Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

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

iShares 3-7 Year Treasury Bond ETF logo
$117.14 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
645
Total
Institutional Inflows
(last 12 months)
$3.95B
Number of
Institutional Sellers
(last 12 months)
389
Total
Institutional Outflows
(last 12 months)
$1.45B
Get IEI Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 3-7 Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IEI Institutional Buying and Selling by Quarter

iShares 3-7 Year Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC12,008$1.42M0.1%N/A0.008%
5/21/2026 BankChampaign National Association455$54K0.1%N/A0.000%
5/21/2026 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%
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%
5/15/2026 Turim 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%
5/14/2026 Lido Advisors LLC117,929$13.99M0.0%-21.1%0.075%
5/14/2026 Monograph Wealth Advisors LLC5,622$667K0.1%N/A0.004%
5/13/2026 Prestige Wealth Management Group LLC625$74K0.0%-37.5%0.000%
5/13/2026 Sachem Hill LLC2,950$350K0.1%-4.8%0.002%
5/13/2026 Petra 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%
5/8/2026 PNC Financial Services Group Inc.643,404$76.31M0.0%-0.1%0.408%
5/8/2026 HORAN Wealth LLC7,948$949K0.1%N/A0.005%
5/8/2026 Madison Asset Management LLC37,408$4.44M0.1%+0.7%0.024%
5/8/2026 CVS HEALTH Corp182,800$21.68M10.2%N/A0.116%
5/8/2026 Ridgepath Capital Management LLC59,589$7.07M3.5%-24.8%0.038%
5/8/2026 Johnson Financial Group Inc.127,196$15.09M0.5%-78.6%0.081%
5/7/2026 AlTi Global Inc.8,788$1.04M0.0%-34.5%0.006%
5/7/2026 Balefire LLC1,765$209K0.0%N/A0.001%
5/7/2026 AlphaCentric Advisors LLC6,519$773K0.8%+171.2%0.004%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
5/6/2026 IMA Advisory Services Inc.4,882$579K0.1%-32.5%0.003%
5/6/2026 Frontier Asset Management LLC62,074$7.36M1.5%-3.1%0.039%
5/6/2026 Assetmark Inc.3,352,425$397.60M0.8%+9.8%2.127%
5/6/2026 One 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%
5/5/2026 Vectors Research Management LLC140,465$16.66M4.9%-12.3%0.089%
5/5/2026 Wealthfront Advisers LLC25,226$2.99M0.0%+46.5%0.016%
5/5/2026 D.A. Davidson & CO.119,328$14.15M0.1%+57.6%0.076%
5/5/2026 Midwest Professional Planners LTD.67,075$7.96M1.9%+5.1%0.043%
5/5/2026 Bank of New York Mellon Corp447,982$53.13M0.0%+8.5%0.284%
5/5/2026 IMC Chicago LLC3,033$360K0.0%N/A0.002%
5/5/2026 Robinson Value Management Ltd.21,420$2.54M1.4%-3.3%0.014%
5/5/2026 Geneos Wealth Management Inc.1,669$198K0.0%-94.1%0.001%
5/5/2026 SouthState Bank Corp2,197$261K0.0%-3.9%0.001%
5/5/2026 Sanctuary 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%


IEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 979 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 880 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 33,104,907 shares in the last 24 months. This purchase volume represents approximately $3.95B in transactions.

Of the 389 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 12,144,708 shares in the last 24 months. This volume of shares sold represents approximately $1.45B in transactions.



This page (NASDAQ:IEI) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners