Free Trial
→ Crypto’s crashing…but we’re still profiting (From Crypto Swap Profits) (Ad) Buy IEI Stock  Free IEI Stock Alerts

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

iShares 3-7 Year Treasury Bond ETF logo
$117.83 +0.17 (+0.14%)
As of 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)
546
Total
Institutional Inflows
(last 12 months)
$2.56B
Number of
Institutional Sellers
(last 12 months)
319
Total
Institutional Outflows
(last 12 months)
$1.52B
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.

Skip Chart & View Institutional Buying and Selling Data

IEI Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025First United Bank & Trust3,396$401K0.1%-14.8%0.003%
4/15/2025Fifth Third Bancorp22,783$2.69M0.0%-5.8%0.017%
4/15/2025Arvest Investments Inc.41,416$4.89M0.8%+1.6%0.031%
4/15/2025Martin Capital Partners LLC6,038$713K0.9%-2.7%0.004%
4/15/2025My Legacy Advisors LLC1,774$210K0.1%-39.0%0.001%
4/15/2025Redhawk Wealth Advisors Inc.1,765$209K0.0%N/A0.001%
4/15/2025Latko Wealth Management Ltd.54,998$6.50M4.2%+0.6%0.041%
4/15/2025Atwood & Palmer Inc.16,830$1.99M0.1%+10.2%0.012%
4/15/2025Simplicity Wealth LLC7,103$839K0.1%N/A0.005%
4/15/2025West Paces Advisors Inc.3,687$436K0.1%+10.5%0.003%
4/15/2025Wealthcare Capital Management LLC86,264$10.19M1.0%-0.4%0.064%
4/14/2025 Regatta Capital Group LLC17,459$2.06M0.4%+2.3%0.013%
4/14/2025 International Private Wealth Advisors LLC7,495$885K0.8%+5.6%0.006%
4/14/2025 Farther Finance Advisors LLC37,895$4.47M0.1%+2,860.5%0.028%
4/14/2025 Daymark Wealth Partners LLC10,753$1.27M0.0%-70.1%0.008%
4/14/2025 Courier Capital LLC89,489$10.57M0.7%+151.1%0.066%
4/14/2025 Tanglewood Wealth Management Inc.1,060,696$125.31M14.1%-27.1%0.786%
4/14/2025 Bangor Savings Bank10,617$1.25M0.1%-10.2%0.008%
4/14/2025 Park Avenue Securities LLC11,527$1.36M0.0%+28.9%0.009%
4/14/2025 City Center Advisors LLC2,719$321K0.4%+11.9%0.002%
4/14/2025 Upper Left Wealth Management LLC7,373$871K0.6%-2.3%0.005%
4/11/2025 Lake Hills Wealth Management LLC43,273$5.11M3.5%-9.5%0.032%
4/11/2025 Hoese & Co LLP188,909$22.32M19.3%-0.7%0.140%
4/11/2025 DHK Financial Advisors Inc.4,400$520K0.3%+100.0%0.003%
4/11/2025 Unique Wealth LLC15,097$1.78M0.3%N/A0.011%
4/11/2025 Magnus Financial Group LLC29,589$3.50M0.3%+17.7%0.022%
4/11/2025 Edge Wealth Management LLC29,354$3.47M0.7%+18.0%0.022%
4/11/2025 Armstrong Fleming & Moore Inc2,669$315K0.4%N/A0.002%
4/10/2025 Charles Schwab Trust Co5,593$661K0.1%+79.7%0.004%
4/10/2025 Chesley Taft & Associates LLC18,020$2.13M0.1%+3.9%0.013%
4/10/2025 Boltwood Capital Management95,868$11.33M3.4%-1.8%0.071%
4/10/2025 Maltin Wealth Management Inc.18,124$2.14M1.0%N/A0.013%
4/10/2025 GenWealth Group Inc.8,704$1.03M0.2%-5.3%0.006%
4/10/2025 Iams Wealth Management LLC4,908$580K0.3%-5.7%0.004%
4/10/2025 CPR Investments Inc.36,932$4.36M3.9%N/A0.027%
4/10/2025 Apella Capital LLC11,264$1.33M0.0%-4.4%0.008%
4/10/2025 Twele Capital Management Inc.16,330$1.93M0.4%+1.3%0.012%
4/9/2025 RFG Advisory LLC5,983$707K0.0%+192.9%0.005%
4/9/2025 Capital Asset Advisory Services LLC1,879$221K0.0%-53.4%0.001%
4/9/2025 ETF Portfolio Partners Inc.121,271$14.33M4.3%N/A0.091%
Trump Orders 'National Digital Asset Stockpile' (Ad)

‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction

SHOW ME THE #1 CRYPTO TO OWN RIGHT NOW
4/9/2025 Merit Financial Group LLC16,171$1.91M0.0%-13.7%0.012%
4/9/2025 NBC Securities Inc.329$38K0.0%N/A0.000%
4/9/2025 Fiduciary Alliance LLC5,546$655K0.1%+33.4%0.004%
4/9/2025 Worth Asset Management LLC40,134$4.74M2.6%N/A0.030%
4/9/2025 Advance Capital Management Inc.2,411$285K0.0%N/A0.002%
4/9/2025 JGP Wealth Management LLC2,121$251K0.0%N/A0.002%
4/9/2025 Bond & Devick Financial Network Inc.114,842$13.57M4.9%-2.5%0.087%
4/8/2025 Spartan Planning & Wealth Management27,036$3.19M3.1%N/A0.020%
4/8/2025 Parallel Advisors LLC435$51K0.0%-59.5%0.000%
4/7/2025 Silvia Mccoll Wealth Management LLC7,897$933K0.7%+2.5%0.006%
4/7/2025 GAMMA Investing LLC6,497$768K0.0%+11,712.7%0.005%
4/4/2025 Webster Bank N. A.335$40K0.0%+458.3%0.000%
4/4/2025 Legacy Private Trust Co.18,605$2.20M0.2%+7.0%0.014%
4/1/2025 Confluence Investment Management LLC47,213$5.58M0.1%+1.9%0.036%
4/1/2025 MassMutual Private Wealth & Trust FSB17,510$2.07M0.1%+3.4%0.013%
3/17/2025Wealth Enhancement Advisory Services LLC126,538$14.62M0.0%+11.0%0.096%
3/17/2025NorthCrest Asset Manangement LLC39,332$4.55M0.1%+0.5%0.030%
3/11/2025Anchor Pointe Wealth Management LLC9,270$1.07M1.4%N/A0.007%
2/25/2025Heck Capital Advisors LLC41,832$4.83M0.3%N/A0.032%
2/25/2025B. Riley Wealth Advisors Inc.9,646$1.12M0.0%-58.2%0.007%
2/24/2025Great Valley Advisor Group Inc.49,820$5.76M0.1%+7.0%0.038%
2/21/2025Ascent Group LLC27,504$3.18M0.2%+9.7%0.021%
2/21/2025Gould Capital LLC102,762$11.87M8.3%-0.5%0.078%
2/21/2025WNY Asset Management LLC2,448$283K0.0%-48.1%0.002%
2/21/2025Value Partners Investments Inc.2,605$301K0.2%-9.0%0.002%
2/18/2025Mittelman Wealth Management1,980$229K0.2%N/A0.001%
2/18/2025GTS Securities LLC3,800$439K0.0%-97.2%0.003%
2/18/2025Fourth Dimension Wealth LLC384$44K0.0%N/A0.000%
2/18/2025 Retirement Planning Group LLC1,887$218K0.0%N/A0.001%
2/18/2025Blue Fin Capital Inc.35,098$4.06M0.7%+6.1%0.027%
2/18/2025Focus Partners Advisor Solutions LLC101,239$11.70M0.2%+4.0%0.077%
2/17/2025US Financial Advisors LLC56,534$6.53M2.0%-0.2%0.043%
2/17/2025Waverly Advisors LLC166,281$19.21M0.3%+47.0%0.126%
2/17/2025Willis Johnson & Associates Inc.221,161$25.56M2.0%+27.0%0.167%
2/17/2025Visionary Wealth Advisors16,316$1.89M0.1%+799.0%0.012%
2/17/2025TrinityPoint Wealth LLC41,289$4.77M0.7%+1.6%0.031%
2/17/2025Strategic Wealth Partners Ltd.193,194$22.35M1.9%+1.7%0.146%
2/17/2025Studio Investment Management LLC52,551$6.07M1.3%-10.0%0.040%
2/17/2025Snowden Capital Advisors LLC6,224$719K0.0%+26.8%0.005%
2/17/2025Royal Bank of Canada983,211$113.61M0.0%+3.1%0.743%
2/17/2025NorthRock Partners LLC5,761$666K0.0%+117.3%0.004%
2/17/2025Napa Wealth Management4,233$489K0.2%-57.9%0.003%
2/17/2025Mmbg Investment Advisors CO.440$51K0.0%N/A0.000%
2/17/2025Logan Capital Management Inc.1,438$166K0.0%+74.7%0.001%
2/17/2025J. Goldman & Co LP68,450$7.91M0.2%N/A0.052%
2/17/2025Focus Partners Wealth671,664$77.62M0.2%+3.6%0.508%
2/17/2025Forefront Analytics LLC23,727$2.74M1.3%+120.4%0.018%
2/17/2025Family Management Corp565$65K0.0%+150.0%0.000%
2/17/2025Crabel Capital Management LLC3,464$400K1.3%-87.5%0.003%
2/17/2025Cresset Asset Management LLC57,420$6.64M0.0%-44.5%0.043%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
2/17/2025Cetera Investment Advisers377,910$43.67M0.1%+23.0%0.286%
2/17/2025Bulltick Wealth Management LLC16,866$1.95M0.4%+190.2%0.013%
2/17/2025Captrust Financial Advisors3,232,702$373.54M1.1%+22.1%2.443%
2/17/2025Cary Street Partners Financial LLC8,034$928K0.0%N/A0.006%
2/17/2025Baird Financial Group Inc.96,132$11.11M0.0%+45.4%0.073%
2/17/2025Bank of America Corp DE6,800,864$785.84M0.1%+17.3%5.140%
2/17/2025Benjamin Edwards Inc.107,449$12.42M0.2%-20.0%0.081%
2/17/2025BNP Paribas5,910$683K0.0%-8.7%0.004%
2/17/2025BNP Paribas Financial Markets4,252$491K0.0%-96.1%0.003%
2/17/2025Ameriprise Financial Inc.2,189,560$251.48M0.1%-1.1%1.655%
(Data available from 1/1/2016 forward)

