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

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

Type / Class
Equity / Exchange Traded Fund
Symbol
IEI
Shares outstanding
133,289,583
Price per share
$119.14
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
122,585,652
Total reported value
$14,631,055,760
% of total 13F portfolios
0.06%
Share change
+2,592,281
Value change
+$309,136,158
Number of holders
826
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Invesco Ltd. 4.8% $758,151,150 6,397,900 Invesco Ltd. 31 Mar 2025

As of 31 Dec 2025, 826 institutional investors reported holding 122,585,652 shares of iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI). This represents 92% of the company’s total 133,289,583 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI) together control 60% 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
JPMORGAN CHASE & CO 13% 17,694,417 +7.2% 0.14% $2,111,828,870
BANK OF AMERICA CORP /DE/ 5% 6,614,724 -6% 0.06% $789,467,344
CAPTRUST FINANCIAL ADVISORS 4.4% 5,924,603 +5% 1.3% $707,101,310
Invesco Ltd. 3.2% 4,292,100 0% 0.08% $512,262,135
Financial Engines Advisors L.L.C. 3.2% 4,287,913 +0.8% 0.97% $511,762,372
ENVESTNET ASSET MANAGEMENT INC 2.9% 3,874,242 +5.4% 0.14% $462,390,780
ASSETMARK, INC 2.3% 3,052,028 +6.6% 0.74% $364,259,501
MORGAN STANLEY 2.1% 2,784,256 -7% 0.02% $332,301,003
AMERIPRISE FINANCIAL INC 2% 2,726,135 +0.23% 0.07% $325,229,615
Bank Julius Baer & Co. Ltd, Zurich 2% 2,679,733 +6.5% 0.88% $319,826,130
LPL Financial LLC 1.8% 2,454,299 +11% 0.08% $292,920,571
UBS Group AG 1.7% 2,271,764 +8.2% 0.05% $271,135,033
STIFEL FINANCIAL CORP 1.6% 2,175,997 +6.8% 0.23% $259,705,853
WELLS FARGO & COMPANY/MN 1.6% 2,095,506 +2.7% 0.05% $250,098,640
WIT, LLC 1.6% 2,089,070 +2.9% 5% $249,330,505
TRUIST FINANCIAL CORP 1.5% 1,968,623 +1.7% 0.31% $234,955,179
Cerity Partners LLC 1.5% 1,954,658 +5.9% 0.34% $233,288,409
Janney Montgomery Scott LLC 1.4% 1,885,917 +5.6% 0.52% $225,084,000
BlackRock, Inc. 1.2% 1,618,052 -53% 0% $193,114,506
RAYMOND JAMES FINANCIAL INC 1.1% 1,523,850 +4.7% 0.06% $181,871,427
Tanglewood Wealth Management, Inc. 1.1% 1,480,366 +42% 16% $176,681,783
Clarity Financial LLC 1% 1,358,263 +3.2% 15% $162,108,690
Creative Planning 0.94% 1,246,571 -9.6% 0.11% $148,778,304
WestEnd Advisors, LLC 0.88% 1,173,042 +1.5% 3.3% $140,003,540
Dynasty Wealth Management, LLC 0.88% 1,170,497 +97% 1.4% $139,698,852

