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

iShares 3-7 Year Treasury Bond ETF logo
$118.69 -0.40 (-0.34%)
As of 09:58 AM Eastern
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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)
580
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$1.67B
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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
6/27/2025Goldman Sachs Group Inc.55,622$6.57M0.0%-63.6%0.040%
6/17/2025Ridgepath Capital Management LLC73,337$8.66M4.2%N/A0.057%
6/13/2025Optima Capital LLC11,290$1.33M0.8%N/A0.008%
5/27/2025Jacobi Capital Management LLC11,812$1.40M0.1%+15.3%0.008%
5/21/2025MBL Wealth LLC208,387$24.62M2.5%+1.8%0.149%
5/21/2025Geneos Wealth Management Inc.21,527$2.54M0.1%+7.7%0.015%
5/20/2025Belpointe Asset Management LLC3,313$391K0.0%-93.0%0.002%
5/20/2025Focus Partners Wealth739,206$87.33M0.2%+10.1%0.530%
5/16/2025Faithward Advisors LLC7,023$830K0.1%-5.3%0.005%
5/16/2025Ascent Group LLC30,989$3.66M0.2%+12.7%0.022%
5/16/2025Arete Wealth Advisors LLC7,670$906K0.1%-1.7%0.005%
5/16/2025Everstar Asset Management LLC58,784$6.94M1.3%+5.6%0.042%
5/16/2025Goldman Sachs Group Inc.55,622$6.57M0.0%-63.6%0.040%
5/16/2025Jones Financial Companies Lllp1,192$141K0.0%-94.6%0.001%
5/16/2025NewEdge Advisors LLC117,876$13.93M0.1%+14.9%0.084%
5/16/2025Integrated Wealth Concepts LLC9,587$1.13M0.0%-70.8%0.007%
5/16/2025Curi RMB Capital LLC452,838$53.50M1.3%+46.8%0.325%
5/16/2025Algorithmic Investment Models LLC10,187$1.20M0.9%N/A0.007%
5/16/20251 North Wealth Services LLC17,427$2.06M1.0%+1.1%0.012%
5/15/2025Federation des caisses Desjardins du Quebec17,971$2.12M0.0%-1.8%0.013%
5/15/2025Capital Investment Counsel LLC21,498$2.54M0.4%+4.5%0.015%
5/15/2025Obsido Oy4,412$521K0.4%N/A0.003%
5/15/2025Focus Partners Advisor Solutions LLC100,551$11.88M0.2%-0.7%0.072%
5/15/2025Royal Bank of Canada1,034,663$122.23M0.0%+5.2%0.742%
5/15/2025Betterment LLC8,465$1M0.0%+2.6%0.006%
5/15/2025MAI Capital Management80,136$9.47M0.1%-2.8%0.057%
5/15/2025Wit LLC4,802,548$567.37M13.9%+273,238.0%3.443%
5/15/2025Baird Financial Group Inc.101,451$11.99M0.0%+5.5%0.073%
5/15/2025OLD Mission Capital LLC27,900$3.30M0.0%N/A0.020%
5/15/2025Evergreen Capital Management LLC535,161$63.22M2.1%+8.9%0.384%
5/15/2025Oarsman Capital Inc.10,214$1.21M0.2%-48.3%0.007%
5/15/2025D L Carlson Investment Group Inc.25,993$3.07M0.6%-4.9%0.019%
5/14/2025Ieq Capital LLC3,635$429K0.0%N/A0.003%
5/14/2025CreativeOne Wealth LLC40,262$4.76M0.1%-3.4%0.029%
5/14/2025Entrewealth LLC16,854$1.99M1.5%+7.0%0.012%
5/14/2025PKS Advisory Services LLC8,694$1.03M0.3%+399.7%0.006%
5/14/2025Potomac Fund Management Inc. ADV3,133$370K0.4%-10.1%0.002%
5/14/2025Comerica Bank49,315$5.83M0.0%+29.8%0.035%
5/14/2025Freedom Investment Management Inc.3,019$357K0.0%-14.7%0.002%
5/14/2025Synovus Financial Corp115,969$13.70M0.2%-68.7%0.083%
A grave, grave error. (Ad)

President Donald Trump made headlines last month with a staggering claim. He stated that since taking office, more than $12 trillion in private investments into America have been “practically committed” on his watch. "Nobody's ever seen numbers like we have," he said, crediting his agenda of tariffs, tax cuts, and deregulation with making the difference. If true, the figure would indeed be astonishing – potentially tripling the roughly $4 trillion in gross private investment the US reported all of last year.

