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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

766 managers (775 13F filers) reported a position in IEI shares at 2025-03-31, 110,554,559 shares in all. 103 filers opened a position and 53 filers sold out during the quarter.

Managers
766
13F filers
775
New
103
Added
305
Reduced
245
Sold out
53
Shares held by filers
110,554,559

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AIFG Consultants Ltd.1,964$232K0.38%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,943$230K0.12%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.1,926$226K0.04%new13F-HR/ATimeline
Ledyard National Bank1,913$226K0.02%013F-HRTimeline
Modera Wealth Management, LLC1,901$225K<0.01%+8013F-HRTimeline
Brightwater Advisory LLC1,885$223K0.18%new13F-HR/ATimeline
Capital Asset Advisory Services LLC1,879$221K0.01%-2,15413F-HRTimeline
Bensler, LLC1,874$221K0.03%+11713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,863$220K0.12%-3413F-HRTimeline
DT Investment Partners, LLC1,863$220K0.02%+65013F-HRTimeline
KDK Private Wealth Management, LLC1,876$219K0.25%-5913F-HRTimeline
Forefront Analytics, LLC1,851$219K0.25%-21,87613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,836$217K0.01%013F-HRTimelineGroup
Kelly Financial Services LLC1,832$216K0.08%-17713F-HRTimeline
Greenspring Advisors, LLC1,823$215K0.05%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,798$212K<0.01%new13F-HR/ATimelineGroup
My Legacy Advisors, LLC1,774$210K0.08%-1,13513F-HRTimeline
Redhawk Wealth Advisors, Inc.1,765$209K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,761$208K0.01%+13713F-HRTimeline
Evercore Wealth Management, LLC1,760$208K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,757$208K<0.01%-3,16513F-HRTimelineGroup
HBK Sorce Advisory LLC1,756$207K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC1,755$207K<0.01%-18213F-HRTimeline
RENASANT BANK1,752$207K0.14%-19313F-HRTimeline
CERTUITY, LLC1,745$206K0.02%-38713F-HRTimeline
Global View Capital Management LLC1,741$206K0.07%-11,90013F-HRTimeline
NOVEM GROUP1,738$205K0.03%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,734$205K<0.01%-15,86613F-HRTimelineGroup
Gladstone Institutional Advisory LLC1,727$204K0.01%new13F-HRTimeline
JCIC Asset Management Inc.1,715$203K0.08%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,712$202K0.03%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,691$202K0.08%new13F-HRTimeline
Stelac Advisory Services LLC1,639$194K0.08%-2,26713F-HRTimeline
WOLFF WIESE MAGANA LLC1,578$186K0.13%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,530$181K<0.01%-126,84613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investors Research Corp1,510$178K0.04%+513F-HRTimeline
Ridgewood Investments LLC1,497$177K0.08%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,489$176K0.01%+5113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,427$169K0.05%-85213F-HR/ATimelineGroup
Headlands Technologies LLC1,423$168K0.02%new13F-HRTimeline
EASTERN BANK1,274$151K<0.01%-5413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,258$149K0.01%-41713F-HRTimelineGroup
Cornerstone Planning Group LLC1,248$147K0.04%+1,15313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,241$147K0.01%-2513F-HRTimelineGroup
CNB Bank1,113$131K0.07%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,087$128K0.01%13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,042$123K0.01%+67713F-HRTimeline
Morton Brown Family Wealth, LLC994$117K0.04%-82313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC988$117K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC925$109K0.02%13F-HRTimeline
Cutler Capital Management, LLC902$107K0.04%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC886$105K<0.01%013F-HRTimeline
Wayfinding Financial, LLC857$101K0.04%new13F-HRTimeline
LFA - Lugano Financial Advisors SA835$98.6K0.07%-8413F-HRTimeline
FAS Wealth Partners, Inc.822$97.1K0.01%-249,49313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.816$96.4K0.07%+8813F-HRTimeline
Runnymede Capital Advisors, Inc.768$90.7K0.09%+313F-HRTimeline
CARDIFF PARK ADVISORS, LLC712$84.1K0.01%013F-HRTimeline
MCF Advisors LLC704$83.2K0.01%013F-HRTimeline
Clearstead Trust, LLC701$82.8K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.698$82.5K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC698$82.5K0.06%013F-HRTimeline
First Horizon Advisors, Inc.682$80.7K<0.01%-44713F-HRTimeline
TRUST CO OF VERMONT650$76.8K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC640$75.6K0.02%013F-HRTimeline
Bristlecone Advisors, LLC628$74.2K0.01%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.581$68.7K<0.01%+2413F-HRTimelineGroup
Kiker Wealth Management, LLC568$67.1K0.05%+3513F-HRTimeline
Family Manage LLC565$66.7K0.01%013F-HRTimeline
Gen-Wealth Partners Inc554$65.4K0.03%+513F-HRTimeline
Keystone Global Partners, LLC548$64.7K0.05%13F-HRTimeline
Trivant Custom Portfolio Group, LLC499$58.9K0.03%+39713F-HRTimeline
Cedar Mountain Advisors, LLC477$56.4K0.01%013F-HRTimeline
Parallel Advisors, LLC435$51.4K<0.01%-63913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC429$50.7K<0.01%013F-HRTimelineGroup
Northwest Capital Management Inc401$47.4K0.02%013F-HRTimeline
