IEI ISHARES TR

3 7 YR TREAS BD (fund)

826 managers (839 13F filers) reported a position in IEI shares at 2026-03-31, 132,526,113 shares in all. 69 filers opened a position and 86 filers sold out during the quarter.

Managers: 826
13F filers: 839
New: 69
Added: 350
Reduced: 261
Sold out: 86
Shares held by filers: 132,526,113

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Mittelman Wealth Management	2,701	$320K	0.2%	new	13F-HR Timeline
MONTAG A & ASSOCIATES INC	2,676	$317K	0.01%	0	13F-HR Timeline
FIDUCIENT ADVISORS LLC	2,626	$311K	0.04%	0	13F-HR Timeline
Portfolio Resources Advisor Group, Inc.	2,615	$310K	0.31%	+33	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	2,612	$310K	0.07%	+280	13F-HR Timeline
Value Partners Investments Inc.	2,605	$309K	0.02%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	2,599	$308K	0.02%	+545	13F-HR Timeline
Stablepoint Partners, LLC	2,589	$307K	0.05%	new	13F-HR Timeline
Busey Bank	2,565	$304K	0.01%	0	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	2,561	$304K	0.02%	+69	13F-HR Timeline Group
Brightwater Advisory LLC	2,538	$301K	0.2%	+279	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	2,536	$301K	0.14%	-3,947	13F-HR Timeline
BDFS Capital LLC	2,515	$298K	0.14%	+6	13F-HR Timeline
Ruggiero Investments, Inc.	2,511	$298K	0.29%	0	13F-HR Timeline
Gambit Capital Management, LLC	2,509	$298K	0.21%	-7,665	13F-HR Timeline
Capstone Wealth Management, LLC	2,468	$293K	0.2%	-1,421	13F-HR Timeline
BFSG, LLC	2,466	$292K	0.03%	-472	13F-HR Timeline
United Asset Strategies, Inc.	2,441	$290K	0.02%	+52	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	2,400	$285K	0.02%	+35	13F-HR Timeline
Meadowbrook Wealth Management, LLC	2,387	$283K	0.38%	new	13F-HR Timeline
BAM Wealth Management, LLC	2,349	$279K	0.21%	+240	13F-HR Timeline
Wealth Advisory Solutions, LLC	2,333	$277K	0.06%	-11,279	13F-HR Timeline
Turim 21 Investimentos Ltda.	2,335	$276K	0.07%	+168	13F-HR Timeline
Chemistry Wealth Management LLC	2,323	$276K	0.05%	0	13F-HR Timeline
Regal Investment Advisors LLC	2,322	$275K	0.02%	-4,425	13F-HR Timeline
Rothschild Wealth LLC	2,315	$275K	0.02%	-8,860	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	2,314	$275K	0.01%	new	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	2,306	$273K	0.11%	-1,277	13F-HR Timeline
VIEWPOINT INVESTMENT PARTNERS CORP	2,300	$273K	0.13%	new	13F-HR Timeline
Frederick Financial Consultants, LLC	2,286	$271K	0.13%	-17	13F-HR Timeline
CALTON & ASSOCIATES, INC.	2,263	$268K	0.04%	-166	13F-HR Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC	2,227	$264K	<0.01%	-6,296	13F-HR Timeline Group
SouthState Bank Corpin group SouthState Bank Corp	2,197	$261K	0.01%	-89	13F-HR Timeline Group
PEOPLES BANK /OH	2,175	$258K	0.16%	-6,231	13F-HR Timeline
Brooklyn Investment Group	2,161	$256K	0.01%	new	13F-HR Timeline
Rathbones Group PLC	2,161	$256K	<0.01%	-35	13F-HR/A Timeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.	2,155	$256K	<0.01%		13F-HR Timeline Group
SSA SWISS ADVISORS AG	2,154	$255K	0.12%	0	13F-HR Timeline
NorthRock Partners, LLC	2,148	$255K	<0.01%	+134	13F-HR Timeline
Wealthquest Corp	2,135	$253K	0.02%	0	13F-HR/A Timeline
Pasadena Private Wealth, LLC	2,125	$252K	0.03%	-1,805	13F-HR Timeline
Accurate Wealth Management, LLC	2,128	$252K	0.03%	+30	13F-HR Timeline
Foundations Investment Advisors, LLC	2,113	$251K	<0.01%	+394	13F-HR Timeline
Root Financial Partners, LLC	2,108	$250K	0.01%	-22	13F-HR Timeline
My Personal CFO, LLC	2,096	$249K	0.11%	0	13F-HR Timeline
