iShares 3-7 Year Treasury BoIEIETF
13F holders, Q4 2024 (December 31)736holders +11
59new positions
77sold out
2famous investors
$114.39avg. 13F price*
At the end of Q4 2024, 736 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 11 from Q3 2024. 59 opened new positions and 77 sold out. The largest holders were JPMorgan Chase & Co. ($1.2B), Bank of America Corp. ($785.8M) and Invesco Ltd. ($739.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $109.0M |
| Exits | 77 | $137.4M |
All 13F filers, Q3 2024 → Q4 2024: 11,477,140 shares bought and 7,262,583 shares sold, net +4,214,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| JPMorgan Chase & Co. | 0.10% | Add +8.8% | 10,465,313 | $1.2B |
| Bank of America Corp. | 0.07% | Add +17.3% | 6,800,864 | $785.8M |
| Invesco Ltd. | 0.14% | No change | 6,397,900 | $739.3M |
| Financial Engines Advisors L.L.C. | 1.01% | Reduce -0.6% | 4,167,159 | $481.5M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -6.0% | 3,685,251 | $425.8M |
| Captrust Financial Advisors | 1.07% | Add +22.1% | 3,232,702 | $373.5M |
| FMR LLC | 0.02% | Reduce -40.1% | 3,004,503 | $347.2M |
| Morgan Stanley | 0.02% | Reduce -12.7% | 2,747,886 | $317.5M |
| Truist Financial Corp. | 0.41% | Reduce -4.6% | 2,252,900 | $260.3M |
| Cerity Partners LLC | 0.55% | Add +8.5% | 2,209,001 | $255.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -1.1% | 2,189,560 | $251.5M |
| Assetmark, Inc. | 0.67% | Add +10.2% | 2,147,385 | $248.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.76% | Add +9.7% | 1,921,326 | $245.0M |
| Janney Montgomery Scott LLC | 0.59% | Reduce -4.3% | 1,846,556 | $213.4M |
| Wells Fargo & Company | 0.05% | Add +15.8% | 1,846,345 | $213.3M |
| LPL Financial LLC | 0.08% | Reduce -2.0% | 1,749,286 | $202.1M |
| UBS Group AG | 0.04% | Add +6.1% | 1,737,434 | $200.8M |
| Creative Planning | 0.18% | Reduce -6.1% | 1,646,514 | $190.3M |
| Stifel Financial Corp. | 0.18% | Reduce -3.1% | 1,496,001 | $172.9M |
| Tanglewood Wealth Management, Inc. | 19.36% | Add +32.8% | 1,454,378 | $168.1M |
| Raymond James Financial Inc. | 0.06% | — | 1,431,550 | $165.4M |
| National Bank of Canada | 0.18% | Add +158.6% | 1,211,531 | $140.1M |
| WestEnd Advisors, LLC | 3.39% | Reduce -4.3% | 1,153,475 | $133.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 1,075,234 | $124.2M |
| Royal Bank of Canada | 0.02% | Add +3.1% | 983,211 | $113.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 723,651 | $83.6M |
| Focus Partners Wealth | 0.20% | Add +3.6% | 671,695 | $77.6M |
| Facet Wealth, Inc. | 2.05% | Add +6.7% | 666,834 | $77.3M |
| Johnson Financial Group, Inc. | 3.33% | Reduce -52.4% | 605,888 | $70.4M |
| Strategic Point Investment Advisors, LLC | 11.01% | Add +47.3% | 584,445 | $67.5M |
| Mariner, LLC | 0.11% | Add +808.4% | 583,032 | $67.4M |
| Clarity Financial LLC | 7.67% | Add +2.9% | 555,266 | $64.2M |
| PNC Financial Services Group, Inc. | 0.04% | Add +5.4% | 540,451 | $62.4M |
| Bluespring Wealth Management, LLC | 6.40% | Add +4.1% | 540,089 | $62.4M |
| Wit, LLC | 1.88% | Add +99904.7% | 1,757,083 | $58.7M |
| Evergreen Capital Management LLC | 1.85% | Add +1.1% | 491,543 | $56.8M |
| CSM Advisors, LLC | 2.45% | Add +100.0% | 453,400 | $52.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -5.9% | 438,267 | $50.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.38% | Reduce -16.3% | 423,154 | $48.9M |
| Keybank National Association | 0.18% | Add +4.4% | 399,078 | $46.1M |
| Armstrong Advisory Group, Inc. | 3.60% | Add +4.7% | 390,284 | $45.1M |
| Cetera Investment Advisers | 0.09% | Add +23.0% | 377,910 | $43.7M |
| TD Private Client Wealth LLC | 1.21% | Add +3.2% | 373,396 | $43.1M |
| Synovus Financial Corp. | 0.55% | Add +2.7% | 370,810 | $42.8M |
| NorthCoast Asset Management LLC | 0.21% | Reduce -27.0% | 363,462 | $42.1M |
| DDFG, Inc | 11.50% | Add +2.0% | 344,751 | $39.8M |
