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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

726 managers (735 13F filers) reported a position in IEI shares at 2024-12-31, 102,853,230 shares in all. 58 filers opened a position and 78 filers sold out during the quarter.

Managers
726
13F filers
735
New
58
Added
285
Reduced
235
Sold out
78
Shares held by filers
102,853,230

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,465,313$1.21B0.1%+842,33513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,800,864$786M0.07%+1,001,30913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.6,397,900$739M0.14%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,167,159$482M1.01%-24,64913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,749,592$433M-250,370Timeline
CAPTRUST FINANCIAL ADVISORS3,232,702$374M1.07%+585,06113F-HRTimeline
FMR LLCin group FMR LLC3,004,503$347M0.02%-2,015,23613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,747,886$318M0.02%-400,91513F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,252,900$260M0.41%-107,72713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,209,001$255M0.55%+173,04113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,189,560$251M0.06%-24,03313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,147,385$248M0.67%+197,80913F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,921,326$245M0.76%+169,87313F-HRTimeline
Janney Montgomery Scott LLC1,846,556$213M0.59%-83,17213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,846,345$213M0.05%+252,43513F-HRTimelineGroup
LPL Financial LLC1,749,286$202M0.08%-36,14213F-HRTimeline
UBS Group AGgroup of 2 filers holding1,737,434$201M+93,918Timeline
Creative Planningin group Creative Planning1,646,514$190M0.19%-107,11313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,496,001$173M0.18%-48,10913F-HRTimelineGroup
Tanglewood Wealth Management, Inc.1,454,378$168M19.36%+359,18913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,431,550$165M0.06%13F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,211,531$140M0.18%+743,11113F-HRTimelineGroup
WestEnd Advisors, LLC1,153,475$133M3.39%-52,46113F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,078,347$125M+5,754Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA983,211$114M0.02%+29,47913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding772,934$89.3M+27,360Timeline
BlackRock, Inc.in group BlackRock, Inc.723,651$83.6M<0.01%-13,91413F-HRTimelineGroup
Facet Wealth, Inc.666,834$77.3M2.05%+42,07213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.605,888$70.4M3.33%-666,81613F-HRTimelineGroup
Strategic Point Investment Advisors, LLC584,445$67.5M11.01%+187,60713F-HRTimeline
Mariner, LLCin group Mariner, LLC583,032$67.4M0.11%+518,85213F-HRTimelineGroup
Clarity Financial LLC555,266$64.2M7.67%+15,39913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…540,451$62.4M0.04%+27,65413F-HRTimelineGroup
Bluespring Wealth Management, LLC540,089$62.4M6.4%+21,21513F-HRTimeline
WIT, LLC1,757,083$58.7M1.88%+1,755,32613F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC491,543$56.8M1.85%+5,25713F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding479,688$55.4M+232,753Timeline
CSM Advisors, LLC453,400$52.4M2.45%+226,70013F-HR/ATimeline
VICTORY CAPITAL MANAGEMENT INC438,267$50.6M0.05%-27,37113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.423,154$48.9M3.38%-82,15013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…399,078$46.1M0.18%+16,75013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC390,284$45.1M3.6%+17,41313F-HRTimeline
Cetera Investment Advisers377,910$43.7M0.09%+70,76013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC373,396$43.1M1.21%+11,52913F-HRTimeline
