Latest Period
Q1 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 Q1 2026
Institutions Reporting
835
Shares (Excl. Options)
133,787,207
Price
$118.60
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- IEI
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 133,787,207
- Total 13F value
- $15,862,835,845
- Portfolio coverage rank
- 0.06%
- Share change
- +10,650,724
- Value change
- +$1,265,056,523
- Number of holders
- 835
- Shares outstanding
- 133,289,583
- SEC-reported price per share
- $117.53
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.
- 835 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 847 to 835 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $14,689,179,149 to $15,862,835,845.
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 835 institutions filings for Q1 2026.
Security key
464288661
Latest holder period
Q1 2026
13F holders
835
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 31 Mar 2026, 835 institutional investors reported holding 133,787,207 shares of iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI). This represents 100% 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 | 14% | 18,817,986 | +6.3% | 0.15% | $2,228,614,295 |
| BANK OF AMERICA CORP /DE/ | 6.9% | 9,242,672 | +40% | 0.08% | $1,096,180,894 |
| CAPTRUST FINANCIAL ADVISORS | 4.7% | 6,258,233 | +5.6% | 1.3% | $742,221,254 |
| Invesco Ltd. | 3.2% | 4,292,100 | 0% | 0.08% | $509,043,060 |
| Financial Engines Advisors L.L.C. | 3.2% | 4,231,532 | -1.3% | 1% | $501,859,689 |
| ENVESTNET ASSET MANAGEMENT INC | 2.9% | 3,835,777 | -0.99% | 0.12% | $454,923,120 |
| ASSETMARK, INC | 2.5% | 3,352,425 | +9.8% | 0.81% | $397,597,633 |
| FMR LLC | 2.4% | 3,146,974 | +260% | 0.02% | $373,231,094 |
| UBS Group AG | 2.2% | 2,985,127 | +31% | 0.06% | $354,036,062 |
| MORGAN STANLEY | 2.1% | 2,855,064 | +2.5% | 0.02% | $338,610,797 |
| AMERIPRISE FINANCIAL INC | 2.1% | 2,845,738 | +4.4% | 0.08% | $337,218,543 |
| LPL Financial LLC | 2.1% | 2,735,908 | +11% | 0.09% | $324,478,674 |
| STIFEL FINANCIAL CORP | 1.8% | 2,403,767 | +10% | 0.26% | $285,086,636 |
| Bank Julius Baer & Co. Ltd, Zurich | 1.7% | 2,318,980 | -13% | 0.83% | $275,031,029 |
| WIT, LLC | 1.7% | 2,263,922 | +8.4% | 5.1% | $268,501,149 |
| WELLS FARGO & COMPANY/MN | 1.6% | 2,152,305 | +2.7% | 0.05% | $255,263,415 |
| Mariner, LLC | 1.5% | 2,037,091 | +312% | 0.28% | $241,598,789 |
| TRUIST FINANCIAL CORP | 1.5% | 1,995,728 | +1.4% | 0.32% | $236,693,367 |
| Cerity Partners LLC | 1.5% | 1,968,957 | +0.73% | 0.33% | $233,518,139 |
| Janney Montgomery Scott LLC | 1.4% | 1,844,787 | -2.2% | 0.54% | $218,792,000 |
| Tanglewood Wealth Management, Inc. | 1.2% | 1,596,822 | +7.9% | 16% | $189,383,043 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 1,594,914 | +4.7% | 0.06% | $189,156,775 |
| BlackRock, Inc. | 1% | 1,344,980 | -17% | 0% | $159,514,628 |
| HUNTINGTON NATIONAL BANK | 0.95% | 1,268,797 | +17% | 0.83% | $150,479,316 |
| WestEnd Advisors, LLC | 0.9% | 1,205,864 | +2.8% | 3.5% | $143,016,450 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 133,787,207 | $15,862,835,845 | +$1,265,056,523 | $118.60 | 835 |
| 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 |
| 2020 Q1 | 64,457,211 | $8,587,235,743 | +$688,786,869 | $133.34 | 454 |