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

iShares 3-7 Year Treasury Bond ETF logo
$117.70 +0.06 (+0.05%)
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)
664
Total
Institutional Inflows
(last 12 months)
$4.69B
Number of
Institutional Sellers
(last 12 months)
405
Total
Institutional Outflows
(last 12 months)
$1.56B
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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
5/5/2026Midwest Professional Planners LTD.67,075$7.96M1.9%+5.1%0.043%
5/5/2026Bank of New York Mellon Corp447,982$53.13M0.0%+8.5%0.284%
5/5/2026IMC Chicago LLC3,033$360K0.0%N/A0.002%
5/5/2026Robinson Value Management Ltd.21,420$2.54M1.4%-3.3%0.014%
5/5/2026Geneos Wealth Management Inc.1,669$198K0.0%-94.1%0.001%
5/5/2026SouthState Bank Corp2,197$261K0.0%-3.9%0.001%
5/5/2026Sanctuary Advisors LLC61,023$7.24M0.0%+11.8%0.039%
5/5/2026 Camden National Bank60,421$7.17M1.0%+8.0%0.038%
5/5/2026 Checchi Capital Advisers LLC61,077$7.24M0.4%-0.6%0.039%
5/4/2026 AMG National Trust Bank92,663$10.99M0.2%+90.6%0.059%
5/4/2026 Legacy Capital Group California Inc.2,917$346K0.1%+37.1%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,009$1.31M0.0%-5.7%0.007%
5/4/2026 Bryn Mawr Trust Advisors LLC11,638$1.38M0.1%-5.8%0.007%
5/4/2026 Bedel Financial Consulting Inc.4,941$586K0.1%-45.5%0.003%
5/4/2026 Cdkv Holdings LLC27,697$3.29M2.9%-9.0%0.018%
5/4/2026 Y.D. More Investments Ltd1,410$167K0.0%-22.7%0.001%
5/4/2026 J. Safra Sarasin Holding AG9,485$1.13M0.0%+31.7%0.006%
5/4/2026 Procyon Advisors LLC70,122$8.32M0.1%-4.1%0.044%
5/2/2026 International Assets Investment Management LLC779$92K0.0%-19.0%0.000%
5/2/2026 Diversify Wealth Management LLC121,560$14.35M0.3%N/A0.077%
5/1/2026 Citizens Financial Group Inc. RI129,560$15.37M0.2%+12.9%0.082%
5/1/2026 Midwest Trust Co4,718$560K0.0%-3.8%0.003%
5/1/2026 Fifth Third Bancorp77,849$9.23M0.0%+235.3%0.049%
5/1/2026 Darwin Wealth Management LLC1,610$191K0.1%-96.5%0.001%
5/1/2026 Simplicity Wealth LLC9,632$1.14M0.1%+6.3%0.006%
5/1/2026 Summa Corp.8,285$983K0.4%-3.9%0.005%
4/30/2026 Hsbc Holdings PLC3,367$399K0.0%-82.0%0.002%
4/30/2026 Elevated Capital Advisors LLC798$95K0.0%-89.3%0.001%
4/30/2026 Kestra Advisory Services LLC42,774$5.07M0.0%-11.0%0.027%
4/30/2026 Money Concepts Capital Corp18,033$2.14M0.1%+16.8%0.011%
4/30/2026 CFS Investment Advisory Services LLC115,800$13.78M1.0%-19.7%0.073%
4/29/2026 Penobscot Investment Management Company Inc.12,102$1.44M0.1%-8.5%0.008%
4/29/2026 Axxcess Wealth Management LLC37,520$4.45M0.1%-60.7%0.024%
4/29/2026 Koa Wealth Management LLC8,056$955K0.7%-5.1%0.005%
4/29/2026 Sather Financial Group Inc1,898$225K0.0%-13.3%0.001%
4/29/2026 Advance Capital Management Inc.1,748$207K0.0%-29.6%0.001%
4/29/2026 Shelton Wealth Management LLC34,898$4.14M1.8%-1.7%0.022%
4/29/2026 Beacon Bank & Trust22,697$2.69M0.6%-43.1%0.014%
4/28/2026 FLP Wealth Management LLC9,615$1.14M1.9%+5.7%0.006%
4/28/2026 Whittier Trust Co.7,938$937K0.0%-22.5%0.005%
4/28/2026 Columbia Bank80,024$9.49M2.7%-41.2%0.051%
4/28/2026 Ascentis Independent Advisors17,109$2.03M0.2%+30.9%0.011%
4/28/2026 Stephens Inc. AR23,758$2.82M0.0%+7.3%0.015%
4/28/2026 Argus Investors Counsel Inc.5,246$622K0.6%-14.1%0.003%
4/28/2026 HBE Wealth Management LLC9,753$1.16M1.0%-0.9%0.006%
4/28/2026 Walkner Condon Financial Advisors LLC2,759$327K0.0%+54.3%0.002%
4/28/2026 Howe & Rusling Inc.211$25K0.0%+111.0%0.000%
4/27/2026 Oxbow Advisors LLC3,553$421K0.0%+65.6%0.002%
4/27/2026 Arrien Investments Inc.2,712$322K0.2%+5.7%0.002%
4/27/2026 PFG Investments LLC3,710$440K0.0%-25.2%0.002%
4/27/2026 World Investment Advisors20,972$2.49M0.0%+16.2%0.013%
4/27/2026 Canal Capital Management LLC145,178$17.22M2.3%+4.8%0.092%
4/27/2026 Private Advisor Group LLC94,909$11.26M0.1%+28.3%0.060%
4/27/2026 Proathlete Wealth Management LLC65,399$7.76M2.2%+3.8%0.041%
4/27/2026 Elevation Point Wealth Partners LLC6,063$719K0.0%N/A0.004%
4/27/2026 DSG Capital Advisors LLC49,973$5.93M0.9%+12.8%0.032%
4/27/2026 Sound Income Strategies LLC610$72K0.0%+69.4%0.000%
4/25/2026 Blue Capital Inc.26,619$3.16M2.1%N/A0.017%
4/25/2026 Patten Group Inc.7,072$839K0.1%+7.3%0.004%
4/25/2026 Keybank National Association OH407,193$48.29M0.2%+2.7%0.257%
