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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

761 managers (772 13F filers) reported a position in IEI shares at 2025-06-30, 106,252,763 shares in all. 75 filers opened a position and 79 filers sold out during the quarter.

Managers
761
13F filers
772
New
75
Added
275
Reduced
300
Sold out
79
Shares held by filers
106,252,763

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC8,168$973K0.95%-613F-HRTimeline
OARSMAN CAPITAL, INC.8,091$964K0.15%-2,12313F-HRTimeline
GenWealth Group, Inc.8,061$960K0.19%-64313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…8,050$949K0.37%new13F-HRTimeline
IFG Advisory, LLC7,930$944K0.05%+31913F-HRTimeline
ORG Partners LLC7,923$942K0.2%+54313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,906$942K0.68%+913F-HRTimeline
Camarda Financial Advisors, LLC7,843$934K0.37%+1,04913F-HRTimeline
MorganRosel Wealth Management, LLC7,832$933K0.25%+47413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,811$930K0.03%-58213F-HRTimelineGroup
Summa Corp.7,793$928K0.48%+1,42313F-HRTimeline
Snowden Capital Advisors LLC7,770$925K0.03%-33213F-HRTimeline
Elevated Capital Advisors, LLC7,795$921K0.26%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,702$917K0.02%+89813F-HRTimeline
F/m Investments LLC7,610$906K0.03%+1413F-HRTimeline
Optivise Advisory Services LLC7,603$905K0.46%013F-HRTimeline
Timber Creek Capital Management LLC7,602$904K0.23%+50613F-HRTimeline
Regal Investment Advisors LLC7,536$897K0.07%-7413F-HRTimeline
Phil A. Younker & Associates, Ltd.7,500$893K0.88%013F-HRTimeline
Betterment LLC7,501$893K<0.01%-96413F-HRTimeline
Summit Wealth Partners, LLC7,482$891K0.17%-17013F-HRTimeline
Avidian Wealth Enterprises, LLC7,365$877K0.04%-20613F-HRTimeline
Hudson Portfolio Management LLC7,356$876K0.82%-1,00013F-HRTimeline
Jaffetilchin Investment Partners, LLC7,333$873K0.06%+4713F-HRTimeline
Faithward Advisors, LLC7,316$871K0.14%+29313F-HRTimeline
Upper Left Wealth Management, LLC7,302$870K0.58%-7113F-HRTimeline
IMA Advisory Services, Inc.7,234$861K0.09%-2113F-HRTimeline
ABLE Financial Group, LLC7,233$861K0.21%013F-HRTimeline
PEOPLES BANK /OH7,069$842K0.52%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,973$830K0.04%+1,30513F-HRTimelineGroup
OPTIMA CAPITAL LLC6,964$829K0.45%-4,32613F-HRTimeline
ROCKLAND TRUST CO6,801$810K0.04%-4713F-HRTimeline
Arete Wealth Advisors, LLC6,684$796K0.06%-98613F-HRTimeline
Stonebridge Financial Group, LLC6,606$787K0.08%-7313F-HRTimeline
Maridea Wealth Management LLC6,497$774K0.2%-15,56513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,469$770K0.06%-61913F-HRTimeline
CHOREO, LLC6,450$768K0.01%-21713F-HRTimeline
Peak Asset Management, LLC6,389$761K0.14%-20413F-HRTimeline
Fairvoy Private Wealth, LLC6,240$743K0.18%+2,91113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,196$738K0.14%-41613F-HRTimeline
Stelac Advisory Services LLC6,181$736K0.28%+4,54213F-HRTimeline
VICUS CAPITAL6,085$725K0.06%+68113F-HRTimeline
Fiduciary Alliance LLC5,986$713K0.05%+44013F-HRTimeline
Valmark Advisers, Inc.5,980$712K0.01%-5713F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,925$706K0.55%-13713F-HRTimeline
Prime Capital Investment Advisors, LLC5,814$692K0.01%-41,51413F-HRTimeline
Mutual Advisors, LLC5,850$692K0.02%+69913F-HRTimeline
IEQ CAPITAL, LLC5,605$667K<0.01%+1,97013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,601$667K0.03%-2,03613F-HRTimelineGroup
SWMG, LLC5,631$665K0.22%-1,79813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC5,582$665K0.32%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,575$664K0.01%+33313F-HRTimelineGroup
BANQUE PICTET & CIE SA5,570$663K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,417$645K<0.01%+2,00713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,374$640K0.01%-1,33813F-HRTimelineGroup
Boreal Capital Management LLC5,327$634K0.52%13F-HRTimeline
Cornerstone Wealth Group, LLC5,313$633K0.05%-77413F-HRTimeline
Noble Family Wealth, LLC5,309$632K0.15%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,267$627K0.45%013F-HRTimeline
Fortis Group Advisors, LLC5,263$623K0.11%new13F-HRTimeline
Mechanics Bank Trust Department5,200$619K0.09%+2,20013F-HRTimeline
Ethos Financial Group, LLC5,135$612K0.05%-1,00013F-HRTimeline
