iShares 3-7 Year Treasury BoIEIETF
13F holders, Q3 2024 (September 30)725holders +57
103new positions
51sold out
3famous investors
$120.59avg. 13F price*
At the end of Q3 2024, 725 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 57 from Q2 2024. 103 opened new positions and 51 sold out. The largest holders were JPMorgan Chase & Co. ($1.2B), Invesco Ltd. ($765.2M) and Bank of America Corp. ($693.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $1.0B |
| Exits | 51 | $255.3M |
All 13F filers, Q2 2024 → Q3 2024: 17,372,309 shares bought and 8,652,732 shares sold, net +8,719,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| JPMorgan Chase & Co. | 0.09% | Add +2.4% | 9,622,978 | $1.2B |
| Invesco Ltd. | 0.15% | New | 6,397,900 | $765.2M |
| Bank of America Corp. | 0.06% | Add +2.0% | 5,799,555 | $693.7M |
| FMR LLC | 0.04% | Reduce -9.0% | 5,019,739 | $600.4M |
| Financial Engines Advisors L.L.C. | 1.05% | Reduce -1.4% | 4,191,808 | $501.4M |
| Envestnet Asset Management Inc. | 0.15% | Add +2.4% | 3,921,447 | $469.0M |
| Morgan Stanley | 0.03% | Add +17.5% | 3,148,801 | $376.6M |
| Captrust Financial Advisors | 0.94% | Add +17868.4% | 2,647,641 | $316.7M |
| Truist Financial Corp. | 0.44% | Reduce -2.3% | 2,360,627 | $282.3M |
| Ameriprise Financial Inc. | 0.07% | Add +12.1% | 2,213,593 | $264.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.84% | Reduce -4.5% | 1,751,453 | $248.3M |
| Cerity Partners LLC | 0.54% | Add +7.5% | 2,035,960 | $243.5M |
| Assetmark, Inc. | 0.67% | Reduce -12.8% | 1,949,576 | $233.2M |
| Janney Montgomery Scott LLC | 0.64% | Reduce -2.2% | 1,929,728 | $230.8M |
| LPL Financial LLC | 0.10% | Add +23.0% | 1,785,428 | $213.5M |
| Creative Planning | 0.21% | Reduce -6.3% | 1,753,627 | $209.7M |
| UBS Group AG | 0.05% | Reduce -10.4% | 1,637,815 | $195.9M |
| Wells Fargo & Company | 0.05% | Add +17.0% | 1,593,910 | $190.6M |
| Stifel Financial Corp. | 0.19% | Reduce -0.7% | 1,544,110 | $184.7M |
| Johnson Financial Group, Inc. | 6.95% | Reduce -3.2% | 1,272,704 | $152.2M |
| WestEnd Advisors, LLC | 3.54% | Reduce -4.0% | 1,205,936 | $144.2M |
| Raymond James & Associates | 0.09% | Reduce -1.4% | 1,194,094 | $142.8M |
| Tanglewood Wealth Management, Inc. | 15.09% | Reduce -15.0% | 1,095,189 | $131.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -71.7% | 1,069,518 | $127.9M |
| Royal Bank of Canada | 0.03% | Add +10.3% | 953,732 | $114.1M |
| BlackRock, Inc. | 0.00% | — | 737,565 | $88.2M |
| Focus Partners Wealth | 0.25% | Add +78.6% | 648,224 | $77.5M |
| Facet Wealth, Inc. | 2.06% | Add +6.6% | 624,762 | $72.5M |
| Clarity Financial LLC | 7.59% | Add +100.2% | 539,867 | $64.6M |
| Wit, LLC | 1.85% | — | 1,757 | $64.0M |
| Bluespring Wealth Management, LLC | 6.23% | Add +3.1% | 518,874 | $62.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +2.5% | 512,797 | $61.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.11% | Add +6.9% | 505,304 | $60.4M |
| NorthCoast Asset Management LLC | 0.42% | Add +74.5% | 497,746 | $59.6M |
| Evergreen Capital Management LLC | 1.95% | Add +15.0% | 486,286 | $58.2M |
| National Bank of Canada | 0.07% | Add +2099.1% | 468,420 | $56.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -2.8% | 465,638 | $55.7M |
| Strategic Point Investment Advisors, LLC | 7.83% | Add +3.5% | 396,838 | $47.5M |
| Keybank National Association | 0.18% | Reduce -3.7% | 382,328 | $45.7M |
| Armstrong Advisory Group, Inc. | 3.69% | Add +12.4% | 372,871 | $44.6M |
| Citadel Advisors | 0.05% | Add +283.6% | 362,904 | $43.4M |
| TD Private Client Wealth LLC | 1.24% | Add +0.1% | 361,867 | $43.3M |
| Synovus Financial Corp. | 0.50% | Add +1.1% | 361,167 | $43.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +10.6% | 338,769 | $40.5M |
| DDFG, Inc | 11.55% | Add +33.6% | 338,074 | $40.4M |
| HighTower Advisors, LLC | 0.06% | Add +73.2% | 318,604 | $38.1M |
