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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

839 managers (850 13F filers) reported a position in IEI shares at 2025-12-31, 122,027,906 shares in all. 71 filers opened a position and 53 filers sold out during the quarter.

Managers
839
13F filers
850
New
71
Added
359
Reduced
224
Sold out
53
Shares held by filers
122,027,906

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cannon Advisors, Inc.9,777$1.17M0.82%-79013F-HRTimeline
Core Wealth Partners LLC9,720$1.16M0.52%+4,40313F-HRTimeline
Waterloo Capital, L.P.9,700$1.16M0.08%-12,57313F-HRTimeline
PKS Advisory Services, LLC9,674$1.15M0.26%new13F-HRTimeline
Martin Capital Partners, LLC9,635$1.15M0.43%-29513F-HRTimeline
Krilogy Financial LLC9,533$1.14M0.04%+1,09813F-HRTimeline
HRT FINANCIAL LP9,344$1.11M<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,284$1.11M+7,833Timeline
Brookstone Capital Managementin group Brookstone Capital Management9,242$1.1M0.01%-48313F-HRTimelineGroup
FLP Wealth Management, LLC9,096$1.09M2.57%+28213F-HR/ATimeline
Bedel Financial Consulting, Inc.9,071$1.08M0.12%new13F-HRTimeline
Simplicity Wealth,LLC9,064$1.08M0.06%+1,15113F-HRTimeline
Western Wealth Management, LLC9,060$1.08M0.05%+1,26013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC8,960$1.07M0.96%+55913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,916$1.06M0.05%+1,52713F-HRTimelineGroup
Montecito Bank & Trust8,753$1.04M0.17%+12613F-HRTimeline
Park Edge Advisors, LLC8,669$1.03M0.23%+57213F-HRTimeline
Summa Corp.8,624$1.03M0.44%013F-HRTimeline
Capital Investment Counsel, LLC8,608$1.03M0.14%-14,31013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,523$1.02M<0.01%-3,09213F-HRTimelineGroup
Emprise Bank8,490$1.01M0.42%013F-HRTimeline
Koa Wealth Management, LLC8,490$1.01M0.7%+2,23513F-HRTimeline
PEOPLES BANK /OH8,406$1M0.62%+1,33713F-HRTimeline
GeoWealth Management, LLC8,351$997K0.04%-61413F-HRTimeline
Hudson Portfolio Management LLC8,331$994K0.86%+2,82513F-HRTimeline
Strathmore Capital Advisors, Inc.8,328$994K0.33%-32013F-HRTimeline
Summit Wealth Partners, LLC8,271$987K0.18%-44713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,257$986K0.03%+38513F-HRTimelineGroup
MorganRosel Wealth Management, LLC8,248$984K0.25%+8713F-HRTimeline
Israel Discount Bank of New York8,209$980K2.67%+1,81113F-HRTimeline
Crestwood Advisors Group, LLC8,196$978K0.02%-9613F-HRTimeline
Fiduciary Alliance LLC8,110$968K0.06%+1,79213F-HRTimeline
Parker Financial LLC8,104$967K0.39%-8313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,028$958K<0.01%013F-HRTimelineGroup
ORG Partners LLC8,025$958K0.17%+3113F-HRTimeline
GenWealth Group, Inc.7,992$955K0.16%-4213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,997$954K0.63%+14813F-HRTimeline
ABLE Financial Group, LLC7,982$953K0.19%+31713F-HRTimeline
PACIFIC FINANCIAL GROUP INC7,922$946K0.53%+1,79113F-HRTimeline
SIMPLEX TRADING, LLC7,865$939K0.03%-7,53813F-HRTimeline
Jaffetilchin Investment Partners, LLC7,858$938K0.05%+48513F-HRTimeline
Timber Creek Capital Management LLC7,764$927K0.22%+23713F-HRTimeline
Asempa Wealth Advisors7,763$926K0.8%13F-HRTimeline
Bangor Savings Bank7,736$923K0.07%-1,47013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,641$912K0.33%+2,20313F-HRTimeline
