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Public ownership evidence

iShares 3-7 Year Treasury Bond ETF (IEI) Ownership Disclosures

Read IEI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,770$445,348None
Corient Private Wealth LP2026-06-302026-08-2846,875$5,505,498None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2827$3,171None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2827$3,202None
HORAN Wealth, LLC2026-06-302026-08-275,322$625,034None
Dakota Wealth Management2025-09-302026-08-271,716$205,080None
Dakota Wealth Management2025-12-312026-08-274,105$489,932None
Dakota Wealth Management2026-03-312026-08-271,716$203,518None
Redwood Investment Management, LLC2025-12-312026-08-275,820$695,000None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-262,037$239,246None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2210,217$1,199,987None
Ridgepath Capital Management LLC2026-06-302026-08-21195,218$22,928,343None
Rehmann Capital Advisory Group2026-06-302026-08-2159,748$7,017,443None
Kingsview Wealth Management, LLC2026-06-302026-08-208,723$1,024,498None
Archer Investment Corp2026-06-302026-08-2034$4,045None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20650$76,343None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,162$136,478None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2025,898$3,041,679None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,403$282,239None
Copia Wealth Management2026-06-302026-08-19133$15,621None
JDM Financial Group LLC2026-06-302026-08-193,552$417,240None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1926,529$3,115,784None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-1844,523$5,229,226None
Maxele Advisors, LLC2026-06-302026-08-183,427$402,472None
WNY Asset Management, LLC2026-06-302026-08-1811,682$1,372,043None
Coastal Bridge Advisors, LLC2026-06-302026-08-1863,668$7,477,834None
Caitlin John, LLC2026-06-302026-08-18179$21,024None
Corient Private Wealth LP2026-06-302026-08-1852,641$6,182,985None
Redwood Investment Management, LLC2026-06-302026-08-183,084$362,000None
Blue Edge Capital, LLC2026-06-302026-08-182,921$343,071None
Camarda Financial Advisors, LLC2026-06-302026-08-187,993$938,747None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1896,314$11,310,567None
Equitable Holdings, Inc.2026-06-302026-08-1819,900$2,337,222None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-188,502$998,559None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,088$245,000None
Thompson David Blair2024-12-312026-08-154,345$502,065None
Thompson David Blair2026-06-302026-08-155,042$592,183None
Thompson David Blair2025-12-312026-08-1525,238$3,012,155None
Thompson David Blair2026-03-312026-08-1515,525$1,841,265None
Forum Finance Group S.A.2026-06-302026-08-15325$31,000None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1511,074$1,300,644None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-158$940None
EFG International AG2026-06-302026-08-152,950$346,478None
EFG International AG2026-06-302026-08-1528,384$3,333,701None
Sequent Planning LLC2026-06-302026-08-1523,358$2,743,438None
Frederick Financial Consultants, LLC2026-06-302026-08-151,771$207,960None
Blueprint Financial Advisors LLC2026-06-302026-08-15142,864$16,779,356None
Synergy Investment Management, LLC2026-06-302026-08-1556$6,578None
SummitTX Capital, L.P.2026-06-302026-08-1512,751$1,497,605None
Glen Eagle Advisors, LLC2026-06-302026-08-15455$53,440None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗HORAN Wealth, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Redwood Investment Management, LLC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.