| Lido Advisors, LLC | 0.23% | Add +2462.4% | 320,094 | $37.0M |
| Curi Capital, LLC | 0.82% | Add +9.6% | 308,533 | $35.7M |
| Buckingham Capital Management, Inc. | 3.98% | Reduce -0.9% | 300,018 | $34.7M |
| Rwa Wealth Partners, LLC | 0.43% | Add +0.1% | 299,445 | $34.6M |
| Silicon Valley Capital Partners | 3.68% | Add +259380.9% | 285,429 | $33.0M |
| SkyView Investment Advisors, LLC | 5.25% | Add +6.4% | 264,104 | $32.9M |
| OneDigital Investment Advisors LLC | 0.38% | Add +12.6% | 281,554 | $32.5M |
| Franklin Resources Inc. | 0.01% | Add +16.7% | 278,640 | $32.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -19.4% | 272,866 | $31.5M |
| FAS Wealth Partners, Inc. | 2.43% | New | 250,315 | $28.9M |
| Madison Asset Management, LLC | 0.31% | Reduce -2.9% | 239,844 | $27.7M |
| Madison Investment Advisors, LLC | 0.31% | — | 239,844 | $27.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -24.8% | 239,599 | $27.7M |
| US Bancorp \de | 0.04% | Add +5.9% | 233,705 | $27.0M |
| Klaas Financial Asset Advisors, LLC | 4.75% | Add +2.5% | 233,602 | $27.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +85.7% | 233,041 | $26.9M |
| NSI Retail Advisors, LLC | 4.16% | No change | 226,700 | $26.2M |
| Atlas Merchant Capital LLC | 60.96% | Add +119.5% | 222,222 | $25.7M |
| Willis Johnson & Associates, Inc. | 1.96% | Add +27.1% | 221,161 | $25.6M |
| Banco Santander, S.A. | 0.31% | Reduce -21.8% | 220,287 | $25.5M |
| Trilogy Capital Inc. | 1.28% | Add +0.7% | 215,463 | $24.9M |
| Osaic Holdings, Inc. | 0.06% | Add +2.0% | 214,255 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.8% | 206,738 | $23.9M |
| Anchor Capital Advisors LLC | 0.68% | Add +4.3% | 206,184 | $23.8M |
| MBL Wealth, LLC | 2.38% | Add +3.9% | 204,769 | $23.7M |
| MML Investors Services, LLC | 0.08% | Add +21.7% | 198,733 | $23.0M |
| Strategic Wealth Partners, Ltd. | 1.85% | Add +1.8% | 193,194 | $22.4M |
| Hoese & Co LLP | 19.09% | Add +824.4% | 190,278 | $22.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.22% | Add +60.6% | 179,297 | $21.0M |
| Northern Trust Corp. | 0.00% | Add +92.5% | 180,531 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -10.4% | 180,301 | $20.8M |
| Leavell Investment Management, Inc. | 0.98% | Add +16.9% | 173,835 | $20.1M |
| AmeriServ Wealth Advisors | 10.57% | — | 169,577 | $19.6M |
| Waverly Advisors, LLC | 0.30% | Add +47.0% | 166,281 | $19.2M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -12.0% | 164,587 | $19.0M |
| Orion Portfolio Solutions, LLC | 0.19% | Reduce -12.0% | 164,587 | $19.0M |
| Beacon Bank & Trust | 4.37% | Reduce -5.7% | 162,641 | $18.8M |
| CFO4Life Group, LLC | 3.28% | Reduce -0.2% | 161,558 | $18.7M |
| AE Wealth Management LLC | 0.15% | Reduce -17.2% | 154,077 | $17.8M |
| Juniper Hill Capital Management LP | 3.92% | No change | 153,297 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +561.3% | 152,771 | $17.7M |
| Gunma Bank,Ltd. | 5.72% | Add +15.4% | 150,000 | $17.3M |
| Mason & Associates Inc | 4.00% | Add +31.8% | 147,170 | $17.0M |
| Capital Investment Services of America, Inc. | 1.61% | Reduce -5.5% | 145,817 | $16.8M |
| 1832 Asset Management L.P. | 0.03% | Add +5.2% | 144,606 | $16.7M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +12.1% | 138,827 | $16.0M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +1.2% | 138,734 | $16.0M |
| Citadel Advisors | 0.01% | Reduce -62.0% | 137,774 | $15.9M |
| Haverford Trust Co | 0.16% | Add +3.8% | 137,043 | $15.8M |
| CFS Investment Advisory Services, LLC | 1.39% | Add +9.7% | 133,944 | $15.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -41.4% | 130,600 | $15.1M |
| Hilton Capital Management, LLC | 1.30% | Reduce -21.7% | 129,632 | $15.0M |
| Hantz Financial Services, Inc. | 0.26% | Add +0.2% | 128,376 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.0% | 126,538 | $14.6M |
"% 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.