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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

726 managers (735 13F filers) reported a position in IEI shares at 2024-12-31, 102,853,230 shares in all. 58 filers opened a position and 78 filers sold out during the quarter.

Managers
726
13F filers
735
New
58
Added
285
Reduced
235
Sold out
78
Shares held by filers
102,853,230

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cornerstone Wealth Group, LLC6,444$745K0.06%+20713F-HRTimeline
Summa Corp.6,370$736K0.36%013F-HRTimeline
Snowden Capital Advisors LLC6,224$719K0.02%+1,31613F-HRTimeline
Martin Capital Partners, LLC6,203$717K0.85%-2,95913F-HRTimeline
Jaffetilchin Investment Partners, LLC6,150$711K0.05%+1,90413F-HRTimeline
Ethos Financial Group, LLC6,135$709K0.09%013F-HRTimeline
Royal Fund Management, LLC6,083$705K0.08%-8,95613F-HRTimeline
Principle Wealth Partners LLC6,033$697K0.05%+34513F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,910$683K<0.01%-56513F-HRTimelineGroup
Noble Family Wealth, LLC5,909$683K0.19%-58613F-HRTimeline
CIBC WORLD MARKET INC.5,843$675K<0.01%+1,09913F-HRTimeline
Wilmington Savings Fund Society, FSB5,811$671K0.01%-24413F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,755$665K0.02%+1,39613F-HRTimeline
Camarda Financial Advisors, LLC5,695$658K0.25%-4113F-HRTimeline
Rede Wealth, LLC5,658$654K0.25%+5313F-HRTimeline
NorthRock Partners, LLC5,580$645K0.02%-1,15013F-HR/ATimeline
BANQUE PICTET & CIE SA5,570$644K0.01%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,535$640K0.04%013F-HRTimelineGroup
Israel Discount Bank of New York5,509$637K0.46%-45013F-HRTimeline
Tranquilli Financial Advisor LLC5,489$634K0.4%-3,05713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,433$628K0.01%+27213F-HRTimelineGroup
Independent Advisor Alliance5,333$616K0.01%new13F-HRTimeline
Maridea Wealth Management LLC5,281$610K0.2%13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,267$609K0.41%+23513F-HRTimeline
ALTFEST L J & CO INC5,267$609K0.08%new13F-HRTimeline
Valmark Advisers, Inc.5,247$606K0.01%+1,71413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,207$602K0.28%new13F-HRTimeline
Blue Edge Capital, LLC5,158$596K0.09%+84713F-HRTimeline
VICUS CAPITAL5,153$595K0.05%+25513F-HRTimeline
BLAIR WILLIAM & CO/IL5,132$593K<0.01%-12313F-HRTimeline
Argent Advisors, Inc.5,074$586K0.22%-1813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,009$579K0.63%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,922$569K<0.01%+2513F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…4,921$569K0.05%-5513F-HRTimelineGroup
Union Bancaire Privee, UBP SA5,022$564K0.01%13F-HR/ATimeline
Cadence Bank4,858$561K0.04%-1,21713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,846$560K0.12%-2,36113F-HRTimeline
Core Wealth Partners LLC4,800$555K0.32%+2,40913F-HRTimeline
Sovran Advisors, LLC4,768$547K0.08%13F-HRTimeline
GUERRA PAN ADVISORS, LLC4,669$540K0.39%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,629$535K0.01%new13F-HRTimeline
Element Wealth, LLC4,614$533K0.28%+5013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,539$524K0.01%-10,11313F-HRTimelineGroup
RMR Wealth Builders4,500$520K0.05%013F-HR/ATimeline
Carnegie Investment Counsel4,479$518K0.01%-10,04413F-HRTimeline
Walkner Condon Financial Advisors LLC4,443$513K0.1%-10813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,345$502K<0.01%013F-HR/ATimelineGroup
Thompson David Blair4,345$502K0.37%13F-HRTimeline
MATHER GROUP, LLC.4,339$501K0.01%-1,63913F-HRTimeline
Cooper Financial Group4,254$492K0.06%-78913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,252$491K<0.01%-104,51613F-HRTimelineGroup
SACHEM HILL LLC4,237$490K0.1%+1813F-HRTimeline
NAPA WEALTH MANAGEMENT4,233$489K0.21%-5,81013F-HRTimeline
Obsido Oy4,215$487K0.44%13F-HRTimeline
Fiduciary Alliance LLC4,158$480K0.05%+49013F-HRTimeline
CHANNEL WEALTH LLC4,107$475K0.15%+6913F-HRTimeline
Omega Financial Group, LLC4,082$472K0.18%+6913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,048$468K0.01%-9,03013F-HRTimelineGroup
Kathleen S. Wright Associates Inc.4,030$466K0.19%013F-HRTimeline
Capital Asset Advisory Services LLC4,033$465K0.02%-12313F-HRTimeline
