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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

809 managers (824 13F filers) reported a position in IEI shares at 2026-06-30, 130,462,924 shares in all. 68 filers opened a position and 82 filers sold out during the quarter.

Managers
809
13F filers
824
New
68
Added
311
Reduced
310
Sold out
82
Shares held by filers
130,462,924

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Core Wealth Partners LLC9,402$1.1M0.47%+19413F-HRTimeline
Stelac Advisory Services LLC9,347$1.1M0.2%+2,12413F-HRTimeline
Martin Capital Partners, LLC9,331$1.1M0.4%-35913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,947$1.05M-126Timeline
PACIFIC FINANCIAL GROUP INC8,944$1.05M0.5%+82313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,788$1.03M0.02%013F-HRTimelineGroup
Bigelow Investment Advisors, LLC8,735$1.03M0.37%+1,27113F-HRTimeline
Kingsview Wealth Management, LLC8,723$1.02M0.01%-3,17313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…8,502$999K0.03%013F-HRTimelineGroup
Emprise Bank8,490$997K0.37%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,452$993K0.2%-4,86413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…8,251$969K0.02%new13F-HRTimelineGroup
Timber Creek Capital Management LLC8,248$969K0.2%+45313F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC8,179$961K0.12%13F-HRTimeline
Composition Wealth, LLC8,143$956K0.01%-2,75513F-HRTimeline
Simplicity Wealth,LLC8,122$954K0.03%-1,51013F-HRTimeline
Roehl & Yi Investment Advisors, LLC943,948$944K0.31%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,028$943K<0.01%013F-HRTimelineGroup
Strathmore Capital Advisors, Inc.8,078$941K0.25%-22513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,012$941K0.02%-3,00213F-HRTimeline
Camarda Financial Advisors, LLC7,993$939K0.28%+65713F-HRTimeline
GenWealth Group, Inc.7,971$936K0.15%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,928$931K0.56%-15613F-HRTimeline
J.M. Arbour, LLC7,894$927K0.8%+2,47513F-HRTimeline
Asempa Wealth Advisors7,881$926K0.71%+7313F-HRTimeline
Krilogy Financial LLC7,872$925K0.03%-74813F-HRTimeline
Hudson Portfolio Management LLC7,781$914K0.69%-55013F-HRTimeline
Parker Financial LLC7,767$912K0.33%+12013F-HRTimeline
Edge Wealth Management LLC7,750$910K0.15%-5013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,691$903K0.01%+6,12313F-HRTimelineGroup
WHITTIER TRUST CO7,700$902K0.01%-23813F-HRTimeline
Conrad Siegel Investment Advisors, Inc.7,661$900K0.15%+7013F-HRTimeline
Peak Asset Management, LLC7,659$900K0.13%-3813F-HRTimeline
ABLE Financial Group, LLC7,632$896K0.15%013F-HRTimeline
BSW Wealth Partners7,620$895K0.1%+1,88013F-HRTimeline
Upper Left Wealth Management, LLC7,612$894K0.5%-23513F-HRTimeline
Koa Wealth Management, LLC7,561$888K0.6%-49513F-HRTimeline
BLAIR WILLIAM & CO/IL7,468$877K<0.01%+1,98113F-HRTimeline
Klaas Financial Asset Advisors, LLC7,459$876K0.11%-13,83913F-HRTimeline
Avidian Wealth Enterprises, LLC7,395$869K0.02%+2513F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…7,328$861K0.06%new13F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC7,346$860K0.57%-10,04613F-HRTimeline
Crestwood Advisors Group, LLC7,314$859K0.01%-7813F-HRTimeline
MGO ONE SEVEN LLC7,284$855K0.01%-12613F-HRTimeline
F/m Investments LLC7,222$848K0.04%-38813F-HRTimeline
Summit Wealth Partners, LLC7,196$845K0.12%-1,06013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,114$836K<0.01%-26713F-HRTimelineGroup
Patten Group, Inc.7,083$832K0.13%+1113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,995$822K0.03%+78913F-HRTimeline
Apella Capital, LLC7,020$820K0.01%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,944$816K0.25%-25813F-HRTimeline
Vestmark Advisory Solutions, Inc.6,806$799K0.01%+74313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,806$799K0.01%+74313F-HRTimeline
ROCKLAND TRUST CO6,702$787K0.03%-16013F-HRTimeline
SIMPLEX TRADING, LLC6,643$780K0.02%-7,67713F-HRTimeline
Valmark Advisers, Inc.6,595$775K0.01%+2713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,264$736K0.06%+64213F-HRTimeline
Columbus Macro, LLC6,239$733K0.07%-16813F-HRTimeline
CHOREO, LLC6,179$726K0.01%-5913F-HRTimeline
Summa Corp.6,170$725K0.23%-2,11513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,044$710K0.02%-5313F-HRTimelineGroup
