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

iShares 3-7 Year Treasury Bond ETF logo
$115.75 +0.19 (+0.16%)
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)
486
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
297
Total
Institutional Outflows
(last 12 months)
$1.27B
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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
1/21/2025Regatta Capital Group LLC17,064$1.97M0.4%+1.4%0.013%
1/21/2025Crescent Grove Advisors LLC3,025$350K0.0%+50.6%0.002%
1/21/2025Park Edge Advisors LLC17,599$2.03M0.6%+12.0%0.014%
1/21/2025Duncan Williams Asset Management LLC2,413$279K0.1%+5.1%0.002%
1/21/2025AlphaMark Advisors LLC33,145$3.83M1.7%+14.4%0.026%
1/21/2025CFS Investment Advisory Services LLC133,944$15.48M1.4%+9.7%0.104%
1/21/2025Geneos Wealth Management Inc.19,980$2.31M0.1%+3.2%0.016%
1/21/2025Dynamic Advisor Solutions LLC42,599$4.92M0.2%+7.0%0.033%
1/21/2025Fifth Third Bancorp24,197$2.80M0.0%-19.1%0.019%
1/21/2025Sound Income Strategies LLC419$48K0.0%+2,693.3%0.000%
1/21/2025RFG Advisory LLC2,043$236K0.0%+5.5%0.002%
1/21/2025MFA Wealth Services46,299$5.35M4.3%N/A0.036%
1/21/2025Montecito Bank & Trust10,566$1.22M0.2%-10.5%0.008%
1/17/2025 New Century Financial Group LLC6,557$757K0.3%-35.4%0.005%
1/17/2025 High Probability Advisors LLC8,390$969K0.2%-91.1%0.007%
1/17/2025 Whalen Wealth Management Inc.8,551$988K0.7%+18.3%0.007%
1/17/2025 Janney Montgomery Scott LLC1,846,556$213.37M0.6%-4.3%1.436%
1/17/2025 Lake Hills Wealth Management LLC47,831$5.53M3.8%-3.3%0.037%
1/17/2025 Park Place Capital Corp2,904$336K0.1%-39.2%0.002%
1/17/2025 Magnus Financial Group LLC25,141$2.91M0.3%+5.3%0.020%
1/17/2025 Daymark Wealth Partners LLC35,990$4.16M0.1%+7.9%0.028%
1/17/2025 ERTS Wealth Advisors LLC3,456$399K0.1%-22.1%0.003%
1/17/2025 MBM Wealth Consultants LLC64,639$7.47M2.2%+25.7%0.050%
1/17/2025 Dakota Wealth Management1,931$223K0.0%N/A0.002%
1/17/2025 Traphagen Investment Advisors LLC27,090$3.13M0.3%-21.6%0.021%
1/17/2025 Capstone Wealth Management LLC3,000$347K0.3%N/A0.002%
1/17/2025 Mirabaud & Cie SA117,991$13.63M4.4%+1.1%0.092%
1/17/2025 Atomi Financial Group Inc.14,964$1.73M0.1%+108.7%0.012%
1/17/2025 Chesley Taft & Associates LLC17,342$2.00M0.1%-17.8%0.014%
1/16/2025 First United Bank & Trust3,984$460K0.2%+61.0%0.003%
1/16/2025 Royal Fund Management LLC6,083$705K0.1%-59.6%0.005%
1/16/2025 Atwood & Palmer Inc.15,275$1.77M0.1%+483.5%0.012%
1/16/2025 Hoese & Co LLP190,278$21.99M19.1%+824.4%0.150%
1/16/2025 MassMutual Private Wealth & Trust FSB16,941$1.96M0.1%-1.6%0.013%
1/16/2025 Wooster Corthell Wealth Management Inc.91,300$10.55M2.3%-0.5%0.072%
1/16/2025 Mechanics Bank Trust Department3,000$347K0.0%-25.0%0.002%
1/16/2025 Diversify Advisory Services LLC44,175$5.07M0.3%-16.6%0.035%
1/16/2025 Moulton Wealth Management Inc.17,787$2.06M1.6%-13.5%0.014%
1/16/2025 Kelly Financial Services LLC2,009$234K0.1%N/A0.002%
