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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

769 managers (779 13F filers) reported a position in IEI shares at 2025-09-30, 118,596,848 shares in all. 74 filers opened a position and 63 filers sold out during the quarter.

Managers
769
13F filers
779
New
74
Added
350
Reduced
221
Sold out
63
Shares held by filers
118,596,848

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Park Edge Advisors, LLC8,097$968K0.22%+5,09813F-HRTimeline
Camarda Financial Advisors, LLC8,061$963K0.36%+21813F-HRTimeline
GenWealth Group, Inc.8,034$960K0.18%-2713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,028$959K<0.01%new13F-HRTimelineGroup
ORG Partners LLC7,994$955K0.17%+7113F-HRTimeline
Simplicity Wealth,LLC7,913$946K0.05%-3,15713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,872$941K0.03%+6113F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,849$938K0.63%-5713F-HRTimeline
Merit Financial Group, LLC7,838$937K0.01%-2,30313F-HR/ATimeline
Western Wealth Management, LLC7,800$932K0.05%+6,11213F-HRTimeline
ABLE Financial Group, LLC7,665$916K0.2%+43213F-HRTimeline
Elevated Capital Advisors, LLC7,622$911K0.23%-17313F-HRTimeline
F/m Investments LLC7,610$910K0.04%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.7,570$905K0.08%+2,88013F-HRTimeline
Timber Creek Capital Management LLC7,527$900K0.22%-7513F-HRTimeline
Oak Grove Capital LLC7,500$896K0.19%new13F-HRTimeline
Phil A. Younker & Associates, Ltd.7,500$896K0.69%013F-HRTimeline
Modern Wealth Management, LLC7,454$891K0.02%-19,17313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,389$883K0.04%+41613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC7,373$881K0.05%+4013F-HRTimeline
Avidian Wealth Enterprises, LLC7,353$879K0.03%-1213F-HRTimeline
Apella Capital, LLC7,227$870K0.02%-4,04113F-HRTimeline
Upper Left Wealth Management, LLC7,235$865K0.54%-6713F-HRTimeline
IMA Advisory Services, Inc.7,234$865K0.09%013F-HRTimeline
Arete Wealth Advisors, LLC7,212$862K0.05%+52813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE7,189$859K0.12%new13F-HRTimeline
Regal Investment Advisors LLC7,104$849K0.06%-43213F-HRTimeline
PEOPLES BANK /OH7,069$845K0.52%013F-HRTimeline
Fisher Asset Management, LLC6,997$836K<0.01%new13F-HRTimeline
ROCKLAND TRUST CO6,799$813K0.03%-213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,785$811K<0.01%-2,35013F-HRTimelineGroup
OPTIMA CAPITAL LLC6,746$806K0.39%-21813F-HRTimeline
Stonebridge Financial Group, LLC6,630$792K0.07%+2413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,629$792K0.01%+1,25513F-HRTimelineGroup
RFG Advisory, LLC6,595$788K0.02%+3,56913F-HRTimeline
Qube Research & Technologies Ltd6,554$783K<0.01%new13F-HRTimeline
Summit Financial, LLC6,461$772K0.01%+1,88913F-HRTimeline
Israel Discount Bank of New York6,398$765K2.26%+2,49313F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,367$761K0.36%13F-HRTimeline
Peak Asset Management, LLC6,322$756K0.13%-6713F-HRTimeline
Fiduciary Alliance LLC6,318$755K0.05%+33213F-HRTimeline
PRIVATE TRUST CO NA6,306$754K0.07%+1,84013F-HRTimeline
Koa Wealth Management, LLC6,255$748K0.55%new13F-HRTimeline
Valmark Advisers, Inc.6,223$744K0.01%+24313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,196$740K0.13%013F-HRTimeline
Fairvoy Private Wealth, LLC6,144$734K0.17%-9613F-HRTimeline
PACIFIC FINANCIAL GROUP INC6,131$733K0.54%+20613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,005$718K0.04%new13F-HRTimelineGroup
Eldridge Investment Advisors, Inc.5,950$709K0.16%new13F-HRTimeline
Royal Fund Management, LLC5,920$708K0.09%-6,22613F-HRTimeline
Mutual Advisors, LLC5,856$703K0.02%+613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,831$697K0.03%+1,14713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,757$688K0.01%+18213F-HRTimelineGroup
Stelac Advisory Services LLC5,756$688K0.24%-42513F-HRTimeline
IEQ CAPITAL, LLC5,756$688K<0.01%+15113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,678$679K0.01%+2,38213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,604$670K0.03%+313F-HRTimelineGroup
BANQUE PICTET & CIE SA5,570$666K0.01%013F-HRTimeline
Hudson Portfolio Management LLC5,506$658K0.58%-1,85013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,438$650K0.26%+41313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,424$648K0.52%+15713F-HRTimeline
