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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

826 managers (839 13F filers) reported a position in IEI shares at 2026-03-31, 132,526,113 shares in all. 69 filers opened a position and 86 filers sold out during the quarter.

Managers
826
13F filers
839
New
69
Added
350
Reduced
261
Sold out
86
Shares held by filers
132,526,113

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
InTrack Investment Management Inc50,467$5.99M3.41%+6,95213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centerline Wealth Advisors, LLC50,215$5.96M2.14%-6,38413F-HRTimeline
DSG Capital Advisors, LLC49,973$5.93M0.95%+5,67113F-HRTimeline
Strategic Blueprint, LLC49,719$5.9M0.34%-20013F-HRTimeline
CFO4Life Group, LLC48,680$5.77M0.88%-2,00913F-HRTimeline
Trilogy Capital Inc.48,530$5.76M0.26%-1,95713F-HRTimeline
Rehmann Capital Advisory Group48,087$5.7M0.3%-20513F-HRTimeline
LARCH CAPITAL PARTNERS LLC47,889$5.68M0.82%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding47,633$5.65M+1,146Timeline
FINANCIAL MANAGEMENT NETWORK INC47,485$5.63M0.86%-2,48313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding47,139$5.59M+118Timeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP46,362$5.5M0.21%+33,56513F-HRTimeline
Steward Partners Investment Advisory, L…46,229$5.48M0.03%+6,64613F-HRTimeline
Values First Advisors, Inc.46,200$5.48M2.86%+1,06813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC46,197$5.48M3.37%-6413F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT45,170$5.39M6.84%13F-HRTimeline
Atria Investments, Inc45,426$5.39M0.06%-1,54813F-HRTimeline
SEMITAM BONAM LLC45,303$5.37M4.39%+3,82913F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…44,654$5.3M0.11%+82813F-HRTimelineGroup
Dynamic Advisor Solutions LLC44,439$5.27M0.17%+1,55713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,125$5.23M0.1%+82713F-HRTimelineGroup
Latko Wealth Management, Ltd.44,079$5.23M2.55%-10,87913F-HRTimeline
Compass Financial Group, Inc. (Ohio)44,061$5.23M3.82%+1,13413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,720$5.19M<0.01%+1,64913F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC43,618$5.17M1.87%-69313F-HRTimeline
Mount Lucas Management LP43,217$5.13M1.89%+26,61413F-HRTimeline
PINNACLE ASSOCIATES LTD43,039$5.1M0.07%+1,68513F-HRTimeline
Tennessee Valley Asset Management Partn…42,887$5.09M0.67%-6,00013F-HRTimeline
Robertson Stephens Wealth Management, L…42,345$5.02M0.14%-12,89613F-HRTimeline
International Private Wealth Advisors L…42,308$5.02M3.07%-11,88413F-HRTimeline
Bulltick Wealth Management, LLC41,421$4.91M1.09%+11,67213F-HRTimeline
Clearstead Advisors, LLC41,240$4.89M0.04%-3,04713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,974$4.86M0.06%+31,73213F-HRTimelineGroup
Gotham Asset Management, LLC39,564$4.69M0.01%+24,45613F-HRTimeline
Cascades Capital Asset Management, LLC39,109$4.64M1.94%+4,52113F-HRTimeline
Monument Capital Management39,048$4.63M1.16%-1,85513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,657$4.58M0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,636$4.58M0.11%+6,64213F-HRTimelineGroup
Gladwyn Financial Advisors, Inc.38,501$4.57M3.18%+60013F-HRTimeline
Storen Legacy Partners, LLC38,463$4.56M1.43%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC38,376$4.55M0.04%-6,08113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC37,802$4.48M0.01%new13F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…37,782$4.48M0.31%+2,07513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,520$4.45M0.14%-57,87713F-HRTimeline
Christensen, King & Associates Investme…37,415$4.44M1.9%-29813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC37,408$4.44M0.06%+25713F-HRTimelineGroup
Center For Asset Management LLC36,072$4.28M2.12%+4,14113F-HRTimeline
IHT Wealth Management, LLC35,556$4.22M0.1%-1,32613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC34,898$4.14M1.82%-60413F-HRTimeline
UNIQUE WEALTH, LLC33,965$4.03M0.56%-2,44913F-HRTimeline
IFP Advisors, Inc33,938$4.03M0.08%+8,04713F-HRTimeline
Opus Capital Group, LLC33,755$4M0.43%-1,40513F-HRTimeline
Compound Planning, Inc.33,712$4M0.12%-1,34513F-HRTimeline
EFG International AGin group EFG International AG33,025$3.92M0.08%+7,14413F-HRTimelineGroup
Newport Capital Group, LLC32,477$3.85M2.35%-1,05513F-HRTimeline
Acropolis Investment Management, LLC32,433$3.85M0.17%+17213F-HRTimeline
IF Advisors, LLC32,025$3.8M2.68%+1,94213F-HRTimeline
Advisory Services Network, LLC31,979$3.79M0.05%-10,73313F-HRTimeline
Vision Capital Management, Inc.31,419$3.73M0.47%+1,67813F-HRTimeline
Longview Financial Advisors LLC31,379$3.72M2.02%-4313F-HRTimeline
Pacific Park Financial, Inc.31,379$3.72M2.43%+16,43013F-HRTimeline
Private Advisory Group LLC30,843$3.66M0.25%new13F-HRTimeline
William Howard & Co Financial Advisors …29,165$3.46M2.99%+813F-HRTimeline
Gateway Wealth Partners, LLC28,738$3.41M0.13%+26,45613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,205$3.34M<0.01%-52,62613F-HRTimelineGroup
ETF Store, Inc.27,841$3.3M3.22%+89113F-HRTimeline
CDKV HOLDINGS LLC27,697$3.28M2.88%-2,73613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC27,492$3.26M0.37%+15,52513F-HRTimeline
Centennial Wealth Advisory LLC27,478$3.26M0.79%+86313F-HRTimeline
Savvy Advisors, Inc.27,380$3.25M0.09%+56313F-HRTimeline
WARNER FINANCIAL, INC27,358$3.25M1.11%+9,05113F-HRTimeline
ENTREWEALTH, LLC27,152$3.22M1.44%+51913F-HRTimeline
NorthCrest Asset Manangement, LLC27,115$3.21M0.1%-3,23913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,020$3.21M<0.01%new13F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC26,997$3.2M0.01%+12,69513F-HRTimeline
Cyndeo Wealth Partners, LLC26,952$3.2M0.17%+1,17713F-HRTimeline
HARBOUR INVESTMENTS, INC.26,923$3.19M0.05%+2,31513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners26,768$3.17M0.41%+7,89713F-HRTimelineGroup
Blue Capital, Inc.26,619$3.16M2.06%new13F-HRTimeline
Fortune Financial Advisors, LLC26,320$3.12M1.59%-11213F-HRTimeline
Eaton Financial Holdings Company, LLC26,199$3.11M1.02%-4713F-HRTimeline
Tranquilli Financial Advisor LLC25,872$3.07M1.79%+1,34213F-HRTimeline
Wealthfront Advisers LLC25,226$2.99M0.01%+8,00413F-HRTimeline
Central Pacific Bank - Trust Division25,015$2.97M0.38%+12,98913F-HRTimeline
Integrated Wealth Concepts LLC24,896$2.95M0.02%-39,98313F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP24,677$2.93M3.21%-3,11513F-HRTimelineGroup
Endowment Wealth Management, Inc.24,614$2.92M1.29%+4,87713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC24,567$2.91M0.49%-2,23813F-HRTimeline
One Day In July LLC24,490$2.9M0.23%+12513F-HRTimeline
Visionary Wealth Advisors24,203$2.87M0.13%+1,07413F-HRTimeline
Union Bancaire Privee, UBP SA23,928$2.83M0.04%+1,30113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,758$2.82M0.04%+1,61013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,506$2.79M<0.01%+1,42013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.23,170$2.75M0.25%+4,31013F-HRTimeline
Trajan Wealth LLC23,156$2.75M0.11%+25013F-HRTimeline
