iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class: Equity / COMMON STOCK
Symbol: IEF
Shares outstanding: 363,031,624
Price per share: $96.00
All holders as of 31 Dec 2025: Q4 2025
Total 13F shares: 417,120,394
Total reported value: $40,099,476,401
% of total 13F portfolios: 0.1%
Share change: +66,560,317
Value change: +$6,395,742,713
Number of holders: 1,063

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
FMR LLC	7.4%		$2,548,082,667		26,864,340		FMR LLC	31 Mar 2025

As of 31 Dec 2025, 1,063 institutional investors reported holding 417,120,394 shares of iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF). This represents 115% of the company’s total 363,031,624 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF) together control 92% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution	Ownership %	Shares Held	Share Change %	Portfolio %	Holdings Value
Fisher Asset Management, LLC	37%	134,832,971	+54%	4.4%	$12,965,538,648
FMR LLC	9.6%	34,784,075	+17%	0.17%	$3,344,836,666
JPMORGAN CHASE & CO	9.4%	34,189,868	+28%	0.22%	$3,287,697,815
MORGAN STANLEY	4.7%	17,039,671	+19%	0.1%	$1,638,534,865
AMERIPRISE FINANCIAL INC	4.2%	15,083,775	+0.89%	0.33%	$1,446,234,528
BANK OF AMERICA CORP /DE/	3.7%	13,485,390	+26%	0.09%	$1,296,755,136
ENVESTNET ASSET MANAGEMENT INC	3.5%	12,713,897	-0.83%	0.36%	$1,222,568,347
PNC Financial Services Group, Inc.	2.3%	8,487,110	+0.86%	0.45%	$816,120,477
RAYMOND JAMES FINANCIAL INC	1.7%	6,204,714	+0.48%	0.19%	$596,645,266
Blue Trust, Inc.	1.7%	6,121,155	+2.8%	6.7%	$588,610,232
CAPTRUST FINANCIAL ADVISORS	1.6%	5,781,000	+13%	1.1%	$555,900,926
BANK OF MONTREAL /CAN/	1.6%	5,673,377	-44%	0.22%	$545,551,935
LPL Financial LLC	1.4%	5,170,220	+11%	0.14%	$497,168,261
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.3%	4,608,776	+5.9%	0.28%	$443,179,855
UBS Group AG	1.1%	4,171,464	-2.9%	0.08%	$401,127,978
Bank Julius Baer & Co. Ltd, Zurich	0.93%	3,381,458	+6.3%	0.9%	$325,160,982
WELLS FARGO & COMPANY/MN	0.92%	3,345,995	+4%	0.06%	$321,750,911
Baird Financial Group, Inc.	0.74%	2,694,885	+0.96%	0.4%	$259,140,142
BlackRock, Inc.	0.63%	2,301,371	+39%	0%	$221,299,836
Mariner, LLC	0.6%	2,177,627	+3.5%	0.25%	$209,400,583
Mutual Advisors, LLC	0.58%	2,109,337	+2.9%	4.3%	$202,833,889
Cerity Partners OCIO LLC	0.57%	2,060,779	-26%	11%	$198,164,508
COLDSTREAM CAPITAL MANAGEMENT INC	0.55%	1,983,958	-1.3%	2.5%	$190,777,382
ALLIANCEBERNSTEIN L.P.	0.54%	1,966,872	+8.4%	0.06%	$189,134,412
WEALTHCARE CAPITAL MANAGEMENT LLC	0.54%	1,944,314	+4.3%	19%	$186,965,213

