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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

769 managers (779 13F filers) reported a position in IEI shares at 2025-09-30, 118,596,848 shares in all. 74 filers opened a position and 63 filers sold out during the quarter.

Managers
769
13F filers
779
New
74
Added
350
Reduced
221
Sold out
63
Shares held by filers
118,596,848

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO16,513,521$1.97B0.13%+4,523,90313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,037,805$841M0.06%+244,77413F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS5,643,321$674M1.38%+1,992,63313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,292,100$513M0.08%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,253,967$508M0.97%+236,65213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,701,704$442M+298,561Timeline
BlackRock, Inc.in group BlackRock, Inc.3,424,127$409M0.01%+2,590,87813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,993,888$358M0.02%-40,79613F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,862,009$342M0.73%+315,64813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,719,795$325M0.07%-21,89413F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich2,516,836$301M0.85%+66,69513F-HRTimeline
LPL Financial LLC2,203,954$263M0.08%+329,58013F-HRTimeline
UBS Group AGin group UBS Group AG2,100,257$251M0.05%-91,24113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,039,591$244M0.05%-65,07713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,036,746$243M0.22%-133,31913F-HRTimelineGroup
WIT, LLC2,029,697$243M5.49%-442,15513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,936,307$231M0.31%+62,15613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,846,448$221M0.36%+46,93213F-HRTimelineGroup
Janney Montgomery Scott LLC1,786,726$214M0.51%+216,69413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,456,028$174M0.06%+160,37313F-HRTimelineGroup
Creative Planningin group Creative Planning1,378,438$165M0.13%-59,83413F-HRTimelineGroup
Clarity Financial LLC1,316,381$157M15.61%+735,93113F-HRTimeline
WestEnd Advisors, LLC1,155,466$138M3.23%+139,82313F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,049,412$125M-1,090Timeline
Tanglewood Wealth Management, Inc.1,045,950$125M11.62%-9,57113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,038,424$124M0.02%+68,93313F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC957,560$114M8.07%+15,32613F-HRTimeline
FMR LLCin group FMR LLC948,471$113M0.01%-70,79513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding894,692$107M+44,259Timeline
Facet Wealth, Inc.832,250$99.5M2.06%+47,12513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC770,585$92.1M2.19%+132,19413F-HRTimeline
Cetera Investment Advisers762,330$91.1M0.11%+116,55013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…739,010$88.3M0.06%+505,36013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.677,986$81.1M0.11%+178,11913F-HRTimelineGroup
Bluespring Wealth Management, LLC602,550$72M6.26%+27,80713F-HRTimeline
Strategic Point Investment Advisors, LLC594,841$71.1M10.21%+10,21013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.593,389$70.9M2.66%+41,77913F-HRTimelineGroup
Dynasty Wealth Management, LLC593,126$70.9M0.95%+324,50313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…568,654$68M0.04%+12,09513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC510,439$61M1.19%+27,57513F-HRTimeline
Mariner, LLCin group Mariner, LLC482,982$57.7M0.07%+2,83413F-HRTimelineGroup
NorthCoast Asset Management LLC465,686$55.7M0.22%-116,94813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC463,829$55.4M0.03%+54,07313F-HRTimeline