FIRST UNITED BANK & TRUST3,984$460K0.17%+1,50913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,983$460K<0.01%-80713F-HRTimelineGroup
CVA Family Office, LLC3,934$455K0.07%+1,54013F-HRTimeline
Stelac Advisory Services LLC3,906$451K0.18%+56413F-HRTimeline
PFG Investments, LLC3,901$451K0.03%-7013F-HRTimeline
STOCK YARDS BANK & TRUST CO3,889$449K0.02%+1,66113F-HRTimeline
L.M. KOHN & COMPANY3,879$448K0.12%new13F-HRTimeline
TSFG, LLC3,855$445K0.09%-16613F-HRTimeline
Maxele Advisors, LLC3,839$444K0.42%13F-HRTimeline
GTS SECURITIES LLC3,800$439K0.02%-130,81913F-HRTimeline
Accurate Wealth Management, LLC3,792$435K0.08%-31713F-HRTimeline
Stanley-Laman Group, Ltd.3,749$433K0.06%+63013F-HRTimeline
BFSG, LLC3,724$430K0.05%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC3,721$430K0.05%+46013F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,679$425K0.01%-12013F-HRTimelineGroup
Patten Group, Inc.3,628$419K0.09%-42613F-HRTimeline
Bigelow Investment Advisors, LLC3,608$417K0.2%+57913F-HRTimeline
Southeast Asset Advisors, LLC3,579$414K0.05%+2913F-HRTimeline
Freedom Investment Management, Inc.3,538$409K0.03%-26013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV3,485$403K0.02%13F-HR/ATimeline
Western Wealth Management, LLC3,484$403K0.03%-2,28713F-HR/ATimeline
PrairieView Partners, LLC3,472$401K0.04%-65013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,464$400K0.01%new13F-HRTimeline
Crabel Capital Management, LLC3,464$400K1.3%-24,17213F-HRTimeline
Roberts Financial Services LLC3,456$399K0.08%-98313F-HRTimeline
Roble, Belko & Company, Inc3,429$396K0.06%013F-HRTimeline
Legacy PCG, LLC3,392$392K0.28%new13F-HRTimeline
WEST PACES ADVISORS INC.3,337$386K0.09%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,330$385K0.04%013F-HRTimeline
Eagle Strategies LLC3,317$383K0.07%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,270$378K0.03%new13F-HRTimelineGroup
Crumly & Associates Inc.3,265$377K0.1%+80013F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,250$376K0.2%013F-HRTimeline
Aries Wealth Management3,238$374K0.1%013F-HRTimeline
Alhambra Investment Management LLC3,222$372K0.19%+50013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,121$361K0.02%new13F-HR/ATimelineGroup
Genesis Wealth Advisors, LLC3,120$361K0.31%13F-HRTimeline
Arkadios Wealth Advisors3,077$356K0.02%-28913F-HRTimeline
Sigma Planning Corp3,068$354K0.01%-20313F-HRTimeline
Magnolia Private Wealth, LLC3,039$351K0.31%13F-HRTimeline
Crescent Grove Advisors, LLC3,025$350K0.03%+1,01713F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,003$347K0.24%013F-HRTimeline
Capstone Wealth Management, LLC3,000$347K0.34%13F-HRTimeline
Mechanics Bank Trust Department3,000$347K0.05%-1,00013F-HRTimeline
JMG Financial Group, Ltd.2,995$346K0.01%013F-HRTimeline
Robinswood Financial LLC2,985$345K0.13%013F-HRTimeline
Trivium Point Advisory, LLC2,959$342K0.04%-23113F-HRTimeline
WestHill Financial Advisors, Inc.2,905$336K0.08%+17013F-HRTimeline
My Legacy Advisors, LLC2,909$336K0.13%+713F-HRTimeline
Park Place Capital Corp2,904$336K0.09%-1,87213F-HRTimeline
Sequoia Financial Advisors, LLC2,862$331K<0.01%-20613F-HR/ATimeline
SCOTIA CAPITAL INC.2,842$328K<0.01%013F-HRTimeline
Adams Wealth Management2,817$326K0.06%-51013F-HRTimeline
CacheTech Inc.2,817$326K0.06%-51013F-HRTimeline
Unconventional Investor, LLC2,790$322K0.19%-5013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,785$322K0.02%-61913F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.2,766$320K0.15%+88413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,740$317K0.03%+70713F-HRTimeline
EP Wealth Advisors, LLC2,719$314K<0.01%-5713F-HRTimeline
Aveo Capital Partners, LLC2,635$304K0.03%-4,20013F-HRTimeline
PRIVATE TRUST CO NA2,634$304K0.03%-8113F-HRTimeline
FIDUCIENT ADVISORS LLC2,626$303K0.04%013F-HRTimeline
Value Partners Investments Inc.2,605$301K0.17%-25713F-HR/ATimeline
Alesco Advisors, LLC, An ESL Co2,584$299K0.01%-1,03013F-HRTimeline
Busey Bank2,565$296K0.01%013F-HRTimeline
Frederick Financial Consultants, LLC2,559$296K0.24%13F-HRTimeline
Rossby Financial, LCC2,550$295K0.19%13F-HRTimeline
Goldstone Financial Group, LLC2,549$295K0.05%-20,52113F-HRTimeline
HILL ISLAND FINANCIAL LLC2,541$294K0.09%+113F-HRTimeline
TRUE Private Wealth Advisors2,517$291K0.04%013F-HRTimeline
Bellecapital International Ltd.2,466$285K0.05%-22013F-HRTimeline
