iShares 3-7 Year Treasury BoIEIETF
13F holders, Q1 2025 (March 31)773holders +37
101new positions
54sold out
4famous investors
$114.51avg. 13F price*
At the end of Q1 2025, 773 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 37 from Q4 2024. 101 opened new positions and 54 sold out. The largest holders were JPMorgan Chase & Co. ($1.4B), Bank of America Corp. ($913.1M) and Invesco Ltd. ($755.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $351.6M |
| Exits | 54 | $86.0M |
All 13F filers, Q4 2024 → Q1 2025: 14,901,274 shares bought and 6,279,234 shares sold, net +8,622,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 773 holders
| JPMorgan Chase & Co. | 0.11% | Add +15.8% | 12,118,309 | $1.4B |
| Bank of America Corp. | 0.08% | Add +13.7% | 7,729,334 | $913.1M |
| Invesco Ltd. | 0.14% | No change | 6,397,900 | $755.8M |
| Financial Engines Advisors L.L.C. | 1.04% | Reduce -1.6% | 4,101,526 | $484.5M |
| Envestnet Asset Management Inc. | 0.14% | Add +1.7% | 3,747,747 | $442.7M |
| Captrust Financial Advisors | 1.04% | Add +8.5% | 3,508,588 | $414.5M |
| Morgan Stanley | 0.03% | Add +15.2% | 3,165,128 | $373.9M |
| Ameriprise Financial Inc. | 0.08% | Add +12.0% | 2,451,577 | $289.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.93% | Add +26.0% | 2,421,167 | $286.0M |
| Cerity Partners LLC | 0.57% | Add +5.5% | 2,329,857 | $275.2M |
| Assetmark, Inc. | 0.75% | Add +6.9% | 2,296,181 | $271.3M |
| Truist Financial Corp. | 0.42% | Reduce -1.5% | 2,219,734 | $262.2M |
| Wells Fargo & Company | 0.06% | Add +12.5% | 2,076,682 | $245.3M |
| LPL Financial LLC | 0.09% | Add +8.3% | 1,893,539 | $223.7M |
| National Bank of Canada | 0.26% | Add +56.2% | 1,892,895 | $223.6M |
| Janney Montgomery Scott LLC | 0.61% | Reduce -1.9% | 1,811,665 | $214.0M |
| UBS Group AG | 0.04% | Reduce -1.8% | 1,705,543 | $201.5M |
| Creative Planning | 0.17% | Reduce -6.3% | 1,543,663 | $182.4M |
| Stifel Financial Corp. | 0.19% | Add +2.6% | 1,534,468 | $181.3M |
| Wit, LLC | 4.78% | Add +173.3% | 4,802,548 | $167.8M |
| Raymond James Financial Inc. | 0.06% | Reduce -3.4% | 1,383,192 | $163.4M |
| WestEnd Advisors, LLC | 3.57% | Reduce -1.3% | 1,138,427 | $134.5M |
| FMR LLC | 0.01% | Reduce -63.0% | 1,111,527 | $131.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.2% | 1,061,970 | $125.5M |
| Tanglewood Wealth Management, Inc. | 14.10% | Reduce -27.1% | 1,060,696 | $125.3M |
| Royal Bank of Canada | 0.03% | Add +5.2% | 1,034,663 | $122.2M |
| Focus Partners Wealth | 0.22% | Add +10.1% | 739,206 | $87.3M |
| Facet Wealth, Inc. | 2.16% | Add +6.0% | 706,949 | $83.4M |
| Strategic Point Investment Advisors, LLC | 11.43% | Reduce -0.6% | 580,975 | $68.6M |
| Clarity Financial LLC | 7.81% | Add +3.5% | 574,691 | $67.9M |
| PNC Financial Services Group, Inc. | 0.03% | Add +4.2% | 563,295 | $66.5M |
| Bluespring Wealth Management, LLC | 6.74% | Add +3.7% | 559,914 | $66.1M |
| Johnson Financial Group, Inc. | 3.23% | Reduce -7.7% | 559,260 | $66.1M |
| BlackRock, Inc. | 0.00% | Reduce -23.2% | 555,979 | $65.7M |
| Cetera Investment Advisers | 0.12% | Add +44.3% | 545,228 | $64.4M |
| Evergreen Capital Management LLC | 2.12% | Add +8.9% | 535,161 | $63.2M |
| NorthCoast Asset Management LLC | 0.28% | Add +30.4% | 473,839 | $56.0M |
| Mariner, LLC | 0.09% | Reduce -18.9% | 472,558 | $55.8M |
| Waverly Advisors, LLC | 0.68% | Add +182.5% | 469,774 | $55.5M |
| CSM Advisors, LLC | 2.93% | No change | 453,400 | $53.6M |
| Curi Capital, LLC | 1.32% | Add +46.8% | 452,838 | $53.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.80% | Add +4.5% | 442,124 | $52.2M |
| Victory Capital Management Inc. | 0.05% | Reduce -0.1% | 437,741 | $51.7M |
| Armstrong Advisory Group, Inc. | 3.60% | No change | 390,284 | $45.1M |
| Keybank National Association | 0.18% | Reduce -4.3% | 381,733 | $45.1M |
| TD Private Client Wealth LLC | 1.19% | Reduce -2.4% | 364,598 | $43.1M |