Fairvoy Private Wealth, LLC6,017$707K0.14%+28113F-HRTimeline
MorganRosel Wealth Management, LLC5,863$689K0.23%+51213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,856$688K0.01%-18013F-HRTimelineGroup
Gambit Capital Management, LLC5,682$667K0.39%+3,17313F-HRTimeline
Argent Advisors, Inc.5,600$658K0.16%+27813F-HRTimeline
Kovack Advisors, Inc.5,568$653K0.03%-3,98913F-HRTimeline
Waterloo Capital, L.P.5,474$643K0.04%-1,87213F-HRTimeline
CoreCap Advisors, LLC5,472$643K0.02%-35413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,338$627K0.48%+9213F-HRTimeline
MASECO LLP5,328$626K0.02%013F-HRTimeline
HORAN Wealth, LLC5,322$625K0.08%-2,62613F-HR/ATimeline
Noble Family Wealth, LLC5,308$623K0.11%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,263$618K<0.01%+40513F-HRTimelineGroup
Bangor Savings Bank5,227$614K0.05%-63913F-HRTimeline
AlphaCentric Advisors LLC5,214$612K0.52%-1,30513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,071$601K0.1%013F-HRTimeline
L.K. Benson & Company, P.C.5,104$599K0.18%new13F-HRTimeline
Capital Investment Counsel, LLC5,043$592K0.07%-1,64013F-HRTimeline
Thompson David Blair5,042$592K0.3%-10,48313F-HRTimeline
Sequoia Financial Advisors, LLC5,020$590K<0.01%+92013F-HRTimeline
Bedel Financial Consulting, Inc.4,843$569K0.05%-9813F-HRTimeline
SFMG, LLC4,835$568K0.03%-70813F-HRTimeline
Investment Research Partners LLC4,734$556K0.19%new13F-HRTimeline
Midwest Trust Co4,718$554K0.01%013F-HRTimeline
CVA Family Office, LLC4,711$553K0.05%-62913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,698$552K0.01%-7,47513F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV4,659$547K0.01%-15513F-HRTimeline
PRIVATE TRUST CO NA4,590$539K0.04%-2,00113F-HRTimeline
Argyle Capital Partners, LLC4,569$537K0.34%-77113F-HRTimeline
RMR Wealth Builders4,500$529K0.03%013F-HRTimeline
Asset One Wealth Management LLC4,509$527K0.06%-40813F-HRTimeline
GTS SECURITIES LLC4,458$524K0.01%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.4,443$522K0.26%+1,73113F-HRTimeline
BANQUE PICTET & CIE SA4,324$508K0.01%013F-HRTimeline
Asset Management One Co., Ltd.4,322$508K<0.01%new13F-HRTimeline
Crewe Advisors LLC4,319$507K0.04%+4013F-HRTimeline
Obermeyer Wealth Partners4,316$507K0.02%-12513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,295$504K<0.01%013F-HRTimelineGroup
Faithward Advisors, LLC4,292$504K0.06%-7313F-HRTimeline
RFG Advisory, LLC4,290$504K0.01%-2,59113F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,275$502K0.22%-7213F-HRTimeline
CogentBlue Wealth Advisors, LLC4,232$497K0.28%-15913F-HRTimeline
Rede Wealth, LLC4,180$491K0.16%+43413F-HRTimeline
Robinswood Financial LLC4,155$488K0.14%-23513F-HRTimeline
CAMBIAR INVESTORS LLC4,139$486K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,114$483K<0.01%+30313F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,038$473K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC4,006$470K<0.01%-10813F-HRTimeline
PFG Investments, LLC3,920$460K0.02%+21013F-HRTimeline
Oxbow Advisors, LLC3,908$459K0.04%+35513F-HRTimeline
High Probability Advisors, LLC3,902$458K0.05%+2413F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…3,878$455K0.03%-66313F-HRTimelineGroup
JGP Wealth Management, LLC3,877$455K0.04%+8913F-HRTimeline
Prime Capital Investment Advisors, LLC3,868$454K<0.01%-45213F-HRTimeline
Wealthspire Advisors, LLC3,813$448K<0.01%-3913F-HRTimeline
MATHER GROUP, LLC.3,792$445K<0.01%-1,45613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,733$438K0.06%013F-HRTimeline
Element Wealth, LLC3,726$438K0.16%-4113F-HRTimeline
KELLY FINANCIAL GROUP LLC3,715$436K0.1%-19913F-HRTimeline
Carl P. Sherr & Co., LLC3,706$435K0.18%+12713F-HRTimeline
Dana Investment Advisors, Inc.3,701$435K0.01%+713F-HRTimeline
Ausdal Financial Partners, Inc.3,676$432K0.02%-62913F-HRTimeline
CIBC WORLD MARKET INC.3,674$432K<0.01%-21813F-HRTimeline
Sierra Capital LLC3,659$430K0.04%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,652$429K0.06%-27013F-HRTimeline
StoryOne LLC3,651$429K0.2%+3,65113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,649$429K<0.01%013F-HRTimelineGroup
ZEVIN ASSET MANAGEMENT LLC3,642$428K0.06%-20413F-HRTimeline
Principle Wealth Partners LLC3,623$426K0.02%-4213F-HRTimeline
