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

iShares 3-7 Year Treasury Bond ETF logo
$118.88 -0.51 (-0.43%)
As of 10:22 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
567
Total
Institutional Inflows
(last 12 months)
$2.68B
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$1.52B
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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
5/1/2025Fifth Third Securities Inc.50,260$5.94M0.5%+18.8%0.036%
5/1/2025Austin Wealth Management LLC102,590$12.13M2.4%+3.2%0.073%
5/1/2025Country Club Bank7,621$899K0.1%+4.9%0.005%
4/30/2025Cerity Partners LLC2,329,857$275.24M0.6%+5.5%1.650%
4/30/2025Israel Discount Bank of New York3,861$456K0.4%-29.9%0.003%
4/30/2025TRU Independence Asset Management 2 LLC46,038$5.44M4.1%+127.1%0.033%
4/30/2025Allworth Financial LP13,321$1.58M0.0%-9.8%0.009%
4/30/2025CFO4Life Group LLC75,699$8.94M1.5%-53.1%0.054%
4/30/2025Leavell Investment Management Inc.181,021$21.39M1.1%+4.1%0.128%
4/30/2025Quotient Wealth Partners LLC2,105$249K0.0%N/A0.001%
4/30/2025Nisa Investment Advisors LLC87,500$10.34M0.1%N/A0.062%
4/30/2025Wealth Advisory Solutions LLC12,266$1.45M0.4%N/A0.009%
4/30/2025Axxcess Wealth Management LLC54,571$6.45M0.2%+33.2%0.039%
4/30/2025Rehmann Capital Advisory Group103,750$12.26M0.8%+14.5%0.073%
4/30/2025Cornerstone Planning Group LLC1,248$147K0.0%+1,213.7%0.001%
4/30/2025Opus Capital Group LLC39,175$4.63M0.6%-17.2%0.028%
4/30/2025M&T Bank Corp112,678$13.31M0.0%+8.3%0.080%
4/30/2025Stratos Wealth Partners LTD.126,654$14.96M0.2%+1,396.7%0.090%
4/30/2025Stratos Wealth Advisors LLC55,214$6.52M0.4%-1.5%0.039%
4/30/2025Values First Advisors Inc.42,695$5.04M2.9%+0.7%0.030%
4/30/2025Bank Hapoalim BM13,136$1.55M0.2%+7.5%0.009%
4/29/2025 Financial Counselors Inc.3,892$460K0.0%N/A0.003%
4/29/2025 TD Private Client Wealth LLC364,598$43.07M1.2%-2.4%0.258%
4/29/2025 Envestnet Asset Management Inc.3,747,747$442.74M0.1%+1.7%2.654%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.61,200$7.23M0.5%+48.5%0.043%
4/29/2025 Riggs Asset Managment Co. Inc.17,821$2.11M0.6%-5.0%0.013%
4/29/2025 One Day In July LLC25,391$3M0.3%-27.7%0.018%
4/29/2025 Proffitt & Goodson Inc.64,538$7.62M1.3%+4.1%0.046%
4/29/2025 Concurrent Investment Advisors LLC11,177$1.32M0.0%+7.6%0.008%
4/29/2025 DT Investment Partners LLC1,863$220K0.0%+53.6%0.001%
4/29/2025 Bank of New York Mellon Corp318,560$37.63M0.0%+54.1%0.226%
4/29/2025 World Investment Advisors28,709$3.39M0.1%+131.4%0.020%
4/29/2025 Wayfinding Financial LLC857$101K0.0%N/A0.001%
4/29/2025 Truist Financial Corp2,219,734$262.23M0.4%-1.5%1.572%
4/29/2025 Capital Investment Advisory Services LLC23,504$2.78M0.2%+7.3%0.017%
4/29/2025 Strategic Blueprint LLC51,278$6.06M0.3%N/A0.036%
4/29/2025 Brookstone Capital Management12,673$1.50M0.0%+15.3%0.009%
4/29/2025 OneDigital Investment Advisors LLC286,924$33.90M0.4%+1.9%0.203%