Forefront Analytics, LLC5,119$610K0.68%+3,26813F-HR/ATimeline
BLAIR WILLIAM & CO/IL5,106$608K<0.01%-1,01213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,025$598K0.27%+11713F-HRTimeline
Blue Edge Capital, LLC5,018$598K0.09%-68713F-HRTimeline
Rede Wealth, LLC4,937$588K0.21%-2313F-HRTimeline
KELLY FINANCIAL GROUP LLC4,894$583K0.17%-6,63913F-HRTimeline
Cadence Bank4,858$579K0.04%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,836$576K0.1%+31513F-HRTimeline
Wilmington Savings Fund Society, FSB4,834$576K0.01%-55513F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,829$575K0.01%+20013F-HRTimeline
TD Waterhouse Canada Inc.4,808$570K<0.01%-12513F-HRTimeline
STOCK YARDS BANK & TRUST CO4,770$568K0.02%-18713F-HRTimeline
CVA Family Office, LLC4,767$568K0.08%-2913F-HRTimeline
Argyle Capital Partners, LLC4,729$563K0.46%+1,04313F-HRTimeline
Arkadios Wealth Advisors4,724$563K0.02%-3,24213F-HRTimeline
BSW Wealth Partners4,704$560K0.08%-42513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.4,690$559K0.06%+1,38013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,684$558K0.03%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.4,660$555K0.27%new13F-HRTimeline
Argent Advisors, Inc.4,585$546K0.17%-50413F-HRTimeline
Summit Financial, LLC4,572$545K0.01%-2,37813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…4,541$541K0.04%-38013F-HRTimelineGroup
FIRST UNITED BANK & TRUST4,524$539K0.19%+1,12813F-HRTimeline
RMR Wealth Builders4,500$536K0.05%013F-HRTimeline
PRIVATE TRUST CO NA4,466$532K0.05%+51513F-HRTimeline
Element Wealth, LLC4,445$529K0.24%-16713F-HRTimeline
Net Worth Advisory Group4,436$528K0.12%new13F-HRTimeline
Bigelow Investment Advisors, LLC4,397$524K0.23%+60313F-HRTimeline
PFG Investments, LLC4,366$520K0.03%+17313F-HRTimeline
Obsido Oy4,343$517K0.39%-6913F-HRTimeline
Southeast Asset Advisors, LLC4,331$516K0.06%+73213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,295$511K<0.01%013F-HRTimelineGroup
Midwest Trust Co4,185$498K0.01%13F-HRTimeline
CAMBIAR INVESTORS LLC4,139$493K0.02%-44713F-HRTimeline
Omega Financial Group, LLC4,082$486K0.18%013F-HRTimeline
CHANNEL WEALTH LLC4,082$486K0.14%013F-HRTimeline
Kathleen S. Wright Associates Inc.4,000$476K0.19%-3013F-HRTimeline
Walkner Condon Financial Advisors LLC3,958$471K0.09%-4113F-HRTimeline
Israel Discount Bank of New York3,905$465K1.77%+4413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,887$463K0.01%-12013F-HRTimeline
High Probability Advisors, LLC3,878$462K0.07%-1,01213F-HRTimeline
Bulltick Wealth Management, LLC3,840$457K0.11%-13,65513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,835$457K0.23%+1,45313F-HRTimeline
SACHEM HILL LLC3,826$456K0.09%-29413F-HRTimeline
BTS Asset Management, Inc.3,802$453K0.55%new13F-HRTimeline
PrairieView Partners, LLC3,779$450K0.04%+17013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,747$446K0.04%+1,65413F-HRTimeline
Patten Group, Inc.3,740$445K0.09%-39313F-HRTimeline
Stanley-Laman Group, Ltd.3,724$444K0.07%-7813F-HRTimeline
Maxele Advisors, LLC3,704$441K0.38%-2513F-HRTimeline
WEST PACES ADVISORS INC.3,587$427K0.09%-10013F-HRTimeline
Belpointe Asset Management LLC3,552$423K0.02%+23913F-HRTimeline
Wealthspire Advisors, LLC3,506$418K<0.01%-3,54013F-HRTimeline
NDWM LLC3,501$417K0.31%+913F-HRTimeline
ARRIEN INVESTMENTS, INC.3,439$410K0.26%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,350$399K0.03%013F-HRTimelineGroup
Members Trust Co3,339$398K0.01%013F-HRTimeline
Robinswood Financial LLC3,313$395K0.14%013F-HRTimeline
TSFG, LLC3,303$393K0.07%-45013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,296$393K0.01%new13F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC3,250$387K0.2%013F-HRTimeline
Vestmark Advisory Solutions, Inc.3,247$387K0.01%new13F-HRTimeline
JGP Wealth Management, LLC3,244$386K0.05%+1,12313F-HRTimeline
Eaton Financial Holdings Company, LLC3,238$386K0.12%new13F-HRTimeline
Aries Wealth Management3,238$386K0.1%013F-HRTimeline
Alhambra Investment Management LLC3,222$384K0.19%013F-HRTimeline
Carnegie Investment Counsel3,219$383K0.01%-1,29013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,219$383K0.01%013F-HRTimelineGroup
Edgestream Partners, L.P.3,123$372K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,119$371K0.05%+93713F-HRTimeline