1/15/2025 Shelton Wealth Management LLC35,745$4.13M2.1%+584.9%0.028%
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1/15/2025 Premier Path Wealth Partners LLC61,395$7.09M1.1%+4.5%0.048%
1/15/2025 Alhambra Investment Management LLC3,222$372K0.2%+18.4%0.003%
1/15/2025 Arkadios Wealth Advisors3,077$356K0.0%-8.6%0.002%
1/15/2025 Merit Financial Group LLC18,739$2.17M0.0%N/A0.015%
1/15/2025 Chemistry Wealth Management LLC2,323$268K0.1%-16.5%0.002%
1/15/2025 Wealthcare Capital Management LLC86,622$10.01M1.0%+1.4%0.068%
1/15/2025 Goldstone Financial Group LLC2,549$295K0.0%-89.0%0.002%
1/15/2025 Edge Wealth Management LLC24,879$2.88M0.6%+6.4%0.020%
1/15/2025 Ritholtz Wealth Management41,089$4.75M0.1%+11.4%0.032%
1/15/2025 Carnegie Investment Counsel4,479$518K0.0%-69.2%0.004%
1/14/2025 Mason & Associates Inc147,170$17.01M4.0%+31.8%0.116%
1/14/2025 Paragon Capital Management Ltd38,545$4.45M0.9%-18.9%0.030%
1/14/2025 Surience Private Wealth LLC25,275$2.92M3.8%-9.4%0.020%
1/14/2025 HCR Wealth Advisors12,039$1.39M0.2%-2.7%0.010%
1/14/2025 Twele Capital Management Inc.16,124$1.86M0.4%+2.6%0.013%
1/14/2025 Armstrong Advisory Group Inc.390,284$45.10M3.6%+4.7%0.308%
1/14/2025 Silvia Mccoll Wealth Management LLC7,708$891K0.7%-12.7%0.006%
1/14/2025 Apella Capital LLC11,782$1.36M0.1%N/A0.009%
1/14/2025 Park Avenue Securities LLC8,942$1.03M0.0%-28.9%0.007%
1/14/2025 Community Trust & Investment Co.34,872$4.03M0.2%+8.3%0.028%
1/14/2025 Accurate Wealth Management LLC3,792$435K0.1%-7.7%0.003%
1/13/2025 Christensen King & Associates Investment Services Inc.38,117$4.39M2.1%+1.9%0.030%
1/13/2025 PSI Advisors LLC334$39K0.0%+76.7%0.000%
1/13/2025 TPG Financial Advisors LLC46,750$5.40M2.4%+18.1%0.037%
1/13/2025 Tsfg LLC3,855$445K0.1%-4.1%0.003%
1/13/2025 Courier Capital LLC35,636$4.12M0.3%+83.9%0.028%
1/13/2025 Noble Family Wealth LLC5,909$683K0.2%-9.0%0.005%
1/13/2025 Elevated Capital Advisors LLC8,271$956K0.3%-65.0%0.007%
1/13/2025 Cooper Financial Group4,254$492K0.1%-15.6%0.003%
1/13/2025 Brookstone Capital Management10,992$1.27M0.0%-79.7%0.009%
1/13/2025 Fiduciary Alliance LLC4,158$480K0.0%+13.4%0.003%
1/10/2025 NorthCrest Asset Manangement LLC39,290$4.70M0.1%+0.4%0.031%
1/10/2025 Fortitude Family Office LLC235$27K0.0%N/A0.000%
1/8/2025 Legacy Private Trust Co.17,383$2.01M0.1%-6.3%0.014%
1/6/2025 Silverleafe Capital Partners LLC15,830$1.83M0.6%N/A0.013%
1/6/2025 Boltwood Capital Management97,629$11.28M3.4%+5.7%0.078%
1/2/2025 Confluence Investment Management LLC46,315$5.35M0.1%+31.9%0.037%
12/26/2024JPMorgan Chase & Co.9,622,978$1.15B0.1%+2.4%7.711%
12/13/2024B. Riley Wealth Advisors Inc.23,062$2.76M0.1%-14.3%0.018%
12/6/2024Logan Capital Management Inc.823$98K0.0%N/A0.001%
11/27/2024Franklin Resources Inc.238,815$28.10M0.0%+4.0%0.191%
11/25/2024Synovus Financial Corp361,167$43.20M0.5%+1.1%0.289%
11/25/2024Sfmg LLC24,406$2.92M0.2%-16.1%0.020%
