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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
Morse Asset Management, Inc85$10.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.85$10.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC84$10K<0.01%-17813F-HRTimeline
Founders Financial Alliance, LLC81$9.67K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP79$9.43K<0.01%013F-HRTimelineGroup
RHL GROUP, LLC77$9.19K0.01%13F-HRTimeline
Winthrop Capital Management, LLC73$9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.68$8.12K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC57$6.8K<0.01%013F-HRTimeline
GAMMA Investing LLC55$6.56K<0.01%013F-HRTimeline
Bank of New Hampshire45$5.37K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC44$5.25K<0.01%+2513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …43$5.13K0.01%new13F-HRTimeline
Prosperity Bancshares Inc35$4.18K<0.01%13F-HRTimeline
Archer Investment Corp34$4.09K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…32$3.82K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.29$3.46K<0.01%-313F-HRTimeline
REICON WEALTH ADVISORS, LLC28$3.34K<0.01%13F-HRTimeline
one8zero8, LLC28$3.34K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC27$3.22K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP28$3K<0.01%+213F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT24$2.87K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.18$2.2K<0.01%013F-HRTimeline
Smithfield Trust Co14$2K<0.01%013F-HRTimeline
Truvestments Capital LLC15$1.79K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…15$1.79K<0.01%13F-HRTimeline
Integrity Financial Corp /WA13$1.55K<0.01%013F-HRTimeline
Imprint Wealth LLC9$1.07K0.01%-913F-HRTimeline
Spurstone Advisory Services, LLC8$9550.02%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC8$955<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7$835<0.01%-513F-HRTimelineGroup
Vision Retirement, LLC7$835<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC7$835<0.01%13F-HRTimeline
Sunbelt Securities, Inc.6$664<0.01%013F-HRTimeline
Independence Bank of Kentucky3$358<0.01%013F-HRTimeline
Key Financial Inc3$358<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.2$246<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.2$239<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$239<0.01%013F-HRTimeline