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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

826 managers (839 13F filers) reported a position in IEI shares at 2026-03-31, 132,526,113 shares in all. 69 filers opened a position and 86 filers sold out during the quarter.

Managers
826
13F filers
839
New
69
Added
350
Reduced
261
Sold out
86
Shares held by filers
132,526,113

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO18,817,986$2.23B0.15%+1,123,56913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,242,672$1.1B0.08%+2,627,94813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,258,233$742M1.3%+333,63013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,292,100$509M0.05%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,231,532$502M1.02%-56,38113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,858,199$458M-43,559Timeline
ASSETMARK, INCin group ASSETMARK, INC3,352,425$398M0.81%+300,39713F-HRTimelineGroup
FMR LLCin group FMR LLC3,146,974$373M0.02%+2,271,79113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,986,161$354M+713,916Timeline
MORGAN STANLEYin group MORGAN STANLEY2,855,064$339M0.02%+70,80813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,845,738$337M0.08%+119,60313F-HR/ATimelineGroup
LPL Financial LLC2,735,908$324M0.09%+281,60913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,403,767$285M0.26%+227,77013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich2,318,980$275M0.83%-360,75313F-HRTimeline
WIT, LLC2,263,922$269M5.07%+174,85213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,152,305$255M0.05%+56,79913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC2,037,091$242M0.28%+1,542,18413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,995,728$237M0.32%+27,10513F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding1,974,092$234M+19,434Timeline
Janney Montgomery Scott LLC1,844,787$219M0.54%-41,13013F-HRTimeline
Tanglewood Wealth Management, Inc.1,596,822$189M15.69%+116,45613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,594,914$189M0.06%+71,06413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,344,980$160M<0.01%-273,07213F-HRTimelineGroup
WestEnd Advisors, LLC1,205,864$143M3.45%+32,82213F-HRTimeline
Creative Planningin group Creative Planning1,176,837$140M0.09%-69,73413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,113,025$132M0.03%+5,12113F-HRTimelineGroup
Dynasty Wealth Management, LLC1,085,040$129M1.12%-85,45713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,084,487$129M8.63%+96,09013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,058,500$126M+117,299Timeline
Facet Wealth, Inc.1,049,997$125M2.16%+83,36313F-HRTimeline
Clarity Financial LLC920,520$109M11.88%-437,74313F-HRTimeline
Cetera Investment Advisers897,314$106M0.11%+96,51513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC747,310$88.6M1.92%-1,59113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.719,834$85.4M6.3%+272,67513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…675,348$80.1M0.05%-32,87813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…643,404$76.3M0.04%-78613F-HRTimelineGroup
Strategic Point Investment Advisors, LLC639,390$75.8M11.02%+24,54713F-HRTimeline
Bluespring Wealth Management, LLC615,718$73M6.29%+17,99413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding545,736$64.7M-69,409Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.529,872$62.5M0.44%+49,28613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.489,387$58.1M0.09%+193,10313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC487,319$57.8M1.05%+18,68913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC478,423$56.7M0.04%+14,40613F-HRTimeline
OpenArc Corporate Advisory, LLC475,868$56.4M0.81%-86,66813F-HRTimeline
Waverly Advisors, LLC455,053$54M0.4%-11,11113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC451,719$53.6M0.01%+241,25513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp447,982$53.1M0.01%+34,95413F-HRTimelineGroup
Curi Capital, LLC412,543$48.9M0.87%+12,84313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC410,840$48.7M1.01%-3,00813F-HRTimeline
University of Illinois Foundation410,500$48.7M9.99%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…407,193$48.3M0.18%+10,55213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources404,436$48M0.01%+44,64213F-HRTimelineGroup
NorthCoast Asset Management LLC390,414$46.3M1.07%+137,25313F-HRTimeline
DDFG, Inc371,059$44M9.48%+13,80613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …370,001$43.9M0.07%013F-HRTimelineGroup
OneDigital Investment Advisors LLC357,210$42.4M0.41%+70,59313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC341,421$40.5M0.4%+12,95113F-HRTimelineGroup
Willis Johnson & Associates, Inc.337,503$40M2.33%+33,07013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC319,437$37.9M0.19%+34,56413F-HRTimeline
