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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

766 managers (775 13F filers) reported a position in IEI shares at 2025-03-31, 110,554,559 shares in all. 103 filers opened a position and 53 filers sold out during the quarter.

Managers
766
13F filers
775
New
103
Added
305
Reduced
245
Sold out
53
Shares held by filers
110,554,559

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,118,309$1.43B0.11%+1,652,99613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,729,334$913M0.08%+928,47013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.6,397,900$756M0.14%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,101,526$485M1.04%-65,63313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,814,968$451M+65,376Timeline
CAPTRUST FINANCIAL ADVISORS3,508,588$414M1.04%+275,88613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,165,128$374M0.03%+417,24213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,451,577$290M0.08%+262,01713F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich2,421,167$286M0.93%+499,84113F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC2,329,857$275M0.57%+120,85613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,296,181$271M0.75%+148,79613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,219,734$262M0.42%-33,16613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,076,682$245M0.06%+230,33713F-HRTimelineGroup
LPL Financial LLC1,893,539$224M0.09%+144,25313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,892,895$224M0.26%+681,36413F-HRTimelineGroup
Janney Montgomery Scott LLC1,811,665$214M0.61%-34,89113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,711,244$202M-26,190Timeline
Creative Planningin group Creative Planning1,543,663$182M0.17%-102,85113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,534,468$181M0.19%+38,46713F-HRTimelineGroup
WIT, LLC4,802,548$168M4.78%+3,045,46513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,383,192$163M0.06%-48,35813F-HRTimelineGroup
WestEnd Advisors, LLC1,138,427$134M3.57%-15,04813F-HRTimeline
FMR LLCin group FMR LLC1,111,527$131M0.01%-1,892,97613F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,067,563$126M-10,784Timeline
Tanglewood Wealth Management, Inc.1,060,696$125M14.1%-393,68213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,034,663$122M0.03%+51,45213F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding839,757$99.2M+66,823Timeline
Facet Wealth, Inc.706,949$83.4M2.16%+40,11513F-HRTimeline
Strategic Point Investment Advisors, LLC580,975$68.6M11.43%-3,47013F-HRTimeline
Clarity Financial LLC574,691$67.9M7.81%+19,42513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…563,295$66.5M0.03%+22,84413F-HRTimelineGroup
Bluespring Wealth Management, LLC559,914$66.1M6.74%+19,82513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.559,260$66.1M3.23%-46,62813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.555,979$65.7M<0.01%-167,67213F-HRTimelineGroup
Cetera Investment Advisers545,228$64.4M0.12%+167,31813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC535,161$63.2M2.12%+43,61813F-HRTimeline
NorthCoast Asset Management LLC473,839$56M0.28%+110,37713F-HR/ATimeline
Mariner, LLCin group Mariner, LLC472,558$55.8M0.09%-110,47413F-HRTimelineGroup
Waverly Advisors, LLC469,774$55.5M0.68%+303,49313F-HRTimeline
CSM Advisors, LLC453,400$53.6M2.92%013F-HRTimeline
Curi Capital, LLC452,838$53.5M1.32%+144,30513F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.442,124$52.2M3.8%+18,97013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC437,741$51.7M0.05%-52613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC390,284$45.1M3.6%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…381,733$45.1M0.18%-17,34513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC364,598$43.1M1.19%-8,79813F-HRTimeline
Capula Management Ltdin group Capula Management Ltd340,510$40.2M0.3%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
DDFG, Inc332,532$39.3M10.89%-12,21913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp318,560$37.6M0.01%+111,82213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources301,596$35.6M0.01%+22,95613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC298,088$35.2M0.05%+25,22213F-HRTimeline
SkyView Investment Advisors, LLC296,724$35.1M5.27%+32,62013F-HRTimeline
OneDigital Investment Advisors LLC286,924$33.9M0.4%+5,37013F-HRTimeline
Dynasty Wealth Management, LLC272,960$32.2M0.54%new13F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…265,900$31.4M0.28%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…261,940$30.9M0.06%+135,40213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,939$30.2M0.07%+41,68413F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC251,278$29.7M3.78%+137,10913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC242,067$28.6M0.72%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC237,521$28.1M0.17%-82,57313F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC236,827$28M4.82%+3,22513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.232,879$27.6M0.28%+53,58213F-HRTimeline
