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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

761 managers (772 13F filers) reported a position in IEI shares at 2025-06-30, 106,252,763 shares in all. 75 filers opened a position and 79 filers sold out during the quarter.

Managers
761
13F filers
772
New
75
Added
275
Reduced
300
Sold out
79
Shares held by filers
106,252,763

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Dana Investment Advisors, Inc.2,016$240K0.01%-20813F-HRTimeline
Carl P. Sherr & Co., LLC2,015$240K0.12%new13F-HRTimeline
HB Wealth Management, LLC2,015$240K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC2,014$239K0.03%new13F-HR/ATimeline
ASPIRIANT, LLC2,004$239K0.01%-1,45113F-HRTimeline
Bensler, LLC1,971$235K0.03%+9713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.1,962$234K0.04%+3613F-HR/ATimeline
Sovran Advisors, LLC1,981$234K0.02%-2,82213F-HRTimeline
KDK Private Wealth Management, LLC1,959$233K0.25%+8313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,943$231K0.1%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,919$229K0.06%-15513F-HRTimelineGroup
Ledyard National Bank1,913$228K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,901$226K0.01%-1,86913F-HRTimeline
Sigma Planning Corp1,894$225K0.01%-1,23113F-HRTimeline
Oxbow Advisors, LLC1,892$225K0.02%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,862$222K0.11%-113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,836$219K0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC1,800$214K<0.01%-10113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,783$212K0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC1,773$211K0.01%new13F-HRTimeline
City Center Advisors, LLC1,762$210K0.22%-95713F-HRTimeline
Evercore Wealth Management, LLC1,760$210K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC1,759$209K0.01%+313F-HRTimeline
RENASANT BANK1,752$209K0.14%013F-HRTimeline
ACAS, LLC1,738$207K0.14%-24813F-HRTimeline
SAX WEALTH ADVISORS, LLC1,725$205K0.01%new13F-HRTimeline
Dakota Wealth Management1,716$204K<0.01%-29213F-HRTimeline
Institute for Wealth Management, LLC.1,714$204K0.02%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,714$204K0.03%+213F-HRTimeline
Kovack Advisors, Inc.1,696$202K0.02%-60013F-HRTimeline
Western Wealth Management, LLC1,688$201K0.01%-59213F-HRTimeline
CENTAURUS FINANCIAL, INC.1,644$196K0.01%-11713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,613$192K0.01%+12413F-HRTimeline
WOLFF WIESE MAGANA LLC1,578$188K0.12%013F-HRTimeline
Investors Research Corp1,574$187K0.04%+6413F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,427$170K0.04%013F-HR/ATimelineGroup
Ridgewood Investments LLC1,336$159K0.07%-16113F-HRTimeline
Roble, Belko & Company, Inc1,294$154K0.02%-2,13513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,262$150K<0.01%+413F-HRTimelineGroup
EASTERN BANK1,197$143K<0.01%-7713F-HRTimeline
CNB Bank1,113$133K0.06%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,087$129K0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.1,034$123K<0.01%+35213F-HRTimeline
Morton Brown Family Wealth, LLC994$118K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC988$118K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc948$113K0.01%+89013F-HRTimeline
Brooklyn Investment Group934$111K0.01%new13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC886$106K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC850$101K0.01%-7513F-HRTimeline
LFA - Lugano Financial Advisors SA835$98.9K0.06%013F-HRTimeline
MONTAG A & ASSOCIATES INC829$98.7K<0.01%-21313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.799$95.2K0.07%-1713F-HRTimeline
Union Bancaire Privee, UBP SA716$85.1K<0.01%-3,87413F-HRTimeline
CARDIFF PARK ADVISORS, LLC712$84.8K0.01%013F-HRTimeline
MCF Advisors LLC704$83.8K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC702$83.6K0.02%+22513F-HRTimeline
Clearstead Trust, LLC701$83.5K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.698$83.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT650$77.4K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC634$75.5K0.01%+613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.597$71.1K<0.01%+22013F-HRTimelineGroup
Kiker Wealth Management, LLC568$67.6K0.04%013F-HRTimeline
Gen-Wealth Partners Inc564$67.2K0.03%+1013F-HRTimeline
Blue Trust, Inc.537$63.9K<0.01%+16713F-HRTimeline
LANARK FINANCIAL, INC.499$59K<0.01%+17013F-HRTimeline
FAS Wealth Partners, Inc.474$56.5K<0.01%-34813F-HRTimeline
Parallel Advisors, LLC471$56.1K<0.01%+3613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.452$53.8K<0.01%-12913F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC451$53.6K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC444$52.8K0.01%-80413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC429$51.1K<0.01%013F-HRTimelineGroup
Cedar Wealth Management, LLC425$50.6K0.02%new13F-HRTimeline
Nemes Rush Group LLC375$44.7K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC371$44.2K<0.01%-2013F-HRTimeline
Smallwood Wealth Investment Management,…366$43.6K0.02%+5913F-HRTimeline