Vise Technologies, Inc.3,590$422K<0.01%+57013F-HRTimeline
John W. Brooker & Co., CPAs3,578$420K0.51%+65413F-HRTimeline
Wilmington Savings Fund Society, FSB3,556$418K0.01%013F-HRTimeline
JDM Financial Group LLC3,552$417K0.14%-2,30413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC3,531$416K0.04%-11,49313F-HRTimelineGroup
Ethos Financial Group, LLC3,560$415K0.03%-80013F-HRTimeline
Obsido Oy3,517$413K0.22%013F-HRTimeline
Belpointe Asset Management LLC3,500$411K0.01%+7813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,476$408K<0.01%+10913F-HRTimelineGroup
Stanley-Laman Group, Ltd.3,430$403K0.04%-10513F-HRTimeline
Maxele Advisors, LLC3,427$402K0.28%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,350$393K0.03%013F-HRTimelineGroup
Firestone Capital Management3,338$392K0.07%-85013F-HRTimeline
Goldstone Financial Group, LLC3,326$391K0.04%-713F-HRTimeline
Fortis Group Advisors, LLC3,274$385K0.06%-13513F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,250$382K0.16%013F-HRTimeline
Aries Wealth Management3,238$380K0.07%013F-HRTimeline
Allie Family Office LLC3,199$376K0.14%new13F-HR/ATimeline
Arkadios Wealth Advisors3,179$373K0.01%-70113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,163$371K0.02%-8113F-HRTimelineGroup
WBH ADVISORY INC3,099$364K0.02%013F-HRTimeline
WestHill Financial Advisors, Inc.3,094$363K0.06%013F-HRTimeline
Balboa Wealth Partners3,088$363K0.05%+16513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,084$362K0.04%-80413F-HRTimelineGroup
Genesis Wealth Advisors, LLC3,078$362K0.22%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,058$359K0.06%-213F-HRTimeline
FIRST UNITED BANK & TRUST2,999$352K0.1%-52513F-HRTimeline
JMG Financial Group, Ltd.2,995$352K0.01%013F-HRTimeline
BLALOCK WILLIAMS, LLC2,971$349K0.23%-5713F-HRTimeline
Members Trust Co2,963$348K0.01%-5013F-HRTimeline
United Asset Strategies, Inc.2,954$347K0.02%+51313F-HRTimeline
Cornerstone Wealth Group, LLC2,948$346K0.02%-60813F-HRTimeline
Blue Edge Capital, LLC2,921$343K0.04%-313F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,897$340K0.04%-81613F-HR/ATimeline
Tempo Wealth, LLC2,892$340K0.05%+2613F-HRTimeline
Walkner Condon Financial Advisors LLC2,889$339K0.04%+13013F-HRTimeline
Mittelman Wealth Management2,859$339K0.22%+15813F-HRTimeline
Legacy Capital Group California, Inc.2,859$336K0.1%-5813F-HRTimeline
Signal Advisors Wealth, LLC2,849$335K0.02%new13F-HRTimeline
WEST PACES ADVISORS INC.2,842$334K0.06%-1,39513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,830$332K0.05%-56113F-HRTimeline
Oath Planning, LLC2,798$329K0.24%+2413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,790$328K0.21%+1413F-HRTimeline
TopTier Wealth Management, LLC2,788$327K0.2%+1113F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,770$325K0.15%+1013F-HRTimeline
TSFG, LLC2,754$323K0.04%+2413F-HRTimeline
Idaho Trust Co2,745$322K0.09%new13F-HRTimeline
IMA Advisory Services, Inc.2,740$322K0.02%-2,14213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,666$313K0.03%-5213F-HRTimeline
Range Advisory, LLC2,660$312K0.04%new13F-HRTimeline
FIDUCIENT ADVISORS LLC2,626$308K0.04%013F-HRTimeline
Stablepoint Partners, LLC2,610$307K0.04%+2113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,595$305K0.06%-1713F-HRTimeline
LANARK FINANCIAL, INC.2,576$303K0.02%-2313F-HRTimeline
Kelly Financial Services LLC2,569$302K0.06%-2,76713F-HRTimeline
Busey Bank2,563$301K0.01%-213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,546$299K0.12%+1013F-HRTimeline
Riggs Asset Managment Co. Inc.2,506$294K0.05%-46613F-HRTimeline
SkyView Investment Advisors, LLC2,500$294K0.23%-287,62213F-HRTimeline
INVESTED ADVISORS2,502$294K0.26%new13F-HRTimeline
DV Trading LLC2,500$294K0.02%new13F-HRTimeline
Brightwater Advisory LLC2,494$293K0.19%-4413F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,493$293K0.25%-12213F-HRTimeline
IEQ CAPITAL, LLC2,467$290K<0.01%-1,60413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,460$289K0.02%+6013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,422$284K0.02%-13913F-HRTimelineGroup
SACHEM HILL LLC2,415$284K0.05%-53513F-HRTimeline
Beacon Pointe Advisors, LLC2,403$282K<0.01%+34813F-HRTimeline
Wealthquest Corp2,390$281K0.02%+25513F-HRTimeline
Meadowbrook Wealth Management, LLC2,387$280K0.3%013F-HRTimeline