Security Name: ISHARES 7-10 YEAR TREASURY B
Ticker: IEF
Security Type: OTHER
Exchange: US
CUSIP: 464287440

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $283.52B - 888 -
2024-09-30 $294.60B +3.9% 927 +4.4%
2024-12-31 $273.00B -7.3% 720 -22.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
JUNIPER HILL CAPITAL MANAGEMENT LP $68.8M 744K 15.2%
CERITY PARTNERS OCIO LLC $228.5M 2,471K 15.2%
BENNINGFIELD FINANCIAL ADVISORS, LLC $14.9M 161K 14.6%
PINERIDGE ADVISORS LLC $37.4M 405K 14.2%
SOUND FINANCIAL STRATEGIES GROUP, LLC $16.8M 181K 14.0%
IRONWOOD WEALTH MANAGEMENT, LLC. $44.7M 483K 13.9%
WEALTHFRONT ADVISERS LLC $4528.8M 15,626K 13.7%
MY WEALTH MANAGEMENT INC. $13.3M 144K 13.3%
WILLIAM HOWARD & CO FINANCIAL ADVISORS INC $12.8M 138K 11.6%
AMERISERV WEALTH ADVISORS $21.4M 231K 11.6%
MATAURO, LLC $47.5M 513K 10.3%
MTC WEALTH MANAGEMENT LLC $21.1M 227K 10.1%
PARAGON CAPITAL MANAGEMENT INC $11.3M 122K 8.8%
DYNAMIC WEALTH STRATEGIES, LLC $9.9M 107K 8.8%
MEMBERS TRUST CO $243090.8M 2,629K 8.4%
RETIREMENT FINANCIAL SOLUTIONS, LLC $14.1M 152K 7.6%
PRUDENT INVESTORS NETWORK, INC. $25.8M 279K 7.6%
ALLY INVEST ADVISORS INC. $80.1M 866K 6.9%
OGOREK ANTHONY JOSEPH /NY/ /ADV $21.6M 233K 6.9%
TOBIAS FINANCIAL ADVISORS, INC. $32.8M 354K 6.6%
GUNMA BANK,LTD. $19.4M 210K 6.4%
SCHOOLCRAFT CAPITAL LLC $30.4M 328K 6.3%
MJP ASSOCIATES INC /ADV $33.8M 365K 6.1%
U S WEALTH GROUP, LLC. $8.0M 86K 6.0%
COMMUNITY FINANCIAL SERVICES GROUP, LLC $30.2M 326K 6.0%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
ZECP US ZACKS EARNINGS CONSISTENT PO 0.071 2 28
TBF US PROSHARES SHORT 20+ TREASURY 0.056 2 36
MLN US VANECK LONG MUNI ETF 0.043 4 92
KMLM US KRANESHARES MT LC MN FT ID S 0.042 2 48
ETO US EATON VANCE T/A GLBL DVD OPP 0.040 2 50
QLTY US GMO U.S. QUALITY ETF 0.040 3 75
ISPY US PROSHARES S&P HIGH INCOM ETF 0.038 2 52
HGER US HARBOR COMMODITY ALL WEATHER 0.038 2 52
XHLF US BONDBLOXX BBG 6 MTH US TREAS 0.037 3 82
USDU US WISDOMTREE BBG USD BULLISH 0.034 2 59
KTF US DWS MUNICIPAL INCOME TRUST 0.033 2 60
TLT US ISHARES 20+ YEAR TREASURY BD 0.033 29 879
QLD US PROSHARES ULTRA QQQ 0.032 5 154
SHY US ISHARES 1-3 YEAR TREASURY BO 0.031 26 840
BILS US SPDR BLOOMBERG 3-12 MONTH T- 0.031 6 196
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 0.030 24 806
BWX US SPDR BLOOMBERG INT TREASURY 0.029 3 104
SGOV US ISHARES 0-3 MONTH TREASURY B 0.029 16 555
MIN US MFS INTERMEDIATE INC TRUST 0.028 2 71
IEI US ISHARES 3-7 YEAR TREASURY BO 0.026 14 536
ILTB US ISHARES CORE 10+ YEAR USD BO 0.026 2 78
JIRE US JPMORGAN INT RES ENH EQTY 0.025 3 120
AGG US ISHARES CORE U.S. AGGREGATE 0.024 33 1352
IGIB US ISHARES 5-10Y INV GRADE CORP 0.024 11 467
HDEF US XTRACKERS MSCI EAFE HIGH DIV 0.024 2 85
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us