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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

826 managers (839 13F filers) reported a position in IEI shares at 2026-03-31, 132,526,113 shares in all. 69 filers opened a position and 86 filers sold out during the quarter.

Managers
826
13F filers
839
New
69
Added
350
Reduced
261
Sold out
86
Shares held by filers
132,526,113

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WAYSTONE ADVISORS LLC9,892$1.17M1.05%-15213F-HRTimeline
HBE Wealth Management, LLC9,753$1.16M1.01%-8513F-HRTimeline
Martin Capital Partners, LLC9,690$1.15M0.43%+5513F-HRTimeline
Simplicity Wealth,LLC9,632$1.14M0.06%+56813F-HRTimeline
Cannon Advisors, Inc.9,623$1.14M0.85%-15413F-HRTimeline
FLP Wealth Management, LLC9,615$1.14M2.35%+51913F-HR/ATimeline
Kovack Advisors, Inc.9,557$1.13M0.06%+4,28813F-HRTimeline
Summit Financial, LLC9,501$1.13M0.01%+3,95313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,485$1.12M0.02%+2,28113F-HRTimelineGroup
TFB Advisors LLC9,243$1.1M0.57%-4,09113F-HRTimeline
Core Wealth Partners LLC9,208$1.09M0.51%-51213F-HRTimeline
Sanchez Gaunt Capital Management, LLC9,100$1.08M0.67%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,073$1.08M-211Timeline
Western Wealth Management, LLC9,066$1.08M0.04%+613F-HR/ATimeline
GeoWealth Management, LLC9,014$1.07M0.04%+66313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC8,998$1.07M0.94%+3813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,997$1.07M0.01%-1,92913F-HRTimelineGroup
Montecito Bank & Trust8,866$1.05M0.17%+11313F-HRTimeline
CPR Investments Inc.8,843$1.05M0.7%+1,42813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,788$1.04M0.02%-4,62113F-HRTimelineGroup
Krilogy Financial LLC8,620$1.02M0.03%-91313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…8,502$1.01M0.04%new13F-HRTimelineGroup
Emprise Bank8,490$1.01M0.4%013F-HRTimeline
Hudson Portfolio Management LLC8,331$988K0.83%013F-HRTimeline
Strathmore Capital Advisors, Inc.8,303$985K0.28%-2513F-HRTimeline
Summa Corp.8,285$983K0.41%-33913F-HRTimeline
Summit Wealth Partners, LLC8,256$979K0.16%-1513F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,121$963K0.52%+19913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC8,084$959K0.63%+8713F-HRTimeline
Koa Wealth Management, LLC8,056$955K0.69%-43413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,028$952K<0.01%013F-HRTimelineGroup
HORAN Wealth, LLC7,948$949K0.09%new13F-HRTimeline
GenWealth Group, Inc.7,971$945K0.16%-2113F-HRTimeline
WHITTIER TRUST CO7,938$937K0.01%-2,30413F-HRTimeline
Upper Left Wealth Management, LLC7,847$931K0.55%+66113F-HRTimeline
Edge Wealth Management LLC7,800$925K0.16%-33,04713F-HRTimeline
Timber Creek Capital Management LLC7,795$924K0.22%+3113F-HRTimeline
Asempa Wealth Advisors7,808$922K0.8%+4513F-HRTimeline
Jaffetilchin Investment Partners, LLC7,751$919K0.05%-10713F-HRTimeline
Peak Asset Management, LLC7,697$913K0.16%+1,20313F-HRTimeline
Parker Financial LLC7,647$907K0.36%-45713F-HRTimeline
MARINER INVESTMENT GROUP LLC7,638$906K0.27%new13F-HRTimeline
ABLE Financial Group, LLC7,632$905K0.18%-35013F-HRTimeline
F/m Investments LLC7,610$903K0.06%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.7,591$900K0.16%+4513F-HRTimeline
Phil A. Younker & Associates, Ltd.7,500$890K0.59%013F-HRTimeline
Bigelow Investment Advisors, LLC7,464$885K0.35%+83213F-HRTimeline
MGO ONE SEVEN LLC7,410$879K0.02%+49013F-HRTimeline
Crestwood Advisors Group, LLC7,392$877K0.01%-80413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,381$875K<0.01%+30013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC7,370$874K0.03%+613F-HRTimeline
Waterloo Capital, L.P.7,346$871K0.06%-2,35413F-HRTimeline
Independent Advisor Alliance7,345$871K0.01%new13F-HRTimeline
Camarda Financial Advisors, LLC7,336$870K0.46%-2913F-HRTimeline
Stelac Advisory Services LLC7,223$857K0.17%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,202$854K0.3%-43913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,112$843K<0.01%+3,89313F-HRTimelineGroup
Patten Group, Inc.7,072$839K0.15%+48113F-HRTimeline
Apella Capital, LLC7,020$836K0.01%-20713F-HRTimeline
RFG Advisory, LLC6,881$816K0.01%-17313F-HRTimeline
ROCKLAND TRUST CO6,862$814K0.03%-4013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,684$793K<0.01%+4,09813F-HRTimelineGroup
