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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

761 managers (772 13F filers) reported a position in IEI shares at 2025-06-30, 106,252,763 shares in all. 75 filers opened a position and 79 filers sold out during the quarter.

Managers
761
13F filers
772
New
75
Added
275
Reduced
300
Sold out
79
Shares held by filers
106,252,763

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO11,989,618$1.43B0.1%-128,69113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,793,031$809M0.07%-936,30313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.4,292,100$511M0.09%-2,105,80013F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,017,315$478M0.95%-84,21113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,650,688$435M0.97%+142,10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,403,143$405M-411,825Timeline
MORGAN STANLEYin group MORGAN STANLEY3,034,684$361M0.02%-130,44413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,741,689$327M0.08%+290,11213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,546,361$303M0.72%+250,18013F-HRTimelineGroup
WIT, LLC2,471,852$294M7.3%-2,330,69613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,450,141$292M0.87%+28,97413F-HR/ATimeline
UBS Group AGgroup of 2 filers holding2,191,498$261M+480,254Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,170,065$258M0.25%+635,59713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,104,668$251M0.06%+27,98613F-HRTimelineGroup
LPL Financial LLC1,874,374$223M0.07%-19,16513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,874,151$223M0.33%-345,58313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,799,516$214M0.38%-530,34113F-HRTimelineGroup
Janney Montgomery Scott LLC1,570,032$187M0.49%-241,63313F-HRTimeline
Creative Planningin group Creative Planning1,438,272$171M0.15%-105,39113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,295,655$154M0.05%-87,53713F-HRTimelineGroup
Tanglewood Wealth Management, Inc.1,055,521$126M12.39%-5,17513F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,050,502$125M-17,061Timeline
FMR LLCin group FMR LLC1,019,266$121M0.01%-92,26113F-HRTimelineGroup
WestEnd Advisors, LLC1,015,643$121M3%-122,78413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA969,491$115M0.02%-65,17213F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC942,234$112M8.5%+551,95013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding850,433$101M+10,676Timeline
BlackRock, Inc.in group BlackRock, Inc.833,249$99.2M<0.01%+277,27013F-HRTimelineGroup
Facet Wealth, Inc.785,125$92.9M2.11%+78,17613F-HRTimeline
Cetera Investment Advisers645,780$76.9M0.13%+100,55213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC638,391$76M2.29%+103,23013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC594,833$70.8M0.9%+475,71813F-HRTimelineGroup
Strategic Point Investment Advisors, LLC584,631$69.6M10.74%+3,65613F-HRTimeline
NorthCoast Asset Management LLC582,634$69.4M0.3%+108,79513F-HRTimeline
Clarity Financial LLC580,450$69.1M7.44%+5,75913F-HRTimeline
Bluespring Wealth Management, LLC574,743$68.4M6.51%+14,82913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…556,559$66.3M0.04%-6,73613F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.551,610$65.7M2.96%-7,65013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.499,867$59.4M0.11%+243,92813F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC482,864$57.5M1.24%+240,79713F-HRTimeline
Mariner, LLCin group Mariner, LLC480,148$57.2M0.08%+7,59013F-HRTimelineGroup
Waverly Advisors, LLC461,771$55M0.6%-8,00313F-HRTimeline
Curi Capital, LLC460,446$54.8M1.04%+7,60813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC421,100$50.1M0.01%+365,47813F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…420,470$50.1M28.62%new13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.419,902$50M3.53%-22,22213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC409,756$48.8M0.03%-27,98513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…382,772$45.6M0.17%+1,03913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC354,984$42.3M1.04%-9,61413F-HRTimeline
DDFG, Inc336,881$40.1M10.09%+4,34913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources318,770$38M0.01%+17,17413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp308,477$36.7M0.01%-10,08313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC297,995$35.5M0.05%-9313F-HRTimeline
SkyView Investment Advisors, LLC295,867$35.2M5.04%-85713F-HRTimeline
OneDigital Investment Advisors LLC291,717$34.7M0.39%+4,79313F-HRTimeline
Silicon Valley Capital Partners286,330$34.1M3.56%new13F-HRTimeline
Dynasty Wealth Management, LLC268,623$32M0.55%-4,33713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.257,518$30.6M0.28%+24,63913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC249,390$29.7M0.42%+202,17713F-HRTimeline