Magnus Financial Group LLC22,923$2.72M0.22%-7,88213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding22,814$2.71M+1,333Timeline
Arete Wealth Advisors, LLC22,751$2.7M0.2%+1,33513F-HR/ATimeline
Chesley Taft & Associates LLC22,732$2.7M0.11%+32913F-HRTimeline
Beacon Bank & Trust22,697$2.69M0.55%-17,21413F-HRTimeline
Maltin Wealth Management, Inc.22,621$2.68M1.03%-3,41613F-HRTimeline
TWO SIGMA SECURITIES, LLC22,363$2.65M0.31%+18,90513F-HRTimeline
Oak Grove Capital LLC22,300$2.64M0.45%-1,50013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,051$2.63M0.02%+6,34513F-HRTimelineGroup
Sequent Planning LLC21,996$2.61M0.63%+80213F-HRTimeline
Perigon Wealth Management, LLC21,894$2.6M0.05%-68913F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,758$2.58M0.39%+1,94013F-HRTimeline
BNP PARIBASin group BNP PARIBAS21,565$2.56M0.08%+2,30113F-HRTimelineGroup
Robinson Value Management, Ltd.21,420$2.54M1.41%-72013F-HRTimeline
Klaas Financial Asset Advisors, LLC21,298$2.53M0.35%-232,08813F-HRTimeline
TIAAgroup of 3 filers holding21,279$2.52M-17,360Timeline
World Investment Advisors20,972$2.49M0.04%+2,93013F-HRTimeline
Vernal Point Advisors, LLC20,964$2.49M1.01%+25413F-HRTimeline
Betterment LLC20,590$2.44M<0.01%+1,48513F-HRTimeline
Capital Investment Advisory Services, L…20,341$2.41M0.18%-67413F-HRTimeline
Veridan Wealth LLC20,333$2.41M0.91%+90613F-HRTimeline
Eagle Strategies LLC20,314$2.41M0.29%+5,10113F-HRTimeline
Aerodigm Wealth, LLC20,081$2.38M0.9%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …20,000$2.37M0.26%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,992$2.37M0.05%-64913F-HRTimelineGroup
Jacobi Capital Management LLC19,496$2.31M0.13%+55813F-HRTimeline
Braeburn Wealth Management LLC19,495$2.31M1.32%+3,82113F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC19,409$2.3M1.18%+3,62113F-HRTimeline
Strategic Investment Advisors / MI19,384$2.3M0.16%+2,48213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,260$2.28M0.04%+13,57613F-HRTimelineGroup
CONNING INC.in group CONNING INC.19,236$2.28M0.08%013F-HRTimelineGroup
Resonant Capital Advisors, LLC18,225$2.16M0.11%013F-HRTimeline
Cresset Asset Management, LLC18,160$2.15M0.01%+1,49913F-HRTimeline
Versant Capital Management, Inc18,076$2.14M0.21%+17,94513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,033$2.14M0.12%+2,59413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC17,998$2.13M0.17%-2,06813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP17,648$2.09M0.01%-1,01713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…17,475$2.07M0.01%-92613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC17,392$2.06M1.4%new13F-HRTimeline
MFA WEALTH ADVISORS, LLC17,192$2.04M0.4%+69713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,121$2.03M0.25%+1,66213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,109$2.03M0.15%+4,03813F-HRTimelineGroup
BINGHAM PRIVATE WEALTH, LLC17,030$2.02M1.6%+1,54613F-HRTimeline
Twele Capital Management, Inc.16,776$1.99M0.35%+3713F-HRTimeline
HighPoint Advisor Group LLC16,770$1.99M0.08%+9,39113F-HRTimeline
PW ADVISORS, LLC \ FL16,744$1.99M1.49%new13F-HRTimeline
Verdence Capital Advisors LLC16,674$1.98M0.12%-2,09113F-HRTimeline
Belleair Asset Management, LLC16,295$1.93M1.76%-35913F-HRTimeline
RKL Wealth Management LLC16,001$1.9M0.17%-1,09613F-HRTimeline
BayBridge Capital Group, LLC15,834$1.89M1.17%013F-HRTimeline
Aptus Capital Advisors, LLC15,903$1.89M0.02%+3,59213F-HRTimeline
Royal Fund Management, LLC15,569$1.85M0.18%+92513F-HRTimeline
