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

iShares 3-7 Year Treasury Bond ETF logo
$119.89 +0.11 (+0.09%)
As of 04:00 PM 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)
613
Total
Institutional Inflows
(last 12 months)
$4.37B
Number of
Institutional Sellers
(last 12 months)
398
Total
Institutional Outflows
(last 12 months)
$2.13B
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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
10/10/2025 ABLE Financial Group LLC7,665$916K0.2%+6.0%0.005%
10/10/2025 Fifth Third Securities Inc.2,014$241K0.0%-95.7%0.001%
10/10/2025 Sound Income Strategies LLC300$36K0.0%N/A0.000%
10/10/2025 Clarity Financial LLC1,316,381$157.32M15.6%+126.8%0.917%
10/10/2025 Cyndeo Wealth Partners LLC25,619$3.06M0.2%+5.6%0.018%
10/10/2025 Fairvoy Private Wealth LLC6,144$734K0.2%-1.5%0.004%
10/10/2025 Quotient Wealth Partners LLC1,967$235K0.0%-30.6%0.001%
10/9/2025 Ridgepath Capital Management LLC79,204$9.47M4.0%+6.5%0.055%
10/9/2025 Capstone Wealth Management LLC2,611$312K0.2%N/A0.002%
10/9/2025 Shelton Wealth Management LLC35,726$4.27M1.9%+2.7%0.025%
10/9/2025 Redhawk Wealth Advisors Inc.91,142$10.89M1.3%+17.6%0.064%
10/9/2025 Voya Financial Advisors Inc.11,246$1.34M0.1%+30.8%0.008%
10/9/2025 Dynamic Advisor Solutions LLC43,498$5.20M0.2%+7.6%0.030%
10/9/2025 Park Edge Advisors LLC8,097$968K0.2%+170.0%0.006%
10/9/2025 Whalen Wealth Management Inc.43,824$5.24M3.1%+80.8%0.031%
10/8/2025 Armstrong Advisory Group Inc.957,560$114.44M8.1%+1.6%0.669%
10/8/2025 Fiduciary Alliance LLC6,318$755K0.1%+5.5%0.004%
10/8/2025 Chesley Taft & Associates LLC20,728$2.48M0.1%+6.9%0.014%
10/8/2025 Balefire LLC2,129$254K0.1%N/A0.001%
10/8/2025 Country Club Bank8,823$1.05M0.1%+5.3%0.006%
10/7/2025 Montecito Bank & Trust8,627$1.03M0.2%N/A0.006%
10/7/2025 Acropolis Investment Management LLC38,256$4.56M0.2%+4.4%0.027%
10/7/2025 Channel Wealth LLC4,178$499K0.1%+2.4%0.003%
10/7/2025 Proathlete Wealth Management LLC57,338$6.85M2.0%+8.1%0.040%
10/7/2025 Traphagen Investment Advisors LLC21,232$2.54M0.2%-1.1%0.015%
10/7/2025 Union Bancaire Privee UBP SA2,590$309K0.0%+261.7%0.002%
10/6/2025 City Center Advisors LLC2,015$241K0.2%+14.4%0.001%
10/6/2025 Boltwood Capital Management95,803$11.45M3.0%-0.4%0.067%
10/6/2025 Strathmore Capital Advisors Inc.8,648$1.03M0.4%-3.7%0.006%
10/6/2025 Martin Capital Partners LLC9,930$1.19M0.5%-8.0%0.007%
10/3/2025 HCR Wealth Advisors12,414$1.48M0.2%+20.4%0.009%
10/1/2025 American National Bank of Texas28,412$3.40M3.2%N/A0.021%
9/26/2025Corient Private Wealth LLC48,392$5.76M0.0%+5.1%0.036%
9/25/2025CacheTech Inc.2,399$286K0.1%-7.6%0.002%
9/25/2025Adams Wealth Management2,399$286K0.1%-7.6%0.002%
9/19/2025Canal Capital Management LLC129,881$15.47M2.4%-0.6%0.097%
9/15/2025Migdal Insurance & Financial Holdings Ltd.212$25K0.0%N/A0.000%
9/11/2025Silicon Valley Capital Partners286,330$34.10M3.6%N/A0.215%
9/4/2025SevenBridge Financial Group LLC15,878$1.89M0.3%-6.5%0.012%
9/4/2025Osaic Holdings Inc.499,867$59.42M0.1%+95.3%0.375%
8/29/2025Centaurus Financial Inc.1,644$196K0.0%-6.6%0.001%
8/27/2025Orion Porfolio Solutions LLC159,832$19.03M0.2%-10.1%0.120%
8/22/2025TT Capital Management LLC4,526$534K0.2%N/A0.003%
8/20/2025Coppell Advisory Solutions LLC2,014$239K0.0%N/A0.002%
8/19/2025B. Riley Wealth Advisors Inc.1,901$226K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC52,483$6.21M0.1%+22.3%0.039%
8/19/2025Delos Wealth Advisors LLC283$34K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.25,336$3.02M0.1%+17.7%0.019%
8/18/2025Hershey Financial Advisers LLC31,285$3.73M3.3%N/A0.023%
8/18/2025Kestra Investment Management LLC3,113$371K0.0%N/A0.002%
8/16/2025Evergreen Capital Management LLC638,391$76.03M2.3%+19.3%0.479%
8/16/2025Headlands Technologies LLC2,233$266K0.0%+56.9%0.002%
8/15/2025Strategic Investment Advisors MI16,931$2.01M0.2%-5.7%0.013%
8/15/2025Tower Research Capital LLC TRC 2,750$327K0.0%+4,483.3%0.002%
8/15/2025SkyView Investment Advisors LLC295,867$35.17M5.0%-0.3%0.222%
8/15/2025Blue Edge Capital LLC5,018$598K0.1%-12.0%0.004%
8/15/2025Corient Private Wealth LLC48,392$5.76M0.0%+5.1%0.036%
8/15/2025Captrust Financial Advisors3,650,688$434.76M1.0%+4.1%2.737%
