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

iShares 3-7 Year Treasury Bond ETF logo
$115.34 +0.21 (+0.18%)
(As of 12/20/2024 05:16 PM ET)
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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)
485
Total
Institutional Inflows
(last 12 months)
$1.89B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$1.28B
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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
12/13/2024 B. Riley Wealth Advisors Inc.23,062$2.76M0.1%-14.3%0.018%
12/6/2024 Logan Capital Management Inc.823$98K0.0%N/A0.001%
11/27/2024 Franklin Resources Inc.238,815$28.10M0.0%+4.0%0.191%
11/25/2024 Synovus Financial Corp361,167$43.20M0.5%+1.1%0.289%
11/25/2024 Sfmg LLC24,406$2.92M0.2%-16.1%0.020%
11/25/2024 World Investment Advisors LLC8,815$1.05M0.0%N/A0.007%
11/25/2024 Sanctuary Advisors LLC44,480$5.16M0.0%+11.4%0.036%
11/25/2024 Pine Valley Investments Ltd Liability Co2,008$240K0.0%-16.2%0.002%
11/21/2024 SkyView Investment Advisors LLC248,155$29.68M4.9%N/A0.199%
11/19/2024 M&T Bank Corp102,662$12.28M0.0%-7.6%0.082%
11/18/2024 Rehmann Capital Advisory Group90,902$10.87M0.7%+54.8%0.073%
11/18/2024 TD Private Client Wealth LLC361,867$43.28M1.2%+0.2%0.290%
11/18/2024 Arete Wealth Advisors LLC8,172$977K0.1%+35.7%0.007%
11/18/2024 Gould Capital LLC103,266$12.35M8.1%+1.0%0.083%
11/15/2024 Brophy Wealth Management LLC3,688$441K0.2%N/A0.003%
11/15/2024 M&T Bank Corp102,662$12.28M0.0%-7.6%0.082%
11/15/2024 MML Investors Services LLC163,307$19.53M0.1%+38.4%0.131%
11/15/2024 Orion Portfolio Solutions LLC187,050$22.37M0.5%+0.3%0.150%
11/15/2024 National Bank of Canada FI468,420$56.03M0.1%+2,099.1%0.375%
11/15/2024 EP Wealth Advisors LLC2,776$332K0.0%-7.7%0.002%
11/15/2024 Jane Street Group LLC82,697$9.89M0.0%+59.2%0.066%
11/15/2024 Kovitz Investment Group Partners LLC497,746$59.61M0.4%+74.5%0.399%
11/15/2024 Voya Financial Advisors Inc.3,261$391K0.0%N/A0.003%
11/15/2024 Stifel Financial Corp1,544,110$184.68M0.2%-0.7%1.237%
11/15/2024 Swmg LLC2,003$232K0.1%N/A0.002%
11/15/2024 Polymer Capital Management HK LTD8,400$1.01M0.2%N/A0.007%
11/15/2024 IHT Wealth Management LLC29,239$3.50M0.1%+858.7%0.023%
11/15/2024 Integrated Wealth Concepts LLC34,345$4.11M0.1%+2.7%0.028%
11/15/2024 HighTower Advisors LLC318,604$38.11M0.1%+73.2%0.255%
11/15/2024 Hilltop Holdings Inc.9,097$1.09M0.1%+310.9%0.007%
11/15/2024 Ascent Group LLC25,080$3M0.2%-8.8%0.020%
11/15/2024 Benjamin Edwards Inc.134,381$16.07M0.2%+447.6%0.108%
11/15/2024 Kestra Investment Management LLC2,864$343K0.0%N/A0.002%
11/15/2024 Lavaca Capital LLC1,715$205K0.1%N/A0.001%
11/14/2024 Timber Creek Capital Management LLC7,863$940K0.3%N/A0.006%
11/14/2024 Edgestream Partners L.P.7,885$943K0.0%N/A0.006%
11/14/2024 TRUE Private Wealth Advisors2,517$301K0.0%N/A0.002%
11/14/2024 Flow Traders U.S. LLC34,387$4.11M0.2%-31.6%0.028%
11/14/2024 Captrust Financial Advisors2,647,641$316.67M0.9%+17,868.4%2.122%
11/14/2024 Rockefeller Capital Management L.P.28,833$3.45M0.0%-30.1%0.023%
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11/14/2024 Hantz Financial Services Inc.128,097$15.32M0.3%-7.7%0.103%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,701$682K0.0%N/A0.005%
11/14/2024 Wit LLC1,757$210K5.7%+90.4%0.001%
11/14/2024 Fiduciary Trust Co22,894$2.74M0.0%+120.9%0.018%
11/14/2024 CreativeOne Wealth LLC64,224$7.68M0.3%+38.7%0.051%
11/14/2024 BNP Paribas6,475$774K0.0%-5.5%0.005%
11/13/2024 Townsquare Capital LLC6,078$727K0.0%+105.0%0.005%
11/13/2024 Cadence Bank6,075$727K0.1%N/A0.005%
11/13/2024 BNP Paribas Financial Markets108,768$13.01M0.0%-4.1%0.087%
11/13/2024 D.A. Davidson & CO.34,554$4.13M0.0%-37.7%0.028%
11/13/2024 FMR LLC5,019,739$600.39M0.0%-9.0%4.022%
11/13/2024 The Manufacturers Life Insurance Company33,100$3.96M0.0%+359.7%0.027%
11/13/2024 Bank of Montreal Can99,046$11.88M0.0%+10.6%0.079%
11/13/2024 Private Trust Co. NA2,715$325K0.0%+8.9%0.002%