Argyle Capital Partners, LLC5,364$641K0.46%+63513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,343$639K0.05%-1,12613F-HRTimeline
Core Wealth Partners LLC5,317$635K0.29%-2,87813F-HRTimeline
Noble Family Wealth, LLC5,309$634K0.14%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,304$634K<0.01%new13F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL5,171$618K<0.01%+6513F-HRTimeline
Midwest Trust Co5,076$607K0.01%+89113F-HRTimeline
Ethos Financial Group, LLC5,060$605K0.05%-7513F-HRTimeline
Cornerstone Wealth Group, LLC5,028$601K0.04%-28513F-HRTimeline
CVA Family Office, LLC4,966$593K0.08%+19913F-HRTimeline
Blue Edge Capital, LLC4,935$590K0.08%-8313F-HRTimeline
Forefront Analytics, LLC4,904$586K0.56%-21513F-HRTimeline
Cadence Bank4,858$581K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC4,853$580K<0.01%-56413F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,829$577K0.01%013F-HRTimeline
Argent Advisors, Inc.4,817$576K0.17%+23213F-HRTimeline
Caprock Group, LLC4,766$570K0.01%13F-HRTimeline
CIBC WORLD MARKET INC.4,732$566K<0.01%+2,02213F-HRTimeline
Bigelow Investment Advisors, LLC4,732$566K0.23%+33513F-HRTimeline
Obermeyer Wealth Partners4,710$563K0.03%+1,63713F-HRTimeline
BSW Wealth Partners4,704$562K0.07%013F-HRTimeline
Bulltick Wealth Management, LLC4,703$562K0.13%+86313F-HRTimeline
FSA WEALTH PARTNERS, INC.4,587$548K0.21%-7313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…4,541$543K0.04%013F-HRTimelineGroup
Faithward Advisors, LLC4,523$541K0.08%-2,79313F-HRTimeline
RMR Wealth Builders4,500$538K0.05%013F-HRTimeline
Fortis Group Advisors, LLC4,468$535K0.09%-79513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,378$523K0.09%-45813F-HRTimeline
Southeast Asset Advisors, LLC4,369$522K0.06%+3813F-HRTimeline
Obsido Oy4,343$519K0.35%013F-HRTimeline
PFG Investments, LLC4,308$515K0.03%-5813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,295$513K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC4,288$512K0.05%+2,27413F-HRTimeline
Arkadios Wealth Advisors4,257$509K0.01%-46713F-HRTimeline
KELLY FINANCIAL GROUP LLC4,242$507K0.13%-65213F-HRTimeline
WEST PACES ADVISORS INC.4,237$506K0.1%+65013F-HRTimeline
Crewe Advisors LLC4,204$502K0.05%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,200$502K0.04%+45313F-HRTimeline
Omega Financial Group, LLC4,178$499K0.17%+9613F-HRTimeline
CHANNEL WEALTH LLC4,178$499K0.13%+9613F-HRTimeline
CAMBIAR INVESTORS LLC4,139$495K0.02%013F-HRTimeline
Kathleen S. Wright Associates Inc.4,050$484K0.18%+5013F-HRTimeline
Element Wealth, LLC4,045$483K0.21%-40013F-HRTimeline
Walkner Condon Financial Advisors LLC3,998$478K0.08%+4013F-HRTimeline
Patten Group, Inc.3,991$477K0.09%+25113F-HRTimeline
FIRST UNITED BANK & TRUST3,889$465K0.15%-63513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,887$465K<0.01%013F-HRTimeline
High Probability Advisors, LLC3,878$464K0.06%013F-HRTimeline
Welch Group, LLC3,870$463K0.02%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO3,805$455K0.01%-96513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,800$454K0.21%-3513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,799$454K0.01%-46,20913F-HRTimeline
Greenspring Advisors, LLC3,789$453K0.08%13F-HRTimeline
NDWM LLC3,746$448K0.3%+24513F-HRTimeline
Ausdal Financial Partners, Inc.3,739$447K0.02%new13F-HRTimeline
Maxele Advisors, LLC3,704$443K0.38%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,685$440K0.01%-2,12913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,662$438K0.06%+1,70013F-HR/ATimeline
Composition Wealth, LLC3,661$438K0.01%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,534$422K0.07%-16,34213F-HRTimeline
Stanley-Laman Group, Ltd.3,527$421K0.06%-19713F-HRTimeline
Wealthspire Advisors, LLC3,506$419K<0.01%013F-HRTimeline
Robinswood Financial LLC3,495$418K0.14%+18213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,452$413K0.18%+40713F-HRTimeline
Riggs Asset Managment Co. Inc.3,420$409K0.09%-13,74313F-HRTimeline
Belpointe Asset Management LLC3,396$406K0.02%-15613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,350$400K0.03%013F-HRTimelineGroup
Main Street Financial Solutions, LLC3,269$391K0.03%-24,96613F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,250$388K0.19%013F-HRTimeline
