iShares 3-7 Year Treasury BoIEIETF
13F holders, Q2 2024 (June 30)668holders +2
73new positions
73sold out
2famous investors
$115.71avg. 13F price*
At the end of Q2 2024, 668 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 2 from Q1 2024. 73 opened new positions and 73 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Bank of America Corp. ($656.6M) and FMR LLC ($636.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $188.3M |
| Exits | 73 | $70.0M |
All 13F filers, Q1 2024 → Q2 2024: 10,968,568 shares bought and 5,664,085 shares sold, net +5,304,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| JPMorgan Chase & Co. | 0.09% | Reduce -1.9% | 9,396,840 | $1.1B |
| Bank of America Corp. | 0.06% | Add +10.1% | 5,686,655 | $656.6M |
| FMR LLC | 0.04% | Add +75.2% | 5,514,774 | $636.8M |
| Financial Engines Advisors L.L.C. | 1.09% | Add +1.1% | 4,251,524 | $490.9M |
| Envestnet Asset Management Inc. | 0.15% | Add +4.3% | 3,828,308 | $442.1M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +206.7% | 3,773,628 | $435.7M |
| Morgan Stanley | 0.02% | Reduce -11.8% | 2,679,960 | $309.5M |
| Truist Financial Corp. | 0.43% | Reduce -3.8% | 2,415,082 | $278.9M |
| Assetmark, Inc. | 0.80% | Add +18.3% | 2,234,529 | $258.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.90% | Reduce -11.1% | 1,832,970 | $235.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.3% | 1,975,169 | $228.1M |
| Janney Montgomery Scott LLC | 0.69% | Reduce -4.8% | 1,972,763 | $227.8M |
| Cerity Partners LLC | 0.59% | Reduce -23.4% | 1,893,056 | $218.6M |
| Creative Planning | 0.23% | Add +0.7% | 1,871,564 | $216.1M |
| UBS Group AG | 0.06% | Reduce -2.9% | 1,828,716 | $211.2M |
| Stifel Financial Corp. | 0.20% | Reduce -5.2% | 1,555,018 | $179.6M |
| Matson Money. Inc. | 5.70% | Add +2.1% | 1,483,152 | $171.3M |
| LPL Financial LLC | 0.08% | Add +10.8% | 1,451,347 | $167.6M |
| BlackRock Inc. | 0.00% | Add +29.5% | 1,366,855 | $157.8M |
| Wells Fargo & Company | 0.04% | Reduce -10.5% | 1,361,858 | $157.3M |
| Johnson Financial Group, Inc. | 7.36% | Add +5.2% | 1,315,330 | $151.9M |
| Tanglewood Wealth Management, Inc. | 18.50% | Add +5.8% | 1,288,470 | $148.8M |
| WestEnd Advisors, LLC | 3.75% | Reduce -1.4% | 1,255,906 | $145.0M |
| Raymond James & Associates | 0.09% | Reduce -1.8% | 1,211,223 | $139.9M |
| Royal Bank of Canada | 0.02% | Add +32.4% | 864,919 | $99.9M |
| Facet Wealth, Inc. | 2.11% | Add +10.6% | 585,931 | $68.6M |
| Bluespring Wealth Management, LLC | 6.24% | Add +3.3% | 503,054 | $58.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +3.6% | 500,047 | $57.7M |
| Victory Capital Management Inc. | 0.06% | Add +3.4% | 479,246 | $55.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.20% | Add +15.9% | 472,568 | $54.6M |
| Evergreen Capital Management LLC | 1.77% | Reduce -9.3% | 422,734 | $48.8M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +68.2% | 422,238 | $48.8M |
| Buckingham Strategic Wealth, LLC | 0.50% | Add +2.7% | 418,437 | $48.3M |
| Keybank National Association | 0.19% | Reduce -0.7% | 396,838 | $45.8M |
| Banco Santander, S.A. | 0.56% | Reduce -14.2% | 394,735 | $45.6M |
| Strategic Point Investment Advisors, LLC | 7.93% | Reduce -0.4% | 383,248 | $44.3M |
| Focus Partners Wealth | 0.14% | New | 362,956 | $41.9M |
| TD Private Client Wealth LLC | 1.31% | Add +15.3% | 361,324 | $41.7M |
| Synovus Financial Corp. | 0.55% | Reduce -0.6% | 357,367 | $41.3M |
| Curi Capital, LLC | 0.93% | Add +3.8% | 335,463 | $38.7M |
| Armstrong Advisory Group, Inc. | 3.39% | Add +17.1% | 331,592 | $38.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +6.9% | 306,333 | $35.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.37% | Reduce -24.8% | 305,462 | $35.3M |
| Buckingham Capital Management, Inc. | 4.21% | Reduce -0.3% | 304,742 | $35.2M |
| Rwa Wealth Partners, LLC | 0.46% | Add +560.0% | 302,459 | $34.9M |
| NorthCoast Asset Management LLC | 0.28% | Add +6957.7% | 285,274 | $33.0M |