11/13/2024 Pacific Financial Group Inc.7,625$912K0.7%-9.1%0.006%
11/13/2024Fisher Asset Management LLC2,203$264K0.0%N/A0.002%
11/12/2024 Capital Investment Counsel LLC19,702$2.36M0.4%-8.5%0.016%
11/12/2024 SevenBridge Financial Group LLC18,678$2.17M0.4%+54.9%0.015%
11/12/2024 Centaurus Financial Inc.1,679$201K0.0%-82.7%0.001%
11/12/2024 Crewe Advisors LLC6,477$775K0.1%+29.4%0.005%
11/12/2024Larson Financial Group LLC349$42K0.0%-30.1%0.000%
11/12/2024 One Charles Private Wealth Services LLC4,493$537K0.2%-73.8%0.004%
11/12/2024 Kingsview Wealth Management LLC13,351$1.60M0.0%-16.5%0.011%
11/12/2024 Cerity Partners LLC2,035,960$243.51M0.5%+7.5%1.631%
11/12/2024 Optivise Advisory Services LLC7,603$909K0.5%N/A0.006%
11/12/2024 Great Valley Advisor Group Inc.46,549$5.57M0.1%+42.7%0.037%
11/12/2024 Nwam LLC6,386$764K0.0%N/A0.005%
11/12/2024 Meridian Wealth Management LLC20,228$2.42M0.1%N/A0.016%
11/12/2024 Studio Investment Management LLC58,386$6.98M1.5%-0.8%0.047%
11/12/2024 CFS Investment Advisory Services LLC122,115$14.61M1.2%-48.3%0.098%
11/12/2024 Citigroup Inc.37,468$4.48M0.0%-16.4%0.030%
11/12/2024 Charles Schwab Investment Management Inc.1,069,518$127.92M0.0%-71.7%0.857%
11/12/2024 Banco Santander S.A.281,606$33.68M0.4%-28.7%0.226%
11/9/2024 LPL Financial LLC1,785,428$213.55M0.1%+23.0%1.431%
11/8/2024 EverSource Wealth Advisors LLC12,818$1.53M0.1%+11.8%0.010%
11/8/2024 Darwin Wealth Management LLC56,777$6.79M1.9%N/A0.045%
11/8/2024 Hilton Capital Management LLC165,625$19.81M1.5%+4.0%0.133%
11/8/2024 Commerce Bank11,351$1.36M0.0%+2.2%0.009%
11/8/2024 PNC Financial Services Group Inc.512,797$61.33M0.0%+2.5%0.411%
11/8/2024 Banque Cantonale Vaudoise1,620$194K0.0%+55.5%0.001%
11/8/2024 Wrapmanager Inc.54,227$6.49M1.7%+26.5%0.043%
11/8/2024 Prospera Financial Services Inc7,568$905K0.0%+127.0%0.006%
11/7/2024 Whalen Wealth Management Inc.7,226$864K0.6%-28.0%0.006%
11/7/2024 MidAtlantic Capital Management Inc.441$53K0.0%N/A0.000%
11/7/2024 Napa Wealth Management10,043$1.20M0.6%+28.8%0.008%
11/7/2024 J. W. Coons Advisors LLC10,635$1.27M0.3%+3.2%0.009%
11/7/2024 ETF Store Inc.24,076$2.88M3.0%+23.4%0.019%
11/7/2024 AMG National Trust Bank44,045$5.27M0.1%-43.5%0.035%
11/7/2024 TrinityPoint Wealth LLC40,631$4.86M0.7%+0.8%0.033%
11/7/2024 Westfuller Advisors LLC2,212$265K0.2%N/A0.002%
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11/7/2024 Thrivent Financial for Lutherans103,761$12.41M0.0%+7.6%0.083%
11/6/2024 Atlanta Consulting Group Advisors LLC4,014$480K0.1%N/A0.003%
11/6/2024 Mount Lucas Management LP22,412$2.68M0.9%-21.4%0.018%
11/6/2024 Valley Wealth Managers Inc.3,404$407K0.0%-5.1%0.003%
11/6/2024 Vectors Research Management LLC19,612$2.35M0.7%+89.1%0.016%
11/6/2024 OneDigital Investment Advisors LLC250,152$29.92M0.3%+769.5%0.200%
11/6/2024 Curi RMB Capital LLC281,484$33.67M0.8%-16.1%0.226%
11/6/2024 Endowment Wealth Management Inc.8,853$1.06M0.7%N/A0.007%
11/6/2024 Oppenheimer & Co. Inc.13,078$1.56M0.0%+0.7%0.010%
11/6/2024 Cornerstone Planning Group LLC232$27K0.0%-57.1%0.000%
(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, 803 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), 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 708 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. ($8.78M), 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 2,023,851,496 shares in the last 24 months. This purchase volume represents approximately $234.82B in transactions.

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

Of the 456 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 ($920.12K), 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 29,094,314 shares in the last 24 months. This volume of shares sold represents approximately $4.78B in transactions.


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This page (NASDAQ:IEI) was last updated on 12/21/2024 by MarketBeat.com Staff
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