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

iShares 3-7 Year Treasury Bond ETF logo
$118.67 -0.08 (-0.07%)
As of 10:06 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)
591
Total
Institutional Inflows
(last 12 months)
$4.03B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$1.79B
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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
8/12/2025Bank Julius Baer & Co. Ltd Zurich1,950,238$232K0.0%-9.0%1.462%
8/12/2025Prudential PLC78,081$9.30M0.1%+95.3%0.059%
8/12/2025EFG Asset Management Americas Corp.25,685$3.06M0.6%-22.1%0.019%
8/11/2025TD Waterhouse Canada Inc.4,808$570K0.0%-2.5%0.004%
8/11/2025TRUE Private Wealth Advisors2,517$300K0.0%-18.5%0.002%
8/11/2025Wealthspire Advisors LLC3,506$418K0.0%-50.2%0.003%
8/11/2025Perennial Investment Advisors LLC2,131$254K0.0%-14.4%0.002%
8/11/2025Mount Lucas Management LP39,756$4.74M2.0%-31.6%0.030%
8/11/2025Sykon Capital LLC31,922$3.80M1.4%+8.1%0.024%
8/11/2025Bulltick Wealth Management LLC3,840$457K0.1%-78.1%0.003%
8/11/2025Midwest Professional Planners LTD.60,153$7.16M1.9%+2.4%0.045%
8/11/2025Cannon Advisors Inc.11,350$1.35M1.1%+8.1%0.009%
8/11/2025Y.D. More Investments Ltd38,423$4.58M0.3%-4.6%0.029%
8/11/2025Western Wealth Management LLC1,688$201K0.0%-26.0%0.001%
8/8/2025 Rockefeller Capital Management L.P.227,352$27.08M0.1%+312.2%0.170%
8/8/2025 Kingsview Wealth Management LLC28,530$3.40M0.1%+24.1%0.021%
8/8/2025 Citizens Financial Group Inc. RI118,277$14.09M0.2%+4.4%0.089%
8/8/2025 Avantax Advisory Services Inc.83,923$9.99M0.1%+3.2%0.063%
8/8/2025 Cetera Investment Advisers645,780$76.91M0.1%+18.4%0.484%
8/8/2025 Cedar Wealth Management LLC425$51K0.0%N/A0.000%
8/8/2025 Creative Planning1,438,272$171.28M0.1%-6.8%1.078%
8/8/2025 Meridian Wealth Management LLC14,748$1.76M0.1%+0.6%0.011%
8/8/2025 Independence Financial Advisors LLC97,046$11.56M4.5%+3.3%0.073%
8/8/2025 CFO4Life Group LLC63,790$7.60M1.2%-15.7%0.048%
8/8/2025 Carl P. Sherr & Co. LLC2,015$240K0.1%N/A0.002%
8/8/2025 Wrapmanager Inc.78,405$9.34M2.3%+13.6%0.059%
8/8/2025 King Wealth Management Group2,182$260K0.0%+5.0%0.002%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.257,518$30.60M0.3%+10.6%0.193%
8/8/2025 Royal Harbor Partners LLC33,395$3.98M1.5%+3.3%0.025%
8/8/2025 Austin Wealth Management LLC121,160$14.33M2.6%+18.1%0.091%
8/8/2025 PNC Financial Services Group Inc.556,559$66.28M0.0%-1.2%0.417%
8/8/2025 United Asset Strategies Inc.2,114$252K0.0%-9.3%0.002%
8/7/2025 Cascade Financial Partners LLC34,844$4.15M0.5%+29.6%0.026%
8/7/2025 Nwam LLC11,687$1.38M0.1%-3.1%0.009%
8/7/2025 Montag A & Associates Inc.829$99K0.0%-20.4%0.001%
8/7/2025 Allworth Financial LP16,894$2.01M0.0%+26.8%0.013%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC35,665$4.25M0.4%+1.3%0.027%
8/7/2025 Midwest Trust Co4,185$498K0.0%N/A0.003%
8/6/2025 Prospera Financial Services Inc53,644$6.39M0.1%-6.1%0.040%
8/6/2025 RWA Wealth Partners LLC146,825$17.49M0.2%-25.0%0.110%
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8/6/2025 Bensler LLC1,971$235K0.0%+5.2%0.001%
8/6/2025 AE Wealth Management LLC154,177$18.36M0.1%-9.2%0.116%
8/6/2025 Vestmark Advisory Solutions Inc.3,247$387K0.0%N/A0.002%
8/6/2025 Longview Financial Advisors LLC31,927$3.80M2.4%-0.4%0.024%
8/6/2025 ETF Store Inc.24,149$2.88M3.3%-2.0%0.018%
8/6/2025 Bryn Mawr Trust Advisors LLC13,796$1.64M0.1%-16.9%0.010%
8/6/2025 Paulson Wealth Management Inc.81,579$9.72M2.5%+1.8%0.061%
8/6/2025 Maltin Wealth Management Inc.24,963$2.97M1.3%+37.7%0.019%
8/6/2025 Modera Wealth Management LLC1,800$214K0.0%-5.3%0.001%
8/6/2025 Horan Securities Inc.8,260$984K0.3%-7.8%0.006%
8/6/2025 DDFG Inc336,881$40.12M10.1%+1.3%0.253%
8/6/2025 Ethos Financial Group LLC5,135$612K0.1%-16.3%0.004%
8/6/2025 Anchor Capital Advisors LLC200,721$23.90M0.7%-3.0%0.150%
8/6/2025 Entrewealth LLC19,046$2.27M1.6%+13.0%0.014%
8/6/2025 First Horizon Advisors Inc.1,034$123K0.0%+51.6%0.001%
8/6/2025 SNS Financial Group LLC574,743$68.45M6.5%+2.6%0.431%
8/5/2025 Crestwood Advisors Group LLC8,520$1.02M0.0%+3.6%0.006%
8/5/2025 Simplex Trading LLC30,142$3.59M0.0%+132.6%0.023%