Clearstead Advisors, LLC231,983$27.4M0.43%+177,47813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…230,265$27.2M0.02%-2,77613F-HRTimelineGroup
Willis Johnson & Associates, Inc.227,247$26.8M2.03%+6,08613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.223,929$26.5M0.29%+3,64213F-HRTimelineGroup
HighTower Advisors, LLC223,311$26.4M0.04%-16,28813F-HRTimeline
Atlas Merchant Capital LLC222,222$26.3M65.88%013F-HRTimeline
New Harbor Financial Group, LLC210,656$24.9M6.62%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\210,210$24.8M0.03%-23,49513F-HRTimelineGroup
MBL Wealth, LLC208,387$24.6M2.49%+3,61813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC206,849$24.4M0.73%+66513F-HRTimeline
Hilton Capital Management, LLC204,751$24.2M2.06%+75,11913F-HRTimeline
RWA WEALTH PARTNERS, LLC195,684$23.1M0.29%-103,76113F-HRTimeline
Hoese & Co LLP188,909$22.3M19.35%-1,36913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding181,868$21.5M+117,368Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.181,021$21.4M1.06%+7,18613F-HRTimeline
Orion Porfolio Solutions, LLC177,791$21M0.21%+13,20413F-HRTimeline
Orion Portfolio Solutions, LLC177,791$21M0.21%+13,20413F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC175,865$20.8M0.39%new13F-HRTimeline
Checchi Capital Advisers, LLC174,832$20.7M1.46%+101,00813F-HRTimeline
MML INVESTORS SERVICES, LLC172,909$20.4M0.07%-25,82413F-HRTimeline
AE Wealth Management LLC169,771$20.1M0.17%+15,69413F-HRTimeline
Cambridge Investment Research Advisors,…169,527$20M0.07%-10,77413F-HRTimeline
Beacon Bank & Trust165,514$19.6M4.76%+2,87313F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors163,884$19.4M11.19%-5,69313F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE154,200$18.2M0.03%+23,60013F-HRTimelineGroup
Gunma Bank,Ltd.150,000$17.7M5.71%013F-HRTimeline
J. Goldman & Co LP147,360$17.4M0.62%+78,91013F-HRTimeline
Capital Investment Services of America,…144,517$17.1M1.73%-1,30013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC143,739$17M0.19%-96,10513F-HRTimelineGroup
Watchman Group, Inc.143,492$17M4.75%new13F-HRTimeline
1832 Asset Management L.P.141,181$16.7M0.03%-3,42513F-HRTimeline
Haverford Trust Co139,405$16.5M0.17%+2,36213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC138,567$16.4M0.13%-26013F-HRTimeline
Atria Wealth Solutions, Inc.138,090$16.3M0.2%-64413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding137,956$16.3M+27,689Timeline
CFS Investment Advisory Services, LLC136,867$16.2M1.44%+2,92313F-HRTimeline
Mirabaud & Cie SA131,926$15.6M5.32%+13,93513F-HRTimeline
Canal Capital Management, LLC130,695$15.4M2.58%+12,47313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/124,940$14.8M0.01%+1,64213F-HRTimelineGroup
Columbia Bank122,307$14.4M5%+16,50213F-HRTimeline
JMAC ENTERPRISES LLC121,641$14.4M3.41%-4,79613F-HRTimeline
ETF Portfolio Partners, Inc.121,271$14.3M4.31%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…123,295$14.3M0.03%013F-HR/ATimelineGroup
Pinnacle Financial Partners Inc120,720$14.3M0.29%+49,54913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC119,115$14.1M0.2%+11,66613F-HRTimelineGroup
NewEdge Advisors, LLC117,876$13.9M0.08%+15,24413F-HRTimeline
SYNOVUS FINANCIAL CORP115,969$13.7M0.18%-254,84113F-HRTimeline
Bond & Devick Financial Network, Inc.114,842$13.6M4.92%-2,97613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…113,269$13.4M0.26%+111,20013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp112,678$13.3M0.05%+8,61813F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC110,908$13.1M0.95%+1,58313F-HRTimeline
Gould Capital, LLC106,747$12.6M8.81%+3,98513F-HRTimeline
FIRST AMERICAN TRUST, FSB106,056$12.5M1.15%+4,22513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…105,000$12.4M0.01%+8,60013F-HRTimelineGroup
Eley Financial Management, Inc104,497$12.3M4.94%+22713F-HRTimeline
Rehmann Capital Advisory Group103,750$12.3M0.77%+13,13613F-HRTimeline
Austin Wealth Management, LLC102,590$12.1M2.43%+3,15013F-HRTimeline
Vectors Research Management, LLC102,259$12.1M4.22%+60,45213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,451$12M0.02%+5,31913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…100,838$11.9M0.02%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC98,332$11.6M0.01%-26,06913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP98,226$11.6M<0.01%-82,30513F-HRTimelineGroup
Boltwood Capital Management95,868$11.3M3.44%-1,76113F-HRTimeline
Rinkey Investments95,148$11.2M3.56%+4213F-HRTimeline
Independence Financial Advisors, LLC93,907$11.1M4.22%13F-HRTimeline
Private Advisor Group, LLC93,719$11.1M0.07%-24,14013F-HRTimeline