Remove Ads

IEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEI shares?

During the previous two years, 875 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.21B), Bank of America Corp DE ($785.84M), Financial Engines Advisors L.L.C. ($481.52M), Envestnet Asset Management Inc. ($425.83M), Morgan Stanley ($411.07M), Captrust Financial Advisors ($373.54M), and FMR LLC ($347.17M).Learn more on IEI's institutional investors.

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

Of the 775 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. ($9.19M), Captrust Financial Advisors ($3.22M), Cerity Partners LLC ($2.54M), National Bank of Canada FI ($1.53M), Raymond James Financial Inc. ($1.43M), and Bank of America Corp DE ($1.00M).

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

Institutional investors have bought a total of 2,027,813,379 shares in the last 24 months. This purchase volume represents approximately $234.44B in transactions.

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

Of the 483 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: FMR LLC ($4.18M), JPMorgan Chase & Co. ($3.94M), Charles Schwab Investment Management Inc. ($3.55M), Tanglewood Wealth Management Inc. ($1.14M), Charles Schwab Investment Advisory Inc. ($941.64K), Fifth Third Bancorp ($927.26K), and Ameriprise Financial Inc. ($891.63K).

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

Institutional investors have sold a total of 31,292,428 shares in the last 24 months. This volume of shares sold represents approximately $4.67B in transactions.


Related Companies

This page (NASDAQ:IEI) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored