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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

809 managers (824 13F filers) reported a position in IEI shares at 2026-06-30, 130,462,924 shares in all. 68 filers opened a position and 82 filers sold out during the quarter.

Managers
809
13F filers
824
New
68
Added
311
Reduced
310
Sold out
82
Shares held by filers
130,462,924

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Avail Investment Partners, LLC2,355$277K0.21%new13F-HRTimeline
Value Partners Investments Inc.2,350$276K0.02%-25513F-HRTimeline
Wealth Advisory Solutions, LLC2,333$274K0.06%013F-HRTimeline
Turim 21 Investimentos Ltda.2,335$273K0.04%013F-HRTimeline
Rothschild Wealth LLC2,315$272K0.02%013F-HRTimeline
BAM Wealth Management, LLC2,312$272K0.17%-3713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,310$271K<0.01%+15513F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP2,300$270K0.09%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,246$264K0.01%-6813F-HRTimeline
MONTAG A & ASSOCIATES INC2,243$263K0.01%-43313F-HRTimeline
Alhambra Investment Management LLC2,241$263K0.11%-90413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,221$261K0.01%+50813F-HRTimelineGroup
HUB Investment Partners, LLC2,215$260K<0.01%+49613F-HRTimeline
Everstar Asset Management, LLC2,211$260K0.13%-75,96013F-HRTimeline
Capstone Wealth Management, LLC2,209$259K0.12%-25913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,207$259K<0.01%-6,79013F-HRTimelineGroup
NorthRock Partners, LLC2,186$257K<0.01%+3813F-HRTimeline
Chemistry Wealth Management LLC2,182$256K0.04%-14113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,175$255K0.01%-2213F-HRTimelineGroup
Rathbones Group PLC2,161$254K<0.01%013F-HRTimeline
SSA SWISS ADVISORS AG2,154$253K0.09%013F-HRTimeline
VestGen Advisors, LLC2,144$252K0.01%+16413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,132$250K0.03%-24,63613F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,102$247K0.07%+14713F-HRTimelineGroup
My Personal CFO, LLC2,096$246K0.1%013F-HRTimeline
A4 Wealth Advisors LLC2,087$245K0.17%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,088$245K0.01%-96913F-HRTimeline
Accurate Wealth Management, LLC2,090$244K0.02%-3813F-HRTimeline
Avalon Advisory Group2,072$243K0.09%new13F-HRTimeline
Pasadena Private Wealth, LLC2,047$240K0.03%-7813F-HRTimeline
Flagstone Financial Management2,042$240K0.05%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,037$239K0.03%013F-HR/ATimeline
Kastel Capital Advisors, LLC1,997$237K0.15%-1413F-HRTimeline
United Advisor Group, LLC2,015$237K0.03%+5013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,013$236K0.02%-2,26113F-HRTimeline
GUIDANCE CAPITAL, INC2,019$236K0.05%013F-HRTimeline
ASL Financial, LLC1,993$234K0.16%013F-HRTimeline
King Wealth Management Group1,978$232K0.03%-2813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,943$228K0.08%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,931$227K0.09%-37513F-HRTimeline
Five Pine Wealth Management1,919$225K0.13%-8113F-HRTimeline
HB Wealth Management, LLC1,911$224K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,909$224K<0.01%+24013F-HRTimeline
Sather Financial Group Inc1,898$223K0.01%013F-HRTimeline
BRIGHTON JONES LLC1,883$221K<0.01%new13F-HRTimeline
Mullooly Asset Management, Inc.1,870$220K0.07%new13F-HRTimeline
Claro Advisors Inc.1,869$220K0.02%-2,27113F-HRTimeline
B. Riley Wealth Advisors, Inc.1,829$215K0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,812$213K0.01%+213F-HR/ATimeline
Frederick Financial Consultants, LLC1,771$208K0.09%-51513F-HRTimeline
Ellenbecker Investment Group1,769$208K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.1,760$207K0.05%new13F-HRTimeline
Evercore Wealth Management, LLC1,760$207K<0.01%013F-HRTimeline
JCIC Asset Management Inc.1,715$203K0.06%013F-HRTimeline
Quotient Wealth Partners, LLC1,731$203K<0.01%new13F-HRTimeline
Retirement Planning Group, LLC1,727$203K0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.1,726$203K0.13%-19713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,724$203K<0.01%-50313F-HRTimelineGroup
