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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

839 managers (850 13F filers) reported a position in IEI shares at 2025-12-31, 122,027,906 shares in all. 71 filers opened a position and 53 filers sold out during the quarter.

Managers
839
13F filers
850
New
71
Added
359
Reduced
224
Sold out
53
Shares held by filers
122,027,906

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tennessee Valley Asset Management Partn…48,887$5.83M0.76%+513F-HRTimeline
AMG National Trust Bank48,614$5.8M0.14%+1,04113F-HRTimeline
Rehmann Capital Advisory Group48,292$5.76M0.3%+1,77313F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO48,142$5.75M0.3%+45613F-HRTimeline
Whalen Wealth Management Inc.47,368$5.65M3.03%+3,54413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding47,021$5.61M+33,260Timeline
Atria Investments, Inc46,974$5.61M0.06%+1,93813F-HRTimeline
Darwin Wealth Management, LLC46,631$5.57M1.73%+97613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding46,487$5.55M-33,157Timeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC46,261$5.52M3.46%-1,68313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC45,600$5.44M0.04%-11,51413F-HRTimelineGroup
Blue Fin Capital, Inc.45,305$5.41M0.84%+7,00113F-HRTimeline
Values First Advisors, Inc.45,132$5.39M2.79%+1,91113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC44,457$5.31M0.04%-6,53813F-HRTimeline
1 NORTH WEALTH SERVICES LLC44,311$5.29M1.86%+47813F-HRTimeline
Clearstead Advisors, LLC44,287$5.29M0.07%-4,72813F-HRTimeline
DSG Capital Advisors, LLC44,302$5.28M0.81%-5,58313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…43,826$5.23M0.09%+89913F-HRTimelineGroup
InTrack Investment Management Inc43,515$5.19M2.91%+10,74513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…43,298$5.17M0.1%-7,74213F-HRTimelineGroup
Compass Financial Group, Inc. (Ohio)42,927$5.12M3.75%13F-HRTimeline
Dynamic Advisor Solutions LLC42,882$5.12M0.16%-61613F-HRTimeline
Global Retirement Partners, LLC42,861$5.12M0.09%+14,03113F-HRTimeline
Advisory Services Network, LLC42,712$5.1M0.07%-1,11213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,071$5.02M<0.01%+1,72813F-HRTimelineGroup
SEMITAM BONAM LLC41,474$4.95M4.12%+1,97113F-HRTimeline
PINNACLE ASSOCIATES LTD41,354$4.94M0.06%-64113F-HRTimeline
Monument Capital Management40,903$4.88M1.21%-41813F-HRTimeline
Edge Wealth Management LLC40,847$4.88M0.86%+62013F-HRTimeline
Beacon Bank & Trust39,911$4.76M0.97%-159,99413F-HRTimeline
Steward Partners Investment Advisory, L…39,583$4.72M0.03%+1,23913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA38,639$4.61M0.01%-46713F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC38,635$4.61M0.13%+5,75513F-HRTimeline
Gladwyn Financial Advisors, Inc.37,901$4.52M3.18%+1,50813F-HRTimeline
Christensen, King & Associates Investme…37,713$4.5M1.92%-1,17513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC37,151$4.43M0.05%-18613F-HRTimelineGroup
Royal Harbor Partners, LLC36,926$4.41M1.46%+2,85913F-HRTimeline
IHT Wealth Management, LLC36,882$4.4M0.11%+6,28713F-HRTimeline
UNIQUE WEALTH, LLC36,414$4.35M0.61%-9,40613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…35,707$4.26M0.29%-75313F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC35,502$4.24M1.85%-22413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES35,404$4.23M1.57%+11,68713F-HRTimeline
Opus Capital Group, LLC35,160$4.2M0.45%-47913F-HRTimeline
Compound Planning, Inc.35,057$4.18M0.12%+44913F-HRTimeline
