iShares 3-7 Year Treasury BoIEIETF
13F holders, Q1 2024 (March 31)666holders
1famous investor
$115.79avg. 13F price*
At the end of Q1 2024, 666 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($1.1B), Bank of America Corp. ($598.0M) and Financial Engines Advisors L.L.C. ($487.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $212.3M |
| Exits | 73 | $216.7M |
Ownership 666 holders
| JPMorgan Chase & Co. | 0.10% | Add +1.9% | 9,583,009 | $1.1B |
| Bank of America Corp. | 0.06% | Add +3.4% | 5,163,759 | $598.0M |
| Financial Engines Advisors L.L.C. | 1.10% | Add +1.3% | 4,206,542 | $487.2M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -5.6% | 3,670,498 | $425.1M |
| FMR LLC | 0.02% | Add +4.8% | 3,148,268 | $364.6M |
| Morgan Stanley | 0.03% | Add +21.5% | 3,038,942 | $351.9M |
| Charles Schwab Investment Advisory, Inc. | 0.43% | Reduce -2.6% | 2,713,582 | $314.3M |
| Truist Financial Corp. | 0.44% | Reduce -3.5% | 2,510,881 | $290.8M |
| Cerity Partners LLC | 0.76% | Add +10.9% | 2,471,772 | $286.3M |
| Janney Montgomery Scott LLC | 0.71% | Reduce -3.0% | 2,071,233 | $239.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.92% | Reduce -0.8% | 2,062,413 | $238.8M |
| Ameriprise Financial Inc. | 0.06% | Add +7.9% | 2,022,142 | $233.6M |
| Assetmark, Inc. | 0.71% | Reduce -9.8% | 1,889,736 | $218.9M |
| UBS Group AG | 0.07% | Add +3.3% | 1,883,876 | $218.2M |
| Creative Planning | 0.24% | Reduce -5.2% | 1,859,378 | $215.3M |
| Stifel Financial Corp. | 0.22% | Add +25.4% | 1,639,830 | $189.9M |
| Wells Fargo & Company | 0.05% | Reduce -14.3% | 1,522,309 | $176.3M |
| Matson Money. Inc. | 5.58% | Add +1.3% | 1,452,995 | $168.3M |
| LPL Financial LLC | 0.08% | Add +15.3% | 1,310,081 | $151.7M |
| WestEnd Advisors, LLC | 3.82% | Reduce -1.5% | 1,273,273 | $147.5M |
| Johnson Financial Group, Inc. | 7.79% | Add +5.9% | 1,249,836 | $144.7M |
| Raymond James & Associates | 0.10% | Reduce -1.7% | 1,233,872 | $142.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -27.3% | 1,230,402 | $142.5M |
| Tanglewood Wealth Management, Inc. | 17.43% | Add +1.2% | 1,217,815 | $141.0M |
| BlackRock Inc. | 0.00% | Add +4.3% | 1,055,305 | $122.2M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 653,090 | $75.6M |
| Facet Wealth, Inc. | 2.04% | Add +12.7% | 529,991 | $60.6M |
| Bluespring Wealth Management, LLC | 6.19% | Add +3.4% | 486,880 | $56.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.4% | 482,747 | $55.9M |
| Jane Street Group, LLC | 0.07% | New | 466,889 | $54.1M |
| Evergreen Capital Management LLC | 2.04% | Reduce -1.4% | 466,104 | $54.0M |
| Victory Capital Management Inc. | 0.05% | Add +0.7% | 463,312 | $53.7M |
| Banco Santander, S.A. | 0.64% | Add +25.4% | 459,779 | $53.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -22.4% | 420,933 | $48.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.51% | Reduce -0.7% | 407,777 | $47.2M |
| Buckingham Strategic Wealth, LLC | 0.50% | Add +1.1% | 407,402 | $47.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.54% | Add +62.8% | 405,990 | $46.7M |
| Keybank National Association | 0.19% | Reduce -1.6% | 399,448 | $46.3M |
| Strategic Point Investment Advisors, LLC | 8.09% | Add +2.4% | 384,624 | $44.5M |
| Synovus Financial Corp. | 0.54% | Add +619.1% | 359,601 | $41.6M |
| Curi Capital, LLC | 0.87% | New | 323,339 | $37.4M |
| Hantz Financial Services, Inc. | 0.72% | Add +80.3% | 318,675 | $36.9M |
| TD Private Client Wealth LLC | 1.19% | Add +9.6% | 313,384 | $36.3M |
| Buckingham Capital Management, Inc. | 4.34% | Add +1.7% | 305,590 | $35.4M |
| Cetera Investment Advisers | 0.08% | Add +22.6% | 296,141 | $34.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +45.3% | 286,573 | $33.2M |
| Armstrong Advisory Group, Inc. | 3.22% | No change | 283,123 | $33.2M |