Balefire, LLC1,722$202K0.03%-4313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,720$202K0.03%+113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,718$202K0.01%-16213F-HRTimelineGroup
Platform Technology Partners1,717$202K0.03%new13F-HRTimeline
Dakota Wealth Management1,716$202K<0.01%013F-HRTimeline
Hardin Capital Partners, LLC1,713$201K0.09%013F-HRTimeline
Successful Portfolios LLC1,716$200K0.09%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,704$200K0.01%new13F-HRTimeline
BFSG, LLC1,678$197K0.02%-78813F-HRTimeline
Investors Research Corp1,636$192K0.03%+7013F-HRTimeline
Darwin Wealth Management, LLC1,599$188K0.05%-1113F-HRTimeline
WOLFF WIESE MAGANA LLC1,578$185K0.09%013F-HRTimeline
Canton Hathaway, LLC1,571$185K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,496$176K0.01%+24313F-HRTimeline
Mascoma Wealth Management LLC1,414$166K0.03%+1,30813F-HRTimeline
Morton Brown Family Wealth, LLC1,298$152K0.03%-17213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,250$147K<0.01%-16013F-HRTimelineGroup
GHP Investment Advisors, Inc.1,143$134K<0.01%+9513F-HRTimeline
CNB Bank1,113$131K0.05%013F-HRTimeline
IFG Advisory, LLC1,078$127K<0.01%new13F-HRTimeline
Continuum Advisory, LLC1,045$123K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC988$116K<0.01%013F-HRTimeline
AlphaCore Capital LLC900$106K<0.01%+62813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC888$104K<0.01%-44113F-HRTimelineGroup
EASTERN BANK870$102K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.849$99.7K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.821$96.4K0.06%-913F-HRTimeline
Smartleaf Asset Management LLC816$96.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC825$96K0.01%+6013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC808$94.9K<0.01%-56613F-HRTimelineGroup
Elevated Capital Advisors, LLC798$93.7K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC786$91.8K<0.01%-10013F-HRTimeline
Keating Financial Advisory Services, In…779$91.5K0.01%+3813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO757$88.9K<0.01%new13F-HRTimelineGroup
Kiker Wealth Management, LLC748$87.9K0.03%+51613F-HRTimeline
Boreal Capital Management LLC744$87.4K0.07%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC725$85.2K<0.01%+2313F-HRTimeline
Triumph Capital Management719$84.4K0.02%+3613F-HRTimeline
CARDIFF PARK ADVISORS, LLC712$83.6K0.01%013F-HRTimeline
MCF Advisors LLC704$82.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT650$76.3K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…608$71.1K<0.01%-17113F-HRTimeline
Gen-Wealth Partners Inc604$71K0.02%+1113F-HRTimeline
Arax Advisory Partners604$70.9K<0.01%+33213F-HRTimeline
Nemes Rush Group LLC588$69.1K0.01%+513F-HRTimeline
WEBSTER BANK, N. A.587$68.9K0.01%-91613F-HRTimeline
Blue Trust, Inc.553$65K<0.01%-96313F-HRTimeline
WELLINGTON-ALTUS USA INC.525$62.3K0.04%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$58.7K0.01%-113F-HRTimeline
SHP Wealth Management491$57.7K<0.01%-35513F-HRTimeline
Cedar Mountain Advisors, LLC477$56K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC455$53.4K0.01%013F-HRTimeline
BankChampaign, National Association455$53.4K0.04%013F-HRTimeline
Ares Financial Consulting, LLC414$48.6K0.03%013F-HRTimeline
Hanson & Doremus Investment Management365$43K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…366$43K<0.01%+24913F-HRTimelineGroup
WealthShield Partners, LLC355$41.7K0.01%-513F-HRTimeline
Pioneer Family Office, LLC347$40.8K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC343$40.3K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…307$36.1K0.02%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding305$35.8K0Timeline
Fourth Dimension Wealth, LLC303$35.6K0.01%013F-HRTimeline
Bravera Wealth302$35.5K0.01%-17013F-HRTimeline
Crews Bank & Trust290$34.1K<0.01%-47113F-HRTimeline
Cape Investment Advisory, Inc.280$32.9K0.01%new13F-HRTimeline
Forum Finance Group S.A.325$31K0.01%-1,48413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp260$30.5K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC251$29.5K<0.01%+4013F-HRTimeline
Asset Dedication, LLC238$28K<0.01%013F-HRTimeline
Bogart Wealth, LLC225$26.4K<0.01%013F-HRTimeline
