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

iShares 3-7 Year Treasury Bond ETF logo
$113.70 -0.77 (-0.67%)
Closing price 04:00 PM Eastern
Extended Trading
$113.64 -0.06 (-0.05%)
As of 07:50 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)
562
Total
Institutional Inflows
(last 12 months)
$3.35B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$877.49M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.18,930$2.22M0.0%-15.6%0.013%
9/23/2026 Envestnet Asset Management Inc.3,422,946$402.03M0.1%-10.8%2.294%
9/21/2026 Silicon Valley Capital Partners357,310$41.97M3.8%+13.2%0.239%
9/15/2026 SkyView Investment Advisors LLC2,500$294K0.2%-99.1%0.002%
9/9/2026 Sequoia Financial Advisors LLC5,020$590K0.0%+22.4%0.003%
9/9/2026 Tidal Investments LLC24,336$2.86M0.0%-35.6%0.016%
9/9/2026 Capital Analysts LLC2,221$261K0.0%+29.7%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC38,652$4.54M0.3%+2.3%0.025%
9/9/2026 Integrated Wealth Concepts LLC93,839$11.02M0.1%+276.9%0.062%
9/9/2026 RFG Advisory LLC4,290$504K0.0%-37.7%0.003%
9/9/2026 NewEdge Advisors LLC158,124$18.57M0.1%-8.2%0.104%
9/9/2026 IFP Advisors Inc36,202$4.25M0.1%+6.7%0.024%
9/9/2026 Baird Financial Group Inc.126,584$14.87M0.0%-29.2%0.083%
9/9/2026 Centerline Wealth Advisors LLC56,062$6.58M2.1%+11.6%0.037%
9/9/2026 BayBridge Capital Group LLC30,945$3.63M1.9%+95.4%0.020%
9/8/2026 Allworth Financial LP13,219$1.55M0.0%-8.1%0.009%
9/8/2026 Waverly Advisors LLC468,365$55.01M0.3%+2.9%0.307%
9/8/2026 Paragon Capital Management Ltd14,900$1.75M0.3%-1.2%0.010%
9/3/2026 Anchor Capital Advisors LLC252,001$29.60M0.5%+11.1%0.165%
9/2/2026 Range Advisory LLC2,660$312K0.0%N/A0.002%
9/2/2026 Allianz Asset Management GmbH195,400$22.95M0.0%-32.4%0.128%
8/27/2026 Corient Private Wealth LP46,875$5.51M0.0%-13.7%0.031%
8/26/2026 HORAN Wealth LLC5,322$625K0.1%-33.0%0.003%
8/23/2026 Ameritas Advisory Services LLC8,630$1.01M0.0%-1.5%0.006%
8/23/2026 HB Wealth Management LLC1,911$224K0.0%N/A0.001%
8/23/2026 Semitam Bonam LLC46,825$5.50M4.0%+3.4%0.031%
8/23/2026 Unique Wealth LLC39,646$4.66M0.5%+16.7%0.026%
8/22/2026 Compass Financial Management LLC8,179$961K0.1%N/A0.005%
8/22/2026 Invested Advisors2,502$294K0.3%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.10,689$1.25M0.0%+3.7%0.007%
8/22/2026 Premier Path Wealth Partners LLC86,909$10.21M1.2%+7.7%0.057%
8/22/2026 Concurrent Investment Advisors LLC156,603$18.39M0.2%+58.5%0.103%
8/21/2026 Greenspring Advisors LLC12,314$1.45M0.1%-3.3%0.008%
8/21/2026 Continuum Advisory LLC1,045$123K0.0%N/A0.001%
8/21/2026 InTrack Investment Management Inc54,004$6.34M3.2%+7.0%0.035%
8/21/2026 Hudson Portfolio Management LLC7,781$914K0.7%-6.6%0.005%
8/21/2026 Tranquilli Financial Advisor LLC30,408$3.57M1.9%+17.5%0.020%
8/21/2026 Firestone Capital Management3,338$392K0.1%-20.3%0.002%
8/21/2026 Bedel Financial Consulting Inc.4,843$569K0.1%-2.0%0.003%
8/21/2026 Midwest Professional Planners LTD.71,494$8.40M1.6%+6.6%0.047%
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8/21/2026 Rinkey Investments59,819$7.03M1.6%-41.3%0.039%
8/20/2026 Rehmann Capital Advisory Group59,748$7.02M0.3%+24.2%0.039%
8/20/2026 Greenleaf Trust1,439,132$52.93M0.5%N/A0.944%
8/17/2026 Blue Edge Capital LLC2,921$343K0.0%N/A0.002%
8/3/2026 Beacon Bank & Trust15,427$1.81M0.2%-32.0%0.010%
7/10/2026 Heck Capital Advisors LLC27,695$3.25M0.2%-60.6%0.018%
7/10/2026 Charles Schwab Trust Co2,865$336K0.0%+4.9%0.002%
7/10/2026 Redhawk Wealth Advisors Inc.2,013$236K0.0%-52.9%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,379$2.16M0.2%+7.3%0.012%
7/10/2026 Warner Financial Inc.28,092$3.30M1.0%+2.7%0.018%
7/9/2026 World Equity Group Inc.1,760$207K0.0%N/A0.001%
7/9/2026 Wealthcare Capital Management LLC98,380$11.56M1.1%+1.6%0.063%
7/9/2026 Chemistry Wealth Management LLC2,182$256K0.0%-6.1%0.001%
7/9/2026 Strategic Point Investment Advisors LLC667,170$78.36M10.2%+4.3%0.429%
7/8/2026 Atwood & Palmer Inc.13,255$1.56M0.1%-4.6%0.009%
7/8/2026 Rockland Trust Co.6,702$787K0.0%-2.3%0.004%
7/8/2026 Beacon Bank & Trust15,427$1.81M0.3%-32.0%0.010%
7/8/2026 Chesley Taft & Associates LLC23,832$2.80M0.1%+4.8%0.015%
7/8/2026 Community Trust & Investment Co.77,593$9.11M0.5%+1.9%0.050%
7/8/2026 Mirabaud & Cie SA188,424$22.13M8.9%-0.1%0.121%
7/8/2026 Israel Discount Bank of New York14,532$1.71M3.2%+12.5%0.009%
7/7/2026 JGP Wealth Management LLC3,877$455K0.0%+2.3%0.002%
7/7/2026 Dynamic Advisor Solutions LLC44,300$5.20M0.1%-0.3%0.028%
7/7/2026 Martin Capital Partners LLC9,331$1.10M0.4%-3.7%0.006%
7/7/2026 CoreCap Advisors LLC5,472$643K0.0%-6.1%0.004%
7/7/2026 Moulton Wealth Management Inc.7,346$860K0.6%-57.8%0.005%
7/6/2026 Bangor Savings Bank5,227$614K0.0%-10.9%0.003%
7/6/2026 Boltwood Capital Management99,909$11.73M2.7%+1.9%0.064%
7/6/2026 Trilogy Capital Inc.48,757$5.73M0.2%+0.5%0.031%
7/2/2026 Gladwyn Financial Advisors Inc.41,197$4.84M3.0%+7.0%0.026%
6/24/2026 Redwood Investment Management LLC3,888$461K0.1%-33.2%0.002%
6/3/2026 NewEdge Advisors LLC172,155$20.42M0.1%+0.3%0.109%
6/2/2026 Blue Edge Capital LLC2,924$347K0.0%-40.6%0.002%
6/1/2026 Keel Point LLC82,863$9.83M0.6%-2.0%0.053%
5/28/2026 Blue Fin Capital Inc.51,428$6.10M1.0%+13.5%0.033%
5/22/2026 WNY Asset Management LLC12,008$1.42M0.1%N/A0.008%
5/21/2026 BankChampaign National Association455$54K0.1%N/A0.000%
5/21/2026 JDM Financial Group LLC5,856$695K0.1%-50.5%0.004%
5/20/2026 Arete Wealth Advisors LLC22,751$2.70M0.2%+6.2%0.014%
5/19/2026 Eley Financial Management Inc102,356$12.14M4.2%-0.2%0.065%
5/19/2026 Silicon Valley Capital Partners315,584$37.43M3.7%-3.7%0.200%
5/19/2026 Royal Fund Management LLC15,569$1.85M0.2%+6.3%0.010%
5/19/2026 Bank of America Corp DE9,242,672$1.10B0.1%+39.7%5.865%
5/19/2026 Centaurus Financial Inc.3,057$363K0.0%+75.1%0.002%
5/19/2026 Strategic Investment Advisors MI19,384$2.30M0.2%+14.7%0.012%
5/19/2026 Ashton Thomas Securities LLC1,256$149K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors3,880$460K0.0%-7.1%0.002%
5/19/2026 Arete Wealth Advisors LLC22,751$2.70M0.2%+6.2%0.014%
5/18/2026 Gould Capital LLC126,530$15.01M9.1%+19.2%0.080%
5/18/2026 EverSource Wealth Advisors LLC6,097$723K0.0%-8.4%0.004%
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5/18/2026 Royal Bank of Canada1,113,025$132.00M0.0%+0.5%0.706%
5/18/2026 Eley Financial Management Inc104,497$12.33M4.4%+1.9%0.066%
5/16/2026 Mittelman Wealth Management2,701$320K0.2%N/A0.002%
5/16/2026 SummitTX Capital L.P.62,958$7.47M0.2%+0.3%0.040%
5/15/2026 Gateway Wealth Partners LLC28,738$3.41M0.1%+1,159.3%0.018%
5/15/2026Turim 21 Investimentos Ltda.2,335$276K0.1%+7.8%0.001%
5/15/2026 Waverly Advisors LLC455,053$53.97M0.4%-2.4%0.289%
5/14/2026 Hilltop Holdings Inc.58,168$6.90M0.6%+184.4%0.037%
5/14/2026 Compound Planning Inc.33,712$4.00M0.1%-3.8%0.021%
5/14/2026 RMG Wealth Management LLC647$76K0.0%N/A0.000%


IEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 955 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($2.11B), Bank of America Corp DE ($1.10B), Captrust Financial Advisors ($707.10M), Financial Engines Advisors L.L.C. ($511.76M), Invesco Ltd. ($511.15M), Envestnet Asset Management Inc. ($402.03M), and Assetmark Inc. ($397.60M).Learn more on iShares 3-7 Year Treasury Bond ETF's institutional investors.

Of the 848 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. ($8.43M), Captrust Financial Advisors ($5.63M), Wit LLC ($4.86M), Bank of America Corp DE ($3.63M), National Bank of Canada FI ($1.87M), Raymond James Financial Inc. ($1.66M), and Greenleaf Trust ($1.44M).

Institutional investors have bought a total of 28,086,833 shares in the last 24 months. This purchase volume represents approximately $3.35B in transactions.

Of the 317 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. ($759.92K), Northwestern Mutual Wealth Management Co. ($733.61K), Johnson Financial Group Inc. ($467.15K), Envestnet Asset Management Inc. ($412.83K), Osaic Holdings Inc. ($381.70K), Kovitz Investment Group Partners LLC ($329.47K), and Benjamin Edwards Inc. ($315.32K).

Institutional investors have sold a total of 7,372,217 shares in the last 24 months. This volume of shares sold represents approximately $877.49M in transactions.


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Institutional ownership data for NASDAQ:IEI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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