CoreCap Advisors, LLC391$46.2K<0.01%+1413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.377$44.5K<0.01%+29413F-HRTimelineGroup
Nemes Rush Group LLC372$43.9K0.01%+213F-HRTimeline
Blue Trust, Inc.370$43.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC360$42.5K0.01%-3713F-HRTimeline
ROTHSCHILD INVESTMENT LLC354$41.8K<0.01%+1313F-HRTimeline
WEBSTER BANK, N. A.335$39.6K<0.01%+27513F-HRTimeline
LANARK FINANCIAL, INC.329$38K<0.01%new13F-HRTimeline
Crews Bank & Trust317$37.4K0.01%+26313F-HRTimeline
Smallwood Wealth Investment Management,…307$36.3K0.02%new13F-HRTimeline
Coston, McIsaac & Partners309$36K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC303$35.8K0.02%-8113F-HRTimeline
Smartleaf Asset Management LLC273$32.2K<0.01%+2313F-HRTimeline
Arax Advisory Partners233$27.5K<0.01%-8,16613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.230$27.2K0.02%013F-HRTimeline
Bogart Wealth, LLC225$26.6K<0.01%013F-HRTimeline
PSI Advisors, LLC223$26.3K0.01%-11113F-HRTimeline
Tortoise Investment Management, LLC220$26K<0.01%013F-HR/ATimeline
2UniFi Bank215$25.3K0.02%-33613F-HRTimeline
Hexagon Capital Partners LLC214$25.3K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc204$24.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.200$23.8K0.01%013F-HRTimeline
CENTRAL TRUST Co199$23.5K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC196$23.2K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC195$23K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton176$20.8K0.01%+2313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC175$20.7K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC163$19.3K0.01%+9113F-HRTimeline
Hanson & Doremus Investment Management165$19K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP157$18.5K<0.01%013F-HRTimelineGroup
Hara Capital LLC156$18.4K0.01%013F-HRTimeline
Breakwater Investment Management152$18K0.01%013F-HRTimeline
Financial Management Professionals, Inc.151$17.8K<0.01%013F-HRTimeline
Continuum Advisory, LLC143$16.9K<0.01%-7313F-HRTimeline
WPG Advisers, LLC142$16.8K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC136$16.1K0.02%new13F-HRTimeline
Granite FO LLC133$15.7K0.01%013F-HRTimeline
Versant Capital Management, Inc131$15.5K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC130$15.4K<0.01%013F-HRTimeline
GODSEY & GIBB, INC128$15.1K<0.01%new13F-HRTimeline
Caldwell Trust Co128$15.1K<0.01%+4013F-HRTimeline
First PREMIER Bank123$15K<0.01%013F-HRTimeline
Copia Wealth Management105$12.4K0.01%013F-HRTimeline
Beacon Capital Management, LLC104$12.3K<0.01%+9913F-HRTimeline
Mascoma Wealth Management LLC102$12.1K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC102$12.1K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.102$12K<0.01%-2013F-HRTimelineGroup
Park Square Financial Group, LLC100$11.8K0.01%013F-HRTimeline
EPG Wealth Management LLC99$11.7K<0.01%-7713F-HRTimeline
Avion Wealth102$11K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP92$11K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.89$10.5K<0.01%-12413F-HRTimeline
Briaud Financial Planning Inc89$10K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC81$9.57K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC73$9K<0.01%013F-HRTimeline
LRI Investments, LLC74$8.74K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.72$8.51K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC68$8.03K<0.01%-54,83413F-HRTimeline
NewSquare Capital LLC66$7.8K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…60$7.09K<0.01%+2713F-HRTimelineGroup
AdvisorNet Financial, Inc58$6.85K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC57$6.73K<0.01%new13F-HRTimeline
GAMMA Investing LLC55$6.5K<0.01%013F-HR/ATimeline
Lindbrook Capital, LLC51$6.03K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC50$5.91K<0.01%013F-HRTimeline
Sandy Spring Bank49$5.79K<0.01%013F-HRTimeline
Bank of New Hampshire45$5.32K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC40$4.72K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV35$4.13K<0.01%new13F-HRTimeline
Archer Investment Corp34$4.02K<0.01%013F-HRTimeline
Lord & Richards Wealth Management, LLC33$3.9K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…32$3.78K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.32$3.78K<0.01%-413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC27$3.19K<0.01%-3913F-HRTimeline
Smithfield Trust Co22$3K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC25$2.95K<0.01%013F-HR/ATimeline
AlphaCore Capital LLC21$2.48K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC19$2.25K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC18$2.12K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.18$2.12K<0.01%013F-HRTimeline
HOWE & RUSLING INC14$1.65K<0.01%-11113F-HRTimeline
Integrity Financial Corp /WA13$1.54K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …12$1.42K<0.01%13F-HRTimelineGroup
Spurstone Advisory Services, LLC8$9450.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.7$827<0.01%-2413F-HRTimeline
Sunbelt Securities, Inc.5$638<0.01%013F-HRTimeline
Independence Bank of Kentucky3$354<0.01%013F-HRTimeline
Key Financial Inc3$354<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$237<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-24,30413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.