Klaas Financial Asset Advisors, LLC240,418$28.6M4.53%+3,59113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…240,942$28.5M0.05%-20,99813F-HRTimeline
Willis Johnson & Associates, Inc.238,207$28.4M1.93%+10,96013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding235,539$28.1M+158,136Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…233,650$27.8M0.02%+3,38513F-HRTimelineGroup
CSM Advisors, LLC229,600$27.3M0.8%-223,80013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…227,352$27.1M0.06%+172,19613F-HR/ATimelineGroup
CABOT WEALTH MANAGEMENT INC225,420$26.8M3.19%-25,85813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.214,952$25.6M0.24%-8,97713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…214,645$25.6M0.08%+45,11813F-HRTimeline
HighTower Advisors, LLC213,772$25.5M0.03%-9,53913F-HRTimeline
New Harbor Financial Group, LLC211,969$25.2M5.79%+1,31313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\210,867$25.1M0.03%+65713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC205,980$24.5M0.17%+67,41313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC200,721$23.9M0.7%-6,12813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE200,300$23.9M0.03%+46,10013F-HRTimelineGroup
MBL Wealth, LLC200,198$23.8M2.28%-8,18913F-HRTimeline
Strategic Wealth Partners, Ltd.196,200$23.4M1.84%13F-HRTimeline
Hoese & Co LLP191,208$22.8M18.37%+2,29913F-HRTimeline
Robertson Stephens Wealth Management, L…190,365$22.7M0.79%+159,80513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors188,066$22.4M11.07%+24,18213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.183,927$21.9M0.35%+182,39713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lido Advisors, LLCin group Lido Advisors, LLC178,606$21.3M0.11%-58,91513F-HRTimelineGroup
Beacon Bank & Trust173,863$20.7M4.73%+8,34913F-HRTimeline
MML INVESTORS SERVICES, LLC170,767$20.3M0.06%-2,14213F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…162,700$19.4M0.14%-103,20013F-HRTimelineGroup
Orion Porfolio Solutions, LLC159,832$19M0.16%-17,95913F-HR/ATimeline
JMAC ENTERPRISES LLC158,584$18.9M4.04%+36,94313F-HRTimeline
Vectors Research Management, LLC157,267$18.7M6.42%+55,00813F-HRTimeline
AE Wealth Management LLC154,177$18.4M0.13%-15,59413F-HRTimeline
NewEdge Advisors, LLC152,419$18.2M0.09%+34,54313F-HRTimeline
Gunma Bank,Ltd.150,000$17.9M5.83%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC148,667$17.7M0.3%-27,19813F-HRTimeline
FIRST AMERICAN TRUST, FSB147,148$17.5M1.4%+41,09213F-HRTimeline
RWA WEALTH PARTNERS, LLC146,825$17.5M0.22%-48,85913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding144,837$17.2M+6,881Timeline
Capital Investment Services of America,…144,347$17.2M1.57%-17013F-HRTimeline
Mirabaud & Cie SA142,971$17M5.42%+11,04513F-HRTimeline
1832 Asset Management L.P.141,072$16.8M0.03%-10913F-HRTimeline
COURIER CAPITAL LLC139,058$16.6M1.01%+49,56913F-HRTimeline
Haverford Trust Co138,997$16.6M0.16%-40813F-HRTimeline
FLOW TRADERS U.S. LLC138,361$16.5M0.61%new13F-HRTimeline
CFS Investment Advisory Services, LLC137,683$16.4M1.34%+81613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.135,652$16.2M0.72%-45,36913F-HRTimeline
AAFMAA Wealth Management & Trust LLC134,092$16M6.6%new13F-HRTimeline
Canal Capital Management, LLC129,881$15.5M2.44%-81413F-HRTimeline
ETF Portfolio Partners, Inc.127,537$15.2M4.21%+6,26613F-HRTimeline
WCG Wealth Advisors LLC127,054$15.1M0.98%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.126,781$15.1M0.03%+25,33013F-HRTimelineGroup
Hilton Capital Management, LLC126,131$15M1.2%-78,62013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP124,799$14.9M<0.01%+26,57313F-HRTimelineGroup
Columbia Bank122,731$14.5M4.41%+42413F-HRTimeline
Austin Wealth Management, LLC121,160$14.3M2.55%+18,57013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…118,277$14.1M0.23%+5,00813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC116,588$13.9M0.23%+45,22013F-HRTimeline
FORONJY FINANCIAL LLC114,888$13.7M6.4%13F-HRTimeline
Bond & Devick Financial Network, Inc.114,833$13.7M4.55%-913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp110,581$13.2M0.05%-2,09713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/106,692$12.7M0.01%-18,24813F-HRTimelineGroup
Gould Capital, LLC106,626$12.7M8.48%-12113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC105,923$12.6M0.83%-4,98513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…105,000$12.5M0.01%013F-HRTimelineGroup
&PARTNERS103,331$12.3M0.09%+14,67913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102,483$12.2M0.01%-1,790,41213F-HR/ATimelineGroup
Pinnacle Financial Partners Inc102,232$12.2M0.26%-18,48813F-HRTimeline
Eley Financial Management, Inc101,406$12.1M4.64%-3,09113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC100,442$12M0.47%+69,45313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC100,356$12M<0.01%+62,35613F-HR/ATimelineGroup
Independence Financial Advisors, LLC97,046$11.6M4.49%+3,13913F-HRTimeline
Rinkey Investments96,176$11.5M3.44%+1,02813F-HRTimeline