WealthShield Partners, LLC360$42.9K0.01%013F-HRTimeline
Arax Advisory Partners359$42.8K<0.01%+12613F-HRTimeline
ROTHSCHILD INVESTMENT LLC355$42.2K<0.01%+113F-HRTimeline
WEBSTER BANK, N. A.345$41.1K<0.01%+1013F-HRTimeline
Crews Bank & Trust317$37.8K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP308$36.4K0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC303$36.1K0.02%013F-HRTimeline
Coston, McIsaac & Partners309$36K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC283$33.7K0.03%new13F-HRTimeline
LRI Investments, LLC245$29.2K<0.01%+17113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.229$27.3K0.02%-113F-HRTimeline
Family Manage LLC226$26.9K<0.01%-33913F-HRTimeline
Bogart Wealth, LLC225$26.8K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC220$26.2K<0.01%013F-HRTimeline
2UniFi Bank215$25.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC211$25.1K<0.01%+10713F-HRTimeline
Avion Wealth216$25K0.01%+11413F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …212$25K<0.01%new13F-HR/ATimelineGroup
Capital Investment Counsel, Inc204$24.3K<0.01%013F-HRTimeline
Biltmore Family Office, LLC200$23.8K<0.01%new13F-HRTimeline
Pacifica Partners Inc.200$23.8K0.01%013F-HRTimeline
CENTRAL TRUST Co199$23.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC196$23.3K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC175$20.8K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management165$20K<0.01%013F-HRTimeline
Northwest Capital Management Inc164$19.5K0.01%-23713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP157$18.7K<0.01%013F-HRTimelineGroup
Hara Capital LLC156$18.6K0.01%013F-HRTimeline
Breakwater Investment Management152$18.1K0.01%013F-HRTimeline
Financial Management Professionals, Inc.151$18K<0.01%013F-HRTimeline
WPG Advisers, LLC142$16.9K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST141$16.8K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC136$16.2K0.02%013F-HRTimeline
Granite FO LLC133$15.8K0.01%013F-HRTimeline
Copia Wealth Management133$15.8K0.01%+2813F-HRTimeline
Friedenthal Financial132$15.7K0.01%-37,31913F-HRTimeline
Versant Capital Management, Inc131$15.6K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC130$15.5K<0.01%013F-HRTimeline
Caldwell Trust Co128$15.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC128$15.2K<0.01%new13F-HRTimeline
Team Financial Group, LLC127$15.1K0.01%new13F-HRTimeline
Capital A Wealth Management, LLC115$13.5K0.15%new13F-HRTimeline
Cherry Tree Wealth Management, LLC109$13K<0.01%-8613F-HRTimeline
Rosenberg Matthew Hamilton108$12.9K<0.01%-6813F-HRTimeline
Mascoma Wealth Management LLC103$12.3K<0.01%+113F-HRTimeline
Jackson Hole Capital Partners, LLC102$12.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC99$11.8K<0.01%013F-HRTimeline
Keystone Global Partners, LLC95$11.3K0.01%-45313F-HRTimeline
BARRETT & COMPANY, INC.89$10.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC88$10.4K<0.01%+7013F-HRTimeline
Westside Investment Management, Inc.85$10.1K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc89$10K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC81$9.65K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC73$9K<0.01%013F-HRTimeline
NewSquare Capital LLC66$7.86K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC57$6.79K<0.01%013F-HRTimeline
GAMMA Investing LLC55$6.55K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC50$5.96K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp49$5.83K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC46$5.48K<0.01%+2113F-HRTimeline
Bank of New Hampshire45$5.36K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC40$4.76K<0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management36$4.29K<0.01%new13F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV35$4.17K<0.01%013F-HRTimeline
Archer Investment Corp34$4.06K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.32$3.81K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…32$3.81K<0.01%013F-HRTimeline
Park Square Financial Group, LLC28$3.33K<0.01%-7213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC27$3.21K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP28$3K<0.01%-6413F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT24$2.86K<0.01%new13F-HRTimeline
AlphaCore Capital LLC21$2.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC20$2.38K<0.01%-25313F-HRTimeline
Dogwood Wealth Management LLC19$2.24K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.18$2.15K<0.01%013F-HRTimeline
Smithfield Trust Co14$2K<0.01%-813F-HRTimeline
Integrity Financial Corp /WA13$1.55K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13$1.49K<0.01%new13F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …12$1.43K<0.01%13F-HRTimelineGroup
HOWE & RUSLING INC9$1.07K<0.01%-513F-HRTimeline
Spurstone Advisory Services, LLC8$9520.01%013F-HRTimeline
Sunbelt Securities, Inc.5$621<0.01%013F-HRTimeline
Independence Bank of Kentucky3$357<0.01%013F-HRTimeline
Key Financial Inc3$357<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$239<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.