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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

766 managers (775 13F filers) reported a position in IEI shares at 2025-03-31, 110,554,559 shares in all. 103 filers opened a position and 53 filers sold out during the quarter.

Managers
766
13F filers
775
New
103
Added
305
Reduced
245
Sold out
53
Shares held by filers
110,554,559

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
F/m Investments LLC7,596$897K0.04%-2913F-HRTimeline
Avidian Wealth Enterprises, LLC7,571$894K0.04%-46313F-HRTimeline
Phil A. Younker & Associates, Ltd.7,500$886K0.87%013F-HRTimeline
International Private Wealth Advisors L…7,495$885K0.85%+40013F-HRTimeline
SWMG, LLC7,429$880K0.35%+5,46713F-HRTimeline
Compagnie Lombard Odier SCmA7,388$873K0.01%+8513F-HRTimeline
Upper Left Wealth Management, LLC7,373$871K0.62%-17713F-HRTimeline
ORG Partners LLC7,380$871K0.21%-10213F-HRTimeline
MorganRosel Wealth Management, LLC7,358$869K0.26%+46613F-HRTimeline
Jaffetilchin Investment Partners, LLC7,286$861K0.06%+1,13613F-HRTimeline
IMA Advisory Services, Inc.7,255$857K0.1%+17213F-HRTimeline
ABLE Financial Group, LLC7,233$854K0.24%-113F-HRTimeline
Simplicity Wealth,LLC7,103$839K0.07%new13F-HRTimeline
Timber Creek Capital Management LLC7,096$838K0.22%+1413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,088$836K0.08%-1,87913F-HR/ATimeline
PEOPLES BANK /OH7,069$835K0.55%-1,20013F-HRTimeline
Wealthspire Advisors, LLC7,046$832K<0.01%013F-HRTimeline
Faithward Advisors, LLC7,023$830K0.14%-39613F-HRTimeline
Summit Financial, LLC6,950$821K0.02%new13F-HRTimeline
ROCKLAND TRUST CO6,848$809K0.04%+20713F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,804$804K0.02%+1,04913F-HRTimeline
Camarda Financial Advisors, LLC6,794$803K0.36%+1,09913F-HRTimeline
Stonebridge Financial Group, LLC6,679$789K0.08%+713F-HRTimeline
CHOREO, LLC6,667$788K0.01%-78013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,612$781K0.16%-1,76713F-HRTimeline
Peak Asset Management, LLC6,593$779K0.15%-2,77713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,712$776K0.02%013F-HRTimelineGroup
Summa Corp.6,370$753K0.44%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,118$723K<0.01%+98613F-HRTimeline
Cornerstone Wealth Group, LLC6,087$719K0.06%-35713F-HRTimeline
PACIFIC FINANCIAL GROUP INC6,062$716K0.58%-1,42713F-HRTimeline
Valmark Advisers, Inc.6,037$713K0.01%+79013F-HRTimeline
Martin Capital Partners, LLC6,038$713K0.85%-16513F-HRTimeline
Ethos Financial Group, LLC6,135$709K0.07%013F-HRTimeline
RFG Advisory, LLC5,983$707K0.02%+3,94013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,714$675K0.03%new13F-HRTimelineGroup
Blue Edge Capital, LLC5,705$674K0.11%+54713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,668$670K0.04%+2,54713F-HR/ATimelineGroup
BANQUE PICTET & CIE SA5,570$658K0.01%013F-HRTimeline
Fiduciary Alliance LLC5,546$655K0.06%+1,38813F-HRTimeline
Core Wealth Partners LLC5,473$647K0.38%+67313F-HRTimeline
WNY Asset Management, LLC5,433$642K0.08%+2,98513F-HRTimeline
VICUS CAPITAL5,404$638K0.06%+25113F-HRTimeline
Wilmington Savings Fund Society, FSB5,389$637K0.01%-42213F-HRTimeline