Cascades Capital Asset Management, LLC34,588$4.13M1.73%+3,67113F-HRTimeline
Newport Capital Group, LLC33,532$4M2.45%+31013F-HR/ATimeline
Acropolis Investment Management, LLC32,261$3.85M0.17%-5,99513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,994$3.82M0.09%+6,22613F-HRTimelineGroup
Center For Asset Management LLC31,931$3.81M1.99%-2,64813F-HRTimeline
Longview Financial Advisors LLC31,422$3.75M2.07%-50513F-HRTimeline
Magnus Financial Group LLC30,805$3.68M0.28%+69113F-HRTimeline
CDKV HOLDINGS LLC30,433$3.63M3.04%13F-HRTimeline
NorthCrest Asset Manangement, LLC30,354$3.63M0.08%-64413F-HRTimeline
IF Advisors, LLC30,083$3.59M2.92%13F-HRTimeline
Bulltick Wealth Management, LLC29,749$3.55M0.75%+25,04613F-HRTimeline
Vision Capital Management, Inc.29,741$3.55M0.43%-27013F-HRTimeline
William Howard & Co Financial Advisors …29,157$3.48M2.93%+1913F-HRTimeline
Geneos Wealth Management Inc.28,223$3.37M0.08%+53213F-HRTimeline
Headlands Technologies LLC27,901$3.33M0.28%+10,44713F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP27,792$3.32M3.65%13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.38,085$3.24M0.08%+1,58113F-HRTimeline
ETF Store, Inc.26,950$3.22M3.28%+60713F-HRTimeline
Savvy Advisors, Inc.26,817$3.2M0.1%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC26,805$3.2M0.54%13F-HRTimeline
ENTREWEALTH, LLC26,633$3.18M1.43%+3,82713F-HRTimeline
Centennial Wealth Advisory LLC26,615$3.18M0.84%+1,13913F-HRTimeline
Fortune Financial Advisors, LLC26,432$3.15M2.13%+9813F-HRTimeline
Eaton Financial Holdings Company, LLC26,246$3.13M0.84%-2613F-HRTimeline
Edgestream Partners, L.P.26,167$3.12M0.09%-5,61013F-HRTimeline
Maltin Wealth Management, Inc.26,037$3.11M1.24%+2713F-HRTimeline
IFP Advisors, Inc25,891$3.09M0.07%-51413F-HRTimeline
EFG International AGin group EFG International AG25,881$3.09M0.06%13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC25,775$3.08M0.17%+15613F-HRTimeline
Thompson David Blair25,238$3.01M1.72%13F-HRTimeline
HARBOUR INVESTMENTS, INC.24,608$2.94M0.06%+20,80913F-HRTimeline
Tranquilli Financial Advisor LLC24,530$2.93M1.7%-1,30013F-HRTimeline
One Day In July LLC24,365$2.91M0.24%+2,84413F-HRTimeline
Bright Futures Wealth Management, LLC.23,927$2.86M2.11%+49013F-HRTimeline
Oak Grove Capital LLC23,800$2.84M0.56%+16,30013F-HRTimeline
McKinley Carter Wealth Services, Inc.23,651$2.82M0.16%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,599$2.82M0.01%-4,64313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC23,396$2.79M0.06%-1,95013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding23,220$2.77M-1,450Timeline
Visionary Wealth Advisors23,129$2.76M0.12%+1,38113F-HRTimeline
Trajan Wealth LLC22,906$2.73M0.11%-89613F-HRTimeline
Union Bancaire Privee, UBP SA22,627$2.71M0.03%+20,03713F-HRTimeline
Perigon Wealth Management, LLC22,583$2.7M0.05%-8,27013F-HRTimeline
Chesley Taft & Associates LLC22,403$2.67M0.11%+1,67513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,148$2.64M0.03%+3,51013F-HRTimelineGroup
Robinson Value Management, Ltd.22,140$2.64M1.43%-15813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,086$2.64M<0.01%-2,98313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding21,481$2.56M+1,977Timeline
Arete Wealth Advisors, LLC21,416$2.56M0.18%+14,20413F-HR/ATimeline
Sequent Planning LLC21,194$2.53M0.64%+1,54713F-HRTimeline
SYKON CAPITAL LLC21,160$2.53M0.81%-6,83113F-HRTimeline