F/m Investments LLC7,610$908K0.03%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE7,548$901K0.08%+35913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.7,546$901K0.17%new13F-HRTimeline
Phil A. Younker & Associates, Ltd.7,500$895K0.62%013F-HRTimeline
Elevated Capital Advisors, LLC7,473$892K0.21%-14913F-HRTimeline
CPR Investments Inc.7,415$885K0.59%-15,58013F-HRTimeline
HighPoint Advisor Group LLC7,379$881K0.02%new13F-HRTimeline
Camarda Financial Advisors, LLC7,365$879K0.33%-69613F-HRTimeline
Avidian Wealth Enterprises, LLC7,364$879K0.03%+1113F-HRTimeline
Transmarket Holdings LP7,304$872K0.64%13F-HRTimeline
Qube Research & Technologies Ltd7,256$866K<0.01%+70213F-HRTimeline
IMA Advisory Services, Inc.7,234$863K0.08%013F-HRTimeline
Apella Capital, LLC7,227$863K0.02%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG7,204$860K0.01%+1,52613F-HRTimelineGroup
Upper Left Wealth Management, LLC7,186$858K0.52%-4913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,081$845K<0.01%+29613F-HRTimelineGroup
RFG Advisory, LLC7,054$842K0.02%+45913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC6,959$831K0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC6,920$826K0.02%-14,89713F-HRTimeline
ROCKLAND TRUST CO6,902$824K0.03%+10313F-HRTimeline
Regal Investment Advisors LLC6,747$805K0.05%-35713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,653$794K0.03%+1,04913F-HRTimelineGroup
Stonebridge Financial Group, LLC6,642$793K0.07%+1213F-HRTimeline
Bigelow Investment Advisors, LLC6,632$792K0.31%+1,90013F-HRTimeline
Patten Group, Inc.6,591$787K0.15%+2,60013F-HRTimeline
PRIVATE TRUST CO NA6,525$779K0.07%+21913F-HRTimeline
Valmark Advisers, Inc.6,508$777K0.01%+28513F-HRTimeline
Peak Asset Management, LLC6,494$775K0.13%+17213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,483$774K0.36%+11613F-HRTimeline
CHOREO, LLC6,346$759K0.01%-4,82713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,356$759K0.01%-27313F-HRTimelineGroup
Snowden Capital Advisors LLC6,109$729K0.02%-3,94313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.6,106$729K0.58%+68213F-HRTimeline
SFMG, LLC5,994$715K0.05%-5,80113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,983$714K0.05%+1,78313F-HRTimeline
CoreCap Advisors, LLC5,831$696K0.02%+5,31313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…5,820$695K0.08%new13F-HR/ATimelineGroup
IEQ CAPITAL, LLC5,776$689K<0.01%+2013F-HRTimeline
Mutual Advisors, LLC5,763$688K0.01%-9313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,730$684K<0.01%+42613F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,714$682K0.25%+3,05113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,684$678K0.01%-7313F-HRTimelineGroup
Argyle Capital Partners, LLC5,629$672K0.49%+26513F-HRTimeline
Fairvoy Private Wealth, LLC5,628$672K0.15%-51613F-HRTimeline
Blue Line Capital, LLC / IL5,617$670K0.79%13F-HRTimeline
BSW Wealth Partners5,585$667K0.08%+88113F-HRTimeline
Summit Financial, LLC5,548$662K0.01%-91313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,420$647K0.11%-77613F-HRTimeline
Argent Advisors, Inc.5,322$635K0.18%+50513F-HRTimeline
Composition Wealth, LLC5,314$634K0.01%+1,65313F-HRTimeline
Rede Wealth, LLC5,313$634K0.22%new13F-HRTimeline
Noble Family Wealth, LLC5,308$634K0.13%-113F-HRTimeline
Kovack Advisors, Inc.5,269$629K0.03%new13F-HR/ATimeline
FSA WEALTH PARTNERS, INC.5,073$605K0.22%+48613F-HRTimeline