Noble Family Wealth, LLC5,309$627K0.17%-60013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,267$622K0.47%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,242$619K0.01%-19113F-HRTimelineGroup
Principle Wealth Partners LLC5,229$618K0.04%-80413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC5,211$615K0.07%+1,49013F-HRTimelineGroup
Mutual Advisors, LLC5,151$610K0.02%new13F-HRTimeline
BSW Wealth Partners5,129$606K0.09%-3,50313F-HRTimeline
Argent Advisors, Inc.5,089$601K0.2%+1513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,038$595K<0.01%+78613F-HRTimelineGroup
Rede Wealth, LLC4,960$586K0.21%-69813F-HRTimeline
STOCK YARDS BANK & TRUST CO4,957$586K0.02%+1,06813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,902$583K0.05%new13F-HRTimeline
TD Waterhouse Canada Inc.4,933$582K<0.01%+4,61313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…4,921$581K0.05%013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC4,908$580K0.27%-29913F-HRTimeline
High Probability Advisors, LLC4,890$578K0.1%-3,50013F-HRTimeline
Cooper Financial Group4,877$576K0.08%+62313F-HRTimeline
Cadence Bank4,858$574K0.04%013F-HRTimeline
Sovran Advisors, LLC4,803$567K0.07%+3513F-HRTimeline
CVA Family Office, LLC4,796$567K0.09%+86213F-HRTimeline
GUERRA PAN ADVISORS, LLC4,669$552K0.43%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,629$547K0.01%013F-HRTimeline
Element Wealth, LLC4,612$545K0.29%-213F-HRTimeline
CAMBIAR INVESTORS LLC4,586$542K0.02%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,521$534K0.11%-32513F-HRTimeline
Union Bancaire Privee, UBP SA4,590$534K0.01%-43213F-HRTimeline
Carnegie Investment Counsel4,509$533K0.01%+3013F-HRTimeline
RMR Wealth Builders4,500$532K0.06%013F-HRTimeline
Obsido Oy4,412$521K0.45%+19713F-HRTimeline
DHK Financial Advisors, Inc.4,400$520K0.29%+2,20013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,346$513K0.01%-19313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,295$507K<0.01%-5013F-HRTimelineGroup
Caprock Group, LLC4,289$507K0.02%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,241$501K0.01%+19313F-HRTimelineGroup
PFG Investments, LLC4,193$495K0.03%+29213F-HRTimeline
GTS SECURITIES LLC4,162$492K0.02%+36213F-HRTimeline
Patten Group, Inc.4,133$488K0.11%+50513F-HRTimeline
SACHEM HILL LLC4,120$487K0.1%-11713F-HRTimeline
BAILARD, INC.4,115$486K0.01%new13F-HRTimeline
Omega Financial Group, LLC4,082$482K0.19%013F-HRTimeline
CHANNEL WEALTH LLC4,082$482K0.15%-2513F-HRTimeline
New Century Financial Group, LLC4,040$477K0.55%-2,51713F-HRTimeline
Kathleen S. Wright Associates Inc.4,030$476K0.2%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,007$473K0.01%+54313F-HRTimeline
Walkner Condon Financial Advisors LLC3,999$472K0.1%-44413F-HRTimeline
PRIVATE TRUST CO NA3,951$467K0.05%+1,31713F-HRTimeline
FINANCIAL COUNSELORS INC3,892$460K0.01%new13F-HRTimeline
Israel Discount Bank of New York3,861$456K0.35%-1,64813F-HRTimeline
Stanley-Laman Group, Ltd.3,802$449K0.07%+5313F-HRTimeline
Bigelow Investment Advisors, LLC3,794$448K0.21%+18613F-HRTimeline
B. Riley Wealth Advisors, Inc.3,770$445K0.01%-5,87613F-HRTimeline
TSFG, LLC3,753$443K0.09%-10213F-HRTimeline
Maxele Advisors, LLC3,729$440K0.43%-11013F-HRTimeline