Capital Investment Advisory Services, L…21,015$2.51M0.18%-2,46013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,741$2.48M0.07%+3,81413F-HRTimelineGroup
Vernal Point Advisors, LLC20,710$2.47M1.02%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,641$2.46M0.05%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,450$2.44M0.15%+1,15113F-HRTimelineGroup
ALONGSIDE, LLC20,160$2.41M0.8%13F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC20,082$2.4M0.22%-13,60913F-HRTimeline
Aerodigm Wealth, LLC20,081$2.4M0.93%-46913F-HR/ATimeline
TRAPHAGEN INVESTMENT ADVISORS LLC20,066$2.39M0.2%-1,16613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …20,000$2.39M0.3%013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC19,818$2.37M0.36%+1,11013F-HRTimeline
Endowment Wealth Management, Inc.19,737$2.36M1.08%+30713F-HRTimeline
Veridan Wealth LLC19,427$2.32M0.78%+39813F-HRTimeline
BNP PARIBASin group BNP PARIBAS19,264$2.3M0.07%+1,64213F-HRTimelineGroup
CONNING INC.in group CONNING INC.19,236$2.3M0.08%013F-HRTimelineGroup
Betterment LLC19,105$2.28M<0.01%+1,35813F-HRTimeline
Jacobi Capital Management LLC18,938$2.26M0.13%+4,01813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners18,871$2.25M0.29%+47513F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.18,860$2.25M0.19%+11,29013F-HRTimeline
Verdence Capital Advisors LLC18,765$2.24M0.13%-14,53913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,736$2.24M<0.01%-30,34213F-HR/ATimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,665$2.23M0.01%+3,77213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…18,401$2.2M0.01%+26913F-HRTimeline
WARNER FINANCIAL, INC18,307$2.19M0.76%+1,65113F-HRTimeline
Resonant Capital Advisors, LLC18,225$2.18M0.12%013F-HRTimeline
GTS SECURITIES LLC18,178$2.17M0.07%+15,98413F-HRTimeline
World Investment Advisors18,042$2.15M0.04%+2,42613F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB17,272$2.06M0.05%+76713F-HRTimeline
Wealthfront Advisers LLC17,222$2.06M<0.01%+5,24213F-HRTimeline
RKL Wealth Management LLC17,097$2.04M0.17%-36613F-HRTimeline
Strategic Investment Advisors / MI16,902$2.02M0.17%-129,54913F-HRTimeline
Twele Capital Management, Inc.16,739$2M0.36%+53013F-HRTimeline
Cresset Asset Management, LLC16,661$1.99M0.01%+2,25213F-HRTimeline
Belleair Asset Management, LLC16,654$1.99M1.89%13F-HRTimeline
Mount Lucas Management LP16,603$1.98M0.88%-6,35013F-HRTimeline
Permanens Capital L.P.16,508$1.97M0.26%+91213F-HRTimeline
MFA WEALTH ADVISORS, LLC16,495$1.97M0.42%-1,92613F-HRTimeline
ATWOOD & PALMER INC16,419$1.96M0.11%-39513F-HRTimeline
Paragon Capital Management Ltd16,188$1.93M0.38%-88013F-HRTimeline
PW Nova Financial Services LLC16,051$1.92M0.73%13F-HRTimeline
BayBridge Capital Group, LLC15,834$1.89M1.17%+6,58913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC15,788$1.88M0.94%013F-HRTimeline
MY Wealth Management Inc.15,756$1.88M1.64%-4013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,706$1.87M0.01%-1,81813F-HRTimelineGroup
Braeburn Wealth Management LLC15,674$1.87M0.96%13F-HRTimeline
Allworth Financial LP15,545$1.86M0.01%-26113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC15,484$1.85M1.59%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,459$1.84M0.22%+2,25013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,439$1.84M0.1%+71613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,342$1.83M0.06%+1,65413F-HRTimelineGroup
SevenBridge Financial Group, LLC15,309$1.82M0.29%+3,18613F-HRTimeline
Sowell Financial Services LLC15,247$1.82M0.07%-1,45813F-HRTimeline