COURIER CAPITAL LLC89,489$10.6M0.69%+53,85313F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.89,423$10.6M2.16%-1,87713F-HRTimeline
&PARTNERS88,652$10.5M0.11%+7,08013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC87,500$10.3M0.05%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC86,264$10.2M1.03%-35813F-HRTimeline
Reyes Financial Architecture, Inc.85,238$10.1M7.41%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC81,314$9.61M0.01%+36,30913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.81,289$9.6M0.06%+91413F-HRTimeline
Paulson Wealth Management Inc.80,158$9.47M2.67%+2,86013F-HRTimeline
MAI Capital Management80,136$9.47M0.07%-2,34713F-HRTimeline
Trilogy Capital Inc.77,845$9.2M0.48%-137,61813F-HRTimeline
Keel Point, LLC77,624$9.17M0.71%-80613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding77,403$9.14M+53,098Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC76,827$9.08M0.01%-60,94713F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION76,046$8.98M0.87%-2,78813F-HRTimeline
CFO4Life Group, LLC75,699$8.94M1.51%-85,85913F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.75,200$8.88M0.05%013F-HRTimelineGroup
Ridgepath Capital Management LLC73,337$8.66M4.17%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding73,043$8.63M+6,539Timeline
Atria Investments, Inc72,350$8.55M0.11%+8,72213F-HRTimeline
CWM, LLCin group CWM, LLC72,282$8.54M0.03%-3,76913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC71,368$8.43M0.18%new13F-HRTimeline
HM PAYSON & CO70,908$8.38M0.15%013F-HRTimeline
WRAPMANAGER INC69,013$8.15M2.14%+10,10913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC68,958$8.15M2.41%+4,31913F-HRTimeline
Vertex Planning Partners, LLC68,282$8.07M1.76%+4,01613F-HRTimeline
Premier Path Wealth Partners, LLC66,434$7.85M1.22%+5,03913F-HRTimeline
PROFFITT & GOODSON INC64,538$7.62M1.25%+2,53813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…64,511$7.62M0.07%+4,07113F-HRTimelineGroup
DAVENPORT & Co LLC63,042$7.45M0.04%+58713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.61,714$7.29M0.93%+40013F-HRTimeline
Financiere des Professionnels - Fonds d…61,200$7.23M0.47%+20,00013F-HRTimeline
Sollinda Capital Management LLC59,988$7.09M1.97%-1,53513F-HRTimeline
US FINANCIAL ADVISORS, LLC59,139$6.99M2.06%+2,60513F-HRTimeline
Everstar Asset Management, LLC58,784$6.94M4.6%+3,10113F-HR/ATimeline
Midwest Professional Planners, LTD.58,765$6.94M2.16%+8,16913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …58,091$6.86M0.01%013F-HRTimelineGroup
Mount Lucas Management LP58,089$6.86M3.23%-21,13513F-HRTimeline
Prospera Financial Services Inc57,120$6.75M0.16%+5,93913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC56,722$6.71M1.51%+2,12413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,622$6.57M<0.01%-97,14913F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,156$6.52M0.02%+16,69013F-HRTimelineGroup
Latko Wealth Management, Ltd.54,998$6.5M4.21%+35313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC54,571$6.45M0.18%+13,59613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC53,900$6.37M0.01%new13F-HRTimeline
MFA Wealth Services52,710$6.23M5.12%+6,41113F-HRTimeline
HARBOUR INVESTMENTS, INC.52,345$6.18M0.18%-1,91513F-HRTimeline
Strategic Blueprint, LLC51,278$6.06M0.33%new13F-HRTimeline
Foundry Financial Group, Inc.51,000$6.02M3.71%+1,26413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC50,452$5.96M2.17%+3,70513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…49,903$5.89M0.13%+8313F-HRTimelineGroup
COMERICA BANK49,315$5.83M0.02%+11,32513F-HRTimeline
Tennessee Valley Asset Management Partn…48,475$5.73M0.93%-64013F-HRTimeline
D.A. DAVIDSON & CO.48,373$5.71M0.05%+3,57613F-HRTimeline
MAS Advisors LLC47,559$5.62M8.64%+11,40113F-HRTimeline
Darwin Wealth Management, LLC48,429$5.6M1.88%013F-HRTimeline
Prime Capital Investment Advisors, LLC47,328$5.59M0.07%+40,65313F-HRTimeline
Great Diamond Partners, LLC47,273$5.58M1.53%+4,89413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC47,213$5.58M0.08%+89813F-HRTimeline
AMG National Trust Bank46,783$5.53M0.16%+1,17713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC46,038$5.44M4.07%+25,76413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,028$5.44M0.01%+1,52813F-HRTimelineGroup
RKL Wealth Management LLC45,939$5.43M0.51%-18,17713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,664$5.39M0.41%-19,62713F-HRTimeline
Geneos Wealth Management Inc.45,602$5.39M0.08%+25,62213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT45,092$5.33M0.16%+4,00313F-HRTimeline
CAMDEN NATIONAL BANK44,509$5.26M0.78%+3,14413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …43,050$5.13M0.32%-1,12513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC43,376$5.12M0.37%+90613F-HRTimeline
Lake Hills Wealth Management, LLC43,273$5.11M3.53%-4,55813F-HRTimeline
Advisory Services Network, LLC42,907$5.07M0.1%+5,28413F-HRTimeline
Sanctuary Advisors, LLC42,745$5.05M0.04%-6,59013F-HRTimeline