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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

839 managers (850 13F filers) reported a position in IEI shares at 2025-12-31, 122,027,906 shares in all. 71 filers opened a position and 53 filers sold out during the quarter.

Managers
839
13F filers
850
New
71
Added
359
Reduced
224
Sold out
53
Shares held by filers
122,027,906

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SFI Advisors, LLC2,756$329K0.21%013F-HRTimeline
Tempo Wealth, LLC2,749$328K0.06%13F-HRTimeline
TSFG, LLC2,719$324K0.05%-43313F-HRTimeline
MONTAG A & ASSOCIATES INC2,676$319K0.01%+2,14813F-HRTimeline
FIDUCIENT ADVISORS LLC2,626$313K0.04%013F-HRTimeline
Value Partners Investments Inc.2,605$311K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,586$309K<0.01%-189,55013F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.2,582$308K0.31%13F-HRTimeline
TopTier Wealth Management, LLC2,573$307K0.21%13F-HRTimeline
ARRIEN INVESTMENTS, INC.2,566$306K0.17%-52813F-HRTimeline
Busey Bank2,565$306K0.01%-2513F-HRTimeline
Ruggiero Investments, Inc.2,511$300K0.27%13F-HRTimeline
BDFS Capital LLC2,509$299K0.15%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,492$297K0.02%-2613F-HRTimelineGroup
Coppell Advisory Solutions LLC2,484$297K0.03%-1,80413F-HRTimeline
Advance Capital Management, Inc.2,484$296K0.01%+7313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,464$294K<0.01%new13F-HRTimelineGroup
TBH Global Asset Management, LLC3,170$291K0.05%new13F-HRTimeline
CALTON & ASSOCIATES, INC.2,429$290K0.04%+12913F-HRTimeline
Idaho Trust Co2,428$290K0.1%new13F-HRTimeline
AlphaCentric Advisors LLC2,404$287K0.29%13F-HRTimeline
United Asset Strategies, Inc.2,389$285K0.02%+2413F-HRTimeline
Pallas Capital Advisors LLC2,382$284K0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,365$282K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,360$282K<0.01%+61513F-HRTimelineGroup
Duncan Williams Asset Management, LLC2,368$281K0.07%+3913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,332$278K0.06%new13F-HRTimeline
Chemistry Wealth Management LLC2,323$277K0.05%013F-HRTimeline
Westfuller Advisors, LLC2,310$276K0.11%+2813F-HRTimeline
Frederick Financial Consultants, LLC2,303$275K0.15%-1513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,286$273K0.01%+11113F-HRTimelineGroup
Gateway Wealth Partners, LLC2,282$272K0.03%-6313F-HRTimeline
MATHER GROUP, LLC.2,279$272K<0.01%-1813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,277$272K0.01%013F-HRTimeline
Brightwater Advisory LLC2,259$270K0.18%-813F-HRTimeline
Rathbones Group PLC2,196$262K<0.01%new13F-HR/ATimeline
ARWA LLC2,196$262K0.15%13F-HRTimeline
Sather Financial Group Inc2,188$261K0.01%-17413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,186$261K0.04%new13F-HRTimelineGroup
Turim 21 Investimentos Ltda.2,167$259K0.1%-7,04813F-HRTimeline
SSA SWISS ADVISORS AG2,154$257K0.12%013F-HRTimeline
Oxbow Advisors, LLC2,146$256K0.02%+10113F-HRTimeline
Wealthquest Corp2,135$255K0.02%new13F-HRTimeline
Root Financial Partners, LLC2,130$254K0.01%013F-HRTimeline
Legacy Capital Group California, Inc.2,128$254K0.06%+34413F-HRTimeline
BAM Wealth Management, LLC2,109$252K0.18%+26513F-HRTimeline
Accurate Wealth Management, LLC2,098$250K0.03%-8013F-HRTimeline
My Personal CFO, LLC2,096$250K0.1%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC2,065$246K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2,054$245K0.02%-4113F-HRTimeline
Flagstone Financial Management2,042$244K0.06%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,037$243K0.03%013F-HRTimeline
King Wealth Management Group2,040$243K0.03%-6613F-HRTimeline
Pathfinder Wealth Consulting, Inc.2,034$243K0.15%13F-HRTimeline
NorthRock Partners, LLC2,014$240K<0.01%new13F-HRTimeline
Kastel Capital Advisors, LLC2,011$240K0.15%13F-HRTimeline
GUIDANCE CAPITAL, INC2,013$240K0.06%new13F-HRTimeline
ASL Financial, LLC1,993$238K0.19%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,947$232K0.08%+1613F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC1,943$232K0.09%013F-HRTimeline
Unconventional Investor, LLC1,918$229K0.11%-82213F-HRTimeline
