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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,694,417$2.11B0.14%+1,180,89613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,614,724$789M0.06%-423,08113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,924,603$707M1.34%+281,28213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,292,100$512M0.05%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,287,913$512M0.97%+33,94613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,901,758$466M+200,054Timeline
ASSETMARK, INCin group ASSETMARK, INC3,052,028$364M0.74%+190,01913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,784,256$332M0.02%-209,63213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,726,135$325M0.07%+6,34013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich2,679,733$320M0.88%+162,89713F-HRTimeline
LPL Financial LLC2,454,299$293M0.08%+250,34513F-HRTimeline
UBS Group AGgroup of 2 filers holding2,272,245$271M+171,988Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,175,997$260M0.23%+139,25113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,095,506$250M0.05%+55,91513F-HRTimelineGroup
WIT, LLC2,089,070$249M5%+59,37313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,968,623$235M0.31%+32,31613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,954,658$233M0.34%+108,21013F-HRTimelineGroup
Janney Montgomery Scott LLC1,885,917$225M0.52%+99,19113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,618,052$193M<0.01%-1,806,07513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,523,850$182M0.06%+67,82213F-HRTimelineGroup
Tanglewood Wealth Management, Inc.1,480,366$177M16.2%+434,41613F-HRTimeline
Clarity Financial LLC1,358,263$162M14.99%+41,88213F-HRTimeline
Creative Planningin group Creative Planning1,246,571$149M0.11%-131,86713F-HRTimelineGroup
WestEnd Advisors, LLC1,173,042$140M3.26%+17,57613F-HRTimeline
Dynasty Wealth Management, LLC1,170,497$140M1.37%+577,37113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,107,904$132M0.02%+69,48013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC988,397$118M7.97%+30,83713F-HRTimeline
Facet Wealth, Inc.966,634$115M2.04%+134,38413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding941,201$112M+46,509Timeline
FMR LLCin group FMR LLC875,183$104M0.01%-73,28813F-HRTimelineGroup
Cetera Investment Advisers800,799$95.6M0.1%+38,46913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC748,901$89.4M2%-21,68413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…708,226$84.5M0.05%-30,78413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…644,190$76.9M0.04%+75,53613F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding615,145$73.4M+360,103Timeline
Strategic Point Investment Advisors, LLC614,843$73.4M10.15%+20,00213F-HRTimeline
Bluespring Wealth Management, LLC597,724$71.3M6.14%-4,82613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.594,344$70.9M2.66%+95513F-HRTimelineGroup
OpenArc Corporate Advisory, LLC562,536$67.1M1.11%13F-HRTimeline
Mariner, LLCin group Mariner, LLC494,907$59.1M0.07%+11,92513F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.480,586$57.5M0.4%+175,38813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC468,630$55.9M1.02%-41,80913F-HRTimeline
Waverly Advisors, LLC466,164$55.6M0.45%+6,74613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC464,017$55.4M0.03%+18813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.447,159$53.4M3.95%+14,40913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC413,848$49.4M1.05%+3,90413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp413,028$49.3M0.01%+46,16313F-HRTimelineGroup
AlphaQuest LLC403,902$48.2M2.7%+349,63713F-HRTimeline
Curi Capital, LLC399,700$47.7M0.83%-10,28013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…396,641$47.3M0.17%+3,90613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …370,001$44.2M0.07%+156,93713F-HRTimelineGroup
WCG Wealth Advisors LLC360,984$43.1M1.21%+242,30313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources359,794$42.9M0.01%+17,02313F-HRTimelineGroup
DDFG, Inc357,253$42.6M9.33%+9,29813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC328,470$39.2M0.43%+48,95613F-HRTimelineGroup
Silicon Valley Capital Partners327,652$39.1M3.56%+14,64613F-HRTimeline
Willis Johnson & Associates, Inc.304,433$36.3M2.24%+45,22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.296,284$35.4M0.05%-381,70213F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding289,256$34.5M-760,156Timeline
OneDigital Investment Advisors LLC286,617$34.2M0.34%-5,91213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC284,873$34M0.19%+28,80313F-HRTimeline