SYNOVUS FINANCIAL CORP370,810$42.8M0.55%+9,64313F-HRTimeline
NorthCoast Asset Management LLC363,462$42.1M0.21%-134,28413F-HR/ATimeline
DDFG, Inc344,751$39.8M11.5%+6,67713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC320,094$37M0.23%+307,60213F-HRTimelineGroup
Curi Capital, LLC308,533$35.7M0.82%+27,04913F-HRTimeline
Buckingham Capital Management, Inc.300,018$34.7M3.98%-2,82413F-HRTimeline
RWA WEALTH PARTNERS, LLC299,445$34.6M0.43%+34913F-HRTimeline
Silicon Valley Capital Partners285,429$33M3.68%+285,31913F-HRTimeline
SkyView Investment Advisors, LLC264,104$32.9M5.25%+15,94913F-HRTimeline
OneDigital Investment Advisors LLC281,554$32.5M0.38%+31,40213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources278,640$32.2M0.01%+39,82513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC272,866$31.5M0.05%-65,90313F-HRTimeline
FAS Wealth Partners, Inc.250,315$28.9M2.43%new13F-HRTimeline
HighTower Advisors, LLC239,599$27.7M0.04%-79,00513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\233,705$27M0.04%+13,03513F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC233,602$27M4.75%+5,78413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…233,041$26.9M0.02%+107,52713F-HRTimelineGroup
NSI Retail Advisors, LLC226,700$26.2M4.16%013F-HRTimeline
Atlas Merchant Capital LLC222,222$25.7M47.87%+120,97213F-HRTimeline
Willis Johnson & Associates, Inc.221,161$25.6M1.96%+47,08713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.220,287$25.5M0.31%-61,31913F-HRTimelineGroup
Trilogy Capital Inc.215,463$24.9M1.28%+1,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.214,255$24.8M0.06%+4,10913F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp206,738$23.9M<0.01%-22,32213F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC206,184$23.8M0.68%+8,40513F-HRTimeline
MBL Wealth, LLC204,769$23.7M2.37%+7,71713F-HRTimeline
MML INVESTORS SERVICES, LLC198,733$23M0.08%+35,42613F-HRTimeline
Strategic Wealth Partners, Ltd.193,194$22.4M1.85%+3,31913F-HRTimeline
Hoese & Co LLP190,278$22M19.09%+169,69413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.179,297$21M0.22%+67,69213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP180,531$20.9M<0.01%+86,77013F-HRTimelineGroup
Cambridge Investment Research Advisors,…180,301$20.8M0.07%-21,02313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.173,835$20.1M0.98%+25,15213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors169,577$19.6M10.57%13F-HRTimelineGroup
Waverly Advisors, LLC166,281$19.2M0.3%+53,15513F-HRTimeline
Orion Porfolio Solutions, LLC164,587$19M0.19%-22,46313F-HRTimeline
Orion Portfolio Solutions, LLC164,587$19M0.19%-22,46313F-HRTimeline
Beacon Bank & Trust162,641$18.8M4.37%-9,79213F-HRTimeline
CFO4Life Group, LLC161,558$18.7M3.28%-25813F-HRTimeline
AE Wealth Management LLC154,077$17.8M0.15%-31,97713F-HRTimeline
Juniper Hill Capital Management LP153,297$17.7M3.92%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC152,771$17.7M<0.01%+129,66813F-HRTimelineGroup
Gunma Bank,Ltd.150,000$17.3M5.72%+20,00013F-HRTimeline
Mason & Associates Inc147,170$17M4%+35,48313F-HRTimeline
Capital Investment Services of America,…145,817$16.8M1.61%-8,57513F-HRTimeline
1832 Asset Management L.P.144,606$16.7M0.03%+7,12413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC138,827$16M0.14%+15,01713F-HRTimeline
Atria Wealth Solutions, Inc.138,734$16M0.18%+1,69213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC137,774$15.9M0.01%-225,13013F-HRTimelineGroup
Haverford Trust Co137,043$15.8M0.16%+4,95713F-HRTimeline
CFS Investment Advisory Services, LLC133,944$15.5M1.39%+11,82913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE130,600$15.1M0.02%-92,40013F-HRTimelineGroup