Thompson David Blair15,525$1.84M1.05%-9,71313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,165$1.8M0.06%-17713F-HRTimelineGroup
SevenBridge Financial Group, LLC15,102$1.79M0.28%-20713F-HRTimeline
Sowell Financial Services LLC15,101$1.79M0.07%-14613F-HRTimeline
Paragon Capital Management Ltd15,084$1.79M0.38%-1,10413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC15,024$1.77M0.18%+1,77213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,900$1.77M0.06%+6,64313F-HRTimelineGroup
BRIAN LOW FINANCIAL GROUP, LLC14,589$1.73M1.18%+3013F-HRTimeline
Allworth Financial LP14,391$1.71M0.01%-1,15413F-HRTimeline
SIMPLEX TRADING, LLC14,320$1.7M0.05%+6,45513F-HRTimeline
Maridea Wealth Management LLC14,101$1.67M0.24%+3,55613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,954$1.65M0.01%+99013F-HRTimelineGroup
ATWOOD & PALMER INC13,900$1.65M0.09%-2,51913F-HRTimeline
E&G Advisors, LLC13,437$1.59M0.35%013F-HRTimeline
Generation Capital Management LLC13,386$1.59M1.16%-25313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,367$1.59M0.44%-31513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV13,342$1.58M0.43%+3,01913F-HR/ATimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC13,316$1.58M0.36%+27313F-HRTimeline
Alliance Private Wealth, LLC13,254$1.57M0.56%013F-HRTimeline
Entelevest, LLC13,049$1.55M1.59%+2,10513F-HRTimeline
Stronghold Wealth Management L.L.C.13,014$1.54M2.33%-713F-HRTimeline
Verger Capital Management LLC12,997$1.54M0.45%-1,53313F-HRTimeline
Israel Discount Bank of New York12,919$1.53M3.36%+4,71013F-HRTimeline
Greenspring Advisors, LLC12,735$1.51M0.09%+26013F-HRTimeline
Welch Group, LLC12,385$1.47M0.06%+8,46813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…12,173$1.44M0.04%-8,56813F-HRTimelineGroup
Penobscot Investment Management Company…12,102$1.44M0.11%-1,12013F-HRTimeline
WNY Asset Management, LLC12,008$1.42M0.15%13F-HRTimeline
COGENT STRATEGIC WEALTH LLC11,959$1.42M1.46%-3613F-HRTimeline
Kingsview Wealth Management, LLC11,896$1.41M0.02%-2,30113F-HRTimeline
Nolet Wealth Management, LLC11,862$1.41M0.8%013F-HRTimeline
NWAM LLC11,829$1.4M0.08%+813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,800$1.4M0.04%+1,60613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC11,650$1.38M0.04%-22613F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,638$1.38M0.07%-72213F-HRTimeline
LightSquare Wealth Management, LLC11,483$1.36M1.02%13F-HRTimeline
Fisher Asset Management, LLC11,414$1.35M<0.01%-2,24413F-HRTimeline
Compagnie Lombard Odier SCmA11,358$1.35M0.02%013F-HRTimeline
Enclave Advisors LLC11,268$1.34M0.19%-87,81113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,217$1.33M0.07%+2,30113F-HRTimelineGroup
HCR Wealth Advisors11,145$1.32M0.14%-58413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,014$1.31M0.03%-12,38213F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…11,009$1.31M0.02%-66313F-HRTimeline
Legacy Private Trust Co.10,950$1.3M0.08%-3,73713F-HRTimeline
PROFFITT & GOODSON INC10,936$1.3M0.2%-49,99413F-HRTimeline
Composition Wealth, LLC10,898$1.29M0.02%+5,58413F-HRTimeline
Merit Financial Group, LLC10,766$1.28M0.01%-1,26013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC10,720$1.27M0.42%+1413F-HRTimeline
PKS Advisory Services, LLC10,675$1.27M0.29%+1,00113F-HRTimeline
TD Waterhouse Canada Inc.10,310$1.22M<0.01%+27413F-HRTimeline
SURIENCE PRIVATE WEALTH LLC10,169$1.21M1.29%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,034$1.19M0.03%-7,23813F-HRTimeline
Fiduciary Alliance LLC9,899$1.17M0.07%+1,78913F-HRTimeline