iShares 3-7 Year Treasury BoIEIETF
13F holders, Q2 2025 (June 30)771holders −2
75new positions
78sold out
2famous investors
$119.09avg. 13F price*
At the end of Q2 2025, 771 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, down 2 from Q1 2025. 75 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($1.4B), Bank of America Corp. ($809.0M) and Invesco Ltd. ($511.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $222.5M |
| Exits | 78 | $185.3M |
All 13F filers, Q1 2025 → Q2 2025: 9,122,257 shares bought and 13,549,500 shares sold, net −4,427,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| JPMorgan Chase & Co. | 0.10% | Reduce -1.1% | 11,989,618 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -12.1% | 6,793,031 | $809.0M |
| Invesco Ltd. | 0.09% | Reduce -32.9% | 4,292,100 | $511.1M |
| Financial Engines Advisors L.L.C. | 0.95% | Reduce -2.0% | 4,017,315 | $478.4M |
| Captrust Financial Advisors | 0.97% | Add +4.0% | 3,650,688 | $434.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -10.2% | 3,364,973 | $400.7M |
| Morgan Stanley | 0.02% | Reduce -4.1% | 3,034,684 | $361.4M |
| Ameriprise Financial Inc. | 0.08% | Add +11.8% | 2,741,689 | $327.1M |
| Assetmark, Inc. | 0.72% | Add +10.9% | 2,546,361 | $303.2M |
| Wit, LLC | 7.30% | Reduce -48.5% | 2,471,852 | $294.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.87% | Add +1.2% | 2,450,141 | $291.8M |
| UBS Group AG | 0.05% | Add +28.5% | 2,191,498 | $261.0M |
| Stifel Financial Corp. | 0.25% | Add +41.4% | 2,170,065 | $258.4M |
| Wells Fargo & Company | 0.06% | Add +1.4% | 2,104,668 | $250.6M |
| LPL Financial LLC | 0.07% | Reduce -1.0% | 1,874,374 | $223.2M |
| Truist Financial Corp. | 0.33% | Reduce -15.6% | 1,874,151 | $223.2M |
| Cerity Partners LLC | 0.38% | Reduce -22.8% | 1,799,516 | $214.3M |
| Janney Montgomery Scott LLC | 0.49% | Reduce -13.3% | 1,570,032 | $187.0M |
| Creative Planning | 0.15% | Reduce -6.8% | 1,438,272 | $171.3M |
| Raymond James Financial Inc. | 0.05% | Reduce -6.3% | 1,295,655 | $154.3M |
| Tanglewood Wealth Management, Inc. | 12.39% | Reduce -0.5% | 1,055,521 | $125.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.6% | 1,045,001 | $124.4M |
| FMR LLC | 0.01% | Reduce -8.3% | 1,019,266 | $121.4M |
| WestEnd Advisors, LLC | 3.00% | Reduce -10.8% | 1,015,643 | $121.0M |
| Royal Bank of Canada | 0.02% | Reduce -6.3% | 969,491 | $115.5M |
| Armstrong Advisory Group, Inc. | 8.50% | Add +141.4% | 942,234 | $112.2M |
| BlackRock, Inc. | 0.00% | Add +49.9% | 833,249 | $99.2M |
| Facet Wealth, Inc. | 2.11% | Add +11.1% | 785,125 | $92.9M |
| Focus Partners Wealth | 0.19% | Add +1.5% | 749,983 | $89.3M |
| Cetera Investment Advisers | 0.13% | Add +18.4% | 645,780 | $76.9M |
| Evergreen Capital Management LLC | 2.29% | Add +19.3% | 638,391 | $76.0M |
| Benjamin Edwards Inc. | 0.90% | Add +399.4% | 594,833 | $70.8M |
| Strategic Point Investment Advisors, LLC | 10.74% | Add +0.6% | 584,631 | $69.6M |
| NorthCoast Asset Management LLC | 0.30% | Add +23.0% | 582,634 | $69.4M |
| Clarity Financial LLC | 7.44% | Add +1.0% | 580,450 | $69.1M |
| Bluespring Wealth Management, LLC | 6.51% | Add +2.6% | 574,743 | $68.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.2% | 556,559 | $66.3M |
| Johnson Financial Group, Inc. | 2.96% | Reduce -1.4% | 551,610 | $65.7M |
| Osaic Holdings, Inc. | 0.11% | Add +95.3% | 499,867 | $59.4M |
| Sagespring Wealth Partners, LLC | 1.24% | Add +99.5% | 482,864 | $57.5M |
| Mariner, LLC | 0.08% | Add +1.6% | 480,148 | $57.2M |
| Waverly Advisors, LLC | 0.60% | Reduce -1.7% | 461,771 | $55.0M |
| Curi Capital, LLC | 1.04% | Add +1.7% | 460,446 | $54.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +657.1% | 421,100 | $50.1M |
| School Employees Retirement Board of Ohio | 28.62% | New | 420,470 | $50.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.53% | Reduce -5.0% | 419,902 | $50.0M |
