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

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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)
490
Total
Institutional Inflows
(last 12 months)
$231.66B
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$3.13B
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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
4/26/2024Members Trust Co3,644$422K0.0%+2.8%0.003%
4/26/2024Checchi Capital Advisers LLC78,790$9.13M0.7%-1.9%0.069%
4/26/2024Meridian Wealth Management LLC19,446$2.25M0.4%-13.6%0.017%
4/25/2024One Day In July LLC124,132$14.38M1.9%-33.1%0.109%
4/25/2024Capital Investment Advisory Services LLC40,257$4.66M0.5%-65.4%0.035%
4/25/2024Center For Asset Management LLC4,869$564K0.5%-22.1%0.004%
4/25/2024Klaas Financial Asset Advisors LLC202,225$23.42M4.7%+2.8%0.177%
4/25/2024Whalen Wealth Management Inc.8,693$1.01M0.7%+46.9%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.251,091$29.08M0.1%+268.6%0.219%
4/24/2024 Leavell Investment Management Inc.134,546$15.58M0.9%+16.5%0.117%
4/24/2024 Berkshire Bank171,011$19.81M4.9%-1.3%0.149%
4/24/2024 Pegasus Partners Ltd.124,260$14.39M1.5%+8.7%0.108%
4/24/2024 Premier Path Wealth Partners LLC52,367$5.97M1.1%+2,043.6%0.046%
4/24/2024 Simplicity Wealth LLC8,924$1.03M0.0%+66.8%0.008%
4/24/2024 Spire Wealth Management14,378$1.67M0.1%+91.0%0.013%
4/24/2024 Bar Harbor Wealth Management1,863$216K0.0%N/A0.002%
4/23/2024 Wetzel Investment Advisors Inc.484$55K0.0%+404.2%0.000%
4/23/2024 Summa Corp.5,370$622K0.3%+38.8%0.005%
4/23/2024 Canal Capital Management LLC125,559$14.54M2.4%N/A0.109%
4/23/2024 BSW Wealth Partners6,621$767K0.1%-69.5%0.006%
4/23/2024 Global Retirement Partners LLC6,930$803K0.0%-5.7%0.006%
4/23/2024 Mason & Associates Inc61,640$7.14M1.9%N/A0.054%
4/23/2024 Morton Brown Family Wealth LLC3,015$349K0.1%+39.0%0.003%
4/23/2024 Oak Harbor Wealth Partners LLC968$112K0.0%+125.1%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV36,409$4.22M0.4%+11.0%0.032%
4/23/2024 Fifth Third Bancorp31,254$3.62M0.0%-25.0%0.027%
4/23/2024 Warner Financial Inc.11,455$1.33M0.7%+2.9%0.010%
4/23/2024 Regatta Capital Group LLC15,863$1.84M0.4%+3.1%0.014%
4/23/2024 Principle Wealth Partners LLC2,906$337K0.0%+7.9%0.003%
4/23/2024 Wealth Effects LLC2,785$323K0.1%-28.7%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.184,257$21.34M0.0%-13.1%0.161%
4/22/2024 Pacific Sage Partners LLC3,384$392K0.1%-35.3%0.003%
4/22/2024 Confluence Wealth Services Inc.1,848$214K0.0%N/A0.002%
4/22/2024 Centennial Wealth Advisory LLC26,742$3.10M1.4%+24.3%0.023%
4/22/2024 PFG Investments LLC4,875$565K0.0%-36.5%0.004%
4/22/2024 Sollinda Capital Management LLC72,421$8.39M2.6%-25.6%0.063%
4/22/2024 Raymond James & Associates1,233,872$142.90M0.1%-1.7%1.076%
4/22/2024 MBL Wealth LLC186,851$21.64M2.5%+10.3%0.163%
4/22/2024 EFG Asset Management Americas Corp.14,504$1.68M0.5%-52.6%0.013%
4/19/2024 Willis Johnson & Associates Inc.157,623$18.25M1.6%+4.9%0.138%
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4/19/2024 American National Bank & Trust Co. VA5,995$694K0.2%N/A0.005%
4/19/2024 New Century Financial Group LLC9,269$1.07M0.7%+30.4%0.008%
4/19/2024 Park Edge Advisors LLC9,514$1.10M0.3%N/A0.008%
4/19/2024 Core Wealth Partners LLC1,813$210K0.2%N/A0.002%
4/19/2024 Fluent Financial LLC6,859$794K0.4%+2.7%0.006%
4/19/2024 Arvest Investments Inc.39,961$4.63M0.7%+3.4%0.035%
4/19/2024 KFG Wealth Management LLC1,880$218K0.1%N/A0.002%
