1.23%-22113F-HRTimeline
D.A. DAVIDSON & CO.40,832$4.88M0.03%-1,00313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,343$4.82M<0.01%-36,23013F-HRTimelineGroup
Edge Wealth Management LLC40,227$4.81M0.85%+2013F-HRTimeline
SEMITAM BONAM LLC39,503$4.72M4.22%+1,03913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC39,350$4.7M<0.01%-61,00613F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA39,106$4.67M0.01%+4,22313F-HRTimelineGroup
Christensen, King & Associates Investme…38,888$4.65M2%-1,85513F-HRTimeline
Forefront Wealth Partners, LLC38,807$4.64M1.17%new13F-HRTimeline
Steward Partners Investment Advisory, L…38,344$4.58M0.03%+22,58913F-HRTimeline
Blue Fin Capital, Inc.38,304$4.58M0.72%+1,01613F-HRTimeline
Acropolis Investment Management, LLC38,256$4.56M0.23%+1,61513F-HRTimeline
Cascade Financial Partners, LLC37,612$4.5M0.52%+2,76813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC37,337$4.46M0.05%+55513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,931$4.41M<0.01%-65,55213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.36,504$4.36M0.08%+2,03513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…36,460$4.36M0.33%+79513F-HRTimeline
Gladwyn Financial Advisors, Inc.36,393$4.35M3.12%+1,83913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd35,819$4.28M0.05%new13F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC35,726$4.27M1.99%+92913F-HRTimeline
Opus Capital Group, LLC35,639$4.26M0.48%-1,82613F-HRTimeline
Compound Planning, Inc.34,608$4.14M0.13%+3,46613F-HRTimeline
Center For Asset Management LLC34,579$4.13M2.2%+6,65813F-HRTimeline
Royal Harbor Partners, LLC34,067$4.07M1.38%+67213F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC33,691$4.03M0.35%-3,96213F-HRTimeline
Verdence Capital Advisors LLC33,304$4M0.23%new13F-HRTimeline
Newport Capital Group, LLC33,222$3.97M2.5%-17013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC32,880$3.93M0.11%+2,34913F-HRTimeline
InTrack Investment Management Inc32,770$3.92M2.34%+8,14613F-HRTimeline
Longview Financial Advisors LLC31,927$3.82M2.2%013F-HRTimeline
Edgestream Partners, L.P.31,777$3.8M0.11%+28,65413F-HRTimeline
Algorithmic Investment Models, LLC30,992$3.7M2.46%+22013F-HRTimeline
NorthCrest Asset Manangement, LLC30,998$3.7M0.09%-2,16713F-HRTimeline
Cascades Capital Asset Management, LLC30,917$3.69M1.63%+4,04813F-HRTimeline
Perigon Wealth Management, LLC30,853$3.69M0.08%-2,08613F-HRTimeline
IHT Wealth Management, LLC30,595$3.66M0.09%+7,69113F-HRTimeline
PFG Advisors30,588$3.66M0.15%new13F-HRTimeline
Magnus Financial Group LLC30,114$3.6M0.28%+70213F-HRTimeline
Vision Capital Management, Inc.30,011$3.59M0.44%-33513F-HRTimeline
MAS Advisors LLC29,925$3.58M5.66%-7,82013F-HRTimeline
International Private Wealth Advisors L…29,580$3.54M2.22%+19,87813F-HRTimeline
William Howard & Co Financial Advisors …29,138$3.48M2.96%+1213F-HRTimeline
Global Retirement Partners, LLC28,830$3.45M0.08%+4,93813F-HRTimeline
American National Bank of Texas28,412$3.4M3.2%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,242$3.38M0.01%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP28,082$3.36M0.04%+6,94013F-HRTimeline
SYKON CAPITAL LLC27,991$3.35M1.12%-3,93113F-HRTimeline
Geneos Wealth Management Inc.27,691$3.31M0.08%+2,35513F-HRTimeline
IFP Advisors, Inc26,405$3.16M0.08%+1,51613F-HR/ATimeline
ETF Store, Inc.26,343$3.15M3.34%+2,19413F-HRTimeline
Fortune Financial Advisors, LLC26,334$3.15M2.37%-3413F-HRTimeline
Eaton Financial Holdings Company, LLC26,272$3.14M0.88%+23,03413F-HRTimeline
Maltin Wealth Management, Inc.26,010$3.11M1.29%+1,04713F-HRTimeline
Tranquilli Financial Advisor LLC25,830$3.09M1.82%+3,26413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,768$3.08M0.08%-5,88713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC25,619$3.06M0.17%+1,36713F-HRTimeline
Centennial Wealth Advisory LLC25,476$3.05M0.85%+85513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,346$3.03M0.07%+2,78913F-HRTimeline
EFG Private Wealth Management (Americas…25,231$3.02M0.52%-45413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,069$3M0.01%+3,30213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding24,670$2.95M-41,056Timeline
