Latest Period
Q2 2026
Security Snapshot
iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI) Institutional Ownership
CUSIP: 464288661
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
817
Shares (Excl. Options)
130,635,140
Price
$117.45
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- IEI
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 130,635,140
- Total 13F value
- $15,349,011,947
- Portfolio coverage rank
- 0.05%
- Share change
- -2,571,269
- Value change
- -$305,415,653
- Number of holders
- 817
- Shares outstanding
- 133,289,583
- SEC-reported price per share
- $116.64
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IEI - iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund is tracked under CUSIP 464288661.
- 817 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 840 to 817 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $15,865,681,190 to $15,349,011,947.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 817 institutions filings for Q2 2026.
Security key
464288661
Latest holder period
Q2 2026
13F holders
817
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464288661:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IEI
| 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 30 Jun 2026, 817 institutional investors reported holding 130,635,140 shares of iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI). This represents 98% of the company’s total 133,289,583 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
66%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 15% | 19,507,348 | +3.7% | 0.13% | $2,297,575,605 |
| BANK OF AMERICA CORP /DE/ | 6.9% | 9,202,507 | -0.43% | 0.07% | $1,080,834,476 |
| CAPTRUST FINANCIAL ADVISORS | 5.1% | 6,837,882 | +9.3% | 1.2% | $803,109,237 |
| Financial Engines Advisors L.L.C. | 3.2% | 4,330,638 | +2.3% | 0.9% | $508,633,475 |
| Invesco Ltd. | 3.2% | 4,292,100 | 0% | 0.04% | $504,107,145 |
| ASSETMARK, INC | 3% | 3,939,898 | +18% | 0.8% | $462,740,992 |
| FMR LLC | 2.8% | 3,691,423 | +17% | 0.02% | $433,557,713 |
| ENVESTNET ASSET MANAGEMENT INC | 2.6% | 3,422,946 | -11% | 0.09% | $402,025,007 |
| MORGAN STANLEY | 2.3% | 3,020,688 | +5.8% | 0.02% | $354,779,845 |
| AMERIPRISE FINANCIAL INC | 2.2% | 2,885,340 | +1.4% | 0.07% | $338,844,691 |
| LPL Financial LLC | 2% | 2,616,581 | -4.4% | 0.07% | $307,317,473 |
| Bank Julius Baer & Co. Ltd, Zurich | 1.8% | 2,445,430 | +5.5% | 0.75% | $287,921,246 |
| WELLS FARGO & COMPANY/MN | 1.7% | 2,299,590 | +6.8% | 0.05% | $270,086,874 |
| Mariner, LLC | 1.6% | 2,161,388 | +6.1% | 0.27% | $253,854,972 |
| STIFEL FINANCIAL CORP | 1.6% | 2,147,348 | -11% | 0.21% | $252,205,520 |
| Cerity Partners LLC | 1.5% | 1,959,885 | -0.46% | 0.28% | $230,188,519 |
| UBS Group AG | 1.4% | 1,877,272 | -37% | 0.04% | $220,485,596 |
| TRUIST FINANCIAL CORP | 1.4% | 1,870,174 | -6.3% | 0.26% | $219,651,880 |
| Janney Montgomery Scott LLC | 1.3% | 1,709,213 | -7.3% | 0.39% | $200,747,000 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 1,567,393 | -1.7% | 0.05% | $184,090,302 |
| BlackRock, Inc. | 1.1% | 1,521,468 | +13% | 0% | $178,696,417 |
| Tanglewood Wealth Management, Inc. | 1.1% | 1,445,259 | -9.5% | 14% | $169,745,708 |
| HUNTINGTON NATIONAL BANK | 1% | 1,355,809 | +6.9% | 0.77% | $159,239,900 |
| Dynasty Wealth Management, LLC | 0.94% | 1,257,130 | +16% | 1.1% | $147,649,941 |
| Facet Wealth, Inc. | 0.91% | 1,212,867 | +16% | 2% | $142,451,243 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 130,635,140 | $15,349,011,947 | -$305,415,653 | $117.45 | 817 |
| 2026 Q1 | 133,811,198 | $15,865,681,190 | +$1,263,440,824 | $118.60 | 840 |
| 2025 Q4 | 123,072,547 | $14,689,179,149 | +$312,491,575 | $119.35 | 847 |
| 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 |