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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

726 managers (735 13F filers) reported a position in IEI shares at 2024-12-31, 102,853,230 shares in all. 58 filers opened a position and 78 filers sold out during the quarter.

Managers
726
13F filers
735
New
58
Added
285
Reduced
235
Sold out
78
Shares held by filers
102,853,230

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Householder Group Estate & Retirement S…1,273$147K0.11%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,266$146K<0.01%+1013F-HRTimelineGroup
DT Investment Partners, LLC1,213$140K0.01%+4713F-HRTimeline
First Horizon Advisors, Inc.1,129$131K<0.01%+54113F-HRTimeline
CNB Bank1,113$129K0.06%013F-HRTimeline
Parallel Advisors, LLC1,074$124K<0.01%-1,44813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC988$114K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA919$106K0.07%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC886$102K<0.01%-1,99013F-HRTimeline
Runnymede Capital Advisors, Inc.765$88.4K0.08%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.728$84.1K0.06%+33713F-HRTimeline
CARDIFF PARK ADVISORS, LLC712$82.3K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP706$81.5K0.02%-114,64813F-HRTimeline
MCF Advisors LLC704$81.3K0.01%013F-HRTimeline
Clearstead Trust, LLC701$81K0.02%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC698$80.7K0.06%013F-HRTimeline
TRUST CO OF VERMONT650$75.1K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC640$74K0.02%013F-HRTimeline
Qube Research & Technologies Ltd635$73.4K<0.01%-6,84913F-HRTimeline
Bristlecone Advisors, LLC625$72.2K0.01%-7313F-HRTimeline
Family Manage LLC565$65.3K0.01%+33913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.557$64.2K<0.01%-10,12213F-HRTimelineGroup
2UniFi Bank551$63.7K0.04%13F-HRTimeline
Gen-Wealth Partners Inc549$63.4K0.03%+613F-HRTimeline
MilWealth Group LLC534$61.7K0.02%new13F-HRTimeline
Kiker Wealth Management, LLC533$61.6K0.05%13F-HRTimeline
Cedar Mountain Advisors, LLC477$55.1K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.441$51K0.04%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC429$49.6K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC419$48.4K<0.01%+40413F-HRTimeline
Northwest Capital Management Inc401$46.3K0.02%-14313F-HRTimeline
WealthShield Partners, LLC397$45.9K0.01%+10013F-HRTimeline
Fourth Dimension Wealth, LLC384$44.3K0.02%13F-HRTimeline
CoreCap Advisors, LLC377$43.6K<0.01%+513F-HRTimeline
Nemes Rush Group LLC370$42.8K0.01%new13F-HRTimeline
Blue Trust, Inc.370$42.8K<0.01%-93113F-HR/ATimeline
MONTAG A & ASSOCIATES INC365$42.2K<0.01%-39913F-HRTimeline
ROTHSCHILD INVESTMENT LLC341$39.4K<0.01%+1113F-HRTimeline
PSI Advisors, LLC334$38.6K0.01%+14513F-HRTimeline
TD Waterhouse Canada Inc.320$37K<0.01%+4913F-HRTimeline
Coston, McIsaac & Partners309$35K0.01%+1513F-HRTimeline
Smartleaf Asset Management LLC250$28.9K<0.01%+10513F-HRTimeline
UMB Bank, n.a.241$27.8K<0.01%-9,20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortitude Family Office, LLC235$27.2K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.230$26.6K0.02%-7313F-HRTimeline
Bogart Wealth, LLC225$26K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC224$25.9K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC220$25.4K<0.01%013F-HR/ATimeline
Continuum Advisory, LLC216$25K<0.01%+2013F-HRTimeline
Hexagon Capital Partners LLC214$24.7K<0.01%-513F-HRTimeline
BARRETT & COMPANY, INC.213$24.6K0.01%013F-HRTimeline
Castleview Partners, LLC206$23.8K0.01%-13113F-HR/ATimeline
Capital Investment Counsel, Inc204$23.6K<0.01%013F-HRTimeline
Bray Capital Advisors200$23.1K0.01%013F-HRTimeline
Pacifica Partners Inc.200$23.1K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC195$22.5K0.01%+8613F-HRTimeline
Caitlin John, LLC179$20.7K0.01%-17513F-HRTimeline
