Security key
464287440
iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF)
CUSIP: 464287440
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 264,681,934
- Total 13F value
- $24,263,140,119
- Share change
- +907,608
- Put/Call ratio
- 71%
- SEC-reported price per share
- $91.59
- Number of holders
- 788
- Value change
- +$73,657,663
- Number of buys
- 400
- Number of sells
- 384
- Shares outstanding
- 493,477,579
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
788
Top holders
10
Broader feeds
Ownership snapshot
Top reported holders of IEF - iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
JONES FINANCIAL COMPANIES...
Disclosed value leader
ENVESTNET ASSET MANAGEMEN...
Comparable rows
8/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 5.2%
7 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
JONES FINANCIAL COMPANIES LLLP leads the comparable SEC ownership view at 5.2%.
8 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens JONES FINANCIAL COMPANIES LLLP's linked filing trail.
Comparable ownership
Top 5
JONES FINANCIAL COMPANIES LLLP
5.2%
Auto-Owners Insurance Co
1.3%
Connecticut Wealth Management, LLC
0.7%
Nationwide Fund Advisors
0.54%
MANUFACTURERS LIFE INSURANCE COMP...
0.32%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP |
13F
Company
|
5.2%
|
$790,536,429
16,153,176 shares
|
— | 30 Jun 2023 |
| Auto-Owners Insurance Co |
13F
Company
|
1.3%
|
$193,949,220
3,963,000 shares
|
— | 30 Jun 2023 |
| Connecticut Wealth Management, LLC |
13F
Company
|
0.7%
|
$196,872,033
1,459,717 shares
|
— | 30 Jun 2023 |
| Nationwide Fund Advisors |
13F
Company
|
0.54%
|
$256,804,821
2,658,435 shares
|
— | 30 Jun 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
Company
|
0.32%
|
$151,991,937
1,573,416 shares
|
— | 30 Jun 2023 |
| 3EDGE Asset Management, LP |
13F
Company
|
0.25%
|
$119,500,772
1,237,068 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
788
Shares
264,681,934
Rows available
788
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
798
Q3 2023 holders
788
Holder diff
-10
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|