Waverly Advisors, LLC459,418$54.9M0.55%-2,35313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.432,750$51.7M3.52%+12,84813F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…421,430$50.4M25.97%+96013F-HRTimeline
Curi Capital, LLC409,980$49M0.9%-50,46613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC409,944$49M1.1%+54,96013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…392,735$46.9M0.16%+9,96313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp366,865$43.8M0.01%+58,38813F-HRTimelineGroup
DDFG, Inc347,955$41.6M9.6%+11,07413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources342,771$41M0.01%+24,00113F-HRTimelineGroup
Silicon Valley Capital Partners313,006$37.4M3.53%+26,67613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.305,198$36.4M0.28%+47,68013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC297,980$35.6M0.05%-1513F-HRTimeline
SkyView Investment Advisors, LLC296,167$35.4M4.47%+30013F-HRTimeline
OneDigital Investment Advisors LLC292,529$35M0.36%+81213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC279,514$33.4M0.38%-315,31913F-HRTimelineGroup
Willis Johnson & Associates, Inc.259,208$31M1.92%+21,00113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC256,070$30.6M0.18%+50,09013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding255,042$30.5M+19,503Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…249,247$29.8M0.05%+8,30513F-HRTimeline
HighTower Advisors, LLC246,840$29.5M0.03%+33,06813F-HRTimeline
Klaas Financial Asset Advisors, LLC245,588$29.4M4.4%+5,17013F-HRTimeline
CABOT WEALTH MANAGEMENT INC242,845$29M3.22%+17,42513F-HRTimeline
Hilton Capital Management, LLC230,755$27.6M2.23%+104,62413F-HRTimeline
New Harbor Financial Group, LLC228,288$27.3M5.53%+16,31913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.225,493$26.9M0.24%+10,54113F-HRTimelineGroup
Cambridge Investment Research Advisors,…217,614$26M0.07%+2,96913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …213,064$25.5M0.04%+121,89213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\212,711$25.4M0.03%+1,84413F-HRTimelineGroup
MBL Wealth, LLC209,779$25.1M2.19%+9,58113F-HRTimeline
Strategic Wealth Partners, Ltd.202,777$24.2M1.81%+6,57713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE201,800$24.1M0.03%+1,50013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC200,699$24M<0.01%-220,40113F-HRTimelineGroup
Beacon Bank & Trust199,905$23.9M5.14%+26,04213F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC196,611$23.5M0.68%-4,11013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS192,136$23M0.02%+96,73113F-HRTimelineGroup
Hoese & Co LLP191,858$22.9M17.53%+65013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.190,561$22.8M0.34%+6,63413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CSM Advisors, LLC189,900$22.7M0.63%-39,70013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors181,726$21.7M10.97%-6,34013F-HRTimelineGroup
Gunma Bank,Ltd.180,000$21.5M6.73%+30,00013F-HRTimeline
AE Wealth Management LLC174,530$20.9M0.13%+20,35313F-HRTimeline
Orion Porfolio Solutions, LLC174,082$20.8M0.16%+14,25013F-HRTimeline
JMAC ENTERPRISES LLC168,812$20.2M3.99%+10,22813F-HRTimeline
FIRST AMERICAN TRUST, FSB166,262$19.9M1.44%+19,11413F-HRTimeline
FLOW TRADERS U.S. LLC160,688$19.2M0.78%+22,32713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC160,665$19.2M0.08%-17,94113F-HRTimelineGroup
Mirabaud & Cie SA159,092$19M6.04%+16,12113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.157,003$18.8M0.03%+30,22213F-HRTimelineGroup
Vectors Research Management, LLC154,154$18.4M5.81%-3,11313F-HRTimeline
Independence Financial Advisors, LLC152,913$18.3M5.57%+55,86713F-HRTimeline
NewEdge Advisors, LLC151,194$18.1M0.08%-1,22513F-HRTimeline