SkyView Investment Advisors, LLC283,804$33.9M4.28%-12,36313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC277,801$33.2M0.04%-20,17913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.271,993$32.5M0.24%+46,50013F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC271,164$32.4M3.58%+28,31913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…270,784$32.4M0.04%+21,53713F-HRTimeline
Klaas Financial Asset Advisors, LLC253,386$30.2M4.39%+7,79813F-HRTimeline
NorthCoast Asset Management LLC253,161$30.2M0.67%-212,52513F-HRTimeline
New Harbor Financial Group, LLC252,645$30.2M5.52%+24,35713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE244,800$29.2M0.03%+43,00013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP241,104$28.8M<0.01%+122,01313F-HRTimelineGroup
Hilton Capital Management, LLC236,863$28.3M2.13%+6,10813F-HRTimeline
Strategic Wealth Partners, Ltd.230,677$27.5M1.89%+27,90013F-HRTimeline
Hoese & Co LLP221,484$26.4M18.84%+29,62613F-HRTimeline
MBL Wealth, LLC220,933$26.4M2.12%+11,15413F-HRTimeline
Cambridge Investment Research Advisors,…213,074$25.4M0.07%-4,54013F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…210,715$25.1M12.29%-210,71513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC210,464$25.1M<0.01%+9,76513F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\207,003$24.7M0.03%-5,70813F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC193,283$23.1M0.67%-3,32813F-HRTimeline
DT Investment Partners, LLC190,155$22.7M1.88%+188,09013F-HRTimeline
CSM Advisors, LLC189,900$22.7M0.62%013F-HRTimeline
AE Wealth Management LLC186,548$22.3M0.13%+12,01813F-HRTimeline
Mirabaud & Cie SA184,445$22M7.1%+25,35313F-HRTimeline
JMAC ENTERPRISES LLC182,549$21.8M4.16%+13,73713F-HRTimeline
Orion Porfolio Solutions, LLC174,264$20.8M0.15%+18213F-HRTimeline
NewEdge Advisors, LLC171,648$20.5M0.07%+20,45413F-HRTimeline
FIRST AMERICAN TRUST, FSB170,910$20.4M1.4%+4,64813F-HRTimeline
Napier Financial, LLC170,227$20.3M5.07%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC164,672$19.7M0.25%+47,78013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.162,484$19.4M0.03%+5,48113F-HRTimelineGroup
Vectors Research Management, LLC160,211$19.1M5.84%+6,05713F-HRTimeline
Independence Financial Advisors, LLC159,512$19M5.23%+6,59913F-HRTimeline
MML INVESTORS SERVICES, LLC156,317$18.7M0.05%+17,63613F-HRTimeline
Haverford Trust Co152,863$18.2M0.16%+10,10613F-HRTimeline
HighTower Advisors, LLC150,546$18M0.02%-96,29413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC149,425$17.8M0.07%-11,24013F-HRTimelineGroup
Capital Investment Services of America,…147,324$17.6M1.66%+12513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.147,090$17.6M0.26%-43,47113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CFS Investment Advisory Services, LLC144,134$17.2M1.26%+5,88113F-HRTimeline
COURIER CAPITAL LLC143,056$17.1M0.96%+5,21413F-HRTimeline
1832 Asset Management L.P.140,208$16.7M0.02%-5,31513F-HRTimeline
Canal Capital Management, LLC138,540$16.5M2.35%+5,91813F-HRTimeline
Spartan Planning & Wealth Management136,057$16.2M11.98%+89,52613F-HRTimeline
Columbia Bank136,010$16.2M4.51%+4,50313F-HRTimeline
RWA WEALTH PARTNERS, LLC135,365$16.2M0.18%-2,48713F-HRTimeline
FORONJY FINANCIAL LLC134,682$16.1M6.71%+6,01513F-HRTimeline
ETF Portfolio Partners, Inc.134,422$16M4.14%+2,12913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding132,511$15.8M-5,185Timeline
Austin Wealth Management, LLC131,539$15.7M2.32%+8,24613F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors129,713$15.5M9%-52,01313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…128,389$15.3M0.03%+12,44213F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC125,647$15M0.22%+12,74413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/125,479$15M0.01%+11,14113F-HRTimelineGroup
&PARTNERS124,805$14.9M0.08%+6,85113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp118,319$14.1M0.05%+7,61013F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC118,110$14.1M0.21%-16,50913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.116,582$13.9M0.58%-20,64513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…114,732$13.7M0.18%+5813F-HRTimelineGroup
Bond & Devick Financial Network, Inc.110,791$13.2M3.72%+49313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC110,206$13.2M0.82%-5,43813F-HRTimeline
Cordoba Advisory Partners LLC109,927$13.1M3.24%13F-HRTimeline
Gould Capital, LLC106,113$12.7M7.8%-1,58713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …105,107$12.5M0.09%13F-HR/ATimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…105,000$12.5M0.01%013F-HRTimelineGroup
Westview Management dba Westview Invest…104,849$12.5M5.96%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…104,371$12.5M0.08%+10,94713F-HRTimelineGroup
Eley Financial Management, Inc102,510$12.2M4.4%+9513F-HRTimeline
Rinkey Investments101,713$12.1M3.08%+2,82313F-HRTimeline