That means that you could still get in early on the biggest technological shift in history. But onl
5/14/2025Napa Wealth Management3,594$425K0.2%-15.1%0.003%
5/14/2025Jump Financial LLC10,692$1.26M0.0%-38.4%0.008%
5/14/2025Northwestern Mutual Wealth Management Co.230,265$27.20M0.0%-1.2%0.165%
5/14/2025Haverford Trust Co139,405$16.47M0.2%+1.7%0.100%
5/14/2025Cutler Capital Management LLC902$107K0.0%N/A0.001%
5/14/2025Kestra Advisory Services LLC63,351$7.48M0.0%+16.0%0.045%
5/14/2025MAS Advisors LLC47,559$5.62M8.6%+31.5%0.034%
5/14/2025Rede Wealth LLC4,960$586K0.2%-12.3%0.004%
5/14/20251832 Asset Management L.P.141,181$16.68M0.0%-2.4%0.101%
5/14/2025Compound Planning Inc.19,729$2.33M0.1%+31.8%0.014%
5/14/2025Gould Capital LLC106,747$12.61M8.8%+3.9%0.077%
5/14/2025Ameriprise Financial Inc.2,451,577$289.61M0.1%+12.0%1.757%
5/14/2025CW Advisors LLC10,382$1.23M0.0%-4.1%0.007%
5/14/2025Summit Financial LLC6,950$821K0.0%N/A0.005%
5/14/2025United Asset Strategies Inc.2,332$275K0.0%N/A0.002%
5/14/2025Partners Capital Investment Group LLP24,850$2.94M0.0%+101.1%0.018%
5/14/2025TFB Advisors LLC14,831$1.75M0.5%-3.3%0.011%
5/14/2025New Harbor Financial Group LLC210,656$24.89M6.6%N/A0.151%
5/14/2025Capital Analysts LLC1,258$149K0.0%-24.9%0.001%
5/14/2025Vertex Planning Partners LLC68,282$8.07M1.8%+6.2%0.049%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.232,879$27.58M0.3%+29.9%0.167%
5/14/2025Crabel Capital Management LLC22,715$2.68M2.9%+555.7%0.016%
5/14/2025Sumitomo Mitsui Financial Group Inc.36,031$4.26M0.1%+7.2%0.026%
5/14/2025Hsbc Holdings PLC20,200$2.39M0.0%-75.4%0.014%
5/14/2025Forefront Analytics LLC1,851$219K0.3%-92.2%0.001%
5/14/2025RWA Wealth Partners LLC195,684$23.12M0.3%-34.7%0.140%
5/13/2025Northern Trust Corp98,226$11.60M0.0%-45.6%0.070%
5/13/2025Aptus Capital Advisors LLC18,718$2.21M0.0%+84.5%0.013%
5/13/2025Keystone Global Partners LLC548$65K0.0%N/A0.000%
5/13/2025Blue Edge Capital LLC5,705$674K0.1%+10.6%0.004%
5/13/2025Global View Capital Management LLC1,741$206K0.1%-87.2%0.001%
5/13/2025CacheTech Inc.2,597$307K0.1%-7.8%0.002%
5/13/2025Cascade Financial Partners LLC26,887$3.18M0.4%+32.6%0.019%
5/13/2025Cambiar Investors LLC4,586$542K0.0%N/A0.003%
5/13/2025Adams Wealth Management2,597$307K0.1%-7.8%0.002%
5/13/2025Raymond James Financial Inc.1,383,192$163.40M0.1%-3.4%0.992%
5/13/2025DDFG Inc332,532$39.28M10.9%-3.5%0.238%
5/13/2025Cresset Asset Management LLC17,358$2.05M0.0%-69.8%0.012%
5/13/2025Twin Focus Capital Partners LLC12,342$1.46M0.2%+77.7%0.009%
5/13/2025Boston Family Office LLC2,934$347K0.0%+21.6%0.002%
5/13/2025Global Endowment Management LP20,000$2.36M0.3%-66.1%0.014%
5/13/2025Nations Financial Group Inc. IA ADV45,664$5.40M0.4%-30.1%0.033%
5/13/2025EverSource Wealth Advisors LLC7,637$902K0.0%-47.7%0.005%
5/13/2025Watchman Group Inc.143,492$16.95M4.8%N/A0.103%
5/13/2025Trivium Point Advisory LLC2,072$245K0.0%-30.0%0.001%
5/13/2025Kovitz Investment Group Partners LLC473,839$55.98M0.3%+30.4%0.340%
5/13/2025Heck Capital Advisors LLC33,584$3.97M0.4%-19.7%0.024%
5/13/2025Prudential PLC39,981$4.72M0.0%-30.0%0.029%
5/13/2025Bulltick Wealth Management LLC17,495$2.07M0.5%+3.7%0.013%
5/13/2025HighTower Advisors LLC223,311$26.38M0.0%-6.8%0.160%
A grave, grave error. (Ad)