WEST PACES ADVISORS INC.3,687$436K0.1%+35013F-HRTimeline
Argyle Capital Partners, LLC3,686$435K0.37%+1,34413F-HRTimeline
IEQ CAPITAL, LLC3,635$429K<0.01%new13F-HRTimeline
PrairieView Partners, LLC3,609$426K0.04%+13713F-HRTimeline
Southeast Asset Advisors, LLC3,599$425K0.05%+2013F-HRTimeline
NAPA WEALTH MANAGEMENT3,594$425K0.24%-63913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,565$421K<0.01%-41813F-HR/ATimelineGroup
NDWM LLC3,492$413K0.4%new13F-HRTimeline
Roberts Financial Services LLC3,486$412K0.08%+3013F-HRTimeline
ASPIRIANT, LLC3,455$408K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc3,429$405K0.06%013F-HRTimeline
L.M. KOHN & COMPANY3,419$404K0.11%-46013F-HRTimeline
Sequoia Financial Advisors, LLC3,410$403K<0.01%+54813F-HRTimeline
FIRST UNITED BANK & TRUST3,396$401K0.15%-58813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,350$396K0.03%-5,47513F-HRTimelineGroup
Members Trust Co3,339$394K0.01%013F-HRTimeline
Fairvoy Private Wealth, LLC3,329$393K0.11%new13F-HRTimeline
Belpointe Asset Management LLC3,313$391K0.02%-43,96213F-HRTimeline
Robinswood Financial LLC3,313$391K0.14%+32813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,310$391K0.04%+2,87013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,281$388K0.05%-4913F-HRTimeline
Crumly & Associates Inc.3,265$386K0.11%013F-HRTimeline
Legacy PCG, LLC3,264$386K0.27%-12813F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,250$384K0.19%013F-HRTimeline
Aries Wealth Management3,238$383K0.1%013F-HRTimeline
ALTFEST L J & CO INC3,229$381K0.05%-2,03813F-HRTimeline
Alhambra Investment Management LLC3,222$381K0.2%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,219$380K0.01%-46013F-HRTimelineGroup
Defined Financial Planning LLC3,144$371K0.38%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV3,133$370K0.16%-35213F-HR/ATimeline
Sigma Planning Corp3,125$369K0.01%+5713F-HRTimeline
Genesis Wealth Advisors, LLC3,120$369K0.3%013F-HRTimeline
TRUE Private Wealth Advisors3,088$365K0.04%+57113F-HRTimeline
WestHill Financial Advisors, Inc.3,054$361K0.08%+14913F-HRTimeline
CIBC WORLD MARKET INC.3,050$360K<0.01%-2,79313F-HRTimeline
Freedom Investment Management, Inc.3,019$357K0.03%-51913F-HRTimeline
Capstone Wealth Management, LLC3,012$356K0.35%+1213F-HRTimeline
Legacy Capital Group California, Inc.3,008$355K0.12%+70413F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,001$355K0.29%-213F-HRTimeline
Mechanics Bank Trust Department3,000$354K0.05%013F-HRTimeline
JMG Financial Group, Ltd.2,995$354K0.01%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,934$347K0.02%+52113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,906$343K0.16%+14013F-HRTimeline
Kathmere Capital Management, LLC2,880$340K0.03%new13F-HRTimeline
SURIENCE PRIVATE WEALTH LLC2,833$335K0.58%-22,44213F-HRTimeline
Unconventional Investor, LLC2,792$330K0.2%+213F-HRTimeline
Fisher Asset Management, LLC2,732$323K<0.01%new13F-HRTimeline
BFSG, LLC2,724$322K0.04%-1,00013F-HRTimeline
City Center Advisors, LLC2,719$321K0.38%+29013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,711$320K0.02%-7413F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc2,669$315K0.38%new13F-HRTimeline