Enclave Advisors LLC99,079$11.8M1.68%+96,41613F-HRTimeline
CRITERIA CAIXA, S.A.U.82,000$11.8M4.06%013F-HRTimeline
Boltwood Capital Management98,283$11.7M3.05%+2,48013F-HRTimeline
HM PAYSON & CO97,633$11.7M0.16%013F-HRTimeline
Paulson Wealth Management Inc.96,575$11.5M2.66%+7,09113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC95,397$11.4M0.2%+15,19713F-HR/ATimeline
Farther Finance Advisors, LLC93,946$11.2M0.12%+24,91913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP92,595$11.1M0.01%+23,29613F-HRTimelineGroup
CWM, LLCin group CWM, LLC92,320$11M0.03%+24,45213F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC90,986$10.9M0.37%-17513F-HRTimelineGroup
ARVEST INVESTMENTS, INC.88,928$10.6M1.49%-1913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC86,292$10.3M1.02%+1,52413F-HRTimeline
Global Trust Asset Management, LLC85,972$10.3M4.05%+85,94713F-HRTimeline
Keel Point, LLC84,560$10.1M0.61%+6,04613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC83,699$9.99M2.38%+3,10313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION82,493$9.85M0.81%+2,95513F-HRTimeline
Sollinda Capital Management LLC81,968$9.78M2.5%+14,30313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/80,831$9.64M0.01%+43,90013F-HRTimelineGroup
Everstar Asset Management, LLC80,735$9.64M5.17%+14,50313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT80,128$9.56M0.17%-21,54013F-HRTimeline
Ridgepath Capital Management LLC79,204$9.47M4.35%013F-HRTimeline
D.A. DAVIDSON & CO.75,696$9.03M0.06%+34,86413F-HRTimeline
Private Advisor Group, LLC73,973$8.83M0.04%-5,35813F-HRTimeline
Lake Hills Wealth Management, LLC73,844$8.81M4.6%+27,41013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …73,707$8.78M0.28%+96513F-HRTimelineGroup
Heck Capital Advisors, LLC73,396$8.76M0.65%+13,14513F-HRTimeline
Procyon Advisors, LLC73,148$8.73M0.43%-92213F-HRTimeline
Premier Path Wealth Partners, LLC71,394$8.52M1.1%+2,58913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV71,277$8.51M0.45%+20,18713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…69,805$8.33M0.1%+17,74513F-HRTimelineGroup
MAI Capital Management68,889$8.22M0.05%-4,89613F-HRTimeline
Cascade Financial Partners, LLC66,782$7.97M0.81%+29,17013F-HRTimeline
Portfolio Design Labs, LLC66,570$7.95M1.31%+47313F-HRTimeline
WRAPMANAGER INC65,249$7.79M2.63%-2,28113F-HRTimeline
Foundry Financial Group, Inc.65,246$7.79M3.9%+6,78013F-HRTimeline
Integrated Wealth Concepts LLC64,879$7.74M0.09%+20,90313F-HRTimeline
Frontier Asset Management, LLC64,031$7.64M1.77%new13F-HRTimeline
Midwest Professional Planners, LTD.63,821$7.62M1.8%+2,91013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC62,998$7.55M2.06%+5,66013F-HRTimeline
DAVENPORT & Co LLC63,079$7.53M0.04%-1,15013F-HRTimeline
SummitTX Capital, L.P.62,770$7.49M0.23%new13F-HRTimeline
TPG Financial Advisors, LLC62,455$7.45M2.49%+7,43313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.61,575$7.35M0.8%+2,11713F-HRTimeline
Checchi Capital Advisers, LLC61,419$7.33M0.5%-46413F-HRTimeline
PATTEN & PATTEN INC/TN61,195$7.3M0.43%new13F-HRTimeline
PROFFITT & GOODSON INC60,930$7.27M1.02%-49313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…60,753$7.25M0.02%-13,73413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP60,463$7.22M0.01%+17,11613F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC58,644$7M0.52%+7,19313F-HRTimeline
Centerline Wealth Advisors, LLC56,599$6.76M2.45%new13F-HRTimeline
CAMDEN NATIONAL BANK55,961$6.68M0.92%+4,98513F-HRTimeline
COMERICA BANK55,545$6.63M0.03%-59813F-HRTimeline
Robertson Stephens Wealth Management, L…55,241$6.59M0.19%-49313F-HRTimeline
Latko Wealth Management, Ltd.54,958$6.56M3.21%+1,20013F-HRTimeline
Sanctuary Advisors, LLC54,605$6.52M0.04%+2,08513F-HRTimeline
Benchmark Financial, LLC54,390$6.49M6.47%13F-HRTimeline
Prospera Financial Services Inc54,356$6.49M0.11%-25713F-HRTimeline
International Private Wealth Advisors L…54,192$6.47M4.07%+24,61213F-HRTimeline
4J Wealth Management LLC54,012$6.45M3.69%+12,06013F-HRTimeline
Redhawk Wealth Advisors, Inc.52,976$6.32M0.71%-38,16613F-HRTimeline
JPL Wealth Management, LLC52,385$6.25M1.52%+7,56713F-HRTimeline
MFA Wealth Services51,177$6.11M4.13%+1,52013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC50,768$6.06M0.47%-16,55113F-HRTimeline
CFO4Life Group, LLC50,689$6.05M0.86%-4,83313F-HRTimeline
PFG Advisors50,517$6.03M0.29%+19,92913F-HRTimeline
Trilogy Capital Inc.50,487$6.03M0.27%-1,45113F-HRTimeline
Great Diamond Partners, LLC50,482$6.03M1.16%+67113F-HRTimeline
Crabel Capital Management, LLC50,420$6.02M4.55%+31,16513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC49,968$5.96M0.94%-2,46713F-HRTimeline
Strategic Blueprint, LLC49,919$5.96M0.35%+16213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC48,960$5.84M<0.01%-31,56413F-HRTimelineGroup