President Donald Trump made headlines last month with a staggering claim. He stated that since taking office, more than $12 trillion in private investments into America have been “practically committed” on his watch. "Nobody's ever seen numbers like we have," he said, crediting his agenda of tariffs, tax cuts, and deregulation with making the difference. If true, the figure would indeed be astonishing – potentially tripling the roughly $4 trillion in gross private investment the US reported all of last year.

That means that you could still get in early on the biggest technological shift in history. But onl
5/13/2025Trajan Wealth LLC28,144$3.33M0.2%+5.3%0.020%
5/13/2025Core Wealth Partners LLC5,473$647K0.4%+14.0%0.004%
5/12/2025Tranquilli Financial Advisor LLC10,611$1.25M0.8%+93.3%0.008%
5/12/2025Financial Engines Advisors L.L.C.4,101,526$484.53M1.0%-1.6%2.940%
5/12/2025Blueprint Financial Advisors LLC15,956$1.89M1.0%N/A0.011%
5/12/2025Meridian Wealth Management LLC14,658$1.73M0.1%-23.4%0.011%
5/12/2025Paulson Wealth Management Inc.80,158$9.47M2.7%+3.7%0.057%
5/12/2025SouthState Corp2,175$257K0.0%N/A0.002%
5/12/2025Cooper Financial Group4,877$576K0.1%+14.6%0.003%
5/12/2025Blueprint Investment Partners LLC61,447$7.26M1.3%+152.8%0.044%
(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, 895 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.43B), Bank of America Corp DE ($785.84M), Wit LLC ($567.37M), Financial Engines Advisors L.L.C. ($484.53M), Envestnet Asset Management Inc. ($442.74M), Morgan Stanley ($411.07M), and Captrust Financial Advisors ($373.54M).Learn more on iShares 3-7 Year Treasury Bond ETF's institutional investors.

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

Of the 793 institutional investors that purchased iShares 3-7 Year Treasury Bond ETF's 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 ($1.97B), JPMorgan Chase & Co. ($10.84M), Wit LLC ($4.80M), Captrust Financial Advisors ($3.22M), Cerity Partners LLC ($2.66M), National Bank of Canada FI ($2.22M), and Raymond James Financial Inc. ($1.43M).

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

Institutional investors have bought a total of 31,823,375 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

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

Of the 361 institutional investors that sold iShares 3-7 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.72M), FMR LLC ($2.51M), Johnson Financial Group Inc. ($666.82K), Tanglewood Wealth Management Inc. ($586.96K), Assetmark Inc. ($284.95K), Synovus Financial Corp ($254.84K), and FAS Wealth Partners Inc. ($249.49K).

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

Institutional investors have sold a total of 14,212,640 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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This page (NASDAQ:IEI) was last updated on 7/1/2025 by MarketBeat.com Staff
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