4/29/2025 4J Wealth Management LLC34,414$4.07M3.2%+7.6%0.024%
4/29/2025 Royal Harbor Partners LLC32,343$3.82M1.5%N/A0.023%
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4/29/2025 Silver Oak Securities Incorporated7,088$836K0.1%-21.0%0.005%
4/29/2025 Conning Inc.19,236$2.27M0.1%N/A0.014%
4/29/2025 Checchi Capital Advisers LLC174,832$20.65M1.1%+136.8%0.124%
4/28/2025 D.A. Davidson & CO.48,373$5.72M0.0%+8.0%0.034%
4/28/2025 MBM Wealth Consultants LLC68,958$8.15M2.4%+6.7%0.049%
4/28/2025 Mutual Advisors LLC5,151$610K0.0%N/A0.004%
4/28/2025 First Horizon Advisors Inc.682$81K0.0%-39.6%0.000%
4/28/2025 Heritage Oak Wealth Advisors LLC23,157$2.74M1.2%N/A0.016%
4/28/2025 Cannon Advisors Inc.10,495$1.24M1.1%+3.4%0.007%
4/28/2025 Novem Group1,738$205K0.0%N/A0.001%
4/28/2025 Private Trust Co. NA3,951$467K0.0%+50.0%0.003%
4/28/2025 Pinnacle Financial Partners Inc120,720$14.26M0.3%+69.6%0.086%
4/28/2025 Swmg LLC7,429$880K0.3%+278.6%0.005%
4/28/2025 Keybank National Association OH381,733$45.10M0.2%-4.3%0.272%
4/28/2025 DAVENPORT & Co LLC63,042$7.45M0.0%+0.9%0.045%
4/28/2025 RKL Wealth Management LLC45,939$5.43M0.5%-28.4%0.033%
4/28/2025 Vontobel Holding Ltd.9,608$1.14M0.0%-3.6%0.007%
4/25/2025 Mather Group LLC.2,648$313K0.0%-39.0%0.002%
4/25/2025 Smallwood Wealth Investment Management LLC307$36K0.0%N/A0.000%
4/25/2025 Morton Brown Family Wealth LLC994$117K0.0%-45.3%0.001%
4/25/2025 MorganRosel Wealth Management LLC7,358$869K0.3%+6.8%0.005%
4/25/2025 Northwest Wealth Management LLC4,521$534K0.1%-6.7%0.003%
4/25/2025 Sollinda Capital Management LLC59,988$7.09M2.0%-2.5%0.043%
4/25/2025 Mmbg Investment Advisors CO.3,310$391K0.0%+652.3%0.002%
4/25/2025 Avidian Wealth Enterprises LLC7,571$894K0.0%-5.8%0.005%
4/25/2025 WestEnd Advisors LLC1,138,427$134.49M3.6%-1.3%0.811%
4/25/2025 Parker Financial LLC9,293$1.10M0.5%-22.3%0.007%
4/24/2025 Tsfg LLC3,753$443K0.1%-2.6%0.003%
4/24/2025 Surience Private Wealth LLC2,833$335K0.6%-88.8%0.002%
4/24/2025 BSW Wealth Partners5,129$606K0.1%-40.6%0.004%
4/24/2025 Elevated Capital Advisors LLC7,795$921K0.3%-5.8%0.006%
4/24/2025 Mirae Asset Global Investments Co. Ltd.42,471$5.01M0.0%-15.3%0.031%
4/24/2025 Money Concepts Capital Corp16,379$1.94M0.1%+8.5%0.012%
4/24/2025 Jaffetilchin Investment Partners LLC7,286$861K0.1%+18.5%0.005%
4/24/2025 Klaas Financial Asset Advisors LLC236,827$27.98M4.8%+1.4%0.172%
4/24/2025 Transcend Capital Advisors LLC43,376$5.12M0.4%+2.1%0.032%
4/24/2025 Park Place Capital Corp2,522$298K0.1%-13.2%0.002%
4/24/2025 Motiv8 Investments LLC9,055$1.07M0.7%-13.4%0.007%
4/23/2025 GenTrust LLC38,577$4.56M0.2%-5.2%0.028%
4/23/2025 Balefire LLC22,462$2.65M0.9%+1,619.9%0.016%
4/23/2025 Western Wealth Management LLC2,280$269K0.0%-34.6%0.002%
4/23/2025 Creative Financial Designs Inc. ADV2,583$305K0.0%-5.7%0.002%
4/23/2025 Sequoia Financial Advisors LLC3,410$403K0.0%+19.1%0.002%