Eagle Strategies LLC15,213$1.82M0.23%-27413F-HRTimeline
Gotham Asset Management, LLC15,108$1.8M0.01%new13F-HRTimeline
Pacific Park Financial, Inc.14,949$1.78M1.11%13F-HRTimeline
Legacy Private Trust Co.14,687$1.75M0.1%-2,18613F-HRTimeline
Royal Fund Management, LLC14,644$1.75M0.16%+8,72413F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC14,559$1.74M1.23%-11413F-HRTimeline
Verger Capital Management LLC14,530$1.73M0.51%+17313F-HRTimeline
Silverleafe Capital Partners, LLC14,309$1.71M0.51%-1,34213F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC14,302$1.71M<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC14,197$1.69M0.02%-54113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,682$1.63M0.45%-6,76913F-HRTimeline
Fisher Asset Management, LLC13,658$1.63M<0.01%+6,66113F-HRTimeline
Generation Capital Management LLC13,639$1.63M1.06%+72313F-HRTimeline
Wealth Advisory Solutions, LLC13,612$1.62M0.38%013F-HRTimeline
E&G Advisors, LLC13,437$1.6M0.36%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.13,409$1.6M0.03%-5013F-HRTimelineGroup
TFB Advisors LLC13,334$1.59M0.44%+2213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC13,252$1.58M0.15%+2,00613F-HRTimelineGroup
Penobscot Investment Management Company…13,222$1.58M0.12%-32513F-HRTimeline
Alliance Private Wealth, LLC13,254$1.58M0.55%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,071$1.56M0.25%+4613F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC13,043$1.56M0.35%+3,35913F-HRTimeline
Stronghold Wealth Management L.L.C.13,021$1.55M2.3%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,964$1.55M0.01%+55513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP12,797$1.53M0.06%+15313F-HRTimeline
Greenspring Advisors, LLC12,475$1.49M0.09%+8,68613F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,360$1.48M0.07%-42713F-HRTimeline
Aptus Capital Advisors, LLC12,311$1.47M0.01%-22013F-HRTimeline
Central Pacific Bank - Trust Division12,026$1.44M0.18%new13F-HRTimeline
Merit Financial Group, LLC12,026$1.44M0.01%+4,18813F-HRTimeline
COGENT STRATEGIC WEALTH LLC11,995$1.43M1.56%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,967$1.43M0.16%-62113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,876$1.42M0.05%-33613F-HRTimeline
Nolet Wealth Management, LLC11,862$1.42M0.79%13F-HR/ATimeline
JDM Financial Group LLC11,831$1.41M0.55%-20813F-HRTimeline
NWAM LLC11,821$1.41M0.08%+12713F-HRTimeline
HCR Wealth Advisors11,729$1.4M0.14%-68513F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,672$1.39M0.02%+3,22613F-HRTimeline
Compagnie Lombard Odier SCmA11,358$1.36M0.01%013F-HRTimeline
Rothschild Wealth LLC11,175$1.33M0.13%new13F-HR/ATimeline
Columbus Macro, LLC11,101$1.32M0.15%+72013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,043$1.32M0.01%-7,28313F-HRTimelineGroup
Entelevest, LLC10,944$1.31M1.35%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,926$1.3M0.01%-44313F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC10,706$1.28M0.42%+30313F-HRTimeline
Maridea Wealth Management LLC10,545$1.26M0.19%+40613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10,323$1.23M0.34%+1,68613F-HRTimeline
WHITTIER TRUST CO10,242$1.22M0.01%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA10,194$1.22M0.04%new13F-HRTimelineGroup
Gambit Capital Management, LLC10,174$1.21M0.87%13F-HRTimeline
WAYSTONE ADVISORS LLC10,044$1.2M1.03%13F-HRTimeline
TD Waterhouse Canada Inc.10,036$1.2M0.01%+69113F-HRTimeline
HBE Wealth Management, LLC9,838$1.17M1.1%13F-HRTimeline