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

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$114.23
-0.28 (-0.24%)
(As of 05/28/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Number of
Institutional Buyers
(last 12 months)
476
Total
Institutional Inflows
(last 12 months)
$230.79B
Number of
Institutional Sellers
(last 12 months)
325
Total
Institutional Outflows
(last 12 months)
$1.24B
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IEI Institutional Buying and Selling by Quarter

iShares 3-7 Year Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC42,897$4.97M0.0%+138.4%0.037%
5/24/2024 Cetera Investment Advisers296,141$34.30M0.1%+22.6%0.259%
5/23/2024 Dock Street Asset Management Inc.35,145$4.07M0.6%-2.9%0.031%
5/23/2024 Community Trust & Investment Co.33,908$3.93M0.3%+6.3%0.030%
5/23/2024 Austin Wealth Management LLC87,866$10.08M2.5%+5.6%0.077%
5/21/2024 Atria Investments Inc68,009$7.88M0.1%-1.7%0.059%
5/20/2024 Adams Wealth Management3,945$457K0.1%+4.7%0.003%
5/20/2024Strategic Wealth Partners Ltd.161,353$18.69M2.1%+11.8%0.141%
5/17/2024 William Howard & Co Financial Advisors Inc32,311$3.74M3.5%N/A0.028%
5/17/2024 Jaffetilchin Investment Partners LLC3,529$409K0.0%N/A0.003%
5/17/2024 Comerica Bank44,104$5.11M0.0%-19.0%0.039%
5/17/2024 Innealta Capital LLC2,335$270K0.1%-11.4%0.002%
5/16/2024 Jane Street Group LLC466,889$54.07M0.0%N/A0.408%
5/16/2024 B. Riley Wealth Advisors Inc.34,044$3.85M0.1%-33.5%0.030%
5/16/2024 Waverly Advisors LLC108,783$12.60M0.3%+249.1%0.095%
5/15/2024 Ascent Group LLC25,329$2.93M0.3%-3.4%0.022%
5/15/2024 Flow Traders U.S. LLC71,211$8.25M0.4%+240.7%0.062%
5/15/2024 Blue Edge Capital LLC110,314$12.78M2.1%+3.7%0.096%
5/15/2024 1832 Asset Management L.P.136,557$15.82M0.0%+2.4%0.119%
5/15/2024 Truvestments Capital LLC423$49K0.0%N/A0.000%
5/14/2024 Cadence Bank9,528$1.10M0.1%-3.7%0.008%
5/14/2024 Axxcess Wealth Management LLC64,766$7.50M0.2%+150.6%0.057%
5/14/2024 EP Wealth Advisors LLC2,446$283K0.0%-7.4%0.002%
5/14/2024 CreativeOne Wealth LLC47,540$5.51M0.2%+9.8%0.042%
5/14/2024 Delap Wealth Advisory LLC23,011$2.67M1.1%-54.5%0.020%
5/14/2024 Northwest Wealth Management LLC9,539$1.11M0.3%-2.0%0.008%
5/14/2024 Crewe Advisors LLC4,037$468K0.1%N/A0.004%
5/14/2024 InterOcean Capital Group LLC118,712$13.75M0.3%+97.4%0.104%
5/14/2024 Pitcairn Co.5,535$641K0.0%N/A0.005%
5/14/2024 Vaughan David Investments LLC IL4,148$480K0.0%N/A0.004%
5/14/2024 National Bank of Canada FI251,085$28.72M0.0%-31.2%0.219%
5/13/2024 Atlanta Consulting Group Advisors LLC485$56K0.0%N/A0.000%
5/13/2024 O Shaughnessy Asset Management LLC89,416$10.36M0.1%+21.2%0.078%
5/13/2024 Penobscot Investment Management Company Inc.16,410$1.90M0.2%+9.3%0.014%
5/11/2024 MAS Advisors LLC6,347$735K0.8%+42.8%0.006%
5/11/2024 Jacobi Capital Management LLC5,239$607K0.1%+26.5%0.005%
5/10/2024 Osaic Holdings Inc.420,933$48.75M0.1%-22.4%0.368%
5/10/2024 Banco Santander S.A.459,779$53.25M0.6%+25.4%0.402%
5/9/2024 Great Lakes Retirement Inc.11,457$1.33M0.2%-6.1%0.010%
5/9/2024 Blair William & Co. IL7,297$845K0.0%-7.8%0.006%
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5/9/2024 Orion Portfolio Solutions LLC184,940$21.42M0.2%-22.5%0.162%
5/9/2024 Renasant Bank4,039$468K0.3%+3.0%0.004%
5/9/2024 Midwest Professional Planners LTD.25,894$3.00M1.1%+3.5%0.023%
5/9/2024 Kingsview Wealth Management LLC20,455$2.37M0.1%+25.2%0.018%
5/9/2024 Charles Schwab Investment Advisory Inc.2,713,582$314.26M0.4%-2.6%2.370%
5/8/2024 Camarda Financial Advisors LLC9,825$1.14M0.5%N/A0.009%