CRITERIA CAIXA, S.A.U.82,000$11.5M1.5%new13F-HRTimeline
Boltwood Capital Management96,157$11.5M3.26%+28913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS95,405$11.4M0.01%+90,36713F-HRTimelineGroup
Atria Wealth Solutions, Inc.94,951$11.3M0.26%-43,13913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…92,361$11M0.04%+49,89013F-HRTimelineGroup
HM PAYSON & CO91,432$10.9M0.17%+20,52413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …91,172$10.9M0.02%+33,08113F-HRTimelineGroup
Black Maple Capital Management LP87,000$10.4M7.17%+67,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.83,923$9.99M0.05%+2,63413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC83,551$9.95M1.05%-2,71313F-HRTimeline
Portfolio Design Labs, LLC82,907$9.87M1.94%new13F-HRTimeline
Paulson Wealth Management Inc.81,579$9.72M2.52%+1,42113F-HRTimeline
WRAPMANAGER INC78,405$9.34M2.27%+9,39213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,329$9.33M0.08%+13,81813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC78,081$9.3M0.06%+38,10013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION77,578$9.24M0.81%+1,53213F-HRTimeline
Redhawk Wealth Advisors, Inc.77,473$9.23M1.16%+75,70813F-HRTimeline
Keel Point, LLC76,632$9.13M0.6%-99213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC76,573$9.12M0.01%-4,74113F-HRTimelineGroup
MAI Capital Management76,256$9.08M0.06%-3,88013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT75,945$9.04M0.2%+30,85313F-HRTimeline
Ridgepath Capital Management LLC74,392$8.86M4.07%+1,05513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.73,659$8.77M1.62%-15,76413F-HRTimeline
Private Advisor Group, LLC73,278$8.73M0.05%-20,44113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …73,321$8.71M0.33%+30,27113F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC72,905$8.68M2.32%+3,94713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding72,464$8.63M-109,404Timeline
CWM, LLCin group CWM, LLC70,576$8.4M0.03%-1,70613F-HRTimelineGroup
Vertex Planning Partners, LLC69,545$8.28M1.73%+1,26313F-HRTimeline
Premier Path Wealth Partners, LLC68,475$8.15M1.14%+2,04113F-HRTimeline
Atria Investments, Inc67,725$8.07M0.1%-4,62513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding65,726$7.83M-7,317Timeline
EXCHANGE TRADED CONCEPTS, LLC64,054$7.63M0.1%new13F-HRTimeline
Sollinda Capital Management LLC63,861$7.61M1.98%+3,87313F-HRTimeline
CFO4Life Group, LLC63,790$7.6M1.19%-11,90913F-HRTimeline
Checchi Capital Advisers, LLC63,714$7.59M0.53%-111,11813F-HRTimeline
PROFFITT & GOODSON INC62,835$7.48M1.14%-1,70313F-HRTimeline
Everstar Asset Management, LLC61,237$7.29M4.45%+2,45313F-HRTimeline
Midwest Professional Planners, LTD.60,153$7.16M1.89%+1,38813F-HRTimeline
COMERICA BANK59,191$7.05M0.03%+9,87613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.59,173$7.05M0.84%-2,54113F-HRTimeline
DAVENPORT & Co LLC55,876$6.65M0.04%-7,16613F-HRTimeline
Trilogy Capital Inc.55,591$6.62M0.32%-22,25413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC55,351$6.59M0.16%+78013F-HRTimeline
J. Goldman & Co LP55,000$6.55M0.21%-92,36013F-HRTimeline
Farther Finance Advisors, LLC54,637$6.51M0.13%+16,74213F-HRTimeline
Prospera Financial Services Inc53,644$6.39M0.12%-3,47613F-HRTimeline
MFA Wealth Services53,443$6.36M4.78%+73313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC53,020$6.32M2.01%+2,56813F-HRTimeline
Foundry Financial Group, Inc.52,988$6.31M3.59%+1,98813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,051$6.31M<0.01%+15,79413F-HRTimelineGroup
Worth Asset Management, LLC52,190$6.22M3.07%+12,05613F-HRTimeline
Advisory Services Network, LLC52,483$6.21M0.1%+9,57613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,860$6.18M0.42%+6,19613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…51,390$6.12M0.14%+1,48713F-HRTimelineGroup
Clearstead Advisors, LLC51,280$6.11M0.09%-180,70313F-HRTimeline
Strategic Blueprint, LLC50,720$6.04M0.3%-55813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC50,980$6.02M1.08%-5,74213F-HRTimeline
HARBOUR INVESTMENTS, INC.50,008$5.96M0.15%-2,33713F-HRTimeline
Latko Wealth Management, Ltd.49,865$5.94M3.34%-5,13313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,408$5.88M0.11%+38,23113F-HRTimelineGroup
TPG Financial Advisors, LLC49,252$5.87M2.35%+18,66713F-HRTimeline
AlphaQuest LLC49,217$5.86M0.58%new13F-HRTimeline
Crabel Capital Management, LLC49,154$5.85M3.59%+26,43913F-HRTimeline
Tennessee Valley Asset Management Partn…48,982$5.83M1.48%+50713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP48,392$5.76M0.01%+2,36413F-HR/ATimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC48,336$5.76M3.94%+2,29813F-HRTimeline
CAMDEN NATIONAL BANK47,411$5.65M0.81%+2,90213F-HRTimeline
Great Diamond Partners, LLC47,124$5.61M1.19%-14913F-HRTimeline
AMG National Trust Bank46,761$5.57M0.15%-2213F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO46,066$5.49M0.32%+10,82813F-HRTimeline