4/18/2024 Woodmont Investment Counsel LLC124,112$14.37M1.2%+31.4%0.109%
4/18/2024 Iams Wealth Management LLC3,891$449K0.3%+10.6%0.003%
4/18/2024 Raub Brock Capital Management LP143,683$16.64M3.5%-4.2%0.126%
4/18/2024 AlphaMark Advisors LLC2,950$342K0.1%N/A0.003%
4/18/2024 Park Place Capital Corp4,920$570K0.2%+2.5%0.004%
4/18/2024 Fifth Third Securities Inc.36,557$4.23M0.4%+5.0%0.032%
4/18/2024 MorganRosel Wealth Management LLC7,378$854K0.3%N/A0.006%
4/18/2024 Omega Financial Group LLC5,087$589K0.2%-21.6%0.004%
4/17/2024 Fiduciary Alliance LLC5,388$619K0.1%-24.4%0.005%
4/17/2024 Trilogy Capital Inc.208,957$24.20M1.4%-0.6%0.183%
4/17/2024 Cornerstone Wealth Group LLC6,029$698K0.1%N/A0.005%
4/17/2024 Kathleen S. Wright Associates Inc.4,394$509K0.2%-7.6%0.004%
4/17/2024 Stephens Group Asset Management LLC4,541$526K0.0%-27.9%0.004%
4/16/2024 MCF Advisors LLC840$97K0.0%+19.3%0.001%
4/16/2024 Tsfg LLC1,549$179K0.0%+174.6%0.001%
4/16/2024 Capital Asset Advisory Services LLC5,076$583K0.0%-71.4%0.004%
4/16/2024 Edge Wealth Management LLC17,463$2.02M0.4%+9.9%0.015%
4/16/2024 Wealth Enhancement Advisory Services LLC151,230$17.51M0.0%-19.2%0.132%
4/15/2024 Sinecera Capital LLC14,619$1.74M2.4%-6.8%0.013%
4/15/2024 Wealthcare Capital Management LLC82,778$9.59M1.1%-0.2%0.072%
4/15/2024 Wealthcare Advisory Partners LLC2,328$270K0.0%-64.6%0.002%
4/15/2024 Clarity Financial LLC260,637$30.18M4.6%+4.4%0.228%
4/15/2024 Brookstone Capital Management12,736$1.48M0.0%-4.5%0.011%
4/15/2024 Elevated Capital Advisors LLC24,387$2.82M0.8%N/A0.021%
4/15/2024 Flagstar Advisors Inc.2,027$235K0.1%+5.2%0.002%
4/15/2024 West Paces Advisors Inc.7,819$906K0.2%-12.6%0.007%
4/15/2024 Twele Capital Management Inc.16,402$1.90M0.4%+4.9%0.014%
4/15/2024 Schoolcraft Capital LLC3,849$446K0.1%+42.4%0.003%
4/13/2024 Columbus Macro LLC7,417$859K0.3%+1.6%0.006%
4/12/2024 Dynamic Advisor Solutions LLC28,433$3.29M0.1%+41.6%0.025%
4/12/2024 Cherrydale Wealth Management LLC16,844$1.95M0.9%N/A0.015%
4/11/2024 Royal Fund Management LLC2,359$273K0.0%N/A0.002%
4/11/2024 GenWealth Group Inc.9,473$1.10M0.3%-12.6%0.008%
4/11/2024 Cooper Financial Group4,430$513K0.1%N/A0.004%
4/11/2024 Salem Investment Counselors Inc.303$35K0.0%+94.2%0.000%
4/11/2024 Paragon Capital Management Ltd53,357$6.18M1.1%+0.3%0.046%
4/11/2024 Bangor Savings Bank22,865$2.65M0.3%-35.0%0.020%
4/11/2024 International Assets Investment Management LLC2,091$240K0.0%-23.3%0.002%
4/11/2024 Aua Capital Management LLC15,858$1.84M1.1%-1.4%0.014%
4/11/2024 &PARTNERS8,542$989K0.1%N/A0.007%
4/11/2024 Pioneer Wealth Management Group2,346$272K0.2%-7.1%0.002%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.12,000$1.39M0.1%-82.9%0.010%
4/11/2024 Moulton Wealth Management Inc.12,529$1.45M1.5%N/A0.011%
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4/10/2024 CVA Family Office LLC1,855$215K0.0%+62.4%0.002%
4/10/2024 Buckingham Capital Management Inc.305,590$35.39M4.3%+1.7%0.266%
4/10/2024 Parkside Advisors LLC236,486$27.39M7.0%+1.4%0.206%
4/10/2024 Park Avenue Securities LLC11,350$1.31M0.0%-37.1%0.010%
4/10/2024 Legacy Private Trust Co.17,794$2.06M0.2%+27.8%0.015%
4/9/2024 Massmutual Trust Co. FSB ADV10,223$1.18M0.0%+4.0%0.009%
4/9/2024 Mather Group LLC.30,161$3.53M0.1%-4.3%0.026%
4/5/2024 Summit Financial Group Inc.23,119$2.68M1.0%-1.7%0.020%
4/5/2024 Lake Hills Wealth Management LLC16,347$1.89M1.7%+441.5%0.014%
4/4/2024 Boltwood Capital Management99,734$11.55M3.6%-4.6%0.088%
(Data available from 1/1/2016 forward)

IEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEI shares?

During the previous two years, 772 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.94B), Personal Capital Advisors Corp ($645.63M), Bank of America Corp DE ($634.16M), Financial Engines Advisors L.L.C. ($479.24M), Envestnet Asset Management Inc. ($455.48M), Morgan Stanley ($411.07M), and Charles Schwab Investment Advisory Inc. ($326.21M).Learn more on IEI's institutional investors.

Which institutional investors have been buying iShares 3-7 Year Treasury Bond ETF stock?

Of the 694 institutional investors that purchased iShares 3-7 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.98B), JPMorgan Chase & Co. ($17.22M), CFS Investment Advisory Services LLC ($4.57M), Envestnet Asset Management Inc. ($2.66M), Cerity Partners LLC ($2.23M), Janney Montgomery Scott LLC ($2.19M), and Truist Financial Corp ($2.17M).

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

Institutional investors have bought a total of 2,046,884,112 shares in the last 24 months. This purchase volume represents approximately $241.49B in transactions.

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

Of the 452 institutional investors that sold iShares 3-7 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.12M), CFS Investment Advisory Services LLC ($4.13M), FMR LLC ($1.67M), Charles Schwab Investment Management Inc. ($1.35M), SCS Capital Management LLC ($1.11M), Financial Engines Advisors L.L.C. ($1.05M), and Fifth Third Bancorp ($917.24K).

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

Institutional investors have sold a total of 39,662,028 shares in the last 24 months. This volume of shares sold represents approximately $8.18B in transactions.


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This page (NASDAQ:IEI) was last updated on 4/26/2024 by MarketBeat.com Staff

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