Capital Investment Counsel, LLC6,683$793K0.11%-1,92513F-HRTimeline
PRIVATE TRUST CO NA6,591$782K0.07%+6613F-HRTimeline
Valmark Advisers, Inc.6,568$779K0.01%+6013F-HRTimeline
AlphaCentric Advisors LLC6,519$773K0.77%+4,11513F-HRTimeline
Venturi Wealth Management, LLC6,493$770K0.03%new13F-HRTimeline
Columbus Macro, LLC6,407$760K0.08%-4,69413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,362$755K0.17%+2,83013F-HRTimeline
CHOREO, LLC6,238$740K0.01%-10813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,212$737K0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC6,206$736K0.05%+22313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,097$723K0.02%-55613F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.6,063$719K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,063$719K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,036$716K0.01%-32013F-HRTimelineGroup
Bangor Savings Bank5,866$696K0.06%-1,87013F-HRTimeline
JDM Financial Group LLC5,856$695K0.27%-5,97513F-HRTimeline
CoreCap Advisors, LLC5,826$691K0.02%-513F-HRTimeline
BSW Wealth Partners5,740$681K0.08%+15513F-HRTimeline
Fairvoy Private Wealth, LLC5,736$680K0.16%+10813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,622$667K0.06%new13F-HRTimeline
SFMG, LLC5,543$657K0.05%-45113F-HRTimeline
Rossby Financial, LCC5,538$654K0.14%+2,70213F-HRTimeline
BLAIR WILLIAM & CO/IL5,487$651K<0.01%+45013F-HRTimeline
J.M. Arbour, LLC5,419$643K0.62%+1,47613F-HRTimeline
MorganRosel Wealth Management, LLC5,351$635K0.25%-2,89713F-HRTimeline
CVA Family Office, LLC5,340$633K0.07%+37713F-HRTimeline
Argyle Capital Partners, LLC5,340$633K0.46%-28913F-HRTimeline
MASECO LLP5,328$632K0.02%+5,03313F-HRTimeline
Argent Advisors, Inc.5,322$631K0.17%013F-HRTimeline
Kelly Financial Services LLC5,336$631K0.15%+3,49013F-HRTimeline
Noble Family Wealth, LLC5,308$630K0.13%013F-HR/ATimeline
MATHER GROUP, LLC.5,248$622K0.01%+2,96913F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,246$622K0.55%-86013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,071$601K0.1%-34913F-HRTimeline
Bedel Financial Consulting, Inc.4,941$586K0.07%-4,13013F-HRTimeline
Avestar Capital, LLC4,918$583K0.04%new13F-HRTimeline
Asset One Wealth Management LLC4,917$583K0.06%new13F-HRTimeline
IMA Advisory Services, Inc.4,882$579K0.06%-2,35213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,858$576K<0.01%new13F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV4,814$571K0.02%+1,86713F-HRTimeline
Midwest Trust Co4,718$560K0.01%-18813F-HRTimeline
True Vision MN LLC4,623$548K0.28%013F-HRTimeline
Net Worth Advisory Group4,605$546K0.11%+8313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…4,541$539K0.03%013F-HRTimelineGroup
RMR Wealth Builders4,500$534K0.04%013F-HRTimeline
Obermeyer Wealth Partners4,441$527K0.02%+12513F-HRTimeline
CogentBlue Wealth Advisors, LLC4,391$521K0.35%-59113F-HRTimeline
Robinswood Financial LLC4,390$521K0.16%-10513F-HR/ATimeline
Faithward Advisors, LLC4,365$518K0.07%+7513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,347$517K0.24%+69413F-HRTimeline
Ethos Financial Group, LLC4,360$517K0.04%013F-HRTimeline
BANQUE PICTET & CIE SA4,324$513K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,320$512K0.01%-18413F-HRTimeline
Ausdal Financial Partners, Inc.4,305$511K0.02%+17613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,295$509K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC4,279$508K0.04%+2513F-HRTimeline
Redhawk Wealth Advisors, Inc.4,274$507K0.06%-48,70213F-HRTimeline
WEST PACES ADVISORS INC.4,237$503K0.1%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,205$499K0.01%-6,83813F-HRTimelineGroup
Firestone Capital Management4,188$497K0.1%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…4,147$492K0.18%-1,56713F-HRTimelineGroup
Claro Advisors Inc.4,140$491K0.06%new13F-HRTimeline
CAMBIAR INVESTORS LLC4,139$491K0.02%013F-HRTimeline
EP Wealth Advisors, LLC4,114$488K<0.01%+25913F-HRTimeline
Sequoia Financial Advisors, LLC4,100$486K<0.01%-1013F-HRTimeline
IEQ CAPITAL, LLC4,071$483K<0.01%-1,70513F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC4,049$480K0.18%new13F-HRTimelineGroup
Investment Management Trust, LLC3,954$469K0.46%13F-HRTimeline
Elevation Advisory Partners LLC3,918$467K0.44%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,922$465K0.07%-713F-HRTimeline
