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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

769 managers (779 13F filers) reported a position in IEI shares at 2025-09-30, 118,596,848 shares in all. 74 filers opened a position and 63 filers sold out during the quarter.

Managers
769
13F filers
779
New
74
Added
350
Reduced
221
Sold out
63
Shares held by filers
118,596,848

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Flagstone Financial Management2,042$244K0.06%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,037$243K0.04%013F-HRTimeline
Carl P. Sherr & Co., LLC2,015$241K0.11%013F-HRTimeline
City Center Advisors, LLC2,015$241K0.23%+25313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,005$240K0.02%-98613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,998$239K0.04%new13F-HRTimeline
Quotient Wealth Partners, LLC1,967$235K0.01%-86913F-HRTimeline
KDK Private Wealth Management, LLC1,960$234K0.24%+113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,943$232K0.1%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,931$231K0.07%+1213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.1,927$230K0.01%+2613F-HRTimeline
Firestone Capital Management1,923$230K0.05%new13F-HRTimeline
Ledyard National Bank1,913$229K0.02%013F-HRTimeline
Keebeck Wealth Management1,894$226K0.03%new13F-HRTimeline
Sovran Advisors, LLC1,882$225K0.02%-9913F-HRTimeline
Modera Wealth Management, LLC1,873$224K<0.01%+7313F-HRTimeline
Ellevest, Inc.1,860$222K0.03%new13F-HRTimeline
BAM Wealth Management, LLC1,844$220K0.17%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,836$219K0.01%013F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,823$218K0.01%+4013F-HRTimelineGroup
CERTUITY, LLC1,823$218K0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,810$216K0.02%new13F-HRTimeline
Legacy Capital Group California, Inc.1,784$213K0.05%-85713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,772$212K0.04%-9,63513F-HRTimeline
SEVEN MILE ADVISORY1,769$211K0.03%new13F-HRTimeline
Carnegie Investment Counsel1,768$211K<0.01%-1,45113F-HRTimeline
HBK Sorce Advisory LLC1,759$211K0.01%013F-HR/ATimeline
Evercore Wealth Management, LLC1,760$210K<0.01%013F-HRTimeline
NOVEM GROUP1,757$210K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,745$209K<0.01%+1,29313F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,726$206K<0.01%new13F-HRTimeline
Dakota Wealth Management1,716$205K<0.01%013F-HR/ATimeline
Allen Mooney & Barnes Investment Adviso…1,715$205K0.03%+113F-HRTimeline
JCIC Asset Management Inc.1,715$205K0.06%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,648$197K0.01%+3513F-HRTimeline
CENTAURUS FINANCIAL, INC.1,644$196K0.01%013F-HRTimeline
Investors Research Corp1,592$190K0.04%+1813F-HRTimeline
WOLFF WIESE MAGANA LLC1,578$189K0.11%013F-HRTimeline
Park Place Capital Corp1,478$177K0.04%-1,04413F-HRTimeline
Guerra Advisors Inc1,475$176K0.07%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,470$176K0.05%+47613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,451$173K-745Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,427$171K0.04%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,334$159K0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,273$152K<0.01%+1113F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC1,261$151K0.02%new13F-HRTimeline
Kiker Wealth Management, LLC1,184$142K0.07%+61613F-HRTimeline
CNB Bank1,113$133K0.06%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,087$130K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.1,048$125K0.01%+35013F-HRTimeline
Prestige Wealth Management Group LLC1,000$120K0.02%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC988$118K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.926$111K<0.01%+32913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC886$106K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc878$105K0.01%-7013F-HRTimeline
EASTERN BANK870$104K<0.01%-32713F-HRTimeline
LFA - Lugano Financial Advisors SA835$99.5K0.05%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.800$95.6K0.06%+113F-HRTimeline
Palisade Asset Management, LLC750$89.6K0.01%new13F-HRTimeline
Boreal Capital Management LLC744$88.9K0.07%-4,58313F-HRTimeline
Cornerstone Planning Group LLC724$86.6K0.01%+28013F-HRTimeline
CARDIFF PARK ADVISORS, LLC712$85.1K0.01%013F-HRTimeline
MCF Advisors LLC704$84.1K0.01%013F-HRTimeline
Clearstead Trust, LLC701$83.8K0.01%013F-HRTimeline
TRUST CO OF VERMONT650$77.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC617$73.7K<0.01%+59713F-HRTimeline
Gen-Wealth Partners Inc574$68.6K0.02%+1013F-HRTimeline
MONTAG A & ASSOCIATES INC528$63.1K<0.01%-30113F-HRTimeline
Promus Capital, LLC528$63.1K0.04%new13F-HRTimeline
CoreCap Advisors, LLC518$61.9K<0.01%+14713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC501$59.9K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC477$57K0.01%-22513F-HRTimeline
Glen Eagle Advisors, LLC455$54.4K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC429$51.3K<0.01%013F-HRTimelineGroup
Cedar Wealth Management, LLC427$51.1K0.02%+213F-HRTimeline
Parallel Advisors, LLC412$49.2K<0.01%-5913F-HRTimeline
Bell Investment Advisors, Inc410$49K0.01%new13F-HRTimeline
Fortitude Family Office, LLC395$47.2K0.01%new13F-HRTimeline