Trajan Wealth LLC23,802$2.84M0.12%-2,14713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES23,717$2.83M1.09%-25113F-HRTimeline
Capital Investment Advisory Services, L…23,475$2.81M0.22%+84813F-HRTimeline
Bright Futures Wealth Management, LLC.23,437$2.8M2.19%13F-HRTimeline
CPR Investments Inc.22,995$2.75M1.89%+4,38413F-HRTimeline
Mount Lucas Management LP22,953$2.74M1.24%-16,80313F-HRTimeline
Capital Investment Counsel, LLC22,918$2.74M0.4%-5,27813F-HRTimeline
ENTREWEALTH, LLC22,806$2.73M1.4%+3,76013F-HRTimeline
Robinson Value Management, Ltd.22,298$2.66M1.55%+92813F-HRTimeline
Waterloo Capital, L.P.22,273$2.66M0.2%+6,86913F-HRTimeline
MGO ONE SEVEN LLC21,817$2.61M0.06%+1,58813F-HRTimeline
Visionary Wealth Advisors21,748$2.6M0.12%-5,13113F-HRTimeline
One Day In July LLC21,521$2.57M0.22%-1,01313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC21,232$2.54M0.22%-24713F-HRTimeline
Chesley Taft & Associates LLC20,728$2.48M0.1%+1,33513F-HRTimeline
Vernal Point Advisors, LLC20,710$2.48M1.07%013F-HRTimeline
Aerodigm Wealth, LLC20,550$2.46M1.03%-1,83113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,451$2.44M0.53%-3513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …20,000$2.39M0.3%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd19,749$2.36M0.13%-18,67413F-HRTimelineGroup
Sequent Planning LLC19,647$2.35M0.67%-19,63413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …19,504$2.33M0.03%-45813F-HRTimelineGroup
Endowment Wealth Management, Inc.19,430$2.32M1.05%+4,44613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,299$2.31M0.12%+1,01113F-HRTimelineGroup
Crabel Capital Management, LLC19,255$2.3M2.06%-29,89913F-HRTimeline
CONNING INC.in group CONNING INC.19,236$2.3M0.08%013F-HRTimelineGroup
Veridan Wealth LLC19,029$2.27M0.78%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC18,708$2.24M0.35%+73113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,638$2.23M0.03%+1,40513F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC18,421$2.2M0.48%+1,43313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding18,396$2.2M-16,428Timeline
Fiduciary Trust Coin group Fiduciary Trust Co18,326$2.19M0.02%-2,62413F-HRTimelineGroup
Resonant Capital Advisors, LLC18,225$2.18M0.13%013F-HRTimeline
Federation des caisses Desjardins du Qu…18,132$2.17M0.01%+1,23113F-HRTimeline
Betterment LLC17,747$2.12M<0.01%+10,24613F-HRTimeline
BNP PARIBASin group BNP PARIBAS17,622$2.11M0.06%+47913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,524$2.09M0.02%+2,88413F-HRTimelineGroup
RKL Wealth Management LLC17,463$2.09M0.18%-28513F-HRTimeline
Headlands Technologies LLC17,454$2.09M0.17%+15,22113F-HRTimeline
Paragon Capital Management Ltd17,068$2.04M0.38%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,927$2.02M0.06%new13F-HRTimelineGroup
Strategic Investment Advisors / MI146,451$2.02M0.23%+129,52013F-HR/ATimeline
Legacy Private Trust Co.16,873$2.02M0.12%013F-HRTimeline
ATWOOD & PALMER INC16,814$2.01M0.12%-21213F-HRTimeline
Sowell Financial Services LLC16,705$2M0.08%-1,60913F-HRTimeline
WARNER FINANCIAL, INC16,656$1.99M0.74%+3,02113F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,505$1.97M0.05%+31313F-HRTimeline
Twele Capital Management, Inc.16,209$1.94M0.36%+2413F-HRTimeline
Allworth Financial LP15,806$1.89M0.01%-1,08813F-HRTimeline
MY Wealth Management Inc.15,796$1.89M1.66%+18613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC15,788$1.89M1.06%-4313F-HRTimeline
Silverleafe Capital Partners, LLC15,651$1.87M0.58%-25413F-HRTimeline
World Investment Advisors15,616$1.87M0.04%+1,60513F-HRTimeline
Permanens Capital L.P.15,596$1.86M0.28%new13F-HRTimeline
Eagle Strategies LLC15,487$1.85M0.25%+2,10913F-HRTimeline
WNY Asset Management, LLC15,466$1.85M0.18%+813F-HRTimeline
SIMPLEX TRADING, LLC15,403$1.84M0.04%-14,73913F-HRTimeline
Jacobi Capital Management LLC14,920$1.78M0.11%+2,22713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,893$1.78M0.01%-6,98813F-HR/ATimelineGroup
Kingsview Wealth Management, LLC14,738$1.76M0.03%-13,79213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,723$1.76M0.11%+2613F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC14,673$1.75M1.36%-60213F-HRTimeline