| Cetera Investment Advisers | 0.08% | Add +10.6% | 307,150 | $36.7M |
| Buckingham Capital Management, Inc. | 4.14% | Reduce -0.6% | 302,842 | $36.2M |
| Rwa Wealth Partners, LLC | 0.45% | Reduce -1.1% | 299,096 | $35.8M |
| Banco Santander, S.A. | 0.40% | Reduce -28.7% | 281,606 | $33.7M |
| Curi Capital, LLC | 0.77% | Reduce -16.1% | 281,484 | $33.7M |
| OneDigital Investment Advisors LLC | 0.34% | Add +769.5% | 250,152 | $29.9M |
| SkyView Investment Advisors, LLC | 4.94% | New | 248,155 | $29.7M |
| Madison Asset Management, LLC | 0.33% | Reduce -0.8% | 246,935 | $29.5M |
| Franklin Resources Inc. | 0.01% | Add +4.0% | 238,815 | $28.1M |
| Bank of New York Mellon Corp | 0.01% | Add +18.6% | 229,060 | $27.4M |
| Klaas Financial Asset Advisors, LLC | 4.72% | Add +1.3% | 227,818 | $27.2M |
| NSI Retail Advisors, LLC | 4.04% | New | 226,700 | $27.1M |
| CSM Advisors, LLC | 1.77% | New | 226,700 | $27.1M |
| Allianz Asset Management GmbH | 0.04% | Add +93.7% | 223,000 | $26.7M |
| US Bancorp \de | 0.03% | Add +12.2% | 220,670 | $26.4M |
| Pegasus Partners Ltd. | 2.47% | Add +10.2% | 220,497 | $26.4M |
| Trilogy Capital Inc. | 1.29% | Add +1.9% | 213,949 | $25.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -22.7% | 210,146 | $25.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -52.3% | 201,324 | $24.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +4.5% | 198,433 | $23.7M |
| Anchor Capital Advisors LLC | 0.63% | Reduce -2.4% | 197,779 | $23.7M |
| MBL Wealth, LLC | 2.54% | Add +1.3% | 197,052 | $23.6M |
| Strategic Wealth Partners, Ltd. | 2.18% | Add +9.3% | 189,875 | $22.7M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +0.3% | 187,050 | $22.4M |
| Orion Portfolio Solutions, LLC | 0.22% | Add +0.3% | 187,050 | $22.4M |
| AE Wealth Management LLC | 0.20% | Reduce -20.0% | 186,054 | $22.3M |
| Willis Johnson & Associates, Inc. | 1.58% | Add +1.4% | 174,074 | $20.8M |
| Beacon Bank & Trust | 4.84% | Add +5.3% | 172,433 | $20.6M |
| Bank of Nova Scotia | 0.04% | New | 166,400 | $19.9M |
| Hilton Capital Management, LLC | 1.54% | Add +4.0% | 165,625 | $19.8M |
| MML Investors Services, LLC | 0.07% | Add +38.4% | 163,307 | $19.5M |
| CFO4Life Group, LLC | 3.43% | Add +1.7% | 161,816 | $19.4M |
| Capital Investment Services of America, Inc. | 1.76% | Add +0.9% | 154,392 | $18.5M |
| Juniper Hill Capital Management LP | 4.21% | No change | 153,297 | $18.3M |
| Leavell Investment Management, Inc. | 0.89% | Add +8.9% | 148,683 | $17.8M |
| 1832 Asset Management L.P. | 0.03% | Add +1.9% | 137,482 | $16.4M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +2.1% | 137,042 | $16.4M |
| GTS Securities LLC | 0.32% | New | 134,619 | $16.1M |
| Benjamin Edwards Inc. | 0.23% | Add +447.6% | 134,381 | $16.1M |
| Haverford Trust Co | 0.15% | Add +5.1% | 132,086 | $15.8M |
| Gunma Bank,Ltd. | 6.40% | Add +188.9% | 130,000 | $15.5M |
| Hantz Financial Services, Inc. | 0.27% | Reduce -7.7% | 128,097 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.1% | 125,514 | $15.0M |
| Canal Capital Management, LLC | 2.37% | Add +3.9% | 124,089 | $14.8M |
| CFS Investment Advisory Services, LLC | 1.23% | Reduce -48.4% | 122,115 | $14.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +12.2% | 123,810 | $14.6M |
| Financial Sense Advisors, Inc. | 3.98% | New | 120,532 | $14.4M |
| Bond & Devick Financial Network, Inc. | 6.02% | Add +5.1% | 117,818 | $14.1M |
| Mirabaud & Cie SA | 4.05% | Add +1.5% | 116,668 | $14.0M |
| Oliver Lagore Vanvalin Investment Group | 3.69% | Add +64.3% | 115,354 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -16.5% | 113,968 | $13.6M |
| Waverly Advisors, LLC | 0.25% | Add +7.1% | 113,126 | $13.5M |
| HSBC Holdings PLC | 0.01% | Add +256.2% | 113,098 | $13.5M |
| Jmac Enterprises LLC | 2.15% | Add +14.2% | 112,597 | $13.5M |
"% 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.