Institutional Holders of iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 122,585,652 $14,631,055,760 +$309,136,158 $119.35 826
2025 Q3 119,441,748 $14,276,073,302 +$1,482,406,725 $119.51 777
2025 Q2 107,156,971 $12,761,817,576 -$246,874,342 $119.09 769
2025 Q1 106,551,239 $12,585,999,288 +$670,023,406 $118.14 768
2024 Q4 102,276,401 $11,843,543,726 +$283,942,136 $115.55 731
2024 Q3 99,007,083 $11,876,346,296 +$1,042,591,185 $119.60 723
2024 Q2 91,272,866 $10,564,036,641 +$279,240,247 $115.47 663
2024 Q1 88,846,869 $10,287,365,040 -$44,295,208 $115.81 666
2023 Q4 88,914,788 $10,412,941,104 -$1,650,280,443 $117.13 662
2023 Q3 102,444,975 $11,592,914,962 +$1,074,023,592 $113.16 592
2023 Q2 92,755,749 $10,691,225,096 +$417,605,194 $115.26 605
2023 Q1 87,355,272 $10,276,538,120 +$552,977 $117.65 578
2022 Q4 90,029,105 $10,345,198,721 +$65,597,258 $114.89 569
2022 Q3 88,893,377 $10,160,888,502 +$381,933,416 $114.28 533
2022 Q2 85,490,815 $10,202,484,921 +$2,297,536,340 $119.34 544
2022 Q1 66,899,503 $8,166,324,451 +$188,721,059 $122.05 532
2021 Q4 65,237,302 $8,393,993,438 -$825,605,235 $128.67 530
2021 Q3 69,301,985 $9,020,224,681 +$220,781,630 $130.17 495
2021 Q2 68,372,828 $8,924,904,645 -$350,680,089 $130.53 489
2021 Q1 70,867,946 $9,203,946,934 +$560,758,597 $129.89 504
2020 Q4 66,430,725 $8,833,272,560 +$242,343,800 $132.98 504
2020 Q3 64,350,793 $8,596,411,480 -$264,267,860 $133.59 472
2020 Q2 65,960,783 $8,815,574,096 +$204,883,159 $133.67 487
2020 Q1 64,457,211 $8,587,235,743 +$688,786,869 $133.34 454
2019 Q4 59,158,130 $7,441,742,451 -$291,047,391 $125.75 400
2019 Q3 60,456,220 $7,666,973,185 +$1,942,424,380 $126.80 366
2019 Q2 45,148,744 $5,677,844,818 +$432,181,539 $125.76 364
2019 Q1 41,905,380 $5,164,359,021 -$1,593,821,773 $123.20 367
2018 Q4 54,512,582 $6,617,817,167 +$428,331,254 $121.40 337
2018 Q3 50,669,913 $6,034,616,678 +$544,149,850 $119.07 306
2018 Q2 46,091,789 $5,531,067,662 +$180,228,242 $120.00 299
2018 Q1 44,845,992 $5,408,850,245 +$389,659,140 $120.62 286
2017 Q4 41,557,076 $5,076,563,527 -$578,205,200 $122.16 292
2017 Q3 45,942,829 $5,673,943,351 +$1,227,639,822 $123.51 277
2017 Q2 35,987,030 $4,446,695,230 +$495,448,594 $123.57 272
2017 Q1 31,929,930 $3,928,864,629 +$197,105,374 $123.05 261
2016 Q4 30,327,204 $3,715,369,869 -$747,943,289 $122.51 258
2016 Q3 35,850,700 $4,536,455,304 +$300,958,708 $126.54 259
2016 Q2 33,641,310 $4,284,132,265 -$228,225,198 $127.35 259
2016 Q1 35,392,549 $4,457,596,461 +$889,823,569 $125.95 257
2015 Q4 28,328,733 $3,475,206,514 -$1,174,373,909 $122.61 237
2015 Q3 37,760,526 $4,708,139,661 +$2,332,932,042 $124.65 234
2015 Q2 26,605,031 $3,271,341,771 +$215,697,881 $122.96 200
2015 Q1 24,770,741 $3,075,905,217 +$276,985,471 $124.17 187
2014 Q4 22,582,095 $2,762,037,490 +$375,730,179 $122.31 188
2014 Q3 19,263,500 $2,337,052,785 +$385,328,309 $121.32 157
2014 Q2 16,086,089 $1,959,212,211 -$32,068,836 $121.80 146
2014 Q1 16,346,734 $1,972,972,455 +$256,965,643 $120.71 153