4/23/2025 Perigon Wealth Management LLC40,717$4.81M0.1%-19.0%0.030%
4/23/2025 Spire Wealth Management16,338$1.93M0.1%-1.9%0.012%
4/23/2025 JCIC Asset Management Inc.1,715$203K0.1%N/A0.001%
4/23/2025 Daymark Wealth Partners LLC10,753$1.27M0.1%-70.1%0.008%
4/23/2025 Golden State Equity Partners12,179$1.44M0.3%+593.6%0.009%
4/23/2025 Strategic Investment Advisors MI17,961$2.12M0.2%+3.0%0.013%
4/23/2025 Cornerstone Wealth Group LLC6,087$719K0.1%-5.5%0.004%
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4/23/2025 Vectors Research Management LLC102,259$12.08M4.2%+144.6%0.074%
4/23/2025 Pacific Financial Group Inc.6,062$716K0.6%-19.1%0.004%
4/23/2025 AIFG Consultants Ltd.1,964$232K0.4%N/A0.001%
4/23/2025 GHP Investment Advisors Inc.698$82K0.0%N/A0.001%
4/23/2025 Walkner Condon Financial Advisors LLC3,999$472K0.1%-10.0%0.003%
4/23/2025 Eagle Strategies LLC13,597$1.61M0.3%+309.9%0.010%
4/23/2025 Oppenheimer & Co. Inc.4,241$501K0.0%+4.8%0.003%
4/23/2025 Valmark Advisers Inc.6,037$713K0.0%+15.1%0.004%
4/22/2025 Dopkins Wealth Management LLC1,943$230K0.1%N/A0.001%
4/22/2025 Whalen Wealth Management Inc.14,902$1.76M1.2%+74.3%0.011%
(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, 887 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.21B), Bank of America Corp DE ($785.84M), Financial Engines Advisors L.L.C. ($481.52M), Envestnet Asset Management Inc. ($442.74M), Morgan Stanley ($411.07M), Captrust Financial Advisors ($373.54M), and FMR LLC ($347.17M).Learn more on IEI's institutional investors.

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

Of the 788 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 ($1.97B), JPMorgan Chase & Co. ($9.19M), Captrust Financial Advisors ($3.22M), Cerity Partners LLC ($2.66M), National Bank of Canada FI ($1.53M), Raymond James Financial Inc. ($1.43M), and Envestnet Asset Management Inc. ($1.02M).

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

Institutional investors have bought a total of 2,027,953,698 shares in the last 24 months. This purchase volume represents approximately $234.25B in transactions.

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

Of the 494 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: FMR LLC ($4.18M), JPMorgan Chase & Co. ($3.94M), Charles Schwab Investment Management Inc. ($3.55M), Tanglewood Wealth Management Inc. ($1.14M), Charles Schwab Investment Advisory Inc. ($941.64K), Fifth Third Bancorp ($927.26K), and Ameriprise Financial Inc. ($891.63K).

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

Institutional investors have sold a total of 31,372,021 shares in the last 24 months. This volume of shares sold represents approximately $4.64B in transactions.



This page (NASDAQ:IEI) was last updated on 5/1/2025 by MarketBeat.com Staff
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