5/8/2024 Tanglewood Wealth Management Inc.1,217,815$141.04M17.4%+1.2%1.064%
5/8/2024 Great Diamond Partners LLC47,145$5.46M1.3%+0.5%0.041%
5/8/2024 Avantax Advisory Services Inc.18,807$2.18M0.0%-30.7%0.016%
5/8/2024 US Bancorp DE189,616$21.96M0.0%+1.3%0.166%
5/8/2024 Headlands Technologies LLC2,105$244K0.1%N/A0.002%
5/7/2024 Meeder Asset Management Inc.3,066$355K0.0%+6.8%0.003%
5/7/2024 NorthRock Partners LLC2,762$320K0.0%-69.7%0.002%
5/7/2024 Sfmg LLC31,130$3.61M0.3%-12.6%0.027%
5/7/2024 WNY Asset Management LLC4,322$501K0.1%-85.2%0.004%
5/7/2024 Stonebrook Private Inc.1,889$219K0.1%-10.5%0.002%
5/7/2024 Concurrent Investment Advisors LLC8,215$951K0.0%-3.4%0.007%
5/7/2024 Significant Wealth Partners LLC1,939$225K0.1%-9.8%0.002%
5/7/2024 Anchor Capital Advisors LLC283,107$32.79M0.9%-23.1%0.247%
5/7/2024 Montag A & Associates Inc.764$88K0.0%-28.3%0.001%
5/7/2024 Facet Wealth Inc.529,991$60.63M2.0%+12.6%0.463%
5/7/2024 PFG Advisors19,712$2.28M0.2%-2.2%0.017%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,764$552K0.0%+2.8%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.84,966$9.84M0.0%-28.2%0.074%
5/6/2024 CFO4Life Group LLC160,599$18.60M3.4%+7.0%0.140%
5/6/2024 Mittelman Wealth Management2,370$274K0.2%N/A0.002%
5/4/2024 PrairieView Partners LLC3,828$444K0.1%-3.6%0.003%
5/4/2024 Geneos Wealth Management Inc.748$87K0.0%-34.9%0.001%
5/4/2024 Riggs Asset Managment Co. Inc.7,909$916K0.3%-6.0%0.007%
5/4/2024 Valley Wealth Managers Inc.3,669$425K0.0%+2.5%0.003%
5/4/2024 Paulson Wealth Management Inc.54,615$6.33M1.9%+15.7%0.048%
5/4/2024 Csenge Advisory Group3,698$428K0.0%+6.9%0.003%
5/3/2024 Avidian Wealth Solutions LLC8,048$932K0.0%-48.9%0.007%
5/3/2024 Forte Asset Management LLC2,500$290K0.2%N/A0.002%
5/3/2024 TFB Advisors LLC18,569$2.11M0.8%-9.5%0.016%
5/3/2024 Rehmann Capital Advisory Group74,639$8.64M0.6%+6.4%0.065%
5/3/2024 Rinkey Investments77,125$8.93M3.3%+12.7%0.068%
5/3/2024 Smith Salley Wealth Management45,593$5.28M0.4%-13.1%0.040%
5/3/2024 Whittier Trust Co.20,095$2.33M0.0%+2.2%0.018%
5/2/2024 Salomon & Ludwin LLC868$101K0.0%N/A0.001%
5/2/2024 FinTrust Capital Advisors LLC640$74K0.0%+33.1%0.001%
5/2/2024 Haverford Trust Co124,470$14.42M0.2%+4.5%0.109%
5/2/2024Value Partners Investments Inc.2,862$331K0.0%+44.5%0.003%
5/2/2024 Horan Securities Inc.8,485$983K0.5%-4.9%0.007%
5/2/2024 Elevate Wealth Advisory Inc.698$81K0.1%-26.5%0.001%
5/2/2024 Bryn Mawr Capital Management LLC21,195$2.46M0.1%+2.0%0.019%
5/2/2024 BNP Paribas5,896$683K0.0%N/A0.005%
5/2/2024 Palisade Asset Management LLC750$87K0.0%N/A0.001%
5/2/2024 Argent Advisors Inc.5,032$583K0.2%-9.3%0.004%
5/1/2024 Connecticut Wealth Management LLC2,200$255K0.0%-43.6%0.002%
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5/1/2024 Janney Capital Management LLC1,857$215K0.0%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC2,071,233$239.87M0.7%-3.0%1.814%
5/1/2024 Quaker Wealth Management LLC117,933$13.66M5.5%+23.8%0.103%
5/1/2024 BNP Paribas Financial Markets422$49K0.0%-98.0%0.000%
5/1/2024 Centric Wealth Management39,769$4.51M1.4%N/A0.035%
5/1/2024 Mirae Asset Global Investments Co. Ltd.59,355$6.87M0.0%-13.7%0.052%
5/1/2024 Concourse Financial Group Securities Inc.22,357$2.59M0.2%-34.8%0.020%
5/1/2024 Mission Wealth Management LP1,841$213K0.0%N/A0.002%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.407,777$47.23M3.5%-0.7%0.357%
5/1/2024 Sequoia Financial Advisors LLC2,184$253K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

IEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEI shares?

During the previous two years, 768 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.94B), Personal Capital Advisors Corp ($645.63M), Bank of America Corp DE ($634.16M), Financial Engines Advisors L.L.C. ($479.24M), Envestnet Asset Management Inc. ($455.48M), Morgan Stanley ($411.07M), and Charles Schwab Investment Advisory Inc. ($314.26M).Learn more on IEI's institutional investors.

Which institutional investors have been buying iShares 3-7 Year Treasury Bond ETF stock?

Of the 693 institutional investors that purchased iShares 3-7 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.98B), JPMorgan Chase & Co. ($17.22M), Envestnet Asset Management Inc. ($2.66M), Cerity Partners LLC ($2.23M), Janney Montgomery Scott LLC ($2.19M), Truist Financial Corp ($2.17M), and Charles Schwab Investment Advisory Inc. ($2.01M).

How much institutional buying is happening at iShares 3-7 Year Treasury Bond ETF?

Institutional investors have bought a total of 2,039,368,363 shares in the last 24 months. This purchase volume represents approximately $239.46B in transactions.

Which iShares 3-7 Year Treasury Bond ETF major shareholders have been selling company stock?

Of the 447 institutional investors that sold iShares 3-7 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($4.13M), JPMorgan Chase & Co. ($3.94M), FMR LLC ($1.67M), Charles Schwab Investment Management Inc. ($1.35M), SCS Capital Management LLC ($1.11M), Financial Engines Advisors L.L.C. ($963.18K), and Charles Schwab Investment Advisory Inc. ($941.64K).

How much institutional selling is happening at iShares 3-7 Year Treasury Bond ETF?

Institutional investors have sold a total of 34,004,520 shares in the last 24 months. This volume of shares sold represents approximately $6.70B in transactions.


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This page (NASDAQ:IEI) was last updated on 5/29/2024 by MarketBeat.com Staff

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