Beacon Pointe Advisors, LLC	2,055	$244K	<0.01%	new	13F-HR Timeline
Flagstone Financial Management	2,042	$242K	0.06%	0	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	2,037	$242K	0.03%	0	13F-HR Timeline
Kastel Capital Advisors, LLC	2,011	$240K	0.15%	0	13F-HR Timeline
King Wealth Management Group	2,006	$238K	0.03%	-34	13F-HR Timeline
GUIDANCE CAPITAL, INC	2,019	$238K	0.05%	+6	13F-HR Timeline
Five Pine Wealth Management	2,000	$237K	0.15%	new	13F-HR Timeline
ASL Financial, LLC	1,993	$236K	0.19%	0	13F-HR Timeline
United Advisor Group, LLC	1,965	$233K	0.03%	new	13F-HR Timeline
VestGen Advisors, LLC	1,980	$233K	0.01%	new	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	1,955	$232K	0.08%	+8	13F-HR/A Timeline Group
DOPKINS WEALTH MANAGEMENT, LLC	1,943	$230K	0.09%	0	13F-HR Timeline
Bright Futures Wealth Management, LLC.	1,923	$228K	0.16%	-22,004	13F-HR Timeline
Unconventional Investor, LLC	1,920	$228K	0.11%	+2	13F-HR Timeline
Qube Research & Technologies Ltd	1,913	$227K	<0.01%	-5,343	13F-HR Timeline
Sather Financial Group Inc	1,898	$225K	0.01%	-290	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	1,880	$223K	0.01%	+872	13F-HR Timeline Group
MAGNOLIA CAPITAL ADVISORS LLC	1,873	$222K	0.04%	new	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	1,843	$219K	0.03%	+80	13F-HR Timeline
Main Street Financial Solutions, LLC	1,827	$217K	0.02%	-1,399	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	1,829	$217K	0.01%	-46	13F-HR Timeline
CERTUITY, LLC	1,822	$216K	0.01%	new	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	1,810	$215K	0.01%	-1,075	13F-HR Timeline
ALLIANCEBERNSTEIN L.P.	1,762	$210K	<0.01%	new	13F-HR Timeline
Balefire, LLC	1,765	$209K	0.04%	new	13F-HR Timeline
STABLEFORD CAPITAL II LLC	1,761	$209K	0.08%	+39	13F-HR Timeline
Evercore Wealth Management, LLC	1,760	$209K	<0.01%	0	13F-HR Timeline
NCM Capital Management, LLC	1,760	$209K	0.07%	new	13F-HR Timeline
Advance Capital Management, Inc.	1,748	$207K	0.01%	-736	13F-HR Timeline
KDK Private Wealth Management, LLC	1,742	$207K	0.19%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	1,734	$206K	0.02%	+52	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	1,713	$204K	0.01%	+437	13F-HR Timeline Group
HUB Investment Partners, LLC	1,719	$204K	<0.01%	new	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,719	$204K	0.03%	+1	13F-HR Timeline
Dakota Wealth Management	1,716	$204K	<0.01%	-2,389	13F-HR/A Timeline
JCIC Asset Management Inc.	1,715	$203K	0.06%	0	13F-HR Timeline
Successful Portfolios LLC	1,716	$203K	0.11%	0	13F-HR Timeline
Hardin Capital Partners, LLC	1,713	$203K	0.09%	0	13F-HR Timeline
Geneos Wealth Management Inc.	1,669	$198K	<0.01%	-26,554	13F-HR Timeline
Darwin Wealth Management, LLC	1,610	$191K	0.06%	-45,021	13F-HR Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd	1,610	$191K	0.05%	0	13F-HR Timeline Group
WOLFF WIESE MAGANA LLC	1,578	$187K	0.1%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	1,568	$186K	<0.01%	+380	13F-HR Timeline Group
Investors Research Corp	1,566	$186K	0.04%	-222	13F-HR Timeline
Blue Trust, Inc.	1,516	$180K	<0.01%	-85	13F-HR Timeline
WEBSTER BANK, N. A.	1,503	$178K	0.02%	+856	13F-HR Timeline
Morton Brown Family Wealth, LLC	1,470	$174K	0.05%	0	13F-HR Timeline
Forum Finance Group S.A.	1,809	$171K	0.09%		13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	1,410	$167K	0.01%	-414	13F-HR Timeline Group
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,374	$163K	0.01%	-378	13F-HR Timeline Group