| Capula Management Ltd | 0.30% | New | 340,510 | $40.2M |
| DDFG, Inc | 10.89% | Reduce -3.5% | 332,532 | $39.3M |
| Bank of New York Mellon Corp | 0.01% | Add +54.1% | 318,560 | $37.6M |
| Franklin Resources Inc. | 0.01% | Add +8.2% | 301,596 | $35.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +9.2% | 298,088 | $35.2M |
| SkyView Investment Advisors, LLC | 5.27% | Add +12.3% | 296,724 | $35.1M |
| OneDigital Investment Advisors LLC | 0.40% | Add +1.9% | 286,924 | $33.9M |
| Dynasty Wealth Management, LLC | 0.54% | New | 272,960 | $32.2M |
| Capitolis Liquid Global Markets LLC | 0.28% | New | 265,900 | $31.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +107.0% | 261,940 | $30.9M |
| Osaic Holdings, Inc. | 0.07% | Add +19.5% | 255,939 | $30.2M |
| Cabot Wealth Management Inc. | 3.78% | Add +120.1% | 251,278 | $29.7M |
| Sagespring Wealth Partners, LLC | 0.72% | New | 242,067 | $28.6M |
| Lido Advisors, LLC | 0.17% | Reduce -25.8% | 237,521 | $28.1M |
| Klaas Financial Asset Advisors, LLC | 4.82% | Add +1.4% | 236,827 | $28.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.28% | Add +29.9% | 232,879 | $27.6M |
| Clearstead Advisors, LLC | 0.43% | Add +325.6% | 231,983 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.2% | 230,265 | $27.2M |
| Willis Johnson & Associates, Inc. | 2.03% | Add +2.8% | 227,247 | $26.8M |
| Banco Santander, S.A. | 0.29% | Add +1.6% | 223,929 | $26.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.8% | 223,311 | $26.4M |
| Atlas Merchant Capital LLC | 68.04% | No change | 222,222 | $26.3M |
| New Harbor Financial Group, LLC | 6.62% | New | 210,656 | $24.9M |
| US Bancorp \de | 0.03% | Reduce -10.1% | 210,210 | $24.8M |
| MBL Wealth, LLC | 2.49% | Add +1.8% | 208,387 | $24.6M |
| Anchor Capital Advisors LLC | 0.73% | Add +0.3% | 206,849 | $24.4M |
| Hilton Capital Management, LLC | 2.06% | Add +58.0% | 204,751 | $24.2M |
| Rwa Wealth Partners, LLC | 0.29% | Reduce -34.6% | 195,684 | $23.1M |
| Hoese & Co LLP | 19.35% | Reduce -0.7% | 188,909 | $22.3M |
| Leavell Investment Management, Inc. | 1.06% | Add +4.1% | 181,021 | $21.4M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +8.0% | 177,791 | $21.0M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +8.0% | 177,791 | $21.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.39% | New | 175,865 | $20.8M |
| Checchi Capital Advisers, LLC | 1.46% | Add +136.8% | 174,832 | $20.7M |
| MML Investors Services, LLC | 0.07% | Reduce -13.0% | 172,909 | $20.4M |
| AE Wealth Management LLC | 0.17% | Add +10.2% | 169,771 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -6.0% | 169,527 | $20.0M |
| Beacon Bank & Trust | 4.76% | Add +1.8% | 165,514 | $19.6M |
| AmeriServ Wealth Advisors | 11.19% | Reduce -3.4% | 163,884 | $19.4M |
| Allianz Asset Management GmbH | 0.03% | Add +18.1% | 154,200 | $18.2M |
| Gunma Bank,Ltd. | 5.71% | No change | 150,000 | $17.7M |
| J. Goldman & Co LP | 0.62% | Add +115.3% | 147,360 | $17.4M |
| Capital Investment Services of America, Inc. | 1.73% | Reduce -0.9% | 144,517 | $17.1M |
| Madison Asset Management, LLC | 0.19% | Reduce -40.1% | 143,739 | $17.0M |
| Watchman Group, Inc. | 4.75% | New | 143,492 | $17.0M |
| 1832 Asset Management L.P. | 0.03% | Reduce -2.4% | 141,181 | $16.7M |
| Haverford Trust Co | 0.17% | Add +1.7% | 139,405 | $16.5M |
| O'shaughnessy Asset Management, LLC | 0.13% | Reduce -0.2% | 138,567 | $16.4M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -0.5% | 138,090 | $16.3M |
| CFS Investment Advisory Services, LLC | 1.44% | Add +2.2% | 136,867 | $16.2M |
| Mirabaud & Cie SA | 5.32% | Add +11.8% | 131,926 | $15.6M |
| Canal Capital Management, LLC | 2.58% | Add +10.6% | 130,695 | $15.4M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +1396.7% | 126,654 | $15.0M |
| Bank of Montreal | 0.01% | Add +1.3% | 124,940 | $14.8M |
"% 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.