iShares 3-7 Year Treasury BoIEIETF
13F holders, Q2 2026 (June 30)823holders −15
67new positions
82sold out
4famous investors
$116.65avg. 13F price*
At the end of Q2 2026, 823 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, down 15 from Q1 2026. 67 opened new positions and 82 sold out. The largest holders were JPMorgan Chase & Co. ($2.3B), Bank of America Corp. ($1.1B) and Captrust Financial Advisors ($803.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- iShares 3-7 Year Treasury Bo
- CUSIP
- 464288661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $89.7M |
| Exits | 82 | $309.5M |
All 13F filers, Q1 2026 → Q2 2026: 8,850,415 shares bought and 10,936,886 shares sold, net −2,086,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 823 holders
| JPMorgan Chase & Co. | 0.13% | Add +3.7% | 19,507,348 | $2.3B |
| Bank of America Corp. | 0.07% | Reduce -0.4% | 9,202,507 | $1.1B |
| Captrust Financial Advisors | 1.23% | Add +9.3% | 6,837,882 | $803.1M |
| Financial Engines Advisors L.L.C. | 0.90% | Add +2.3% | 4,330,638 | $508.6M |
| Invesco Ltd. | 0.04% | No change | 4,292,100 | $504.1M |
| Assetmark, Inc. | 0.80% | Add +17.5% | 3,939,898 | $462.7M |
| FMR LLC | 0.02% | Add +17.3% | 3,691,423 | $433.6M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -10.8% | 3,422,946 | $402.0M |
| Morgan Stanley | 0.02% | Add +5.8% | 3,020,689 | $354.8M |
| Ameriprise Financial Inc. | 0.07% | Add +1.4% | 2,885,340 | $338.8M |
| LPL Financial LLC | 0.07% | Reduce -4.4% | 2,616,581 | $307.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.75% | Add +5.5% | 2,445,430 | $287.9M |
| Wells Fargo & Company | 0.05% | Add +6.8% | 2,299,590 | $270.1M |
| Mariner, LLC | 0.26% | Add +6.1% | 2,161,388 | $253.9M |
| Stifel Financial Corp. | 0.21% | Reduce -10.7% | 2,147,348 | $252.2M |
| Cerity Partners LLC | 0.28% | Reduce -0.5% | 1,959,885 | $230.2M |
| UBS Group AG | 0.04% | Reduce -37.1% | 1,877,272 | $220.5M |
| Truist Financial Corp. | 0.26% | Reduce -6.3% | 1,870,174 | $219.7M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -7.3% | 1,709,213 | $200.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -1.7% | 1,567,393 | $184.1M |
| BlackRock, Inc. | 0.00% | Add +13.1% | 1,521,468 | $178.7M |
| Tanglewood Wealth Management, Inc. | 14.44% | Reduce -9.5% | 1,445,259 | $169.7M |
| Dynasty Wealth Management, LLC | 1.10% | Add +15.9% | 1,257,130 | $147.6M |
| Facet Wealth, Inc. | 2.04% | Add +15.5% | 1,212,867 | $142.5M |
| Creative Planning | 0.08% | Reduce -2.5% | 1,147,868 | $134.8M |
| WestEnd Advisors, LLC | 2.88% | Reduce -8.8% | 1,099,976 | $129.2M |
| Royal Bank of Canada | 0.02% | Reduce -6.4% | 1,041,493 | $122.3M |
| Focus Partners Wealth | 0.11% | Reduce -4.3% | 922,315 | $108.3M |
| Cetera Investment Advisers | 0.09% | Reduce -1.3% | 885,965 | $104.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 6.03% | Add +5.7% | 760,770 | $89.4M |
| Evergreen Capital Management LLC | 1.51% | Reduce -2.2% | 730,746 | $85.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.1% | 674,309 | $79.2M |
| Strategic Point Investment Advisors, LLC | 10.21% | Add +4.3% | 667,170 | $78.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.49% | Add +25.9% | 667,283 | $78.3M |
| Wit, LLC | 1.24% | Reduce -70.8% | 661,074 | $77.6M |
| Armstrong Advisory Group, Inc. | 4.70% | Reduce -39.4% | 657,428 | $77.2M |
| Citigroup Inc. | 0.04% | Add +1388.0% | 650,548 | $76.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.4% | 634,648 | $74.5M |
| OpenArc Corporate Advisory, LLC | 0.80% | Add +21.0% | 575,601 | $67.6M |
| Sagespring Wealth Partners, LLC | 0.97% | Add +10.2% | 536,921 | $63.1M |
| Clarity Financial LLC | 5.39% | Reduce -41.7% | 536,456 | $63.0M |
| Bank of New York Mellon Corp | 0.01% | Add +8.1% | 484,301 | $56.9M |
| Waverly Advisors, LLC | 0.32% | Add +2.9% | 468,365 | $55.0M |
| Victory Capital Management Inc. | 0.03% | Reduce -7.5% | 442,453 | $52.0M |
| OneDigital Investment Advisors LLC | 0.43% | Add +22.3% | 436,836 | $51.3M |
| Franklin Resources Inc. | 0.01% | Add +5.2% | 425,319 | $50.0M |