Silicon Valley Capital Partners315,584$37.4M3.67%-12,06813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding302,618$35.9M+13,362Timeline
SkyView Investment Advisors, LLC290,122$35.4M4.76%+6,31813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE288,900$34.3M0.04%+44,10013F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC279,159$33.1M3.81%+7,99513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.272,569$32.3M0.26%+57613F-HRTimelineGroup
New Harbor Financial Group, LLC272,300$32.3M5.86%+19,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC261,176$31M0.04%-16,62513F-HRTimeline
Cambridge Investment Research Advisors,…258,197$30.6M0.08%+45,12313F-HRTimeline
Permanens Capital L.P.257,944$30.6M3.94%+241,43613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC256,392$30.4M0.02%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.241,901$28.7M1.99%+11,22413F-HRTimeline
MBL Wealth, LLC237,478$28.2M2.13%+16,54513F-HRTimeline
Weaver Capital Management LLC231,359$27.4M5.96%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.227,262$27M0.41%+80,17213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ANCHOR CAPITAL ADVISORS LLC226,745$26.9M0.77%+33,46213F-HRTimeline
Hoese & Co LLP225,998$26.8M19.89%+4,51413F-HRTimeline
Orion Porfolio Solutions, LLC222,267$26.4M0.22%+48,00313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\211,176$25M0.03%+4,17313F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…210,715$25M10.19%013F-HRTimeline
DT Investment Partners, LLC196,652$23.3M1.94%+6,49713F-HRTimeline
AE Wealth Management LLC192,693$22.9M0.12%+6,14513F-HRTimeline
CSM Advisors, LLC189,900$22.5M0.55%013F-HRTimeline
Mirabaud & Cie SA188,618$22.4M9.1%+4,17313F-HRTimeline
JMAC ENTERPRISES LLC186,581$22.1M4.24%+4,03213F-HRTimeline
CVS HEALTH Corp182,800$21.7M10.21%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB180,491$21.4M1.44%+9,58113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.178,684$21.2M0.03%+16,20013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP173,121$20.4M0.01%+80,52613F-HRTimelineGroup
NewEdge Advisors, LLC172,155$20.4M0.07%+50713F-HR/ATimeline
Napier Financial, LLC169,333$20.1M4.61%-89413F-HRTimeline
Independence Financial Advisors, LLC163,298$19.4M5.81%+3,78613F-HRTimeline
Haverford Trust Co162,535$19.3M0.18%+9,67213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…180,904$18.2M0.04%-89,88013F-HRTimeline
PFG Advisors148,034$17.6M0.85%+97,51713F-HRTimeline
1832 Asset Management L.P.145,646$17.3M0.02%+5,43813F-HRTimeline
Canal Capital Management, LLC145,178$17.2M2.33%+6,63813F-HRTimeline
HighTower Advisors, LLC144,242$17.1M0.02%-6,30413F-HRTimeline
Capital Investment Services of America,…143,566$17M1.78%-3,75813F-HRTimeline
Vectors Research Management, LLC140,465$16.7M4.87%-19,74613F-HRTimeline
ETF Portfolio Partners, Inc.137,565$16.3M4.29%+3,14313F-HRTimeline
FORONJY FINANCIAL LLC137,157$16.3M6.76%+2,47513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/132,084$15.7M0.01%+6,60513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…129,560$15.4M0.21%+14,82813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…128,375$15.2M0.03%-1413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC128,350$15.2M0.17%-7,01513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.127,196$15.1M0.55%-467,14813F-HRTimelineGroup
Gould Capital, LLC126,530$15M9.08%+20,41713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC125,466$14.9M0.23%-18113F-HRTimeline
COURIER CAPITAL LLC125,352$14.9M0.83%-17,70413F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding124,538$14.8M-7,973Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding121,560$14.3M+47,853Timeline
&PARTNERS120,560$14.3M0.07%-4,24513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors120,458$14.3M9.12%-9,25513F-HRTimelineGroup
D.A. DAVIDSON & CO.119,328$14.2M0.09%+43,63213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC118,871$14.1M0.01%+69,91113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC117,929$14M0.05%-31,49613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC117,171$13.9M0.17%-47,50113F-HRTimeline
CFS Investment Advisory Services, LLC115,800$13.8M0.95%-28,33413F-HRTimeline
Cordoba Advisory Partners LLC116,049$13.8M3.8%+6,12213F-HRTimeline
Paulson Wealth Management Inc.114,547$13.6M3.18%+17,97213F-HRTimeline
Cascade Financial Partners, LLC111,559$13.2M1.36%+44,77713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC111,002$13.2M0.46%+20,01613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC110,902$13.2M0.81%+69613F-HRTimeline
MML INVESTORS SERVICES, LLC110,420$13.1M0.04%-45,89713F-HRTimeline
Bond & Devick Financial Network, Inc.109,940$13M3.64%-85113F-HRTimeline
WCG Wealth Advisors LLC108,266$12.8M0.36%-252,71813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp106,822$12.7M0.04%-11,49713F-HR/ATimelineGroup
Farther Finance Advisors, LLC106,867$12.6M0.12%+12,92113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…105,882$12.6M0.08%+1,51113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.105,454$12.5M0.51%-11,12813F-HRTimeline