Ancora Advisors LLCin group Ancora Advisors LLC	1,329	$158K	<0.01%	+1,069	13F-HR Timeline Group
Walleye Trading LLCin group Walleye Capital LLC	1,277	$151K	<0.01%	-2,859	13F-HR Timeline Group
ASHTON THOMAS SECURITIES, LLC	1,256	$149K	0.02%	new	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	1,253	$149K	0.01%	-428	13F-HR Timeline
CNB Bank	1,113	$132K	0.06%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	1,048	$124K	0.01%	0	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	988	$117K	<0.01%	0	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	886	$105K	<0.01%	0	13F-HR Timeline
EASTERN BANK	870	$103K	<0.01%	-182	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	849	$101K	0.01%	0	13F-HR Timeline
SHP Wealth Management	846	$100K	0.01%	+355	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	830	$98.4K	0.07%	+19	13F-HR Timeline
Smartleaf Asset Management LLC	816	$96.6K	<0.01%	-360	13F-HR Timeline
Elevated Capital Advisors, LLC	798	$94.6K	0.02%	-6,675	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	776	$92K	0.01%	+697	13F-HR Timeline Group
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	779	$92K	0.01%	-183	13F-HR Timeline
Crews Bank & Trust	761	$90.3K	0.01%	+444	13F-HR Timeline
Cornerstone Planning Group LLC	765	$90K	0.01%	-13	13F-HR Timeline
Keating Financial Advisory Services, In…	741	$87.9K	0.01%	+10	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	712	$84.4K	0.01%	0	13F-HR Timeline
MCF Advisors LLC	704	$83.5K	<0.01%	0	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	702	$83.2K	<0.01%	new	13F-HR Timeline
Clearstead Trust, LLC	701	$83.1K	0.01%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	698	$82.8K	0.04%	0	13F-HR Timeline Group
Triumph Capital Management	683	$81K	0.02%	+95	13F-HR Timeline
RMG Wealth Management LLC	647	$76.2K	0.01%	new	13F-HR Timeline
Prestige Wealth Management Group LLC	625	$74.1K	0.01%	-375	13F-HR Timeline
Sound Income Strategies, LLC	610	$72.1K	<0.01%	+250	13F-HR Timeline
Gen-Wealth Partners Inc	593	$70.3K	0.02%	+5	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	587	$69.7K	0.01%	-864	13F-HR Timeline Group
Nemes Rush Group LLC	583	$69.1K	0.01%	+4	13F-HR Timeline
Longview Financial Advisors, Inc.	535	$63.5K	0.04%	new	13F-HR Timeline
WELLINGTON-ALTUS USA INC.	525	$61.7K	0.04%	+300	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	501	$59.4K	0.02%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	477	$56.6K	0.01%	0	13F-HR Timeline
Bravera Wealth	472	$56K	0.03%	new	13F-HR Timeline
Glen Eagle Advisors, LLC	455	$54K	0.01%	0	13F-HR Timeline
BankChampaign, National Association	455	$54K	0.05%	new	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	451	$53.5K	0.01%	new	13F-HR Timeline
Ares Financial Consulting, LLC	414	$48.9K	0.04%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	379	$44.9K	0.02%	+2	13F-HR Timeline
Hanson & Doremus Investment Management	365	$43K	<0.01%	0	13F-HR Timeline
WealthShield Partners, LLC	360	$42.7K	<0.01%	0	13F-HR Timeline
Dunhill Financial, LLC	357	$42.4K	0.01%	new	13F-HR Timeline
Cherry Tree Wealth Management, LLC	343	$40.7K	0.01%	0	13F-HR Timeline
Smallwood Wealth Investment Management,…	307	$36.4K	0.02%	0	13F-HR Timeline
VANGUARD GROUP INCgroup of 2 filers holding	305	$36.1K		new	Timeline VANGUARD ADVISERS INC: 250 (<0.01%) 13F-HR Vanguard National Trust Co: 55 (<0.01%) 13F-HR
Coston, McIsaac & Partners	309	$36K	0.01%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	303	$35.9K	0.01%	0	13F-HR Timeline
Arax Advisory Partners	272	$32.3K	<0.01%	+107	13F-HR Timeline