Hilton Capital Management, LLC129,632$15M1.3%-35,99313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.128,376$14.8M0.26%+27913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,538$14.6M0.03%+12,57013F-HR/ATimeline
JMAC ENTERPRISES LLC126,437$14.6M2.29%+13,84013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC124,401$14.4M0.01%+117,95513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…123,295$14.3M0.03%+19,53413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/123,298$14.2M0.01%+24,25213F-HRTimelineGroup
Bond & Devick Financial Network, Inc.117,818$14.1M6.02%013F-HRTimeline
Canal Capital Management, LLC118,222$13.7M2.21%-5,86713F-HRTimeline
Mirabaud & Cie SA117,991$13.6M4.38%+1,32313F-HRTimeline
Private Advisor Group, LLC117,859$13.6M0.08%+19,84613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd117,270$13.6M1.22%+16,22013F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC114,169$13.2M1.68%+1,86913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding110,267$12.7M+10,554Timeline
WOODMONT INVESTMENT COUNSEL LLC109,325$12.6M0.93%+103,98313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC107,449$12.4M0.18%-26,93213F-HRTimelineGroup
Columbia Bank105,805$12.1M4.2%+37,44913F-HRTimeline
Eley Financial Management, Inc104,270$12M4.69%+4,70813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp104,060$12M0.04%+1,39813F-HRTimelineGroup
Gould Capital, LLC102,762$11.9M8.26%-50413F-HRTimeline
NewEdge Advisors, LLC102,632$11.9M0.07%+32,17913F-HRTimeline
FIRST AMERICAN TRUST, FSB101,831$11.8M1.17%+12,79613F-HRTimeline
Ausdal Financial Partners, Inc.100,123$11.6M1%new13F-HRTimeline
Austin Wealth Management, LLC99,440$11.5M2.38%+3,60013F-HRTimeline
Boltwood Capital Management97,629$11.3M3.44%+5,30413F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…96,400$11.1M0.01%-12,60013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.96,132$11.1M0.02%+30,00013F-HRTimelineGroup
Rinkey Investments95,106$11M3.52%+1,51313F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.91,300$10.5M2.3%-45813F-HRTimeline
Rehmann Capital Advisory Group90,614$10.5M0.66%-28813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC86,622$10M1.01%+1,19813F-HRTimeline
MAI Capital Management82,483$9.53M0.07%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC82,084$9.48M0.01%-31,01413F-HRTimelineGroup
&PARTNERS81,572$9.43M0.11%+40,29213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.80,375$9.29M0.06%+41,32113F-HRTimeline
Mount Lucas Management LP79,224$9.15M3.19%+56,81213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION78,834$9.11M0.85%+1,08513F-HRTimeline
Keel Point, LLC78,430$9.06M0.73%-7,10213F-HRTimeline
Paulson Wealth Management Inc.77,298$8.93M2.44%+9,24413F-HRTimeline
CWM, LLCin group CWM, LLC76,051$8.79M0.04%+33,35113F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.75,200$8.69M0.05%013F-HRTimelineGroup
Checchi Capital Advisers, LLC73,824$8.53M0.64%+1,07313F-HRTimeline
Pinnacle Financial Partners Inc71,171$8.22M0.17%+21,00813F-HRTimeline
HM PAYSON & CO70,908$8.19M0.14%013F-HRTimeline
J. Goldman & Co LP68,450$7.91M0.28%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding66,504$7.68M+6,704Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV65,291$7.54M0.55%+5,31713F-HRTimeline
MBM WEALTH CONSULTANTS, LLC64,639$7.47M2.22%+13,22213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding64,500$7.45M-742Timeline
Vertex Planning Partners, LLC64,266$7.43M1.64%new13F-HRTimeline
RKL Wealth Management LLC64,116$7.41M0.66%-28,38913F-HRTimeline
Atria Investments, Inc63,628$7.35M0.09%-6,09313F-HRTimeline