BLAIR WILLIAM & CO/IL5,037$601K<0.01%-13413F-HRTimeline
CogentBlue Wealth Advisors, LLC4,982$595K0.41%-3,33513F-HRTimeline
CVA Family Office, LLC4,963$592K0.07%-313F-HRTimeline
PFG Investments, LLC4,962$592K0.03%+65413F-HRTimeline
Blue Edge Capital, LLC4,921$587K0.08%-1413F-HRTimeline
Midwest Trust Co4,906$586K0.01%-17013F-HRTimeline
Cadence Bank4,858$580K0.03%013F-HRTimeline
Forefront Analytics, LLC4,740$566K0.5%-16413F-HRTimeline
JGP Wealth Management, LLC4,648$555K0.06%+1,78813F-HRTimeline
True Vision MN LLC4,623$552K0.28%new13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…4,541$542K0.04%013F-HRTimelineGroup
Fortis Group Advisors, LLC4,524$540K0.09%+5613F-HRTimeline
Net Worth Advisory Group4,522$540K0.11%new13F-HRTimeline
Caprock Group, LLC4,506$538K0.01%-26013F-HRTimeline
Prime Capital Investment Advisors, LLC4,504$538K0.01%+81913F-HRTimeline
RMR Wealth Builders4,500$537K0.04%013F-HRTimeline
Robinswood Financial LLC4,495$536K0.17%+1,00013F-HRTimeline
Ethos Financial Group, LLC4,360$520K0.04%-70013F-HRTimeline
BANQUE PICTET & CIE SA4,324$516K0.01%-1,24613F-HRTimeline
Obermeyer Wealth Partners4,316$515K0.02%-39413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,295$513K<0.01%013F-HRTimelineGroup
Faithward Advisors, LLC4,290$512K0.08%-23313F-HRTimeline
Crewe Advisors LLC4,254$508K0.04%+5013F-HRTimeline
WEST PACES ADVISORS INC.4,237$506K0.1%013F-HRTimeline
Omega Financial Group, LLC4,224$504K0.17%+4613F-HRTimeline
CHANNEL WEALTH LLC4,224$504K0.13%+4613F-HRTimeline
Firestone Capital Management4,188$500K0.11%+2,26513F-HRTimeline
Arkadios Wealth Advisors4,176$498K0.01%-8113F-HRTimeline
Modern Wealth Management, LLC4,163$497K0.01%-3,29113F-HRTimeline
CAMBIAR INVESTORS LLC4,139$494K0.02%013F-HRTimeline
Dana Investment Advisors, Inc.4,137$494K0.01%+1,47613F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC4,136$494K0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.4,129$493K0.02%+39013F-HRTimeline
Sequoia Financial Advisors, LLC4,110$491K<0.01%-74313F-HRTimeline
Dakota Wealth Management4,105$490K0.01%+2,38913F-HR/ATimeline
Cornerstone Wealth Group, LLC4,072$486K0.03%-95613F-HRTimeline
CIBC WORLD MARKET INC.3,994$477K<0.01%-73813F-HRTimeline
KELLY FINANCIAL GROUP LLC3,988$476K0.12%-25413F-HRTimeline
AAFMAA Wealth Management & Trust LLC3,948$471K0.18%-133,99713F-HRTimeline
J.M. Arbour, LLC3,943$471K0.47%13F-HRTimeline
Pasadena Private Wealth, LLC3,930$469K0.06%+1,40813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,929$469K0.07%-44913F-HRTimeline
Welch Group, LLC3,917$468K0.02%+4713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,917$467K<0.01%+3013F-HRTimeline
Element Wealth, LLC3,896$465K0.19%-14913F-HRTimeline
Capstone Wealth Management, LLC3,889$464K0.34%+1,27813F-HRTimeline
High Probability Advisors, LLC3,878$463K0.06%013F-HRTimeline
EP Wealth Advisors, LLC3,855$460K<0.01%13F-HRTimeline
Wealthspire Advisors, LLC3,852$460K<0.01%+34613F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC3,847$459K0.06%new13F-HRTimeline
DARA CAPITAL US, INC.3,785$452K0.4%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,756$449K0.03%-1,58713F-HRTimeline
NDWM LLC3,758$449K0.3%+1213F-HRTimeline
Goldstone Financial Group, LLC3,724$444K0.05%+73513F-HRTimeline
Maxele Advisors, LLC3,704$442K0.36%013F-HRTimeline
StoryOne LLC0$441K0.27%13F-HRTimelineAmount filed as zero, left out of ratios.