B. Riley Wealth Advisors, Inc.1,875$224K0.01%-5213F-HRTimeline
Kelly Financial Services LLC1,846$220K0.06%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,837$219K0.04%+6513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,824$218K0.01%-17,92513F-HRTimelineGroup
NOVEM GROUP1,819$217K0.03%+6213F-HRTimeline
Balboa Wealth Partners1,802$215K0.04%new13F-HRTimeline
SEVEN MILE ADVISORY1,790$214K0.04%+2113F-HRTimeline
Walkner Condon Financial Advisors LLC1,788$213K0.03%-2,21013F-HRTimeline
Investors Research Corp1,788$213K0.04%+19613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,763$210K0.03%-23513F-HRTimeline
Evercore Wealth Management, LLC1,760$210K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,752$209K0.01%-8413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,746$208K0.01%+10213F-HRTimeline
KDK Private Wealth Management, LLC1,742$208K0.18%-21813F-HR/ATimeline
Quotient Wealth Partners, LLC1,730$206K0.01%-23713F-HRTimeline
FineMark National Bank & Trust1,727$206K0.01%new13F-HRTimeline
STABLEFORD CAPITAL II LLC1,722$206K0.07%-1,38113F-HRTimeline
Legacy Wealth Partners, LLC1,720$205K0.05%13F-HRTimeline
Foundations Investment Advisors, LLC1,719$205K<0.01%-35513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,718$205K0.03%+313F-HRTimeline
Successful Portfolios LLC1,716$205K0.1%new13F-HRTimeline
JCIC Asset Management Inc.1,715$205K0.06%013F-HRTimeline
Hardin Capital Partners, LLC1,713$204K0.1%new13F-HRTimeline
Invariant Investment Management1,694$202K0.13%13F-HRTimeline
Farmers National Bank1,682$201K0.04%new13F-HRTimeline
Perennial Investment Advisors, LLC1,682$201K0.02%-44513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,681$201K0.01%-32413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,678$200K0.01%+3013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,610$192K0.05%+18313F-HRTimelineGroup
Blue Trust, Inc.1,601$191K<0.01%+1,22113F-HRTimeline
WOLFF WIESE MAGANA LLC1,578$188K0.1%013F-HRTimeline
Morton Brown Family Wealth, LLC1,470$175K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,451$173K0.01%+11713F-HRTimelineGroup
IFC & Insurance Marketing, Inc.1,414$169K0.17%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,404$168K<0.01%new13F-HRTimelineGroup
Merited Wealth, LLC1,289$154K0.14%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,276$153K<0.01%+313F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,278$153K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,188$142K<0.01%+26213F-HRTimelineGroup
Smartleaf Asset Management LLC1,176$141K0.01%+55913F-HRTimeline
CNB Bank1,113$133K0.05%013F-HRTimeline
EASTERN BANK1,052$126K<0.01%+18213F-HRTimeline
GHP Investment Advisors, Inc.1,048$125K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,008$120K<0.01%-7913F-HRTimelineGroup
Prestige Wealth Management Group LLC1,000$119K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC988$118K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…962$115K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC886$106K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.849$101K0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA835$99.7K0.05%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.811$96.8K0.06%+1113F-HRTimeline
Cornerstone Planning Group LLC778$92.7K0.01%+5413F-HRTimeline
Boreal Capital Management LLC744$88.8K0.07%013F-HRTimeline
Keating Financial Advisory Services, In…731$87.2K0.01%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC712$85K0.01%013F-HRTimeline
SageView Advisory Group, LLC708$84.5K<0.01%new13F-HRTimeline
MCF Advisors LLC704$84K<0.01%013F-HRTimeline
Clearstead Trust, LLC701$83.7K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…698$83.3K0.04%new13F-HRTimelineGroup
Park Place Capital Corp657$78.4K0.02%-82113F-HRTimeline
TRUST CO OF VERMONT650$77.6K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.647$77.2K0.01%+29013F-HRTimeline
OPTIMA CAPITAL LLC609$72.7K0.03%-6,13713F-HRTimeline
Gen-Wealth Partners Inc588$70.2K0.02%+1413F-HRTimeline
Triumph Capital Management588$70.1K0.02%new13F-HRTimeline
