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

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
IEI
Shares outstanding
133,289,583
Price per share
$119.35
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
119,135,798
Total reported value
$14,239,470,431
% of total 13F portfolios
0.06%
Share change
+12,396,376
Value change
+$1,481,762,506
Number of holders
775
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 30 Sep 2025, iShares 3-7 Year Treasury Bond ETF - Exchange Traded Fund (IEI) has 775 institutional shareholders filing 13F forms. They hold 119,135,798 shares. of 133,289,583 outstanding shares (89%) .

Top 25 institutional shareholders own 60% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
JPMORGAN CHASE & CO 12% 16,513,521 +38% 0.13% $1,973,531,021
BANK OF AMERICA CORP /DE/ 5.3% 7,037,805 +3.6% 0.06% $841,088,123
CAPTRUST FINANCIAL ADVISORS 4.2% 5,643,321 +55% 1.4% $674,433,325
Invesco Ltd. 3.2% 4,292,100 0% 0.08% $512,948,871
Financial Engines Advisors L.L.C. 3.2% 4,253,967 +5.9% 0.97% $508,391,596
ENVESTNET ASSET MANAGEMENT INC 2.8% 3,676,586 +9.3% 0.13% $439,388,772
BlackRock, Inc. 2.6% 3,424,127 +311% 0.01% $409,217,418
MORGAN STANLEY 2.2% 2,993,888 -1.3% 0.02% $357,799,643
ASSETMARK, INC 2.1% 2,862,009 +12% 0.73% $342,038,710
AMERIPRISE FINANCIAL INC 2% 2,719,795 -0.8% 0.07% $324,603,749
Bank Julius Baer & Co. Ltd, Zurich 1.9% 2,516,836 +2.7% 0.85% $300,787,072
LPL Financial LLC 1.7% 2,203,954 +18% 0.08% $263,394,536
UBS Group AG 1.6% 2,100,257 -4.2% 0.05% $251,001,714
WELLS FARGO & COMPANY/MN 1.5% 2,039,591 -3.1% 0.05% $243,751,512
STIFEL FINANCIAL CORP 1.5% 2,036,746 -6.1% 0.22% $243,411,984
WIT, LLC 1.5% 2,029,697 -18% 5.5% $242,569,088
TRUIST FINANCIAL CORP 1.5% 1,936,307 +3.3% 0.31% $231,408,021
Cerity Partners LLC 1.4% 1,846,448 +2.6% 0.36% $220,669,019
Janney Montgomery Scott LLC 1.3% 1,786,726 +14% 0.51% $213,532,000
RAYMOND JAMES FINANCIAL INC 1.1% 1,456,028 +12% 0.06% $174,009,843
Creative Planning 1% 1,378,438 -4.2% 0.13% $164,737,108
Clarity Financial LLC 0.99% 1,316,381 +127% 16% $157,320,713
WestEnd Advisors, LLC 0.87% 1,155,466 +14% 3.2% $138,090,847
Tanglewood Wealth Management, Inc. 0.78% 1,045,950 -0.91% 12% $125,001,542
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.78% 1,043,926 -0.1% 0.02% $124,759,596

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 Investors
2025 Q4 3,603,667 $430,150,626 +$9,370,290 $119.35 58
2025 Q3 119,135,798 $14,239,470,431 +$1,481,762,506 $119.51 775
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