AlphaCore Capital LLC	272	$32.3K	<0.01%	0	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	260	$30.8K	<0.01%	0	13F-HR Timeline Group
SJS Investment Consulting Inc.	250	$29.6K	<0.01%	0	13F-HR Timeline
Horizon Investments, LLC	240	$28.3K	<0.01%	+151	13F-HR Timeline
Asset Dedication, LLC	238	$28.2K	<0.01%	0	13F-HR Timeline
Kiker Wealth Management, LLC	232	$27.5K	0.01%	new	13F-HR Timeline
Family Manage LLC	226	$26.8K	<0.01%	0	13F-HR Timeline
Bogart Wealth, LLC	225	$26.7K	<0.01%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	218	$25.8K	0.01%	+216	13F-HR Timeline
Kingdom Financial Group LLC.	218	$25.8K	0.01%	+2	13F-HR Timeline
Cardinal Strategic Wealth Guidance	214	$25.4K	0.01%	new	13F-HR Timeline
HOWE & RUSLING INC	211	$25K	<0.01%	+111	13F-HR Timeline
Avion Wealth	216	$25K	0.01%	0	13F-HR Timeline
COUNTRY TRUST BANK	209	$24.8K	<0.01%	0	13F-HR Timeline
Parallel Advisors, LLC	206	$24.4K	<0.01%	+2	13F-HR/A Timeline
POM Investment Strategies, LLC	206	$24.4K	0.03%	new	13F-HR Timeline
Capital Investment Counsel, Inc	204	$24.2K	<0.01%	0	13F-HR Timeline
Biltmore Family Office, LLC	200	$23.7K	<0.01%	0	13F-HR Timeline
Pacifica Partners Inc.	200	$23.7K	0.01%	0	13F-HR Timeline
Dogwood Wealth Management LLC	181	$21.5K	0.01%	+137	13F-HR Timeline
Friedenthal Financial	180	$21.3K	0.01%	+2	13F-HR Timeline
Caitlin John, LLC	179	$21.2K	0.01%	0	13F-HR Timeline
FIRST HORIZON CORP	173	$20.5K	<0.01%	0	13F-HR Timeline
LRI Investments, LLC	171	$20.3K	<0.01%	0	13F-HR Timeline
Breakwater Investment Management	152	$18K	0.01%	0	13F-HR Timeline
WPG Advisers, LLC	142	$16.8K	0.01%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	141	$16.7K	<0.01%	0	13F-HR Timeline
Financial Network Wealth Advisors LLC	136	$16.1K	0.02%	0	13F-HR Timeline
Walsh & Associates, LLC	135	$16K	0.02%	0	13F-HR Timeline
Granite FO LLC	133	$15.8K	0.01%	0	13F-HR/A Timeline
Copia Wealth Management	133	$15.8K	0.01%	0	13F-HR Timeline
Cranbrook Wealth Management, LLC	130	$15.4K	<0.01%	0	13F-HR Timeline
Nvest Wealth Strategies, Inc.	127	$15.1K	0.01%	new	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	127	$15.1K	<0.01%	0	13F-HR Timeline Group
Team Financial Group, LLC	127	$15K	0.01%	0	13F-HR Timeline
Park Place Capital Corp	125	$14.8K	<0.01%	-532	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	118	$14K	0.01%	-82	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	117	$13.9K	<0.01%	-1,287	13F-HR Timeline Group
Rosenberg Matthew Hamilton	108	$12.8K	<0.01%	0	13F-HR Timeline
Mascoma Wealth Management LLC	106	$12.6K	<0.01%	+1	13F-HR Timeline
Jackson Hole Capital Partners, LLC	102	$12.1K	<0.01%	0	13F-HR Timeline
EPG Wealth Management LLC	99	$11.7K	<0.01%	0	13F-HR Timeline
Realta Investment Advisors	96	$11.4K	<0.01%	0	13F-HR Timeline
Go Invest LLC	95	$11.3K	<0.01%	+1	13F-HR Timeline
MCGUIRE CAPITAL ADVISORS INC	93	$11K	0.01%	+85	13F-HR Timeline
Strategic Advocates LLC	91	$10.8K	0.05%	0	13F-HR Timeline
Caldwell Trust Co	90	$10.7K	<0.01%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	89	$10.6K	<0.01%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	88	$10.4K	<0.01%	0	13F-HR Timeline
Hara Capital LLC	86	$10.2K	0.01%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	85	$10K	<0.01%	+1	13F-HR Timeline
Founders Financial Alliance, LLC	81	$9.61K	<0.01%	0	13F-HR Timeline
Winthrop Capital Management, LLC	73	$9K	<0.01%	0	13F-HR Timeline
OAKWORTH CAPITAL, INC.	68	$8.06K	<0.01%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	57	$6.76K	<0.01%	0	13F-HR Timeline