Principle Wealth Partners LLC3,665$437K0.02%+82813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,662$437K0.06%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,653$436K0.2%-14713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,649$436K<0.01%+43013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.3,583$428K0.18%+13113F-HRTimeline
Carl P. Sherr & Co., LLC3,579$427K0.19%+1,56413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,555$424K0.02%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,542$423K0.05%13F-HRTimeline
Stanley-Laman Group, Ltd.3,532$422K0.05%+513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,532$422K0.1%+85013F-HRTimeline
Obsido Oy3,517$420K0.26%-82613F-HRTimeline
FIRST UNITED BANK & TRUST3,504$418K0.13%-38513F-HRTimeline
Wilmington Savings Fund Society, FSB3,497$417K0.01%+42613F-HRTimeline
TWO SIGMA SECURITIES, LLC3,458$413K0.06%new13F-HRTimeline
Belpointe Asset Management LLC3,374$403K0.01%-2213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,350$400K0.03%013F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC3,250$388K0.18%013F-HRTimeline
Alhambra Investment Management LLC3,245$387K0.18%013F-HRTimeline
Aries Wealth Management3,238$386K0.09%013F-HRTimeline
Main Street Financial Solutions, LLC3,226$385K0.03%-4313F-HRTimeline
Integrated Advisors Network LLC3,225$385K0.02%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,219$384K<0.01%new13F-HRTimelineGroup
BLALOCK WILLIAMS, LLC3,137$374K0.3%+22513F-HRTimeline
WBH ADVISORY INC3,099$370K0.03%013F-HRTimeline
WestHill Financial Advisors, Inc.3,099$370K0.07%013F-HRTimeline
SACHEM HILL LLC3,098$370K0.07%+813F-HRTimeline
Genesis Wealth Advisors, LLC3,078$367K0.25%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,064$366K0.06%-47013F-HRTimeline
Riggs Asset Managment Co. Inc.3,064$366K0.07%-35613F-HRTimeline
First Heartland Consultants, Inc.3,040$363K0.03%+25513F-HRTimeline
Vise Technologies, Inc.3,020$360K0.01%new13F-HRTimeline
Members Trust Co3,013$360K0.01%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,001$358K0.02%+1,17813F-HRTimelineGroup
JMG Financial Group, Ltd.2,995$357K0.01%013F-HRTimeline
Foster Group, Inc.2,984$356K0.01%+3513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,984$356K0.04%-7713F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,962$354K0.21%+1513F-HRTimeline
Keebeck Wealth Management2,949$352K0.04%+1,05513F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,947$352K0.01%-1313F-HRTimeline
BFSG, LLC2,938$351K0.03%+22413F-HRTimeline
STOCK YARDS BANK & TRUST CO2,885$344K0.01%-92013F-HRTimeline
Rossby Financial, LCC2,836$338K0.11%+13813F-HRTimeline
IFG Advisory, LLC2,821$337K0.01%-7,20913F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,767$330K0.23%+1813F-HRTimeline
Oath Planning, LLC2,759$329K0.32%13F-HRTimeline