8/15/2025Keel Point LLC76,632$9.13M0.6%-1.3%0.057%
8/15/2025Visionary Wealth Advisors26,879$3.20M0.2%+62.6%0.020%
8/15/2025 Voya Financial Advisors Inc.8,601$1.02M0.1%+65.1%0.006%
8/15/2025Two Sigma Securities LLC3,119$371K0.0%+42.9%0.002%
8/15/2025Snowden Capital Advisors LLC7,770$925K0.0%-4.1%0.006%
8/15/2025Riggs Asset Managment Co. Inc.17,163$2.04M0.5%-3.7%0.013%
8/15/2025Orion Porfolio Solutions LLC25,324$2.87M0.0%-85.8%0.019%
8/15/2025MML Investors Services LLC170,767$20.34M0.1%-1.2%0.128%
8/15/2025Modern Wealth Management LLC26,624$3.17M0.1%N/A0.020%
8/15/2025Lazard Asset Management LLC8,028$955K0.0%+9.3%0.006%
8/15/2025Hilton Capital Management LLC126,131$15.02M1.2%-38.4%0.095%
8/15/2025IHT Wealth Management LLC22,904$2.73M0.1%-36.0%0.017%
8/15/2025Great Valley Advisor Group Inc.51,390$6.12M0.1%+3.0%0.039%
8/15/2025EP Wealth Advisors LLC21,073$2.51M0.0%+691.0%0.016%
8/15/2025Curi Capital LLC460,446$54.84M1.0%+1.7%0.345%
8/15/2025Benjamin Edwards Inc.594,833$70.84M0.9%+399.4%0.446%
8/15/2025BNP Paribas Financial Markets95,405$11.36M0.0%+1,793.7%0.072%
8/15/2025Black Maple Capital Management LP87,000$10.36M4.7%+335.0%0.065%
8/15/2025Acas LLC1,738$207K0.1%-12.5%0.001%
8/15/2025Ameriprise Financial Inc.2,741,689$327.06M0.1%+11.8%2.055%
8/14/2025Gould Capital LLC106,626$12.70M8.5%-0.1%0.080%
8/14/2025Vista Capital Partners Inc.3,074$366K0.0%-6.3%0.002%
8/14/2025Camarda Financial Advisors LLC7,843$934K0.4%+15.4%0.006%
8/14/2025Raymond James Financial Inc.1,295,655$154.30M0.1%-6.3%0.971%
8/14/2025Darwin Wealth Management LLC44,610$5.31M1.8%N/A0.033%
8/14/2025Peak Asset Management LLC6,389$761K0.1%-3.1%0.005%
8/14/2025Betterment LLC7,501$893K0.0%-11.4%0.006%
8/14/2025Diversify Advisory Services LLC73,321$8.71M0.3%+70.3%0.055%
8/14/2025Napa Wealth Management3,008$358K0.2%-16.3%0.002%
8/14/2025Tennessee Valley Asset Management Partners48,982$5.83M1.5%+1.0%0.037%
8/14/2025HUB Investment Partners LLC2,476$295K0.0%+25.7%0.002%
8/14/2025Main Street Financial Solutions LLC28,235$3.36M0.2%+7.8%0.021%
8/14/2025FAS Wealth Partners Inc.474$56K0.0%-42.3%0.000%
8/14/2025Becker Capital Management Inc.30,531$3.64M0.1%+5.4%0.023%
8/14/2025Faithward Advisors LLC7,316$871K0.1%+4.2%0.005%
8/14/2025BNP Paribas17,143$2.04M0.1%+93.1%0.013%
8/14/2025NewEdge Advisors LLC152,419$18.15M0.1%+29.3%0.114%
8/14/2025Vertex Planning Partners LLC69,545$8.28M1.7%+1.8%0.052%
8/14/2025Cary Street Partners Financial LLC12,869$1.53M0.0%+21.5%0.010%
8/14/2025Cerity Partners LLC1,799,516$214.30M0.4%-22.8%1.349%
8/13/2025New Harbor Financial Group LLC211,969$25.24M5.8%+0.6%0.159%
8/13/2025StoneX Group Inc.6,973$830K0.0%+23.0%0.005%
(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, 920 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), Invesco Ltd. ($511.15M), Financial Engines Advisors L.L.C. ($484.53M), Captrust Financial Advisors ($434.76M), and Morgan Stanley ($411.07M).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 818 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 ($3.36M), National Bank of Canada FI ($1.93M), Raymond James Financial Inc. ($1.43M), Cerity Partners LLC ($1.40M), and Clarity Financial LLC ($1.04M).

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

Institutional investors have bought a total of 37,059,514 shares in the last 24 months. This purchase volume represents approximately $4.37B in transactions.

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

Of the 398 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. ($2.73M), FMR LLC ($2.51M), Invesco Ltd. ($2.11M), Johnson Financial Group Inc. ($674.47K), Envestnet Asset Management Inc. ($618.97K), Tanglewood Wealth Management Inc. ($592.14K), and Cerity Partners LLC ($530.34K).

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

Institutional investors have sold a total of 18,072,769 shares in the last 24 months. This volume of shares sold represents approximately $2.13B in transactions.


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This page (NASDAQ:IEI) was last updated on 10/13/2025 by MarketBeat.com Staff
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