EPG Wealth Management LLC176$20.3K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC175$20.2K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC169$19.6K<0.01%+9813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP157$18.1K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC156$18K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hara Capital LLC156$18K0.01%013F-HR/ATimeline
Rosenberg Matthew Hamilton153$17.7K<0.01%013F-HRTimeline
Breakwater Investment Management152$17.6K0.01%013F-HR/ATimeline
Financial Management Professionals, Inc.151$17.4K<0.01%013F-HRTimeline
WPG Advisers, LLC142$16.4K0.02%13F-HRTimeline
United Community Bankin group United Community Bank135$15.6K0.01%new13F-HRTimelineGroup
Granite FO LLC133$15.4K0.01%013F-HRTimeline
Versant Capital Management, Inc131$15.1K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC130$15K<0.01%013F-HRTimeline
HOWE & RUSLING INC125$14.4K<0.01%+913F-HRTimeline
JDM Financial Group LLC123$14.2K0.01%new13F-HRTimeline
First PREMIER Bank123$14K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.122$14K<0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC12,495$12.5K<0.01%013F-HRTimeline
Copia Wealth Management105$12.1K0.01%13F-HRTimeline
Trivant Custom Portfolio Group, LLC102$11.8K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC102$11.8K<0.01%013F-HRTimeline
Park Square Financial Group, LLC100$11.6K0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC98$11.3K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC95$11K<0.01%-13713F-HRTimeline
Avion Wealth102$11K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP92$11K<0.01%+4413F-HRTimelineGroup
Caldwell Trust Co88$10.2K<0.01%013F-HRTimeline
Briaud Financial Planning Inc89$10K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.83$9.59K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC81$9.36K<0.01%013F-HRTimeline
Synergy Investment Management, LLC72$8.32K<0.01%13F-HRTimeline
Winthrop Capital Management, LLC73$8K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC66$7.63K<0.01%-12813F-HRTimeline
HAZLETT, BURT & WATSON, INC.62$7K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.60$6.93K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC55$6.36K<0.01%013F-HRTimeline
GAMMA Investing LLC55$6.36K<0.01%-2713F-HRTimeline
Crews Bank & Trust54$6.24K<0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC50$5.78K<0.01%013F-HRTimeline
Sandy Spring Bank49$5.66K<0.01%-2013F-HRTimeline
Bank of New Hampshire45$5.2K<0.01%013F-HRTimeline
Larson Financial Group LLC43$4.97K<0.01%-30613F-HRTimeline
Quest 10 Wealth Builders, Inc.36$4.16K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…34$3.93K<0.01%013F-HRTimelineGroup
Archer Investment Corp34$3.93K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33$3.81K<0.01%+613F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…32$3.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.31$3.6K<0.01%13F-HRTimeline
Pineridge Advisors LLC28$3.22K<0.01%-3413F-HRTimeline
Smithfield Trust Co22$3K<0.01%013F-HRTimeline
WASHINGTON TRUST Co25$2.89K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC25$2.89K<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC19$2.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC18$2.08K<0.01%13F-HRTimeline
IMG Wealth Management, Inc.18$2.06K<0.01%13F-HRTimeline
Integrity Financial Corp /WA13$1.5K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …12$1.39K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC6$693<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC6$693<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6$693<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5$621<0.01%013F-HRTimeline
Beacon Capital Management, LLC5$582<0.01%013F-HRTimeline
Independence Bank of Kentucky3$347<0.01%013F-HRTimeline
Key Financial Inc3$347<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$232<0.01%new13F-HRTimeline
High Note Wealth, LLC2$231<0.01%new13F-HRTimeline
Realta Investment Advisors1$115<0.01%-313F-HRTimeline
Members Trust Co3,339$386M+11013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.