Nemes Rush Group LLC579$69.1K0.01%+20013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC501$59.8K0.02%013F-HRTimeline
SHP Wealth Management491$58.6K<0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC477$56.9K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC455$54.3K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.441$52.6K0.03%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC429$51.2K<0.01%013F-HRTimelineGroup
Cedar Wealth Management, LLC427$51K0.02%013F-HRTimeline
Ares Financial Consulting, LLC414$49.4K0.05%13F-HRTimeline
Pioneer Family Office, LLC379$45.2K0.03%13F-HRTimeline
Greykasell Wealth Strategies, Inc.377$44.9K0.02%+513F-HRTimeline
Hanson & Doremus Investment Management365$44K0.01%013F-HRTimeline
WealthShield Partners, LLC360$43K<0.01%013F-HRTimeline
Sound Income Strategies, LLC360$42.9K<0.01%+6013F-HRTimeline
Cherry Tree Wealth Management, LLC343$40.9K0.01%+23413F-HRTimeline
CX Institutional324$39K<0.01%+21613F-HRTimeline
Crews Bank & Trust317$37.8K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…307$36.6K0.02%013F-HRTimeline
AdvisorNet Financial, Inc304$36.3K<0.01%-57413F-HRTimeline
Fourth Dimension Wealth, LLC303$36.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners309$36K0.01%013F-HRTimeline
MASECO LLP295$35.2K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC283$33.8K0.02%013F-HRTimeline
AlphaCore Capital LLC272$32.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp260$31K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC260$31K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC252$30.1K0.03%13F-HRTimeline
SJS Investment Consulting Inc.250$29.8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.244$29.1K0.01%new13F-HRTimeline
Asset Dedication, LLC238$28.4K<0.01%013F-HRTimeline
Key Capital Management, INC237$28.3K0.03%13F-HRTimeline
Family Manage LLC226$27K<0.01%013F-HRTimeline
Bogart Wealth, LLC225$26.9K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.225$26.9K0.02%13F-HRTimeline
Kingdom Financial Group LLC.216$25.8K0.01%new13F-HRTimeline
Avion Wealth216$25K0.01%013F-HRTimeline
COUNTRY TRUST BANK209$24.9K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc204$24.3K<0.01%new13F-HRTimeline
Parallel Advisors, LLC204$24.3K<0.01%-20813F-HRTimeline
Biltmore Family Office, LLC200$23.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.200$23.9K0.01%013F-HRTimeline
Caitlin John, LLC179$21.4K0.01%013F-HRTimeline
Friedenthal Financial178$21.2K0.01%+4613F-HRTimeline
FIRST HORIZON CORP173$20.6K<0.01%013F-HRTimeline
LRI Investments, LLC171$20.4K<0.01%013F-HRTimeline
Arax Advisory Partners165$19.7K<0.01%new13F-HRTimeline
WealthCollab, LLC163$19.5K0.01%new13F-HRTimeline
Breakwater Investment Management152$18.1K0.01%013F-HRTimeline
WPG Advisers, LLC142$16.9K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST141$16.8K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC136$16.2K0.02%013F-HRTimeline
Walsh & Associates, LLC135$16.1K0.02%13F-HRTimeline
Granite FO LLC133$15.9K0.01%013F-HRTimeline
Copia Wealth Management133$15.9K0.01%013F-HRTimeline
Versant Capital Management, Inc131$15.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO130$15.5K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC130$15.5K<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%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.200$13.4K<0.01%+19013F-HRTimeline
Rosenberg Matthew Hamilton108$12.9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC105$12.6K<0.01%+113F-HRTimeline
REAP Financial Group, LLC104$12.4K<0.01%+113F-HRTimeline
Jackson Hole Capital Partners, LLC102$12.2K<0.01%013F-HRTimeline
HOWE & RUSLING INC100$11.9K<0.01%+9113F-HRTimeline
EPG Wealth Management LLC99$11.8K<0.01%013F-HRTimeline
Realta Investment Advisors96$11.5K<0.01%013F-HRTimeline
Go Invest LLC94$11.3K<0.01%13F-HRTimeline
Strategic Advocates LLC91$10.9K<0.01%013F-HRTimeline
Caldwell Trust Co90$10.7K<0.01%-3813F-HRTimeline
BARRETT & COMPANY, INC.89$10.6K<0.01%013F-HRTimeline
Horizon Investments, LLC89$10.6K<0.01%+4813F-HRTimeline
Medallion Wealth Advisors, LLC88$10.5K<0.01%013F-HRTimeline
Hara Capital LLC86$10.3K0.01%-7013F-HRTimeline