| Anchor Capital Advisors LLC | 0.86% | Reduce -23.1% | 283,107 | $32.8M |
| Teilinger Capital Ltd. | 13.37% | New | 269,000 | $31.2M |
| Clarity Financial LLC | 4.68% | Add +4.4% | 260,637 | $30.2M |
| Madison Asset Management, LLC | 0.36% | Add +0.3% | 254,288 | $29.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +268.6% | 251,091 | $29.1M |
| DDFG, Inc | 9.15% | Add +19.9% | 248,550 | $28.8M |
| National Bank of Canada | 0.05% | Reduce -31.3% | 251,085 | $28.7M |
| Parkside Advisors LLC | 7.05% | Add +1.4% | 236,486 | $27.4M |
| High Probability Advisors, LLC | 4.93% | Add +11.0% | 229,513 | $26.6M |
| Franklin Resources Inc. | 0.01% | Add +21.5% | 226,829 | $26.3M |
| Hilton Capital Management, LLC | 2.25% | Reduce -43.0% | 216,405 | $25.1M |
| Trilogy Capital Inc. | 1.39% | Reduce -0.6% | 208,957 | $24.2M |
| Keel Point, LLC | 2.44% | Add +15.3% | 203,440 | $23.6M |
| Klaas Financial Asset Advisors, LLC | 4.67% | Add +2.8% | 202,225 | $23.4M |
| US Bancorp \de | 0.03% | Add +1.3% | 189,616 | $22.0M |
| AE Wealth Management LLC | 0.25% | Reduce -44.9% | 188,851 | $21.9M |
| MBL Wealth, LLC | 2.46% | Add +10.3% | 186,851 | $21.6M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -22.5% | 184,940 | $21.4M |
| Orion Portfolio Solutions, LLC | 0.23% | Reduce -22.5% | 184,940 | $21.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -13.1% | 184,257 | $21.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -23.4% | 177,157 | $20.5M |
| Beacon Bank & Trust | 4.92% | Reduce -1.3% | 171,011 | $19.8M |
| First Financial Bank - Trust Division | 1.89% | Reduce -6.7% | 169,987 | $19.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +219.9% | 167,109 | $19.4M |
| Bank of New York Mellon Corp | 0.00% | Add +11.1% | 166,597 | $19.3M |
| Strategic Wealth Partners, Ltd. | 2.05% | Add +11.8% | 161,353 | $18.7M |
| CFO4Life Group, LLC | 3.38% | Add +7.0% | 160,599 | $18.6M |
| Willis Johnson & Associates, Inc. | 1.59% | Add +4.9% | 157,623 | $18.3M |
| Juniper Hill Capital Management LP | 4.73% | No change | 153,297 | $17.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -19.1% | 151,230 | $17.5M |
| MML Investors Services, LLC | 0.07% | Reduce -32.1% | 150,160 | $17.4M |
| Capital Investment Services of America, Inc. | 1.64% | Add +8.0% | 147,107 | $17.0M |
| Raub Brock Capital Management LP | 3.52% | Reduce -4.2% | 143,683 | $16.6M |
| Citigroup Inc. | 0.02% | Add +599.6% | 140,978 | $16.3M |
| 1832 Asset Management L.P. | 0.03% | Add +2.4% | 136,557 | $15.8M |
| Leavell Investment Management, Inc. | 0.90% | Add +16.6% | 134,546 | $15.6M |
| Benjamin F. Edwards & Company, Inc. | 0.28% | Add +583.3% | 134,466 | $15.6M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -1.6% | 127,875 | $14.8M |
| Canal Capital Management, LLC | 2.44% | New | 125,559 | $14.5M |
| Haverford Trust Co | 0.15% | Add +4.5% | 124,470 | $14.4M |
| Pegasus Partners Ltd. | 1.53% | Add +8.7% | 124,260 | $14.4M |
| One Day In July LLC | 1.91% | Reduce -33.1% | 124,132 | $14.4M |
| Woodmont Investment Counsel LLC | 1.21% | Add +31.4% | 124,112 | $14.4M |
| Pinnacle Financial Partners Inc | 0.31% | Reduce -7.8% | 122,723 | $14.2M |
| InterOcean Capital Group, LLC | 0.33% | Add +97.4% | 118,712 | $13.7M |
| Mirabaud & Cie SA | 4.84% | Reduce -1.2% | 117,955 | $13.7M |
| Quaker Wealth Management, LLC | 5.56% | Add +23.8% | 117,933 | $13.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -43.8% | 115,100 | $13.3M |
| Blue Edge Capital, LLC | 2.14% | Add +3.7% | 110,314 | $12.8M |
| M&T Bank Corp | 0.04% | Reduce -76.2% | 110,170 | $12.8M |
| Bond & Devick Financial Network, Inc. | 6.92% | Add +1.8% | 110,149 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.7% | 109,884 | $12.7M |
| Waverly Advisors, LLC | 0.30% | Add +249.1% | 108,783 | $12.6M |
"% 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.