DAVIDSON TRUST CO2,457$284K0.15%-1,71513F-HRTimeline
WNY Asset Management, LLC2,448$283K0.04%-2,27313F-HRTimeline
Empower Advisory Group, LLC2,431$281K<0.01%-97713F-HRTimeline
City Center Advisors, LLC2,429$281K0.32%+913F-HRTimeline
BOSTON FAMILY OFFICE LLC2,413$279K0.02%new13F-HRTimeline
Duncan Williams Asset Management, LLC2,413$279K0.11%+11613F-HRTimeline
Argyle Capital Partners, LLC2,342$271K0.23%13F-HRTimeline
Chemistry Wealth Management LLC2,323$268K0.06%-46013F-HRTimeline
Legacy Capital Group California, Inc.2,304$266K0.08%-68113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,295$265K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,279$263K0.07%13F-HRTimelineGroup
Kovack Advisors, Inc.2,260$261K0.03%new13F-HRTimeline
HUB Investment Partners, LLC2,249$260K0.01%+22813F-HRTimeline
BRIGHTON JONES LLC2,245$259K0.01%+6413F-HR/ATimeline
Westfuller Advisors, LLC2,230$258K0.16%+1813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,219$256K0.19%-85213F-HRTimeline
W.H. Cornerstone Investments Inc.2,213$256K0.17%new13F-HRTimeline
DHK Financial Advisors, Inc.2,200$254K0.15%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.440$253K0.03%new13F-HRTimeline
CERTUITY, LLC2,132$246K0.03%-8113F-HRTimeline
My Personal CFO, LLC2,096$242K0.12%013F-HRTimeline
Flagstone Financial Management2,085$241K0.08%+5113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,082$241K0.02%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,069$239K<0.01%-3313F-HRTimelineGroup
NAPATREE CAPITAL LLC2,068$239K0.14%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,066$239K0.06%+1613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,048$237K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC2,043$236K0.01%+10613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,037$235K0.05%013F-HRTimeline
King Wealth Management Group2,036$235K0.03%new13F-HRTimeline
Kelly Financial Services LLC2,009$234K0.08%new13F-HR/ATimeline
ACAS, LLC1,986$231K0.17%-41813F-HRTimeline
Mittelman Wealth Management1,980$229K0.21%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,975$228K0.02%+23713F-HRTimeline
WOLVERINE TRADING, LLC1,970$228K0.01%-5,31813F-HRTimeline
WEDBUSH SECURITIES INC1,967$227K0.01%-64613F-HRTimeline
SWMG, LLC1,962$227K0.09%-4113F-HRTimeline
RENASANT BANK1,945$225K0.15%-1,96013F-HRTimeline
Foundations Investment Advisors, LLC1,937$224K<0.01%-16413F-HRTimeline
KDK Private Wealth Management, LLC1,935$223K0.23%13F-HRTimeline
Dakota Wealth Management1,931$223K0.01%new13F-HRTimeline
Ledyard National Bank1,913$221K0.02%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,897$219K0.11%-4713F-HRTimeline
Retirement Planning Group, LLC1,887$218K0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,869$216K0.02%013F-HRTimeline
Wolf Group Capital Advisors1,843$213K0.1%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,836$212K0.01%013F-HRTimelineGroup
Greenspring Advisors, LLC1,823$211K0.05%013F-HRTimeline
Modera Wealth Management, LLC1,821$210K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC1,817$210K0.07%-1013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,773$205K<0.01%-3,36013F-HRTimelineGroup
Evercore Wealth Management, LLC1,760$203K<0.01%013F-HRTimeline
Bensler, LLC1,757$203K0.02%+5513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,756$203K0.04%+613F-HRTimelineGroup
HBK Sorce Advisory LLC1,756$203K0.01%-49013F-HRTimeline
PKS Advisory Services, LLC1,740$201K0.05%13F-HRTimeline
Perennial Investment Advisors, LLC1,731$200K0.02%013F-HRTimeline
Lavaca Capital LLC1,731$200K0.09%+1613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,675$194K0.01%-4113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,624$188K0.01%-5513F-HRTimeline
WOLFF WIESE MAGANA LLC1,578$182K0.12%013F-HRTimeline
Investors Research Corp1,505$174K0.04%+2313F-HRTimeline
Ridgewood Investments LLC1,497$173K0.08%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,438$166K0.01%+61513F-HRTimeline
WR Wealth Planners, LLC1,379$159K0.05%+27213F-HRTimeline
EASTERN BANK1,328$153K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,328$153K0.03%013F-HRTimelineGroup
Balefire, LLC1,306$151K0.05%+23013F-HRTimeline
Farther Finance Advisors, LLC1,280$148K0.01%-12313F-HRTimeline