Capital Investment Services of America,…147,199$17.6M1.56%+2,85213F-HRTimeline
1832 Asset Management L.P.145,523$17.4M0.03%+4,45113F-HRTimeline
Haverford Trust Co142,757$17.1M0.15%+3,76013F-HRTimeline
CFS Investment Advisory Services, LLC138,253$16.6M1.23%+57013F-HRTimeline
MML INVESTORS SERVICES, LLC138,681$16.6M0.04%-32,08613F-HRTimeline
AAFMAA Wealth Management & Trust LLC137,945$16.5M6.54%+3,85313F-HRTimeline
RWA WEALTH PARTNERS, LLC137,852$16.5M0.19%-8,97313F-HRTimeline
COURIER CAPITAL LLC137,842$16.5M0.94%-1,21613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding137,696$16.5M-7,141Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.137,227$16.4M0.69%+1,57513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC134,619$16.1M0.25%-14,04813F-HRTimeline
Canal Capital Management, LLC132,622$15.8M2.38%+2,74113F-HRTimeline
ETF Portfolio Partners, Inc.132,293$15.8M4.21%+4,75613F-HRTimeline
Columbia Bank131,507$15.8M4.41%+8,77613F-HRTimeline
FORONJY FINANCIAL LLC128,667$15.4M6.74%+13,77913F-HRTimeline
Austin Wealth Management, LLC123,293$14.8M2.33%+2,13313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP119,091$14.2M<0.01%-5,70813F-HRTimelineGroup
WCG Wealth Advisors LLC118,681$14.2M0.89%-8,37313F-HRTimeline
&PARTNERS117,954$14.1M0.09%+14,62313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC116,892$14M0.19%+30413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…115,947$13.9M0.03%-111,40513F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC115,644$13.8M0.91%+9,72113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…114,674$13.7M0.19%-3,60313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/114,338$13.7M0.01%+7,64613F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC112,903$13.5M0.19%-136,48713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp110,709$13.2M0.04%+12813F-HRTimelineGroup
Bond & Devick Financial Network, Inc.110,298$13.2M3.96%-4,53513F-HRTimeline
Gould Capital, LLC107,700$12.9M7.97%+1,07413F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…105,000$12.5M0.01%013F-HRTimelineGroup
Eley Financial Management, Inc102,415$12.2M4.41%+1,00913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT101,668$12.2M0.24%+25,72313F-HRTimeline
Rinkey Investments98,890$11.8M3.14%+2,71413F-HRTimeline
HM PAYSON & CO97,633$11.7M0.17%+6,20113F-HRTimeline
CRITERIA CAIXA, S.A.U.82,000$11.6M1.36%013F-HRTimeline
Boltwood Capital Management95,803$11.4M3.05%-35413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…93,424$11.2M0.08%+15,09513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC91,161$10.9M0.39%-9,28113F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.91,142$10.9M1.26%+13,66913F-HRTimeline
Paulson Wealth Management Inc.89,484$10.7M2.53%+7,90513F-HRTimeline
Pinnacle Financial Partners Inc89,151$10.7M0.26%-13,08113F-HRTimeline
ARVEST INVESTMENTS, INC.88,947$10.6M1.53%+47,78713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC84,768$10.1M1.03%+1,21713F-HRTimeline
MBM WEALTH CONSULTANTS, LLC80,596$9.63M2.39%+7,69113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC80,524$9.62M0.01%+58,12713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC80,200$9.58M0.2%+24,84913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding79,644$9.52M+7,180Timeline
FIRST FINANCIAL BANK - TRUST DIVISION79,538$9.51M0.81%+1,96013F-HRTimeline
Private Advisor Group, LLC79,331$9.48M0.05%+6,05313F-HRTimeline
Ridgepath Capital Management LLC79,204$9.47M4.04%+4,81213F-HRTimeline
Keel Point, LLC78,514$9.38M0.58%+1,88213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…74,487$8.9M0.03%-17,87413F-HRTimelineGroup
Procyon Advisors, LLC74,070$8.85M0.53%+71,63013F-HRTimeline
