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

$114.39
-0.12 (-0.10%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Number of
Institutional Buyers
(last 12 months)
490
Total
Institutional Inflows
(last 12 months)
$231.22B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$3.05B
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IEI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Camarda Financial Advisors LLC9,825$1.14M0.5%N/A0.009%
5/8/2024Tanglewood Wealth Management Inc.1,217,815$141.04M17.4%+1.2%1.064%
5/8/2024Great Diamond Partners LLC47,145$5.46M1.3%+0.5%0.041%
5/8/2024Avantax Advisory Services Inc.18,807$2.18M0.0%-30.7%0.016%
5/8/2024US 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%
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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%
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%
5/1/2024 Diversify Advisory Services LLC44,284$5.09M0.3%N/A0.039%
4/30/2024 Private Advisor Group LLC72,649$8.41M0.1%+123.0%0.064%
4/30/2024 J.W. Cole Advisors Inc.27,710$3.21M0.2%-62.0%0.024%
4/30/2024 Fortis Group Advisors LLC2,896$335K0.1%-54.8%0.003%
4/30/2024 Woodward Diversified Capital LLC4,235$490K0.3%-37.0%0.004%
4/30/2024Concord Wealth Partners1,328$154K0.0%-28.0%0.001%
4/30/2024 JMG Financial Group Ltd.3,992$462K0.0%-15.5%0.003%
4/30/2024 Delta Financial Group Inc.1,775$206K0.1%N/A0.002%
4/30/2024 Wooster Corthell Wealth Management Inc.93,252$10.80M2.5%-0.2%0.082%
4/30/2024 Arkadios Wealth Advisors2,353$273K0.0%+26.0%0.002%
4/30/2024 Camden National Bank26,319$3.05M0.5%+2.4%0.023%
4/30/2024 Perigon Wealth Management LLC78,507$9.09M0.3%+7.1%0.069%
4/29/2024Commonwealth Equity Services LLC286,573$33.19M0.1%+45.3%0.251%
4/29/2024 ETF Store Inc.37,837$4.38M2.5%+18.3%0.033%
4/29/2024 Benjamin Edwards Inc.36,596$4.24M0.8%+20.4%0.032%
4/29/2024 Benjamin F. Edwards & Company Inc.134,466$15.57M0.3%+583.3%0.118%
4/29/2024 RWA Wealth Partners LLC45,828$5.31M0.1%+4.1%0.040%
4/26/2024 Pinnacle Associates Ltd.32,810$3.80M0.1%-2.6%0.029%
4/26/2024 UMB Bank n.a.10,256$1.19M0.0%+11.5%0.009%
4/26/2024 MBA Advisors LLC4,404$510K0.3%-36.2%0.004%
4/26/2024 Opus Capital Group LLC44,515$5.16M0.8%+1.5%0.039%
4/26/2024 Bond & Devick Financial Network Inc.110,149$12.76M6.9%+1.8%0.096%
4/26/2024 Members Trust Co3,644$422K0.0%+2.8%0.003%
4/26/2024 Checchi Capital Advisers LLC78,790$9.13M0.7%-1.9%0.069%
4/26/2024 Meridian Wealth Management LLC19,446$2.25M0.4%-13.6%0.017%
4/25/2024 One Day In July LLC124,132$14.38M1.9%-33.1%0.109%
4/25/2024 Capital Investment Advisory Services LLC40,257$4.66M0.5%-65.4%0.035%
4/25/2024 Center For Asset Management LLC4,869$564K0.5%-22.1%0.004%
4/25/2024 Klaas Financial Asset Advisors LLC202,225$23.42M4.7%+2.8%0.177%
4/25/2024 Whalen Wealth Management Inc.8,693$1.01M0.7%+46.9%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.251,091$29.08M0.1%+268.6%0.219%
4/24/2024 Leavell Investment Management Inc.134,546$15.58M0.9%+16.5%0.117%
4/24/2024 Berkshire Bank171,011$19.81M4.9%-1.3%0.149%
4/24/2024 Pegasus Partners Ltd.124,260$14.39M1.5%+8.7%0.108%
4/24/2024 Premier Path Wealth Partners LLC52,367$5.97M1.1%+2,043.6%0.046%
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4/24/2024 Simplicity Wealth LLC8,924$1.03M0.0%+66.8%0.008%
4/24/2024 Spire Wealth Management14,378$1.67M0.1%+91.0%0.013%
4/24/2024 Bar Harbor Wealth Management1,863$216K0.0%N/A0.002%
4/23/2024 Wetzel Investment Advisors Inc.484$55K0.0%+404.2%0.000%
4/23/2024 Summa Corp.5,370$622K0.3%+38.8%0.005%
4/23/2024 Canal Capital Management LLC125,559$14.54M2.4%N/A0.109%
4/23/2024 BSW Wealth Partners6,621$767K0.1%-69.5%0.006%
4/23/2024 Global Retirement Partners LLC6,930$803K0.0%-5.7%0.006%
4/23/2024 Mason & Associates Inc61,640$7.14M1.9%N/A0.054%
4/23/2024 Morton Brown Family Wealth LLC3,015$349K0.1%+39.0%0.003%
(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, 774 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. ($326.21M).Learn more on IEI's institutional investors.

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

Of the 699 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), CFS Investment Advisory Services LLC ($4.57M), Envestnet Asset Management Inc. ($2.66M), Cerity Partners LLC ($2.23M), Janney Montgomery Scott LLC ($2.19M), and Truist Financial Corp ($2.17M).

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

Institutional investors have bought a total of 2,046,031,823 shares in the last 24 months. This purchase volume represents approximately $241.21B in transactions.

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

Of the 454 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: JPMorgan Chase & Co. ($5.12M), CFS Investment Advisory Services LLC ($4.13M), FMR LLC ($1.67M), Charles Schwab Investment Management Inc. ($1.35M), SCS Capital Management LLC ($1.11M), Financial Engines Advisors L.L.C. ($1.05M), and Fifth Third Bancorp ($917.24K).

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

Institutional investors have sold a total of 37,843,790 shares in the last 24 months. This volume of shares sold represents approximately $7.70B in transactions.


This page (NASDAQ:IEI) was last updated on 5/9/2024 by MarketBeat.com Staff

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