Avion Wealth216$25K<0.01%013F-HRTimeline
COUNTRY TRUST BANK209$24.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC206$24.2K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.205$24.1K0.01%new13F-HRTimeline
Capital Investment Counsel, Inc204$24K<0.01%013F-HRTimeline
Friedenthal Financial202$23.7K0.01%+2213F-HRTimeline
Biltmore Family Office, LLC200$23.5K<0.01%013F-HRTimeline
Pacifica Partners Inc.200$23.4K0.01%013F-HRTimeline
Caitlin John, LLC179$21K0.01%013F-HRTimeline
FIRST HORIZON CORP173$20.3K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC173$20.3K0.01%-813F-HRTimeline
LRI Investments, LLC171$20.1K<0.01%013F-HRTimeline
Planning Strategies Inc.169$19.8K0.01%13F-HRTimeline
WealthCollab, LLC162$19K0.01%new13F-HRTimeline
Breakwater Investment Management152$17.9K0.01%013F-HRTimeline
Coston, McIsaac & Partners153$17K<0.01%-15613F-HRTimeline
WPG Advisers, LLC142$16.7K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST141$16.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC136$16K<0.01%-22113F-HRTimeline
Financial Network Wealth Advisors LLC136$16K0.02%013F-HRTimeline
Walsh & Associates, LLC135$15.9K0.01%013F-HRTimeline
Granite FO LLC133$15.6K0.01%013F-HRTimeline
Copia Wealth Management133$15.6K0.01%013F-HRTimeline
Hartford Financial Management Inc.132$15.5K<0.01%new13F-HRTimeline
Versant Capital Management, Inc131$15.4K<0.01%-17,94513F-HRTimeline
Cranbrook Wealth Management, LLC130$15.3K<0.01%013F-HRTimeline
Brooklyn FI, LLC130$15.1K<0.01%new13F-HRTimeline
CENTRAL TRUST Co127$14.9K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.127$14.9K0.01%013F-HRTimeline
Park Place Capital Corp125$14.7K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.118$13.9K0.01%013F-HRTimeline
Lavaca Capital LLC114$13.4K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton108$12.7K<0.01%013F-HRTimeline
Provident Wealth Management, LLC100$11.7K<0.01%new13F-HRTimeline
EPG Wealth Management LLC99$11.6K<0.01%013F-HRTimeline
Go Invest LLC96$11.3K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC92$10.9K<0.01%+713F-HRTimeline
MJT & Associates Financial Advisory Gro…92$10.7K0.01%new13F-HRTimeline
Strategic Advocates LLC91$10.7K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.89$10.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC88$10.3K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP79$9.28K<0.01%-69713F-HRTimelineGroup
Institute for Wealth Management, LLC.79$9.28K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC73$9K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC74$8.69K<0.01%new13F-HRTimeline
LifeSteps Financial, Inc.68$7.99K<0.01%new13F-HRTimeline
Allied Private Wealth LLC68$7.93K0.01%13F-HRTimeline
Founders Financial Alliance, LLC65$7.65K<0.01%-1613F-HRTimeline
Horizon Investments, LLC60$7K<0.01%-18013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC57$6.7K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC57$6.7K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC56$6.58K<0.01%013F-HRTimeline
GAMMA Investing LLC55$6.46K<0.01%013F-HRTimeline
Caldwell Trust Co50$5.87K<0.01%-4013F-HRTimeline
Community Financial Services Group, LLC46$5.38K<0.01%new13F-HRTimeline
Main Street Group, LTD41$4.82K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA36$4.23K<0.01%new13F-HRTimelineGroup
Prosperity Bancshares Inc35$4.11K<0.01%013F-HRTimeline
Archer Investment Corp34$4.04K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…32$3.76K<0.01%013F-HRTimeline
Capital Advisor Network LLC31$3.64K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC28$3.29K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC27$3.17K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.25$2.94K<0.01%-413F-HRTimeline
ALBION FINANCIAL GROUP /UT24$2.82K<0.01%013F-HRTimeline
Downshift Financial, LLC24$2.82K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.19$2.2K<0.01%013F-HRTimeline
Smithfield Trust Co14$2K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…15$1.76K<0.01%013F-HRTimeline
SYM FINANCIAL Corp13$1.53K<0.01%new13F-HRTimeline
Key Capital Management, INC10$1.18K<0.01%new13F-HRTimeline
Imprint Wealth LLC9$1.06K<0.01%013F-HRTimeline