11/25/2024World Investment Advisors LLC8,815$1.05M0.0%N/A0.007%
11/25/2024Sanctuary Advisors LLC44,480$5.16M0.0%+11.4%0.036%
11/25/2024Pine Valley Investments Ltd Liability Co2,008$240K0.0%-16.2%0.002%
11/21/2024SkyView Investment Advisors LLC248,155$29.68M4.9%N/A0.199%
11/19/2024M&T Bank Corp102,662$12.28M0.0%-7.6%0.082%
11/18/2024Rehmann Capital Advisory Group90,902$10.87M0.7%+54.8%0.073%
11/18/2024TD Private Client Wealth LLC361,867$43.28M1.2%+0.2%0.290%
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11/18/2024Arete Wealth Advisors LLC8,172$977K0.1%+35.7%0.007%
11/18/2024Gould Capital LLC103,266$12.35M8.1%+1.0%0.083%
11/15/2024Brophy Wealth Management LLC3,688$441K0.2%N/A0.003%
11/15/2024M&T Bank Corp102,662$12.28M0.0%-7.6%0.082%
11/15/2024MML Investors Services LLC163,307$19.53M0.1%+38.4%0.131%
11/15/2024Orion Portfolio Solutions LLC187,050$22.37M0.5%+0.3%0.150%
11/15/2024National Bank of Canada FI468,420$56.03M0.1%+2,099.1%0.375%
11/15/2024EP Wealth Advisors LLC2,776$332K0.0%-7.7%0.002%
11/15/2024Jane Street Group LLC82,697$9.89M0.0%+59.2%0.066%
11/15/2024Kovitz Investment Group Partners LLC497,746$59.61M0.4%+74.5%0.399%
(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, 814 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.15B), Bank of America Corp DE ($634.16M), FMR LLC ($600.39M), Financial Engines Advisors L.L.C. ($479.24M), Envestnet Asset Management Inc. ($442.06M), Morgan Stanley ($411.07M), and Captrust Financial Advisors ($316.67M).Learn more on IEI's institutional investors.

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

Of the 714 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 ($1.97B), JPMorgan Chase & Co. ($9.01M), Captrust Financial Advisors ($2.63M), Cerity Partners LLC ($2.37M), Charles Schwab Investment Advisory Inc. ($2.01M), Envestnet Asset Management Inc. ($1.12M), and Tanglewood Wealth Management Inc. ($967.68K).

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

Institutional investors have bought a total of 2,024,280,091 shares in the last 24 months. This purchase volume represents approximately $234.84B in transactions.

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

Of the 465 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: Charles Schwab Investment Management Inc. ($4.06M), JPMorgan Chase & Co. ($3.94M), FMR LLC ($2.17M), Charles Schwab Investment Advisory Inc. ($941.64K), Fifth Third Bancorp ($925.85K), Ameriprise Financial Inc. ($867.60K), and Tanglewood Wealth Management Inc. ($742.31K).

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

Institutional investors have sold a total of 29,042,835 shares in the last 24 months. This volume of shares sold represents approximately $4.73B in transactions.


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This page (NASDAQ:IEI) was last updated on 1/21/2025 by MarketBeat.com Staff
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