| Cetera Investment Advisers | 0.07% | Reduce -6.2% | 277,816 | $32.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -35.4% | 271,932 | $31.4M |
| Clarity Financial LLC | 4.69% | Add +3.5% | 269,689 | $31.1M |
| DDFG, Inc | 9.03% | Add +1.8% | 253,063 | $29.2M |
| Madison Asset Management, LLC | 0.36% | Reduce -2.1% | 248,898 | $28.7M |
| High Probability Advisors, LLC | 4.99% | Add +3.9% | 238,504 | $27.5M |
| CFS Investment Advisory Services, LLC | 2.21% | New | 236,418 | $27.3M |
| AE Wealth Management LLC | 0.27% | Add +23.1% | 232,578 | $26.9M |
| Franklin Resources Inc. | 0.01% | Add +1.3% | 229,710 | $26.5M |
| Klaas Financial Asset Advisors, LLC | 4.76% | Add +11.2% | 224,948 | $26.0M |
| Trilogy Capital Inc. | 1.32% | Add +0.5% | 209,977 | $24.2M |
| Anchor Capital Advisors LLC | 0.66% | Reduce -28.4% | 202,562 | $23.4M |
| Pegasus Partners Ltd. | 2.33% | Add +61.1% | 200,179 | $23.1M |
| Toronto Dominion Bank | 0.04% | New | 200,000 | $23.1M |
| US Bancorp \de | 0.03% | Add +3.8% | 196,730 | $22.7M |
| MBL Wealth, LLC | 2.52% | Add +4.1% | 194,512 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Add +16.0% | 193,206 | $22.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.0% | 189,793 | $21.9M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +0.9% | 186,549 | $21.5M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +0.9% | 186,549 | $21.5M |
| HighTower Advisors, LLC | 0.03% | Add +3.9% | 183,984 | $21.3M |
| Strategic Wealth Partners, Ltd. | 2.09% | Add +7.6% | 173,687 | $20.1M |
| Willis Johnson & Associates, Inc. | 1.63% | Add +9.0% | 171,741 | $19.8M |
| Beacon Bank & Trust | 4.75% | Reduce -4.2% | 163,798 | $18.9M |
| First Financial Bank - Trust Division | 1.86% | Reduce -3.7% | 163,638 | $18.9M |
| Hilton Capital Management, LLC | 1.55% | Reduce -26.4% | 159,242 | $18.4M |
| CFO4Life Group, LLC | 3.46% | Reduce -0.9% | 159,120 | $18.4M |
| Juniper Hill Capital Management LP | 4.42% | No change | 153,297 | $17.7M |
| Capital Investment Services of America, Inc. | 1.71% | Add +4.0% | 153,029 | $17.7M |
| Woodmont Investment Counsel LLC | 1.37% | Add +16.7% | 144,795 | $16.7M |
| Raub Brock Capital Management LP | 3.62% | Reduce -0.1% | 143,558 | $16.6M |
| Hantz Financial Services, Inc. | 0.31% | Reduce -56.5% | 138,777 | $16.0M |
| Leavell Investment Management, Inc. | 0.87% | Add +1.5% | 136,569 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -9.8% | 136,453 | $15.8M |
| 1832 Asset Management L.P. | 0.03% | Reduce -1.2% | 134,910 | $15.6M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +5.0% | 134,265 | $15.5M |
| Quadrature Capital Ltd | 0.26% | New | 133,552 | $15.4M |
| Mariner, LLC | 0.03% | Add +301.8% | 130,868 | $15.1M |
| Haverford Trust Co | 0.15% | Add +1.0% | 125,702 | $14.5M |
| Canal Capital Management, LLC | 2.35% | Reduce -4.9% | 119,387 | $13.8M |
| MML Investors Services, LLC | 0.06% | Reduce -21.4% | 118,036 | $13.6M |
| Allianz Asset Management GmbH | 0.02% | No change | 115,100 | $13.3M |
| Mirabaud & Cie SA | 4.50% | Reduce -2.5% | 114,955 | $13.3M |
| Blue Edge Capital, LLC | 2.17% | Add +3.0% | 113,661 | $13.1M |
| BNP Paribas Financial Markets | 0.01% | Add +26773.7% | 113,407 | $13.1M |
| Bond & Devick Financial Network, Inc. | 6.94% | Add +1.8% | 112,110 | $12.9M |
| M&T Bank Corp | 0.04% | Add +0.8% | 111,080 | $12.8M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +23.4% | 110,372 | $12.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.4% | 107,207 | $12.4M |
| Cabot Wealth Management Inc. | 1.60% | Add +3.6% | 105,921 | $12.2M |
| Waverly Advisors, LLC | 0.24% | Reduce -2.9% | 105,641 | $12.2M |
| RKL Wealth Management LLC | 1.16% | Add +7.1% | 103,947 | $12.0M |
| Gould Capital, LLC | 8.32% | Reduce -0.0% | 102,216 | $11.8M |
| Benjamin F. Edwards & Company, Inc. | 0.21% | Reduce -24.5% | 101,529 | $11.7M |
"% 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.