DAVENPORT & Co LLC62,455$7.22M0.04%-23113F-HRTimeline
PROFFITT & GOODSON INC62,000$7.16M1.19%+38,95813F-HRTimeline
Sollinda Capital Management LLC61,523$7.11M1.95%-2,86113F-HRTimeline
Premier Path Wealth Partners, LLC61,395$7.09M1.08%+2,61713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.61,314$7.08M0.84%+1,53613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,440$6.98M0.06%+6,82613F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …59,000$6.82M0.87%-3,00013F-HRTimelineGroup
WRAPMANAGER INC58,904$6.81M1.74%+4,67713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …58,091$6.71M0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC57,420$6.63M0.03%-46,07913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC57,081$6.6M0.03%+2,10013F-HRTimelineGroup
US FINANCIAL ADVISORS, LLC56,534$6.53M2.01%-12913F-HRTimeline
Everstar Asset Management, LLC55,683$6.43M4.55%+7,35113F-HRTimeline
Anderson Financial Strategies, LLC54,902$6.34M3.82%13F-HRTimeline
Latko Wealth Management, Ltd.54,645$6.31M3.74%+5,60813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC54,598$6.3M1.31%+13,37013F-HRTimeline
Clearstead Advisors, LLC54,505$6.3M0.1%+97913F-HRTimeline
HARBOUR INVESTMENTS, INC.54,260$6.27M0.18%+1,52313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC52,551$6.07M1.29%-5,83513F-HRTimeline
Prospera Financial Services Inc51,181$5.91M0.14%+43,61313F-HRTimeline
Midwest Professional Planners, LTD.50,596$5.85M1.75%-51813F-HRTimeline
Perigon Wealth Management, LLC50,292$5.81M0.14%-2,77413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…50,170$5.8M0.02%-16,80613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…49,820$5.76M0.13%+3,27113F-HRTimelineGroup
Foundry Financial Group, Inc.49,736$5.75M3.56%new13F-HRTimeline
Sanctuary Advisors, LLC49,335$5.73M0.04%+4,85513F-HRTimeline
Tennessee Valley Asset Management Partn…49,115$5.68M0.95%+3,80613F-HRTimeline
Belpointe Asset Management LLC47,275$5.61M0.34%+43,12913F-HRTimeline
Darwin Wealth Management, LLC48,429$5.6M1.88%-8,34813F-HR/ATimeline
Lake Hills Wealth Management, LLC47,831$5.53M3.78%-1,63413F-HRTimeline
Opus Capital Group, LLC47,291$5.46M0.69%+2,49613F-HRTimeline
TPG Financial Advisors, LLC46,750$5.4M2.35%+7,17813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC46,747$5.4M2.03%+4,99813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC46,315$5.35M0.07%+11,20213F-HRTimeline
MFA Wealth Services46,299$5.35M4.29%13F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC45,947$5.31M0.64%-88413F-HRTimeline
AMG National Trust Bank45,606$5.27M0.15%+1,56113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,005$5.2M<0.01%+7,53713F-HRTimelineGroup
D.A. DAVIDSON & CO.44,797$5.18M0.04%+10,24313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP44,500$5.14M0.01%-20,41113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …44,175$5.07M0.28%-8,78313F-HRTimelineGroup
Heck Capital Advisors, LLC43,476$5.02M0.58%-16,76613F-HR/ATimeline
Dynamic Advisor Solutions LLC42,599$4.92M0.21%+2,78513F-HRTimeline
IHT Wealth Management, LLC42,574$4.92M0.16%+13,33513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC42,470$4.91M0.35%+2,46213F-HRTimeline
Values First Advisors, Inc.42,392$4.9M2.7%+14,99413F-HRTimeline
Great Diamond Partners, LLC42,379$4.9M1.27%-2,86313F-HRTimeline
Vectors Research Management, LLC41,807$4.83M1.65%+22,19513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,691$4.82M0.15%-22,53313F-HRTimelineGroup
CAMDEN NATIONAL BANK41,365$4.78M0.72%+4,53813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TrinityPoint Wealth, LLC41,289$4.77M0.67%+65813F-HRTimeline
Financiere des Professionnels - Fonds d…41,200$4.76M0.33%-31,80013F-HRTimeline