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

iShares 3-7 Year Treasury Bond ETF logo
$113.57 +0.09 (+0.08%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$113.22 -0.35 (-0.31%)
As of 10/13/2026 07:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
566
Total
Institutional Inflows
(last 12 months)
$3.30B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$1.73B
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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
10/13/2026Fluent Financial LLC2,863$325K0.1%N/A0.002%
10/13/2026Spartan Planning & Wealth Management33,236$3.77M2.4%+12.5%0.023%
10/13/2026Twele Capital Management Inc.15,476$1.76M0.3%N/A0.010%
10/13/2026Courier Capital LLC247,656$28.09M5.3%N/A0.168%
10/13/2026NorthCrest Asset Manangement LLC29,297$3.33M0.1%+1.3%0.020%
10/13/2026JGP Wealth Management LLC2,178$247K0.0%-43.8%0.001%
10/10/2026Armstrong Advisory Group Inc.178,126$20.21M1.2%-72.9%0.120%
10/10/2026Friday Financial2,766$314K0.1%N/A0.002%
10/10/2026Valley Wealth Managers Inc.2,055$233K0.0%N/A0.001%
10/10/2026Argus Investors Counsel Inc.5,413$614K0.5%N/A0.004%
10/9/2026CogentBlue Wealth Advisors LLC5,715$648K0.6%+35.0%0.004%
10/9/2026Balefire LLC16,787$1.90M0.3%+874.9%0.011%
10/9/2026Paragon Capital Management Ltd5,127$582K0.1%-65.6%0.003%
10/9/2026Hardin Capital Partners LLC1,802$204K0.1%+5.2%0.001%
10/9/2026Monument Capital Management45,044$5.11M1.1%+5.1%0.030%
10/9/2026Acropolis Investment Management LLC208,079$23.60M1.0%-97.1%0.140%
10/8/2026Independence Financial Advisors LLC184,973$20.98M5.3%+5.2%0.124%
10/8/2026Farther Finance Advisors LLC105,521$11.97M0.1%+1.3%0.071%
10/8/2026CoreCap Advisors LLC5,200$590K0.0%-5.0%0.003%
10/8/2026Atwood & Palmer Inc.13,220$1.50M0.1%N/A0.009%
10/8/2026Apella Capital LLC29,104$3.30M0.0%+314.6%0.020%
10/8/2026Avidian Wealth Enterprises LLC22,553$2.56M0.1%N/A0.015%
10/8/2026Leverty Financial Group LLC6,004$681K0.1%N/A0.004%
10/8/2026Whalen Wealth Management Inc.55,584$6.31M2.8%-15.1%0.037%
10/8/2026Martin Capital Partners LLC9,762$1.11M0.3%+4.6%0.007%
10/7/2026Canandaigua National Trust Co of Florida5,227$593K0.3%N/A0.004%
10/7/2026Wealth Enhancement Trust Services Inc.2,120$240K0.0%-26.8%0.001%
10/7/2026MFA Wealth Advisors LLC20,852$2.37M0.3%+0.7%0.014%
10/7/2026Emprise Bank12,732$1.44M0.6%+50.0%0.009%
10/7/2026Asempa Wealth Advisors5,311$602K0.5%-32.6%0.004%
10/6/2026Bangor Savings Bank5,225$593K0.0%N/A0.004%
10/6/2026Legacy Private Trust Co.12,135$1.38M0.1%N/A0.008%
10/5/2026Gladwyn Financial Advisors Inc.41,993$4.76M3.1%+1.9%0.028%
10/5/2026Eastern Bank870$99K0.0%N/A0.001%
10/5/2026Rockland Trust Co.6,631$752K0.0%N/A0.004%
10/2/2026 Boltwood Capital Management101,696$11.54M2.6%N/A0.067%
10/1/2026 Montecito Bank & Trust10,699$1.21M0.2%-89.9%0.007%
9/23/2026Envestnet Portfolio Solutions Inc.18,930$2.22M0.0%-15.6%0.013%
9/23/2026Envestnet Asset Management Inc.3,422,946$402.03M0.1%-10.8%2.294%
9/21/2026Silicon Valley Capital Partners357,310$41.97M3.8%+13.2%0.239%
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9/15/2026SkyView Investment Advisors LLC2,500$294K0.2%-99.1%0.002%
9/9/2026Sequoia Financial Advisors LLC5,020$590K0.0%+22.4%0.003%
9/9/2026Tidal Investments LLC24,336$2.86M0.0%-35.6%0.016%
9/9/2026Capital Analysts LLC2,221$261K0.0%+29.7%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC38,652$4.54M0.3%+2.3%0.025%
9/9/2026Integrated Wealth Concepts LLC93,839$11.02M0.1%+276.9%0.062%
9/9/2026RFG Advisory LLC4,290$504K0.0%-37.7%0.003%
9/9/2026NewEdge Advisors LLC158,124$18.57M0.1%-8.2%0.104%
9/9/2026IFP Advisors Inc36,202$4.25M0.1%+6.7%0.024%
9/9/2026Baird Financial Group Inc.126,584$14.87M0.0%-29.2%0.083%
9/9/2026Centerline Wealth Advisors LLC56,062$6.58M2.1%+11.6%0.037%
9/9/2026BayBridge Capital Group LLC30,945$3.63M1.9%+95.4%0.020%