Alhambra Investment Management LLC3,245$388K0.18%+2313F-HRTimeline
Aries Wealth Management3,238$387K0.09%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,219$385K<0.01%013F-HR/ATimelineGroup
Lowe Wealth Advisors, LLC3,190$381K0.14%+7613F-HRTimeline
TSFG, LLC3,152$377K0.06%-15113F-HRTimeline
STABLEFORD CAPITAL II LLC3,103$371K0.13%new13F-HRTimeline
WBH ADVISORY INC3,099$370K0.03%013F-HRTimeline
WestHill Financial Advisors, Inc.3,099$370K0.07%+4513F-HRTimeline
ARRIEN INVESTMENTS, INC.3,094$370K0.22%-34513F-HRTimeline
SACHEM HILL LLC3,090$369K0.07%-73613F-HRTimeline
Genesis Wealth Advisors, LLC3,078$368K0.26%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,071$367K0.01%-1,76313F-HR/ATimeline
VISTA CAPITAL PARTNERS, INC.3,061$366K0.04%-1313F-HRTimeline
Members Trust Co3,013$360K0.01%-32613F-HRTimeline
Mechanics Bank Trust Department3,000$359K0.05%-2,20013F-HRTimeline
JMG Financial Group, Ltd.2,995$358K0.01%013F-HRTimeline
Goldstone Financial Group, LLC2,989$357K0.04%+64913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,960$354K0.01%+5213F-HRTimeline
Foster Group, Inc.2,949$352K0.01%+2613F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,947$352K0.21%+813F-HRTimeline
BLALOCK WILLIAMS, LLC2,912$348K0.3%+7913F-HRTimeline
NAPA WEALTH MANAGEMENT2,891$346K0.16%-11713F-HRTimeline
JGP Wealth Management, LLC2,860$342K0.04%-38413F-HRTimeline
Principle Wealth Partners LLC2,837$339K0.02%013F-HRTimeline
First Heartland Consultants, Inc.2,785$333K0.03%-14313F-HRTimeline
SFI Advisors, LLC2,756$329K0.21%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,749$329K0.23%new13F-HRTimeline
Unconventional Investor, LLC2,740$327K0.16%+313F-HRTimeline
BFSG, LLC2,714$324K0.03%-1013F-HRTimeline
Rossby Financial, LCC2,698$322K0.11%+22913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,682$321K0.08%new13F-HRTimeline
Enclave Advisors LLC2,663$318K0.05%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,663$318K0.12%+24013F-HRTimelineGroup
Dana Investment Advisors, Inc.2,661$318K0.01%+64513F-HRTimeline
FIDUCIENT ADVISORS LLC2,626$314K0.04%013F-HRTimeline
Capstone Wealth Management, LLC2,611$312K0.24%new13F-HRTimeline
Value Partners Investments Inc.2,605$311K0.03%013F-HRTimeline
Busey Bank2,590$310K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA2,590$309K<0.01%+1,87413F-HRTimeline
Pasadena Private Wealth, LLC2,522$301K0.04%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,518$301K0.02%-14513F-HRTimelineGroup
Adams Wealth Management2,421$289K0.06%+2213F-HRTimeline
CacheTech Inc.2,421$289K0.06%+2213F-HRTimeline
Advance Capital Management, Inc.2,411$288K0.01%013F-HRTimeline
United Asset Strategies, Inc.2,365$283K0.02%+25113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,365$283K0.02%+8013F-HRTimeline
Sather Financial Group Inc2,362$282K0.02%new13F-HRTimeline
Gateway Wealth Partners, LLC2,345$280K0.04%+9913F-HRTimeline
Duncan Williams Asset Management, LLC2,329$278K0.08%013F-HRTimeline
Chemistry Wealth Management LLC2,323$278K0.05%013F-HRTimeline
Frederick Financial Consultants, LLC2,318$277K0.16%+1013F-HRTimeline
CALTON & ASSOCIATES, INC.2,300$275K0.04%+713F-HRTimeline
MATHER GROUP, LLC.2,297$275K<0.01%-12713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,295$274K0.01%013F-HRTimeline
Westfuller Advisors, LLC2,282$273K0.12%+2013F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,277$272K0.01%-12013F-HRTimeline
Brightwater Advisory LLC2,267$271K0.19%+713F-HRTimeline
Capital Advisors Wealth Management, LLC2,203$263K0.04%new13F-HRTimeline
GTS SECURITIES LLC2,194$262K0.01%-22,28613F-HRTimeline
Accurate Wealth Management, LLC2,178$261K0.03%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,175$260K0.01%-3013F-HRTimelineGroup
SSA SWISS ADVISORS AG2,154$257K0.12%013F-HRTimeline
Root Financial Partners, LLC2,130$255K0.02%-113F-HRTimeline
Balefire, LLC2,129$254K0.05%new13F-HRTimeline
Perennial Investment Advisors, LLC2,127$254K0.02%-413F-HRTimeline
King Wealth Management Group2,106$252K0.03%-7613F-HRTimeline
LANARK FINANCIAL, INC.2,095$250K0.02%+1,59613F-HRTimeline
Foundations Investment Advisors, LLC2,074$248K<0.01%new13F-HRTimeline
DT Investment Partners, LLC2,065$247K0.02%-4213F-HRTimeline
Oxbow Advisors, LLC2,045$244K0.02%+15313F-HRTimeline