MAI Capital Management73,785$8.82M0.06%-2,47113F-HRTimeline
Vertex Planning Partners, LLC73,035$8.73M1.67%+3,49013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …72,742$8.68M0.29%-57913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP69,299$8.27M0.01%+16,24813F-HRTimelineGroup
Farther Finance Advisors, LLC69,027$8.25M0.12%+14,39013F-HRTimeline
Premier Path Wealth Partners, LLC68,805$8.22M1.06%+33013F-HRTimeline
CWM, LLCin group CWM, LLC67,868$8.11M0.02%-2,70813F-HRTimelineGroup
Sollinda Capital Management LLC67,665$8.09M2.22%+3,80413F-HRTimeline
WRAPMANAGER INC67,530$8.07M2.48%-10,87513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC67,319$8.05M0.57%+28,58013F-HRTimeline
Everstar Asset Management, LLC66,232$7.92M4.49%+4,99513F-HRTimeline
Portfolio Design Labs, LLC66,097$7.9M1.36%-16,81013F-HRTimeline
DAVENPORT & Co LLC64,229$7.68M0.04%+8,35313F-HRTimeline
Checchi Capital Advisers, LLC61,883$7.4M0.51%-1,83113F-HRTimeline
PROFFITT & GOODSON INC61,423$7.34M1.05%-1,41213F-HRTimeline
Midwest Professional Planners, LTD.60,911$7.28M1.78%+75813F-HRTimeline
Heck Capital Advisors, LLC60,251$7.2M0.56%+25,53113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.59,458$7.11M0.78%+28513F-HRTimeline
Foundry Financial Group, Inc.58,466$6.99M3.67%+5,47813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC57,338$6.85M1.97%+4,31813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC57,114$6.83M0.05%-20,96713F-HRTimelineGroup
COMERICA BANK56,143$6.71M0.03%-3,04813F-HRTimeline
Robertson Stephens Wealth Management, L…55,734$6.66M0.2%-134,63113F-HRTimeline
CFO4Life Group, LLC55,522$6.64M0.96%-8,26813F-HRTimeline
TPG Financial Advisors, LLC55,022$6.58M2.45%+5,77013F-HRTimeline
Prospera Financial Services Inc54,613$6.53M0.11%+96913F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…54,300$6.49M0.05%-108,40013F-HRTimelineGroup
AlphaQuest LLC54,265$6.49M0.42%+5,04813F-HRTimeline
Latko Wealth Management, Ltd.53,758$6.42M3.26%+3,89313F-HRTimeline
Sanctuary Advisors, LLC52,520$6.28M0.04%+7,98613F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC52,435$6.25M1.03%+1,45513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,060$6.22M0.11%+2,65213F-HRTimelineGroup
Trilogy Capital Inc.51,938$6.21M0.29%-3,65313F-HRTimeline
Coastal Bridge Advisors, LLC51,451$6.15M0.47%+8,89713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,090$6.11M0.38%-77013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…51,040$6.1M0.12%-35013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC50,995$6.09M0.06%-13,05913F-HRTimeline
CAMDEN NATIONAL BANK50,976$6.09M0.85%+3,56513F-HRTimeline
DSG Capital Advisors, LLC49,885$5.96M0.95%+20,83513F-HRTimeline
Great Diamond Partners, LLC49,811$5.95M1.15%+2,68713F-HRTimeline
Strategic Blueprint, LLC49,757$5.95M0.26%-96313F-HRTimeline
MFA Wealth Services49,657$5.93M4.1%-3,78613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC49,200$5.88M0.01%+7,80013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC49,078$5.87M<0.01%+28,31513F-HRTimelineGroup
Clearstead Advisors, LLC49,015$5.86M0.09%-2,26513F-HRTimeline
Tennessee Valley Asset Management Partn…48,882$5.84M0.79%-10013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC47,944$5.73M3.77%-39213F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO47,686$5.7M0.31%+1,62013F-HRTimeline
AMG National Trust Bank47,573$5.69M0.14%+81213F-HRTimeline
Spartan Planning & Wealth Management46,531$5.56M4.34%+16,92113F-HRTimeline
Rehmann Capital Advisory Group46,519$5.56M0.3%+4,13413F-HRTimeline
Lake Hills Wealth Management, LLC46,434$5.55M2.96%+1,31113F-HRTimeline
UNIQUE WEALTH, LLC45,820$5.48M0.8%+7,14013F-HRTimeline
Darwin Wealth Management, LLC45,655$5.46M1.73%+1,04513F-HRTimeline