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Disclosery

IEI ISHARES TR

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3 7 YR TREAS BD (fund)

Filings received so far for Q3 2026: 48 13F filers report a position in IEI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Acropolis Investment Management, LLC208,079$23.6M0.95%+164,48213F-HRTimeline
Independence Financial Advisors, LLC184,973$21M5.27%+9,12313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC178,126$20.2M1.22%-479,30213F-HRTimeline
Farther Finance Advisors, LLC105,521$12M0.08%+1,35113F-HRTimeline
Boltwood Capital Management101,696$11.5M2.6%+1,78713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION92,461$10.5M0.76%+2,63113F-HRTimeline
Whalen Wealth Management Inc.55,584$6.31M2.7%-9,88713F-HRTimeline
Monument Capital Management45,044$5.11M1.06%+2,18713F-HRTimeline
Gladwyn Financial Advisors, Inc.41,993$4.76M3.04%+79613F-HRTimeline
NorthCrest Asset Manangement, LLC29,297$3.33M0.08%+37013F-HRTimeline
Apella Capital, LLC29,104$3.3M0.04%+22,08413F-HRTimeline
Central Pacific Bank - Trust Division25,015$2.84M0.3%013F-HRTimeline
Avidian Wealth Enterprises, LLC22,553$2.56M0.07%+15,15813F-HRTimeline
MFA WEALTH ADVISORS, LLC20,852$2.37M0.4%+15113F-HRTimeline
Balefire, LLC16,787$1.9M0.3%+15,06513F-HRTimeline
ATWOOD & PALMER INC13,220$1.5M0.08%-3513F-HRTimeline
Emprise Bank12,732$1.44M0.55%+4,24213F-HRTimeline
Legacy Private Trust Co.12,135$1.38M0.08%+48513F-HRTimeline
Montecito Bank & Trust10,699$1.21M0.18%+37413F-HRTimeline
Oak Grove Capital LLC10,200$1.16M0.07%013F-HRTimeline
Martin Capital Partners, LLC9,762$1.11M0.4%+43113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,951$902K0.54%+2313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.7,735$877K0.14%+7413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,309$829K0.56%-3713F-HRTimeline
ROCKLAND TRUST CO6,631$752K0.03%-7113F-HRTimeline
Leverty Financial Group, LLC6,004$681K0.12%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC5,715$648K0.6%+1,48313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,413$614K0.48%+7513F-HRTimeline
Asempa Wealth Advisors5,311$602K0.47%-2,57013F-HRTimeline
Canandaigua National Trust Co of Florida5,227$593K0.33%13F-HRTimeline
Bangor Savings Bank5,225$593K0.05%-213F-HRTimeline
CoreCap Advisors, LLC5,200$590K0.02%-27213F-HRTimeline
Paragon Capital Management Ltd5,127$582K0.11%-9,77313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…3,878$440K0.03%013F-HRTimelineGroup
Friday Financial2,766$314K0.06%new13F-HRTimeline
JGP Wealth Management, LLC2,178$247K0.02%-1,69913F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,120$240K0.03%-77713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,055$233K0.01%-36713F-HRTimelineGroup
Hardin Capital Partners, LLC1,802$204K0.1%+8913F-HRTimeline
Investors Research Corp1,699$193K0.03%+6313F-HRTimeline
EASTERN BANK870$98.7K<0.01%013F-HRTimeline
Planning Strategies Inc.169$19.2K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST141$16K<0.01%013F-HRTimeline
Versant Capital Management, Inc131$14.9K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP79$8.96K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC55$6.24K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton23$2.61K<0.01%-8513F-HRTimeline
MassMutual Private Wealth & Trust, FSB0$00%-10,06313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.