KELLY FINANCIAL GROUP LLC3,914$464K0.12%-7413F-HRTimeline
CIBC WORLD MARKET INC.3,892$462K<0.01%-10213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,888$461K0.06%-1,93213F-HR/ATimelineGroup
Arkadios Wealth Advisors3,880$460K0.01%-29613F-HRTimeline
High Probability Advisors, LLC3,878$460K0.06%013F-HRTimeline
Wealthspire Advisors, LLC3,852$457K<0.01%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC3,846$456K0.06%-113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,811$452K<0.01%-1,91913F-HRTimelineGroup
JGP Wealth Management, LLC3,788$449K0.05%-86013F-HRTimeline
DARA CAPITAL US, INC.3,785$449K0.43%013F-HRTimeline
Element Wealth, LLC3,767$447K0.19%-12913F-HRTimeline
NDWM LLC3,765$446K0.29%+713F-HRTimeline
Rede Wealth, LLC3,746$444K0.16%-1,56713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,733$442K0.06%+7113F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,713$440K0.05%+17113F-HRTimeline
PFG Investments, LLC3,710$440K0.02%-1,25213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.3,699$439K0.46%new13F-HRTimeline
Dana Investment Advisors, Inc.3,694$438K0.01%-44313F-HRTimeline
StoryOne LLC0$438K0.25%013F-HRTimelineAmount filed as zero, left out of ratios.
Principle Wealth Partners LLC3,665$435K0.02%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,649$433K<0.01%013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC3,584$425K0.02%+2913F-HR/ATimeline
Carl P. Sherr & Co., LLC3,579$424K0.2%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,556$422K0.01%+5913F-HRTimeline
Cornerstone Wealth Group, LLC3,556$421K0.03%-51613F-HRTimeline
Oxbow Advisors, LLC3,553$421K0.04%+1,40713F-HRTimeline
Stanley-Laman Group, Ltd.3,535$419K0.05%+313F-HRTimeline
FIRST UNITED BANK & TRUST3,524$418K0.14%+2013F-HRTimeline
Obsido Oy3,517$417K0.25%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,485$413K0.02%+1,29913F-HRTimelineGroup
Belpointe Asset Management LLC3,422$406K0.01%+4813F-HRTimeline
Fortis Group Advisors, LLC3,409$403K0.07%-1,11513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,391$402K0.06%-4,15713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,367$399K<0.01%-15,36913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.3,350$397K0.03%013F-HRTimelineGroup
Goldstone Financial Group, LLC3,333$395K0.04%-39113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,274$388K0.03%-48213F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,250$385K0.17%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,244$385K0.02%+24313F-HRTimelineGroup
Aries Wealth Management3,238$384K0.08%013F-HRTimeline
Alhambra Investment Management LLC3,145$373K0.17%-10013F-HRTimeline
WestHill Financial Advisors, Inc.3,094$367K0.07%-513F-HRTimeline
WBH ADVISORY INC3,099$366K0.03%013F-HRTimeline
Genesis Wealth Advisors, LLC3,078$365K0.24%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,057$363K0.02%+1,31113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,060$363K0.06%-413F-HRTimeline
Vise Technologies, Inc.3,020$360K0.01%013F-HRTimeline
IMC-Chicago, LLC3,033$360K0.01%new13F-HRTimeline
BLALOCK WILLIAMS, LLC3,028$359K0.28%-10913F-HRTimeline
Members Trust Co3,013$357K0.01%013F-HRTimeline
JMG Financial Group, Ltd.2,995$355K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.2,972$352K0.07%-9213F-HRTimeline
SACHEM HILL LLC2,950$350K0.07%-14813F-HRTimeline
Keebeck Wealth Management2,949$350K0.04%013F-HRTimeline
Blue Edge Capital, LLC2,924$347K0.05%-1,99713F-HRTimeline
John W. Brooker & Co., CPAs2,924$347K0.55%new13F-HRTimeline
Balboa Wealth Partners2,923$347K0.06%+1,12113F-HRTimeline
Legacy Capital Group California, Inc.2,917$346K0.13%+78913F-HRTimeline
Tempo Wealth, LLC2,866$340K0.06%+11713F-HRTimeline
TopTier Wealth Management, LLC2,777$329K0.2%+20413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,776$329K0.23%+913F-HRTimeline
Oath Planning, LLC2,774$329K0.29%+1513F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,760$327K0.2%-20213F-HRTimeline
Walkner Condon Financial Advisors LLC2,759$327K0.04%+97113F-HRTimeline
TSFG, LLC2,730$324K0.05%+1113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,718$322K0.03%-26613F-HRTimeline
ARRIEN INVESTMENTS, INC.2,712$322K0.17%+14613F-HRTimeline
HRT FINANCIAL LP2,712$321K<0.01%-6,63213F-HRTimeline