Lowe Wealth Advisors, LLC3,114$371K0.14%+3,07413F-HRTimeline
WBH ADVISORY INC3,099$369K0.03%new13F-HRTimeline
Genesis Wealth Advisors, LLC3,078$367K0.28%-4213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,074$366K0.04%-20713F-HRTimeline
Obermeyer Wealth Partners3,073$366K0.02%new13F-HRTimeline
Freedom Investment Management, Inc.3,065$365K0.03%+4613F-HRTimeline
WestHill Financial Advisors, Inc.3,054$364K0.08%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,045$363K0.17%+13913F-HRTimeline
RFG Advisory, LLC3,026$360K0.01%-2,95713F-HRTimeline
NAPA WEALTH MANAGEMENT3,008$358K0.17%-58613F-HRTimeline
Park Edge Advisors, LLC2,999$357K0.09%new13F-HRTimeline
JMG Financial Group, Ltd.2,995$357K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,991$356K0.03%+40813F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,939$350K0.22%-6213F-HRTimeline
First Heartland Consultants, Inc.2,928$349K0.03%new13F-HRTimeline
Foster Group, Inc.2,923$348K0.01%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,908$343K0.02%-22513F-HR/ATimeline
Principle Wealth Partners LLC2,837$338K0.02%-2,39213F-HRTimeline
Quotient Wealth Partners, LLC2,836$338K0.01%+73113F-HRTimeline
BLALOCK WILLIAMS, LLC2,833$337K0.34%-5,05713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,750$327K0.01%+2,69013F-HRTimelineGroup
Unconventional Investor, LLC2,737$326K0.18%-5513F-HRTimeline
BFSG, LLC2,724$324K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.2,710$323K<0.01%-34013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,663$317K0.02%-4813F-HRTimelineGroup
Legacy Capital Group California, Inc.2,641$315K0.09%-36713F-HRTimeline
FIDUCIENT ADVISORS LLC2,626$313K0.04%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,625$313K0.08%new13F-HRTimeline
Value Partners Investments Inc.2,605$310K0.02%013F-HRTimeline
Busey Bank2,590$308K0.01%+2513F-HRTimeline
Pasadena Private Wealth, LLC2,522$300K0.05%013F-HRTimeline
TRUE Private Wealth Advisors2,517$300K0.03%-57113F-HRTimeline
Park Place Capital Corp2,522$299K0.07%013F-HRTimeline
HUB Investment Partners, LLC2,476$295K0.01%+50613F-HRTimeline
Rossby Financial, LCC2,469$294K0.11%-1813F-HRTimeline
Procyon Advisors, LLC2,440$291K0.03%new13F-HRTimeline
MATHER GROUP, LLC.2,424$289K<0.01%-22413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,423$289K0.12%new13F-HRTimelineGroup
Advance Capital Management, Inc.2,411$287K0.01%013F-HRTimeline
Adams Wealth Management2,399$286K0.05%-19813F-HRTimeline
CacheTech Inc.2,399$286K0.05%-19813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,397$285K0.01%-1213F-HRTimeline
Duncan Williams Asset Management, LLC2,329$277K0.09%013F-HR/ATimeline
Chemistry Wealth Management LLC2,323$277K0.06%013F-HRTimeline
Goldstone Financial Group, LLC2,340$276K0.04%+31813F-HRTimeline
Frederick Financial Consultants, LLC2,308$275K0.17%-18613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,295$273K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,293$273K0.05%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,285$272K0.02%+8113F-HRTimeline
Westfuller Advisors, LLC2,262$269K0.15%+2013F-HRTimeline
Brightwater Advisory LLC2,260$269K0.19%+37513F-HR/ATimeline
Gateway Wealth Partners, LLC2,246$267K0.05%new13F-HRTimeline
Headlands Technologies LLC2,233$266K0.03%+81013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,205$263K0.01%+3013F-HRTimelineGroup
DHK Financial Advisors, Inc.2,200$262K0.15%-2,20013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,196$261K+955Timeline
King Wealth Management Group2,182$260K0.04%+10313F-HRTimeline
My Legacy Advisors, LLC2,193$259K0.09%+41913F-HRTimeline
SSA SWISS ADVISORS AG2,154$255K0.12%-41613F-HRTimeline
Root Financial Partners, LLC2,131$254K0.02%new13F-HRTimeline
Perennial Investment Advisors, LLC2,131$254K0.02%-35813F-HRTimeline
United Asset Strategies, Inc.2,114$252K0.02%-21813F-HRTimeline
DT Investment Partners, LLC2,107$251K0.02%+24413F-HRTimeline
My Personal CFO, LLC2,096$250K0.11%013F-HRTimeline
NorthRock Partners, LLC2,082$248K0.01%-36313F-HR/ATimeline
Wealthquest Corp2,068$246K0.02%+9913F-HRTimeline
Flagstone Financial Management2,042$243K0.07%-4313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,037$243K0.04%013F-HRTimeline