Blue Trust, Inc.380$45.4K<0.01%-15713F-HRTimeline
Nemes Rush Group LLC379$45.2K<0.01%+413F-HRTimeline
Greykasell Wealth Strategies, Inc.372$44.5K0.02%new13F-HRTimeline
Hanson & Doremus Investment Management365$44K0.01%+20013F-HRTimeline
WealthShield Partners, LLC360$43K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.357$42.7K<0.01%+1213F-HRTimeline
Crews Bank & Trust317$37.9K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…307$36.7K0.02%-5913F-HRTimeline
Fourth Dimension Wealth, LLC303$36.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners309$36K0.01%013F-HRTimeline
Sound Income Strategies, LLC300$35.8K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC283$33.8K0.02%013F-HRTimeline
AlphaCore Capital LLC272$32.5K<0.01%+25113F-HRTimeline
ROTHSCHILD INVESTMENT LLC262$31.3K<0.01%-9313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp260$31.1K<0.01%+21113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC260$31.1K<0.01%+8513F-HRTimelineGroup
Asset Dedication, LLC238$28.4K<0.01%new13F-HRTimeline
Family Manage LLC226$27K<0.01%013F-HRTimeline
Bogart Wealth, LLC225$26.9K<0.01%013F-HRTimeline
Avion Wealth216$25K0.01%013F-HRTimeline
Biltmore Family Office, LLC200$23.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.200$23.9K0.01%013F-HRTimeline
CENTRAL TRUST Co199$23.8K<0.01%013F-HRTimeline
Caitlin John, LLC179$21.4K0.01%new13F-HRTimeline
FIRST HORIZON CORP173$20.7K<0.01%13F-HRTimeline
LRI Investments, LLC171$20.4K<0.01%-7413F-HRTimeline
Hara Capital LLC156$18.6K0.01%013F-HRTimeline
Breakwater Investment Management152$18.2K0.01%013F-HRTimeline
WPG Advisers, LLC142$17K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST141$16.9K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC136$16.3K0.02%013F-HRTimeline
Granite FO LLC133$15.9K0.01%013F-HRTimeline
Copia Wealth Management133$15.9K0.01%013F-HRTimeline
Friedenthal Financial132$15.8K0.01%013F-HRTimeline
Versant Capital Management, Inc131$15.7K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC130$15.5K<0.01%013F-HRTimeline
Caldwell Trust Co128$15.3K<0.01%013F-HRTimeline
Team Financial Group, LLC127$15.1K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …127$15K<0.01%-8513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC113$13.5K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC109$13K<0.01%013F-HRTimeline
CX Institutional108$13K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton108$12.9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC104$12.5K<0.01%+113F-HRTimeline
REAP Financial Group, LLC103$12.3K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC102$12.2K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC100$12K<0.01%new13F-HRTimeline
EPG Wealth Management LLC99$11.8K<0.01%013F-HRTimeline
Realta Investment Advisors96$11.5K<0.01%new13F-HRTimeline
Strategic Advocates LLC91$10.9K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.89$10.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC88$10.5K<0.01%013F-HRTimeline
Morse Asset Management, Inc85$10.2K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.85$10.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC81$9.68K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP79$9.44K<0.01%-7813F-HRTimelineGroup
Park Square Financial Group, LLC79$9.44K0.04%+5113F-HRTimeline
Winthrop Capital Management, LLC73$9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.68$8.13K<0.01%new13F-HRTimeline
Premier Financial Group66$7.89K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC57$6.81K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC57$6.81K<0.01%+1113F-HRTimeline
GAMMA Investing LLC55$6.57K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC47$5.61K0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC46$5.5K<0.01%13F-HRTimeline
Bank of New Hampshire45$5.38K<0.01%013F-HRTimeline
Horizon Investments, LLC41$4.87K<0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management36$4.3K<0.01%013F-HRTimelineGroup
Archer Investment Corp34$4.09K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.32$3.82K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC28$3.35K<0.01%new13F-HRTimeline
Orion Capital Management LLC28$3.35K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC27$3.23K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP26$3K<0.01%-213F-HRTimelineGroup
Global Trust Asset Management, LLC25$2.99K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT24$2.87K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC19$2.27K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.18$2.18K<0.01%013F-HRTimeline
Imprint Wealth LLC18$2.15K0.01%13F-HRTimeline
Smithfield Trust Co14$2K<0.01%013F-HRTimeline
Integrity Financial Corp /WA13$1.55K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …12$1.43K<0.01%13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.10$1.2K<0.01%-21913F-HRTimeline
HOWE & RUSLING INC9$1.08K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC8$9560.01%013F-HRTimeline
Sunbelt Securities, Inc.6$657<0.01%+113F-HRTimeline
Independence Bank of Kentucky3$359<0.01%013F-HRTimeline
Key Financial Inc3$358<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.2$243<0.01%-47213F-HRTimeline
DHJJ Financial Advisors, Ltd.2$240<0.01%013F-HRTimeline
Goodman Advisory Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.