9/8/2026Allworth Financial LP13,219$1.55M0.0%-8.1%0.009%
9/8/2026Waverly Advisors LLC468,365$55.01M0.3%+2.9%0.307%
9/8/2026Paragon Capital Management Ltd14,900$1.75M0.3%-1.2%0.010%
9/3/2026Anchor Capital Advisors LLC252,001$29.60M0.5%+11.1%0.165%
9/2/2026Range Advisory LLC2,660$312K0.0%N/A0.002%
9/2/2026Allianz Asset Management GmbH195,400$22.95M0.0%-32.4%0.128%
8/27/2026Corient Private Wealth LP46,875$5.51M0.0%-13.7%0.031%
8/26/2026HORAN Wealth LLC5,322$625K0.1%-33.0%0.003%
8/23/2026Ameritas Advisory Services LLC8,630$1.01M0.0%-1.5%0.006%
8/23/2026HB Wealth Management LLC1,911$224K0.0%N/A0.001%
8/23/2026Semitam Bonam LLC46,825$5.50M4.0%+3.4%0.031%
8/23/2026Unique Wealth LLC39,646$4.66M0.5%+16.7%0.026%
8/22/2026Compass Financial Management LLC8,179$961K0.1%N/A0.005%
8/22/2026Invested Advisors2,502$294K0.3%N/A0.002%
8/22/2026TD Waterhouse Canada Inc.10,689$1.25M0.0%+3.7%0.007%
8/22/2026Premier Path Wealth Partners LLC86,909$10.21M1.2%+7.7%0.057%
8/22/2026Concurrent Investment Advisors LLC156,603$18.39M0.2%+58.5%0.103%
8/21/2026Greenspring Advisors LLC12,314$1.45M0.1%-3.3%0.008%
8/21/2026Continuum Advisory LLC1,045$123K0.0%N/A0.001%
8/21/2026InTrack Investment Management Inc54,004$6.34M3.2%+7.0%0.035%
8/21/2026Hudson Portfolio Management LLC7,781$914K0.7%-6.6%0.005%
8/21/2026Tranquilli Financial Advisor LLC30,408$3.57M1.9%+17.5%0.020%
8/21/2026Firestone Capital Management3,338$392K0.1%-20.3%0.002%
8/21/2026Bedel Financial Consulting Inc.4,843$569K0.1%-2.0%0.003%
8/21/2026Midwest Professional Planners LTD.71,494$8.40M1.6%+6.6%0.047%
8/21/2026Rinkey Investments59,819$7.03M1.6%-41.3%0.039%
8/20/2026Rehmann Capital Advisory Group59,748$7.02M0.3%+24.2%0.039%
8/20/2026Greenleaf Trust1,439,132$52.93M0.5%N/A0.944%
8/17/2026Blue Edge Capital LLC2,921$343K0.0%N/A0.002%
8/3/2026Beacon Bank & Trust15,427$1.81M0.2%-32.0%0.010%
7/10/2026Heck Capital Advisors LLC27,695$3.25M0.2%-60.6%0.018%
7/10/2026Charles Schwab Trust Co2,865$336K0.0%+4.9%0.002%
7/10/2026Redhawk Wealth Advisors Inc.2,013$236K0.0%-52.9%0.001%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,379$2.16M0.2%+7.3%0.012%
7/10/2026Warner Financial Inc.28,092$3.30M1.0%+2.7%0.018%
7/9/2026World Equity Group Inc.1,760$207K0.0%N/A0.001%
7/9/2026Wealthcare Capital Management LLC98,380$11.56M1.1%+1.6%0.063%
7/9/2026Chemistry Wealth Management LLC2,182$256K0.0%-6.1%0.001%
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7/9/2026Strategic Point Investment Advisors LLC667,170$78.36M10.2%+4.3%0.429%
7/8/2026Atwood & Palmer Inc.13,255$1.56M0.1%-4.6%0.009%
7/8/2026Rockland Trust Co.6,702$787K0.0%-2.3%0.004%
7/8/2026Beacon Bank & Trust15,427$1.81M0.3%-32.0%0.010%
7/8/2026Chesley Taft & Associates LLC23,832$2.80M0.1%+4.8%0.015%
7/8/2026Community Trust & Investment Co.77,593$9.11M0.5%+1.9%0.050%
7/8/2026Mirabaud & Cie SA188,424$22.13M8.9%-0.1%0.121%
7/8/2026Israel Discount Bank of New York14,532$1.71M3.2%+12.5%0.009%
7/7/2026JGP Wealth Management LLC3,877$455K0.0%+2.3%0.002%
7/7/2026Dynamic Advisor Solutions LLC44,300$5.20M0.1%-0.3%0.028%


IEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 952 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 27,738,023 shares in the last 24 months. This purchase volume represents approximately $3.30B 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: Acropolis Investment Management LLC ($7.01M), Charles Schwab Investment Management Inc. ($759.92K), Northwestern Mutual Wealth Management Co. ($733.61K), Armstrong Advisory Group Inc. ($479.30K), Johnson Financial Group Inc. ($467.15K), Envestnet Asset Management Inc. ($412.83K), and Osaic Holdings Inc. ($381.70K).

Institutional investors have sold a total of 14,926,599 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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