iShares 3-7 Year Treasury BoIEIETF
13F holders, Q3 2025 (September 30)778holders +7
74new positions
63sold out
3famous investors
$119.39avg. 13F price*
At the end of Q3 2025, 778 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 7 from Q2 2025. 74 opened new positions and 63 sold out. The largest holders were JPMorgan Chase & Co. ($2.0B), Bank of America Corp. ($841.1M) and Captrust Financial Advisors ($674.4M). 3 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 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $45.1M |
| Exits | 63 | $58.3M |
All 13F filers, Q2 2025 → Q3 2025: 16,184,248 shares bought and 3,617,418 shares sold, net +12,566,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 778 holders
| JPMorgan Chase & Co. | 0.13% | Add +37.7% | 16,513,521 | $2.0B |
| Bank of America Corp. | 0.06% | Add +3.6% | 7,037,805 | $841.1M |
| Captrust Financial Advisors | 1.38% | Add +54.6% | 5,643,321 | $674.4M |
| Invesco Ltd. | 0.08% | No change | 4,292,100 | $512.9M |
| Financial Engines Advisors L.L.C. | 0.97% | Add +5.9% | 4,253,967 | $508.4M |
| Envestnet Asset Management Inc. | 0.13% | Add +9.3% | 3,676,586 | $439.4M |
| BlackRock, Inc. | 0.01% | Add +310.9% | 3,424,127 | $409.2M |
| Morgan Stanley | 0.02% | Reduce -1.3% | 2,993,888 | $357.8M |
| Assetmark, Inc. | 0.73% | Add +12.4% | 2,862,009 | $342.0M |
| Ameriprise Financial Inc. | 0.07% | Reduce -0.8% | 2,719,795 | $324.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.85% | Add +2.7% | 2,516,836 | $300.8M |
| LPL Financial LLC | 0.08% | Add +17.6% | 2,203,954 | $263.4M |
| UBS Group AG | 0.05% | Reduce -4.2% | 2,100,257 | $251.0M |
| Wells Fargo & Company | 0.05% | Reduce -3.1% | 2,039,591 | $243.8M |
| Stifel Financial Corp. | 0.22% | Reduce -6.1% | 2,036,746 | $243.4M |
| Wit, LLC | 5.49% | Reduce -17.9% | 2,029,697 | $242.6M |
| Truist Financial Corp. | 0.31% | Add +3.3% | 1,936,307 | $231.4M |
| Cerity Partners LLC | 0.36% | Add +2.6% | 1,846,448 | $220.7M |
| Janney Montgomery Scott LLC | 0.51% | Add +13.8% | 1,786,726 | $213.5M |
| Raymond James Financial Inc. | 0.06% | Add +12.4% | 1,456,028 | $174.0M |
| Creative Planning | 0.13% | Reduce -4.2% | 1,378,438 | $164.7M |
| Clarity Financial LLC | 15.61% | Add +126.8% | 1,316,381 | $157.3M |
| WestEnd Advisors, LLC | 3.23% | Add +13.8% | 1,155,466 | $138.1M |
| Tanglewood Wealth Management, Inc. | 11.62% | Reduce -0.9% | 1,045,950 | $125.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.1% | 1,043,926 | $124.8M |
| Royal Bank of Canada | 0.02% | Add +7.1% | 1,038,424 | $124.1M |
| Armstrong Advisory Group, Inc. | 8.07% | Add +1.6% | 957,560 | $114.4M |
| FMR LLC | 0.01% | Reduce -7.0% | 948,471 | $113.4M |
| Facet Wealth, Inc. | 2.06% | Add +6.0% | 832,250 | $99.5M |
| Focus Partners Wealth | 0.15% | Add +6.0% | 795,211 | $95.0M |
| Evergreen Capital Management LLC | 2.19% | Add +20.7% | 770,585 | $92.1M |
| Cetera Investment Advisers | 0.11% | Add +18.1% | 762,330 | $91.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +216.3% | 739,010 | $88.3M |
| Osaic Holdings, Inc. | 0.11% | Add +35.6% | 677,986 | $81.1M |
| Bluespring Wealth Management, LLC | 6.26% | Add +4.8% | 602,550 | $72.0M |
| Strategic Point Investment Advisors, LLC | 10.21% | Add +1.8% | 594,841 | $71.1M |
| Johnson Financial Group, Inc. | 2.66% | Add +7.6% | 593,389 | $70.9M |
| Dynasty Wealth Management, LLC | 0.95% | Add +120.8% | 593,126 | $70.9M |
| PNC Financial Services Group, Inc. | 0.04% | Add +2.2% | 568,654 | $68.0M |
| Sagespring Wealth Partners, LLC | 1.19% | Add +5.7% | 510,439 | $61.0M |
| Mariner, LLC | 0.07% | Add +0.6% | 482,982 | $57.7M |
| NorthCoast Asset Management LLC | 0.22% | Reduce -20.1% | 465,686 | $55.7M |
| Victory Capital Management Inc. | 0.03% | Add +13.2% | 463,829 | $55.4M |
| Waverly Advisors, LLC | 0.55% | Reduce -0.5% | 459,418 | $54.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.52% | Add +3.1% | 432,750 | $51.7M |