Institutional Holders of iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	417,120,394	$40,099,476,401	+$6,395,742,713	$4,527,674,368	$632,502,016	$96.16	1,063
2025 Q3	350,335,927	$33,795,903,349	+$3,563,530,021	$1,533,904,587	$1,610,945,364	$96.46	1,000
2025 Q2	314,796,038	$30,120,535,554	+$80,770,962	$450,588,471	$2,088,334,401	$95.77	1,010
2025 Q1	313,627,483	$29,899,612,942	+$2,215,264,516	$678,534,974	$1,236,518,666	$95.37	978
2024 Q4	292,327,597	$27,047,620,328	-$1,569,929,117	$822,544,046	$1,311,748,016	$92.45	973
2024 Q3	306,990,824	$30,138,451,696	+$3,692,184,041	$1,367,096,148	$1,287,785,752	$98.12	940
2024 Q2	270,412,039	$25,355,929,431	+$1,248,791,524	$1,319,865,640	$1,626,766,055	$93.65	896
2024 Q1	256,469,430	$24,276,621,872	+$1,009,268,688	$1,423,837,860	$1,730,974,537	$94.66	889
2023 Q4	245,398,677	$23,609,579,672	-$2,129,283,750	$650,517,332	$1,116,890,088	$96.39	895
2023 Q3	264,681,934	$24,263,140,119	+$73,657,663	$319,640,441	$452,427,323	$91.59	788
2023 Q2	263,020,137	$25,417,070,050	-$215,460,831	$463,122,660	$302,609,160	$96.60	798
2023 Q1	265,493,026	$26,310,138,979	+$7,138,444,627	$458,374,005	$554,166,352	$99.12	778
2022 Q4	192,297,929	$18,420,912,377	+$810,318,844	$235,446,396	$442,340,774	$95.78	718
2022 Q3	180,641,155	$17,342,017,954	+$2,448,630,822	$665,318,000	$616,699,000	$95.99	696
2022 Q2	157,063,655	$16,074,322,181	+$3,406,789,656	$379,525,000	$892,632,000	$102.30	692
2022 Q1	123,267,257	$13,247,014,492	+$244,005,347	$405,393,000	$914,568,500	$107.47	673
2021 Q4	119,828,640	$13,812,274,500	+$2,794,163,380	$1,778,766,000	$1,310,138,000	$115.00	678
2021 Q3	90,636,263	$10,449,214,722	+$341,712,421	$1,749,776,000	$1,009,091,000	$115.22	606
2021 Q2	87,888,092	$10,159,857,650	-$1,190,746,898	$1,959,888,500	$1,374,897,000	$115.49	606
2021 Q1	99,028,661	$11,179,602,916	+$1,197,593,099	$1,341,393,000	$864,490,000	$112.93	628
2020 Q4	87,880,764	$10,536,332,410	-$4,103,646,095	$2,985,551,000	$1,150,144,000	$119.95	684
2020 Q3	122,975,726	$14,990,558,541	-$1,414,376,024	$2,413,533,000	$1,025,180,000	$121.82	647
2020 Q2	133,809,353	$16,306,089,644	+$1,191,844,882	$1,657,904,000	$360,938,000	$121.87	624
2020 Q1	123,798,193	$15,043,964,099	-$95,745,845	$993,959,000	$366,978,000	$121.48	597
2019 Q4	125,233,619	$13,806,772,691	-$181,381,362	$3,941,488,000	$818,651,000	$110.22	561
2019 Q3	125,265,561	$14,089,570,670	+$1,260,653,930	$4,813,552,000	$225,350,000	$112.47	516
2019 Q2	114,267,102	$12,571,979,087	+$2,698,231,940	$2,837,588,000	$496,792,000	$110.02	494
2019 Q1	90,041,448	$9,603,030,379	+$1,358,372,267	$2,988,597,000	$1,207,976,000	$106.67	443
2018 Q4	77,357,000	$8,063,240,398	+$747,635,181	$2,378,444,000	$1,430,534,000	$104.20	428
2018 Q3	67,033,154	$6,781,426,458	+$468,601,120	$2,795,840,000	$1,823,831,000	$101.17	375
2018 Q2	61,834,037	$6,353,421,194	+$401,470,551	$2,361,169,000	$1,519,912,000	$102.51	378
2018 Q1	58,608,948	$6,045,575,595	+$835,071,692	$2,310,975,846	$1,572,738,796	$103.19	385
2017 Q4	50,436,978	$5,308,531,171	-$75,506,915	$1,048,637,866	$443,575,524	$105.57	399
2017 Q3	50,284,435	$5,357,496,912	-$281,496,128	$730,739,000	$96,938,000	$106.52	356
2017 Q2	52,832,634	$5,632,124,473	+$562,455,812	$605,218,000	$130,823,000	$106.61	362
2017 Q1	47,507,957	$5,021,161,205	+$126,923,985	$469,889,000	$630,578,750	$105.59	346
2016 Q4	46,737,505	$4,908,526,856	-$511,389,270	$509,049,000	$671,014,250	$104.82	345
2016 Q3	50,516,255	$5,655,029,340	-$721,229,716	$536,552,000	$411,986,000	$111.88	345
2016 Q2	57,461,577	$6,492,321,470	-$692,979,646	$531,197,000	$793,483,000	$112.95	353
2016 Q1	62,897,570	$6,935,816,817	+$1,084,276,057	$287,883,000	$660,288,000	$110.34	338
2015 Q4	52,981,541	$5,594,619,888	-$1,376,619,021	$246,116,000	$568,084,000	$105.59	304
2015 Q3	66,042,961	$7,121,829,113	+$2,311,106,559	$412,207,000	$880,163,000	$107.87	269
2015 Q2	44,640,821	$4,687,924,281	+$46,754,209	$139,822,000	$1,334,698,000	$105.01	243
2015 Q1	44,099,984	$4,780,037,231	-$354,985,717	$32,841,000	$1,192,834,000	$108.39	248
2014 Q4	47,890,913	$5,074,636,697	+$1,365,143,734	$73,671,000	$8,566,000	$105.99	257
2014 Q3	32,907,652	$3,397,658,068	-$1,376,364,494	$92,495,000	$22,531,000	$103.62	201
2014 Q2	46,175,296	$4,780,599,814	+$1,519,047,822	$51,609,330	$515,200,000	$103.58	198
2014 Q1	31,610,961	$3,215,686,398	+$293,908,148	$159,080,000	$66,132,000	$101.73	190