EP Wealth Advisors, LLC2,664$315K<0.01%-5513F-HRTimeline
MATHER GROUP, LLC.2,648$313K<0.01%-1,69113F-HRTimeline
FIDUCIENT ADVISORS LLC2,626$310K0.04%013F-HRTimeline
Value Partners Investments Inc.2,605$308K0.03%013F-HRTimeline
Adams Wealth Management2,597$307K0.06%-22013F-HRTimeline
CacheTech Inc.2,597$307K0.06%-22013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,583$305K0.02%-15713F-HRTimeline
SSA SWISS ADVISORS AG2,570$304K0.16%13F-HRTimeline
Busey Bank2,565$303K0.01%013F-HRTimeline
Pasadena Private Wealth, LLC2,522$298K0.06%new13F-HRTimeline
Park Place Capital Corp2,522$298K0.08%-38213F-HRTimeline
Rossby Financial, LCC2,487$295K0.13%-6313F-HRTimeline
Frederick Financial Consultants, LLC2,494$295K0.21%-6513F-HRTimeline
Perennial Investment Advisors, LLC2,489$294K0.03%+75813F-HRTimeline
Bellecapital International Ltd.2,466$291K0.06%013F-HRTimeline
DAVIDSON TRUST CO2,457$290K0.14%013F-HRTimeline
NorthRock Partners, LLC2,445$289K0.01%-3,13513F-HRTimeline
AVALON CAPITAL MANAGEMENT2,427$287K0.08%new13F-HRTimeline
Advance Capital Management, Inc.2,411$285K0.01%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,409$285K0.01%-17513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,382$281K0.2%+16313F-HRTimeline
United Asset Strategies, Inc.2,332$275K0.03%new13F-HRTimeline
Duncan Williams Asset Management, LLC2,329$275K0.1%-8413F-HRTimeline
Chemistry Wealth Management LLC2,323$274K0.06%013F-HRTimeline
Kovack Advisors, Inc.2,296$271K0.03%+3613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,295$271K0.01%013F-HRTimeline
Western Wealth Management, LLC2,280$269K0.02%-1,20413F-HRTimeline
Westfuller Advisors, LLC2,242$265K0.18%+1213F-HRTimeline
Dana Investment Advisors, Inc.2,224$263K0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,204$260K0.02%+33513F-HRTimeline
TWO SIGMA SECURITIES, LLC2,182$258K0.04%-17,60313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,175$257K0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC2,150$254K0.01%+18013F-HRTimeline
JGP Wealth Management, LLC2,121$251K0.03%new13F-HRTimeline
Quotient Wealth Partners, LLC2,105$249K0.01%new13F-HRTimeline
My Personal CFO, LLC2,096$248K0.12%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,093$247K0.03%+11813F-HRTimeline
Flagstone Financial Management2,085$246K0.08%013F-HRTimeline
King Wealth Management Group2,079$246K0.04%+4313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,074$245K0.06%+813F-HRTimelineGroup
Trivium Point Advisory, LLC2,072$245K0.03%-88713F-HRTimeline
NAPATREE CAPITAL LLC2,068$244K0.14%013F-HRTimeline
BRIGHTON JONES LLC2,059$243K0.01%-18613F-HRTimeline
Empower Advisory Group, LLC2,058$243K<0.01%-37313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,048$242K<0.01%013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.2,037$241K0.05%013F-HRTimeline
Goldstone Financial Group, LLC2,022$239K0.04%-52713F-HRTimeline
FineMark National Bank & Trust2,020$239K0.01%new13F-HRTimeline
Dakota Wealth Management2,008$237K0.01%+7713F-HRTimeline
ACAS, LLC1,986$236K0.18%013F-HRTimeline
HUB Investment Partners, LLC1,970$233K0.01%-27913F-HRTimeline
Wealthquest Corp1,969$233K0.02%new13F-HR/ATimeline