4/25/2026 Smithbridge Asset Management Inc. DE3,391$402K0.1%-55.1%0.002%
4/25/2026 Vision Capital Management Inc.31,419$3.73M0.5%+5.6%0.020%
4/24/2026 PW Advisors LLC FL16,744$1.99M1.5%N/A0.011%
4/24/2026 RKL Wealth Management LLC16,001$1.90M0.2%-6.4%0.010%
4/24/2026 James Investment Research Inc.61,160$7.25M0.8%-0.7%0.039%
4/24/2026 Global Trust Asset Management LLC96,832$11.48M4.4%+12.6%0.061%
4/24/2026 Strategic Point Investment Advisors LLC639,390$75.83M11.0%+4.0%0.404%
4/23/2026 Premier Path Wealth Partners LLC80,702$9.57M1.2%+13.0%0.051%
4/23/2026 Foundry Financial Group Inc.71,338$8.46M4.2%+9.3%0.045%
4/23/2026 SevenBridge Financial Group LLC15,102$1.79M0.3%-1.4%0.010%
4/23/2026 Capital Investment Counsel LLC6,683$793K0.1%-22.4%0.004%
4/23/2026 Bigelow Investment Advisors LLC7,464$885K0.4%+12.5%0.005%
4/23/2026 Apollon Wealth Management LLC19,260$2.28M0.0%+238.8%0.012%
4/23/2026 Pasadena Private Wealth LLC2,125$252K0.0%-45.9%0.001%
4/22/2026 DDFG Inc371,059$44.01M9.5%+3.9%0.234%
4/22/2026 Janney Montgomery Scott LLC1,844,787$218.79M0.5%-2.2%1.165%
4/22/2026 Aua Capital Management LLC19,409$2.30M1.2%+22.9%0.012%
4/22/2026 Cornerstone Wealth Group LLC3,556$421K0.0%-12.7%0.002%
4/22/2026 MFA Wealth Services52,591$6.24M4.1%+2.8%0.033%
4/22/2026 Benchmark Financial LLC64,980$7.71M6.9%+19.5%0.041%
4/22/2026 Semitam Bonam LLC45,303$5.37M4.4%+9.2%0.029%
4/22/2026 Trilogy Capital Inc.48,530$5.76M0.3%-3.9%0.031%
4/22/2026 Pictet Asset Management Holding SA81,000$9.61M0.0%-22.9%0.051%
4/22/2026 Union Bancaire Privee UBP SA23,928$2.83M0.0%+5.7%0.015%
4/22/2026 FLP Wealth Management LLC1,779$211K0.3%-6.9%0.001%
4/22/2026 Venturi Wealth Management LLC6,493$770K0.0%N/A0.004%
4/21/2026 Maridea Wealth Management LLC14,101$1.67M0.2%+33.7%0.009%
4/21/2026 Laurel Oak Wealth Management LLC24,567$2.91M0.5%-8.3%0.016%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC37,782$4.48M0.3%+5.8%0.024%
4/21/2026 Welch Group LLC12,385$1.47M0.1%+216.2%0.008%
4/21/2026 Sequent Planning LLC21,996$2.61M0.6%+3.8%0.014%
4/21/2026 Maltin Wealth Management Inc.22,621$2.68M1.0%-13.1%0.014%
4/21/2026 Columbus Macro LLC6,407$760K0.1%-42.3%0.004%
4/21/2026 Parker Financial LLC7,647$907K0.4%-5.6%0.005%
4/21/2026 Unique Wealth LLC33,965$4.03M0.6%-6.7%0.021%
4/21/2026 Maseco LLP5,328$632K0.0%+1,706.1%0.003%
4/21/2026 Fairvoy Private Wealth LLC5,736$680K0.2%+1.9%0.004%
4/21/2026 Silver Oak Securities Incorporated3,274$388K0.0%-12.8%0.002%
4/21/2026 Fiduciary Alliance LLC9,899$1.18M0.1%+22.1%0.006%
4/20/2026 Christensen King & Associates Investment Services Inc.37,415$4.44M1.9%-0.8%0.024%


IEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEI shares?

During the previous two years, 981 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 ($785.84M), Captrust Financial Advisors ($707.10M), Financial Engines Advisors L.L.C. ($511.76M), Invesco Ltd. ($511.15M), Envestnet Asset Management Inc. ($439.39M), and Assetmark Inc. ($364.26M).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 883 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), National Bank of Canada FI ($1.87M), Raymond James Financial Inc. ($1.66M), Dynasty Wealth Management LLC ($1.17M), and Assetmark Inc. ($1.10M).

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

Institutional investors have bought a total of 39,320,275 shares in the last 24 months. This purchase volume represents approximately $4.68B in transactions.

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

Of the 405 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: Invesco Ltd. ($2.11M), Charles Schwab Investment Management Inc. ($790.15K), Northwestern Mutual Wealth Management Co. ($736.39K), Cerity Partners LLC ($530.34K), Envestnet Asset Management Inc. ($382.77K), Osaic Holdings Inc. ($381.70K), and Truist Financial Corp ($345.58K).

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

Institutional investors have sold a total of 13,127,174 shares in the last 24 months. This volume of shares sold represents approximately $1.56B in transactions.


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This page (NASDAQ:IEI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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