| School Employees Retirement Board of Ohio | 25.97% | Add +0.2% | 421,430 | $50.4M |
| Curi Capital, LLC | 0.90% | Reduce -11.0% | 409,980 | $49.0M |
| TD Private Client Wealth LLC | 1.10% | Add +15.5% | 409,944 | $49.0M |
| Keybank National Association | 0.16% | Add +2.6% | 392,735 | $46.9M |
| Bank of New York Mellon Corp | 0.01% | Add +18.9% | 366,865 | $43.8M |
| DDFG, Inc | 9.60% | Add +3.3% | 347,955 | $41.6M |
| Franklin Resources Inc. | 0.01% | Add +7.5% | 342,771 | $41.0M |
| Silicon Valley Capital Partners | 3.53% | Add +9.3% | 313,006 | $37.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.28% | Add +18.5% | 305,198 | $36.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.0% | 297,980 | $35.6M |
| SkyView Investment Advisors, LLC | 4.47% | Add +0.1% | 296,167 | $35.4M |
| OneDigital Investment Advisors LLC | 0.36% | Add +0.3% | 292,529 | $35.0M |
| Benjamin Edwards Inc. | 0.38% | Reduce -53.0% | 279,514 | $33.4M |
| Willis Johnson & Associates, Inc. | 1.92% | Add +8.8% | 259,208 | $31.0M |
| O'shaughnessy Asset Management, LLC | 0.18% | Add +24.3% | 256,070 | $30.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.5% | 249,247 | $29.8M |
| HighTower Advisors, LLC | 0.03% | Add +15.5% | 246,840 | $29.5M |
| Klaas Financial Asset Advisors, LLC | 4.40% | Add +2.1% | 245,588 | $29.4M |
| Cabot Wealth Management Inc. | 3.22% | Add +7.7% | 242,845 | $29.0M |
| Hilton Capital Management, LLC | 2.23% | Add +83.0% | 230,755 | $27.6M |
| New Harbor Financial Group, LLC | 5.53% | Add +7.7% | 228,288 | $27.3M |
| Banco Santander, S.A. | 0.24% | Add +4.9% | 225,493 | $26.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.4% | 217,614 | $26.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +133.7% | 213,064 | $25.5M |
| US Bancorp \de | 0.03% | Add +0.9% | 212,711 | $25.4M |
| MBL Wealth, LLC | 2.19% | Add +4.8% | 209,779 | $25.1M |
| Strategic Wealth Partners, Ltd. | 1.81% | Add +3.4% | 202,777 | $24.2M |
| Allianz Asset Management GmbH | 0.03% | Add +0.8% | 201,800 | $24.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.3% | 200,699 | $24.0M |
| Beacon Bank & Trust | 5.14% | Add +15.0% | 199,905 | $23.9M |
| Anchor Capital Advisors LLC | 0.68% | Reduce -2.0% | 196,611 | $23.5M |
| BNP Paribas Financial Markets | 0.02% | Add +101.4% | 192,136 | $23.0M |
| Hoese & Co LLP | 17.53% | Add +0.3% | 191,858 | $22.9M |
| Hantz Financial Services, Inc. | 0.34% | Add +3.6% | 190,561 | $22.8M |
| CSM Advisors, LLC | 0.63% | Reduce -17.3% | 189,900 | $22.7M |
| AmeriServ Wealth Advisors | 10.97% | Reduce -3.4% | 181,726 | $21.7M |
| Gunma Bank,Ltd. | 6.73% | Add +20.0% | 180,000 | $21.5M |
| Blueprint Investment Partners LLC | 2.93% | Add +12.2% | 174,650 | $20.9M |
| AE Wealth Management LLC | 0.13% | Add +13.2% | 174,530 | $20.9M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +8.9% | 174,082 | $20.8M |
| Jmac Enterprises LLC | 3.99% | Add +6.5% | 168,812 | $20.2M |
| First American Trust, FSB | 1.44% | Add +13.0% | 166,262 | $19.9M |
| Flow Traders U.S. LLC | 0.78% | Add +16.1% | 160,688 | $19.2M |
| Lido Advisors, LLC | 0.08% | Reduce -10.1% | 160,665 | $19.2M |
| Mirabaud & Cie SA | 6.04% | Add +11.3% | 159,092 | $19.0M |
| Baird Financial Group, Inc. | 0.03% | Add +23.8% | 157,003 | $18.8M |
| Vectors Research Management, LLC | 5.81% | Reduce -2.0% | 154,154 | $18.4M |
| Independence Financial Advisors, LLC | 5.57% | Add +57.6% | 152,913 | $18.3M |
| NewEdge Advisors, LLC | 0.08% | Reduce -0.8% | 151,194 | $18.1M |
| Capital Investment Services of America, Inc. | 1.56% | Add +2.0% | 147,199 | $17.6M |
| 1832 Asset Management L.P. | 0.03% | Add +3.2% | 145,523 | $17.4M |
| Haverford Trust Co | 0.15% | Add +2.7% | 142,757 | $17.1M |
| CFS Investment Advisory Services, LLC | 1.23% | Add +0.4% | 138,253 | $16.6M |
| MML Investors Services, LLC | 0.04% | Reduce -18.8% | 138,681 | $16.6M |
| AAFMAA Wealth Management & Trust LLC | 6.54% | Add +2.9% | 137,945 | $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.