Eley Financial Management, Inc102,356$12.1M4.38%-15413F-HR/ATimeline
Rinkey Investments101,966$12.1M3.09%+25313F-HRTimeline
Westview Management dba Westview Invest…100,612$11.9M6.21%-4,23713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …100,256$11.9M0.09%-4,85113F-HRTimelineGroup
Sollinda Capital Management LLC99,493$11.8M2.87%+17,52513F-HRTimeline
CRITERIA CAIXA, S.A.U.82,000$11.7M49.76%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…98,806$11.7M0.13%+29,00113F-HRTimelineGroup
Boltwood Capital Management98,073$11.6M2.97%-21013F-HRTimeline
Hilton Capital Management, LLC97,210$11.5M0.87%-139,65313F-HRTimeline
Global Trust Asset Management, LLC96,832$11.5M4.39%+10,86013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC96,821$11.5M1.15%+10,52913F-HRTimeline
Austin Wealth Management, LLC96,737$11.4M2.59%-34,80213F-HRTimeline
Private Advisor Group, LLC94,909$11.3M0.05%+20,93613F-HRTimeline
ARVEST INVESTMENTS, INC.94,147$11.2M1.52%+5,21913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC93,201$11.1M2.54%+9,50213F-HRTimeline
McKinley Carter Wealth Services, Inc.93,105$11M0.64%+69,45413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC92,800$11M0.16%-25,31013F-HRTimeline
FLOW TRADERS U.S. LLC92,792$11M0.35%new13F-HRTimeline
AMG National Trust Bank92,663$11M0.24%+44,04913F-HRTimeline
Portfolio Design Labs, LLC91,782$10.9M1.94%+25,21213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP86,822$10.3M<0.01%-154,28213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT84,937$10.1M0.17%+4,80913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION83,937$9.95M0.8%+1,44413F-HRTimeline
Keel Point, LLC82,863$9.83M0.66%-1,69713F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…81,000$9.61M0.01%-24,00013F-HRTimelineGroup
Premier Path Wealth Partners, LLC80,702$9.57M1.25%+9,30813F-HRTimeline
Columbia Bank80,024$9.49M2.71%-55,98613F-HRTimeline
MAI Capital Management78,290$9.29M0.05%+9,40113F-HRTimeline
Everstar Asset Management, LLC78,171$9.27M4.93%-2,56413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…77,849$9.23M0.02%+54,62913F-HRTimelineGroup
PATTEN & PATTEN INC/TN76,784$9.11M0.55%+15,58913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV76,706$9.1M0.47%+5,42913F-HRTimeline
Lake Hills Wealth Management, LLC76,419$9.06M5.07%+2,57513F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO76,132$9.03M0.49%+27,99013F-HRTimeline
Spartan Planning & Wealth Management74,906$8.88M6.57%-61,15113F-HRTimeline
WRAPMANAGER INC73,563$8.72M3.03%+8,31413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC71,648$8.5M0.25%+33,01313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…71,517$8.48M0.02%+10,76413F-HR/ATimelineGroup
Foundry Financial Group, Inc.71,338$8.46M4.2%+6,09213F-HRTimeline
Heck Capital Advisors, LLC70,318$8.34M0.62%-3,07813F-HRTimeline
Procyon Advisors, LLC70,122$8.32M0.41%-3,02613F-HRTimeline
TPG Financial Advisors, LLC68,855$8.17M2.66%+6,40013F-HRTimeline
Coastal Bridge Advisors, LLC67,436$8M0.57%+8,79213F-HRTimeline
Midwest Professional Planners, LTD.67,075$7.96M1.87%+3,25413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC65,399$7.76M2.15%+2,40113F-HRTimeline
Benchmark Financial, LLC64,980$7.71M6.92%+10,59013F-HRTimeline
CWM, LLCin group CWM, LLC64,619$7.66M0.02%-27,70113F-HRTimelineGroup
Altman Advisors, Inc.63,586$7.54M3.13%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,154$7.49M0.01%+39,55513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC63,006$7.47M0.6%+12,23813F-HRTimeline
SummitTX Capital, L.P.62,958$7.47M0.24%+18813F-HRTimeline
Philadelphia Investment Partners, LLC62,079$7.36M5.01%13F-HRTimeline
Frontier Asset Management, LLC62,074$7.36M1.54%-1,95713F-HRTimeline
Whalen Wealth Management Inc.62,024$7.36M3.94%+14,65613F-HRTimeline
DAVENPORT & Co LLC61,758$7.32M0.04%-1,32113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.61,160$7.25M0.81%-41513F-HRTimeline
Checchi Capital Advisers, LLC61,077$7.24M0.5%-34213F-HRTimeline
Sanctuary Advisors, LLC61,023$7.24M0.04%+6,41813F-HRTimeline
CAMDEN NATIONAL BANK60,421$7.17M0.97%+4,46013F-HRTimeline
Ridgepath Capital Management LLC59,589$7.07M3.51%-19,61513F-HRTimeline
JPL Wealth Management, LLC59,473$7.05M1.62%+7,08813F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.58,168$6.9M0.63%+37,71813F-HRTimelineGroup
4J Wealth Management LLC57,794$6.85M3.9%+3,78213F-HRTimeline
Great Diamond Partners, LLC57,761$6.85M1.32%+7,27913F-HRTimeline
Prospera Financial Services Inc55,270$6.56M0.11%+91413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP54,315$6.43M0.01%-6,14813F-HRTimelineGroup
MFA Wealth Services52,591$6.24M4.13%+1,41413F-HRTimeline
GenTrust, LLC52,086$6.18M0.26%new13F-HRTimeline
Blue Fin Capital, Inc.51,428$6.1M1%+6,12313F-HRTimeline
Transmarket Holdings LP51,067$6.06M3.23%+43,76313F-HRTimeline