| Keybank National Association | 0.16% | Add +1.1% | 411,681 | $48.4M |
| TD Private Client Wealth LLC | 0.85% | Reduce -4.0% | 394,622 | $46.3M |
| NorthCoast Asset Management LLC | 1.00% | Reduce -1.1% | 386,170 | $45.4M |
| School Employees Retirement Board of Ohio | 16.00% | Add +79.4% | 378,065 | $44.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -1.4% | 364,950 | $42.9M |
| Willis Johnson & Associates, Inc. | 2.37% | Add +7.4% | 362,619 | $42.6M |
| Silicon Valley Capital Partners | 3.40% | Add +13.2% | 357,310 | $42.0M |
| Curi Capital, LLC | 0.63% | Reduce -16.1% | 346,292 | $40.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -30.4% | 340,394 | $40.0M |
| O'shaughnessy Asset Management, LLC | 0.18% | Add +2.0% | 325,845 | $38.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.9% | 311,526 | $36.6M |
| New Harbor Financial Group, LLC | 5.51% | Add +8.3% | 294,999 | $34.6M |
| Banco Santander, S.A. | 0.20% | Add +1.9% | 277,829 | $32.6M |
| Sollinda Capital Management LLC | 6.81% | Add +172.7% | 271,334 | $31.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.7% | 263,033 | $30.9M |
| Strategic Wealth Partners, Ltd. | 1.89% | Add +7.4% | 259,736 | $30.5M |
| Jones Financial Companies LLLP | 0.01% | Add +49.3% | 258,429 | $30.4M |
| MBL Wealth, LLC | 2.02% | Add +6.1% | 252,032 | $29.6M |
| Anchor Capital Advisors LLC | 0.83% | Add +11.1% | 252,001 | $29.6M |
| DT Investment Partners, LLC | 2.18% | Add +26.7% | 249,078 | $29.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -3.7% | 248,530 | $29.2M |
| 3EDGE Asset Management, LP | 1.28% | New | 244,355 | $28.7M |
| DDFG, Inc | 5.52% | Reduce -36.3% | 236,514 | $27.8M |
| Weaver Capital Management LLC | 6.05% | No change | 231,359 | $27.4M |
| Hoese & Co LLP | 17.29% | Add +0.3% | 226,598 | $26.6M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -1.8% | 218,204 | $25.6M |
| Jmac Enterprises LLC | 4.28% | Add +15.9% | 216,321 | $25.4M |
| MAI Capital Management | 0.09% | Add +170.3% | 211,581 | $24.9M |
| US Bancorp \de | 0.03% | Reduce -3.3% | 204,268 | $24.0M |
| Blueprint Investment Partners LLC | 1.99% | Reduce -41.7% | 203,485 | $23.9M |
| Allianz Asset Management GmbH | 0.02% | Reduce -32.4% | 195,400 | $22.9M |
| Ridgepath Capital Management LLC | 10.12% | Add +227.6% | 195,218 | $22.9M |
| First American Trust, FSB | 1.37% | Add +7.4% | 193,857 | $22.8M |
| Flow Traders U.S. LLC | 0.93% | Add +107.0% | 192,087 | $22.6M |
| Mirabaud & Cie SA | 8.88% | Reduce -0.1% | 188,424 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +19.0% | 215,347 | $21.8M |
| AE Wealth Management LLC | 0.10% | Reduce -4.7% | 183,643 | $21.6M |
| CVS HEALTH Corp | 9.54% | No change | 182,800 | $21.5M |
| Hantz Financial Services, Inc. | 0.29% | Reduce -20.1% | 181,640 | $21.3M |
| Independence Financial Advisors, LLC | 5.36% | Add +7.7% | 175,850 | $20.7M |
| Napier Financial, LLC | 4.24% | Add +2.2% | 173,124 | $20.3M |
| Axxcess Wealth Management, LLC | 0.31% | Add +347.8% | 168,029 | $19.7M |
| Haverford Trust Co | 0.17% | Add +1.8% | 165,380 | $19.4M |
| Susquehanna International Group, LLP | 0.02% | Add +311.3% | 158,986 | $18.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -8.2% | 158,124 | $18.6M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +58.5% | 156,603 | $18.4M |
| 1832 Asset Management L.P. | 0.02% | Add +6.3% | 154,848 | $18.2M |
| Canal Capital Management, LLC | 2.17% | Add +4.3% | 151,453 | $17.8M |
| ETF Portfolio Partners, Inc. | 4.19% | Add +9.1% | 150,016 | $17.6M |
| Foronjy Financial LLC | 6.24% | Add +5.3% | 144,494 | $17.0M |
| Bank of Montreal | 0.01% | Add +9.2% | 144,267 | $16.9M |
| Blueprint Financial Advisors LLC | 1.86% | Reduce -27.4% | 142,864 | $16.8M |
| Vectors Research Management, LLC | 4.31% | Add +0.0% | 140,476 | $16.5M |
| Global Trust Asset Management, LLC | 5.15% | Add +44.6% | 140,020 | $16.4M |
"% of holder's portfolio" is IEI's weight in each manager's 13F, not the share of iShares 3-7 Year Treasury Bo the manager owns.