| Victory Capital Management Inc. | 0.03% | Reduce -6.4% | 409,756 | $48.8M |
| Keybank National Association | 0.17% | Add +0.3% | 382,772 | $45.6M |
| TD Private Client Wealth LLC | 1.04% | Reduce -2.6% | 354,984 | $42.3M |
| DDFG, Inc | 10.09% | Add +1.3% | 336,881 | $40.1M |
| Franklin Resources Inc. | 0.01% | Add +5.7% | 318,770 | $38.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.2% | 308,477 | $36.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.0% | 297,995 | $35.5M |
| SkyView Investment Advisors, LLC | 5.04% | Reduce -0.3% | 295,867 | $35.2M |
| OneDigital Investment Advisors LLC | 0.39% | Add +1.7% | 291,717 | $34.7M |
| Silicon Valley Capital Partners | 3.56% | New | 286,330 | $34.1M |
| Dynasty Wealth Management, LLC | 0.55% | Reduce -1.6% | 268,623 | $32.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.28% | Add +10.6% | 257,518 | $30.6M |
| Confluence Investment Management LLC | 0.42% | Add +428.2% | 249,390 | $29.7M |
| Klaas Financial Asset Advisors, LLC | 4.53% | Add +1.5% | 240,418 | $28.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -8.0% | 240,942 | $28.5M |
| Willis Johnson & Associates, Inc. | 1.93% | Add +4.8% | 238,207 | $28.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +1.5% | 233,650 | $27.8M |
| CSM Advisors, LLC | 0.80% | Reduce -49.4% | 229,600 | $27.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +312.2% | 227,352 | $27.1M |
| Cabot Wealth Management Inc. | 3.19% | Reduce -10.3% | 225,420 | $26.8M |
| Banco Santander, S.A. | 0.24% | Reduce -4.0% | 214,952 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +26.6% | 214,645 | $25.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.3% | 213,772 | $25.5M |
| New Harbor Financial Group, LLC | 5.79% | Add +0.6% | 211,969 | $25.2M |
| US Bancorp \de | 0.03% | Add +0.3% | 210,867 | $25.1M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +48.6% | 205,980 | $24.5M |
| Anchor Capital Advisors LLC | 0.70% | Reduce -3.0% | 200,721 | $23.9M |
| Allianz Asset Management GmbH | 0.03% | Add +29.9% | 200,300 | $23.9M |
| MBL Wealth, LLC | 2.28% | Reduce -3.9% | 200,198 | $23.8M |
| Strategic Wealth Partners, Ltd. | 1.84% | — | 196,200 | $23.4M |
| Hoese & Co LLP | 18.37% | Add +1.2% | 191,208 | $22.8M |
| Robertson Stephens Wealth Management, LLC | 0.79% | Add +522.9% | 190,365 | $22.7M |
| AmeriServ Wealth Advisors | 11.07% | Add +14.8% | 188,066 | $22.4M |
| Hantz Financial Services, Inc. | 0.35% | Add +11921.4% | 183,927 | $21.9M |
| Lido Advisors, LLC | 0.11% | Reduce -24.8% | 178,606 | $21.3M |
| Beacon Bank & Trust | 4.73% | Add +5.0% | 173,863 | $20.7M |
| MML Investors Services, LLC | 0.06% | Reduce -1.2% | 170,767 | $20.3M |
| Capitolis Liquid Global Markets LLC | 0.14% | Reduce -38.8% | 162,700 | $19.4M |
| Orion Porfolio Solutions, LLC | 0.16% | Reduce -10.1% | 159,832 | $19.0M |
| Jmac Enterprises LLC | 4.04% | Add +30.4% | 158,584 | $18.9M |
| Vectors Research Management, LLC | 6.42% | Add +53.8% | 157,267 | $18.7M |
| Blueprint Investment Partners LLC | 3.29% | Add +153.4% | 155,725 | $18.5M |
| AE Wealth Management LLC | 0.13% | Reduce -9.2% | 154,177 | $18.4M |
| NewEdge Advisors, LLC | 0.09% | Add +29.3% | 152,419 | $18.2M |
| Gunma Bank,Ltd. | 5.83% | No change | 150,000 | $17.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -15.5% | 148,667 | $17.7M |
| First American Trust, FSB | 1.40% | Add +38.8% | 147,148 | $17.5M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -25.0% | 146,825 | $17.5M |
| Capital Investment Services of America, Inc. | 1.57% | Reduce -0.1% | 144,347 | $17.2M |
| Mirabaud & Cie SA | 5.42% | Add +8.4% | 142,971 | $17.0M |
| 1832 Asset Management L.P. | 0.03% | Reduce -0.1% | 141,072 | $16.8M |
| Courier Capital LLC | 1.01% | Add +55.4% | 139,058 | $16.6M |
| Haverford Trust Co | 0.16% | Reduce -0.3% | 138,997 | $16.6M |
| Flow Traders U.S. LLC | 0.61% | New | 138,361 | $16.5M |
"% 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.