8/5/2025 J. W. Coons Advisors LLC10,050$1.20M0.3%+1.3%0.008%
8/5/2025 Obermeyer Wealth Partners3,073$366K0.0%N/A0.002%
8/5/2025 Bank of New York Mellon Corp308,477$36.74M0.0%-3.2%0.231%
8/5/2025 Tsfg LLC3,303$393K0.1%-12.0%0.002%
8/5/2025 Bank of Montreal Can106,692$12.71M0.0%-14.6%0.080%
8/5/2025 TIAA Trust National Association34,883$4.15M0.0%+1,603.3%0.026%
8/5/2025 Cambiar Investors LLC4,139$493K0.0%-9.7%0.003%
8/5/2025 Frederick Financial Consultants LLC2,308$275K0.2%-7.5%0.002%
8/4/2025 Roble Belko & Company Inc1,294$154K0.0%-62.3%0.001%
8/4/2025 4J Wealth Management LLC34,200$4.07M2.8%-0.6%0.026%
8/4/2025 Creative Financial Designs Inc. ADV2,991$356K0.0%+15.8%0.002%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,705$1.28M0.2%+37.5%0.008%
8/4/2025 Kovack Advisors Inc.1,696$202K0.0%-26.1%0.001%
8/4/2025 IFG Advisory LLC7,930$944K0.0%+4.2%0.006%
8/4/2025 Pinnacle Associates Ltd.41,178$4.90M0.1%+3.2%0.031%
8/4/2025 One Day In July LLC22,534$2.68M0.2%-11.3%0.017%
8/4/2025 Atria Investments Inc67,725$8.07M0.1%-6.4%0.051%
8/4/2025 Assetmark Inc.2,546,361$303.25M0.7%+10.9%1.909%
8/4/2025 Keybank National Association OH382,772$45.58M0.2%+0.3%0.287%
8/4/2025 Premier Path Wealth Partners LLC68,475$8.16M1.1%+3.1%0.051%
8/4/2025 Spire Wealth Management13,993$1.67M0.1%-14.4%0.010%
8/4/2025 Hantz Financial Services Inc.183,927$21.90M0.4%+11,921.4%0.138%
8/4/2025 Arkadios Wealth Advisors4,724$563K0.0%-40.7%0.004%
8/4/2025 World Investment Advisors14,011$1.67M0.0%-51.2%0.011%
8/4/2025 Daymark Wealth Partners LLC9,251$1.10M0.0%-14.0%0.007%
8/4/2025 WNY Asset Management LLC15,458$1.84M0.2%+184.5%0.012%
8/4/2025 Whalen Wealth Management Inc.24,241$2.89M1.8%+62.7%0.018%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.212$25K0.0%N/A0.000%
8/1/2025 Oarsman Capital Inc.8,091$964K0.2%-20.8%0.006%
8/1/2025 James Investment Research Inc.59,173$7.05M0.8%-4.1%0.044%
8/1/2025 Capital Investment Counsel LLC28,196$3.36M0.5%+31.2%0.021%
8/1/2025 Logan Capital Management Inc.1,613$192K0.0%+8.3%0.001%
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8/1/2025 Facet Wealth Inc.785,125$92.89M2.1%+11.1%0.589%
8/1/2025 Transcend Capital Advisors LLC38,739$4.61M0.3%-10.7%0.029%
8/1/2025 Banco Santander S.A.214,952$25.60M0.2%-4.0%0.161%
8/1/2025 MorganRosel Wealth Management LLC7,832$933K0.3%+6.4%0.006%
8/1/2025 Envestnet Asset Management Inc.3,364,973$400.69M0.1%-10.2%2.526%
7/31/2025 Wealthfront Advisers LLC12,325$1.47M0.0%+6.4%0.009%
7/31/2025 Oppenheimer Asset Management Inc.19,962$2.38M0.0%N/A0.015%
7/31/2025 Schoolcraft Capital LLC3,826$456K0.1%-7.1%0.003%
7/31/2025 Cabot Wealth Management Inc.225,420$26.85M3.2%-10.3%0.169%
7/31/2025 Leavell Investment Management Inc.135,652$16.16M0.7%-25.1%0.102%
(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, 908 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), Morgan Stanley ($411.07M), Envestnet Asset Management Inc. ($400.69M), 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 800 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: JPMorgan Chase & Co. ($9.94M), Wit LLC ($4.80M), Captrust Financial Advisors ($3.22M), Cerity Partners LLC ($2.66M), National Bank of Canada FI ($2.22M), Raymond James Financial Inc. ($1.43M), and Bank of America Corp DE ($1.00M).

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

Institutional investors have bought a total of 34,277,760 shares in the last 24 months. This purchase volume represents approximately $4.03B in transactions.

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

Of the 387 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), Envestnet Asset Management Inc. ($618.97K), Tanglewood Wealth Management Inc. ($592.14K), Truist Financial Corp ($582.28K), and Janney Montgomery Scott LLC ($402.73K).

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

Institutional investors have sold a total of 15,218,457 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


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This page (NASDAQ:IEI) was last updated on 8/12/2025 by MarketBeat.com Staff
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