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

iShares 3-7 Year Treasury Bond ETF logo
$116.33 +0.17 (+0.15%)
As of 07/24/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Number of
Institutional Buyers
(last 12 months)
615
Total
Institutional Inflows
(last 12 months)
$3.66B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$1.30B
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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
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%
6/24/2026Redwood Investment Management LLC3,888$461K0.1%-33.2%0.002%
6/3/2026NewEdge Advisors LLC172,155$20.42M0.1%+0.3%0.109%
6/2/2026Blue Edge Capital LLC2,924$347K0.0%-40.6%0.002%
6/1/2026Keel Point LLC82,863$9.83M0.6%-2.0%0.053%
5/28/2026Blue Fin Capital Inc.51,428$6.10M1.0%+13.5%0.033%
5/22/2026WNY Asset Management LLC12,008$1.42M0.1%N/A0.008%
5/21/2026 BankChampaign National Association455$54K0.1%N/A0.000%
5/21/2026JDM Financial Group LLC5,856$695K0.1%-50.5%0.004%
5/20/2026Arete Wealth Advisors LLC22,751$2.70M0.2%+6.2%0.014%
5/19/2026Eley Financial Management Inc102,356$12.14M4.2%-0.2%0.065%
5/19/2026Silicon 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%
5/19/2026Bank of America Corp DE9,242,672$1.10B0.1%+39.7%5.865%
5/19/2026Centaurus Financial Inc.3,057$363K0.0%+75.1%0.002%
5/19/2026Strategic Investment Advisors MI19,384$2.30M0.2%+14.7%0.012%
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5/19/2026Ashton Thomas Securities LLC1,256$149K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors3,880$460K0.0%-7.1%0.002%
5/19/2026Arete Wealth Advisors LLC22,751$2.70M0.2%+6.2%0.014%
5/18/2026Gould Capital LLC126,530$15.01M9.1%+19.2%0.080%
5/18/2026EverSource Wealth Advisors LLC6,097$723K0.0%-8.4%0.004%
5/18/2026Royal Bank of Canada1,113,025$132.00M0.0%+0.5%0.706%
5/18/2026Eley Financial Management Inc104,497$12.33M4.4%+1.9%0.066%
5/16/2026Mittelman Wealth Management2,701$320K0.2%N/A0.002%
5/16/2026SummitTX Capital L.P.62,958$7.47M0.2%+0.3%0.040%
5/15/2026Gateway 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%
5/15/2026Waverly Advisors LLC455,053$53.97M0.4%-2.4%0.289%
5/14/2026Hilltop Holdings Inc.58,168$6.90M0.6%+184.4%0.037%
5/14/2026Compound Planning Inc.33,712$4.00M0.1%-3.8%0.021%
5/14/2026RMG Wealth Management LLC647$76K0.0%N/A0.000%
5/14/2026Lido Advisors LLC117,929$13.99M0.0%-21.1%0.075%
5/14/2026Monograph Wealth Advisors LLC5,622$667K0.1%N/A0.004%
5/13/2026Prestige Wealth Management Group LLC625$74K0.0%-37.5%0.000%
5/13/2026Sachem Hill LLC2,950$350K0.1%-4.8%0.002%
5/13/2026Petra Financial Advisors Inc.2,760$327K0.2%-6.8%0.002%
5/13/2026 Transmarket Holdings LP51,067$6.06M3.2%+599.2%0.032%
5/8/2026PNC Financial Services Group Inc.643,404$76.31M0.0%-0.1%0.408%
5/8/2026HORAN Wealth LLC7,948$949K0.1%N/A0.005%
5/8/2026Madison Asset Management LLC37,408$4.44M0.1%+0.7%0.024%
5/8/2026CVS HEALTH Corp182,800$21.68M10.2%N/A0.116%
5/8/2026Ridgepath Capital Management LLC59,589$7.07M3.5%-24.8%0.038%
5/8/2026Johnson Financial Group Inc.127,196$15.09M0.5%-78.6%0.081%
5/7/2026AlTi Global Inc.8,788$1.04M0.0%-34.5%0.006%
5/7/2026 Balefire LLC1,765$209K0.0%N/A0.001%
5/7/2026AlphaCentric Advisors LLC6,519$773K0.8%+171.2%0.004%
5/6/2026IMA Advisory Services Inc.4,882$579K0.1%-32.5%0.003%
5/6/2026Frontier Asset Management LLC62,074$7.36M1.5%-3.1%0.039%
5/6/2026Assetmark Inc.3,352,425$397.60M0.8%+9.8%2.127%
5/6/2026One Day In July LLC24,490$2.91M0.2%+0.5%0.016%
5/6/2026 Independent Financial Group LLC8,307$985K0.0%N/A0.005%
5/5/2026Vectors Research Management LLC140,465$16.66M4.9%-12.3%0.089%
5/5/2026Wealthfront Advisers LLC25,226$2.99M0.0%+46.5%0.016%
5/5/2026D.A. Davidson & CO.119,328$14.15M0.1%+57.6%0.076%
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%
5/5/2026Camden National Bank60,421$7.17M1.0%+8.0%0.038%
5/5/2026Checchi Capital Advisers LLC61,077$7.24M0.4%-0.6%0.039%
5/4/2026AMG National Trust Bank92,663$10.99M0.2%+90.6%0.059%
5/4/2026Legacy 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%
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5/4/2026Bryn Mawr Trust Advisors LLC11,638$1.38M0.1%-5.8%0.007%
5/4/2026Bedel Financial Consulting Inc.4,941$586K0.1%-45.5%0.003%
5/4/2026Cdkv Holdings LLC27,697$3.29M2.9%-9.0%0.018%
5/4/2026Y.D. More Investments Ltd1,410$167K0.0%-22.7%0.001%
5/4/2026J. 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%
5/2/2026Diversify Wealth Management LLC121,560$14.35M0.3%N/A0.077%
5/1/2026Citizens Financial Group Inc. RI129,560$15.37M0.2%+12.9%0.082%
5/1/2026Midwest Trust Co4,718$560K0.0%-3.8%0.003%


IEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 967 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. ($439.39M), and Assetmark Inc. ($397.60M).Learn more on iShares 3-7 Year Treasury Bond ETF's institutional investors.

Of the 867 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 Assetmark Inc. ($1.40M).

Institutional investors have bought a total of 30,901,342 shares in the last 24 months. This purchase volume represents approximately $3.69B in transactions.

Of the 368 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. ($776.88K), Northwestern Mutual Wealth Management Co. ($733.61K), Cerity Partners LLC ($530.34K), Johnson Financial Group Inc. ($474.80K), Envestnet Asset Management Inc. ($382.77K), and Osaic Holdings Inc. ($381.70K).

Institutional investors have sold a total of 10,942,763 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


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This page (NASDAQ:IEI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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