Cresset Asset Management, LLC14,409$1.72M0.01%-1,50413F-HR/ATimeline
Verger Capital Management LLC14,357$1.72M0.56%-70513F-HRTimeline
SFG Wealth Management, LLC.14,346$1.71M0.74%-3,40013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,761$1.64M+821Timeline
Spire Wealth Managementin group Spire Wealth Management13,688$1.64M0.06%-30513F-HRTimelineGroup
Wealth Advisory Solutions, LLC13,612$1.63M0.39%-42113F-HRTimeline
Penobscot Investment Management Company…13,547$1.62M0.12%+20013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.13,459$1.61M0.04%-55313F-HRTimelineGroup
E&G Advisors, LLC13,437$1.61M0.37%013F-HRTimeline
TFB Advisors LLC13,312$1.6M0.47%-1,20813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,209$1.58M0.19%+2,50413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,025$1.56M0.26%+15713F-HRTimelineGroup
Generation Capital Management LLC12,916$1.54M1.12%-29813F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,787$1.53M0.08%-1,00913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP12,644$1.51M0.06%+11013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,588$1.5M0.19%+23013F-HRTimeline
Aptus Capital Advisors, LLC12,531$1.5M0.01%-3,68413F-HRTimeline
HCR Wealth Advisors12,414$1.48M0.15%+2,10013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,409$1.48M0.01%+11313F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC12,212$1.46M0.05%+2,96113F-HRTimeline
SevenBridge Financial Group, LLC12,123$1.45M0.24%-3,75513F-HRTimeline
JDM Financial Group LLC12,039$1.44M0.6%new13F-HRTimeline
Wealthfront Advisers LLC11,980$1.43M<0.01%-34513F-HRTimeline
SFMG, LLC11,795$1.41M0.1%-89713F-HRTimeline
NWAM LLC11,694$1.41M0.08%+713F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,615$1.39M0.01%+84513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,369$1.36M0.01%+1,84213F-HRTimelineGroup
Compagnie Lombard Odier SCmA11,358$1.36M0.01%+1,35413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC11,246$1.34M0.13%+2,64513F-HRTimelineGroup
CHOREO, LLC11,173$1.34M0.02%+4,72313F-HRTimeline
Motiv8 Investments LLC10,972$1.31M0.7%+2,59513F-HRTimeline
Cannon Advisors, Inc.10,567$1.27M0.85%-78313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC10,403$1.24M0.43%13F-HRTimeline
Columbus Macro, LLC10,381$1.24M0.14%-23713F-HRTimeline
Global View Capital Management LLC10,230$1.22M0.26%new13F-HRTimeline
WHITTIER TRUST CO10,242$1.22M0.01%-7,63013F-HRTimeline
Maridea Wealth Management LLC10,139$1.22M0.19%+3,64213F-HRTimeline
Snowden Capital Advisors LLC10,052$1.2M0.03%+2,28213F-HRTimeline
IFG Advisory, LLC10,030$1.2M0.05%+2,10013F-HRTimeline
Martin Capital Partners, LLC9,930$1.19M0.46%-86013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,725$1.16M0.01%-60613F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC9,684$1.16M0.27%+7,05913F-HRTimeline
TD Waterhouse Canada Inc.9,345$1.12M0.01%+4,53713F-HRTimeline
BayBridge Capital Group, LLC9,245$1.1M0.7%new13F-HRTimeline
Bangor Savings Bank9,206$1.1M0.09%-1,16713F-HRTimeline
Turim 21 Investimentos Ltda.9,215$1.1M0.37%-22,44513F-HRTimeline
GeoWealth Management, LLC8,965$1.07M0.04%+74013F-HRTimeline
COUNTRY CLUB BANK8,823$1.05M0.06%+44313F-HRTimeline
FLP Wealth Management, LLC8,814$1.05M2.97%-37213F-HR/ATimeline
Summit Wealth Partners, LLC8,718$1.04M0.19%+1,23613F-HRTimeline
Meridian Wealth Management, LLC8,697$1.04M0.04%-6,05113F-HRTimeline
Strathmore Capital Advisors, Inc.8,648$1.03M0.42%-33013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV8,637$1.03M0.3%+38213F-HRTimeline
Montecito Bank & Trust8,627$1.03M0.16%13F-HRTimeline
Summa Corp.8,624$1.03M0.45%+83113F-HRTimeline
Emprise Bank8,490$1.01M0.44%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,446$1.01M0.02%+74413F-HRTimeline
Krilogy Financial LLC8,435$1M0.04%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC8,401$1M0.93%+23313F-HRTimeline
HORAN Wealth, LLC8,322$995K0.16%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC8,317$994K0.68%-40413F-HRTimeline
Crestwood Advisors Group, LLC8,292$991K0.02%-22813F-HRTimeline
BOKF, NAin group BOKF, NA8,276$989K0.01%013F-HRTimelineGroup
Parker Financial LLC8,187$978K0.4%-10213F-HRTimeline
MorganRosel Wealth Management, LLC8,161$975K0.25%+32913F-HRTimeline