iShares 3-7 Year Treasury BoIEIETF
13F holders, Q4 2025 (December 31)849holders +71
71new positions
53sold out
4famous investors
$119.36avg. 13F price*
At the end of Q4 2025, 849 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 71 from Q3 2025. 71 opened new positions and 53 sold out. The largest holders were JPMorgan Chase & Co. ($2.1B), Bank of America Corp. ($789.5M) and Captrust Financial Advisors ($707.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jeremy Grantham (0.0% of GMO'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $62.8M |
| Exits | 53 | $76.7M |
All 13F filers, Q3 2025 → Q4 2025: 8,761,122 shares bought and 6,518,657 shares sold, net +2,242,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 849 holders
| JPMorgan Chase & Co. | 0.14% | Add +7.2% | 17,694,417 | $2.1B |
| Bank of America Corp. | 0.06% | Reduce -6.0% | 6,614,724 | $789.5M |
| Captrust Financial Advisors | 1.35% | Add +5.0% | 5,924,603 | $707.1M |
| Invesco Ltd. | 0.05% | No change | 4,292,100 | $512.3M |
| Financial Engines Advisors L.L.C. | 0.97% | Add +0.8% | 4,287,913 | $511.8M |
| Envestnet Asset Management Inc. | 0.14% | Add +5.4% | 3,874,242 | $462.4M |
| Assetmark, Inc. | 0.74% | Add +6.6% | 3,052,028 | $364.3M |
| Morgan Stanley | 0.02% | Reduce -7.0% | 2,784,256 | $332.3M |
| Ameriprise Financial Inc. | 0.07% | Add +0.2% | 2,726,135 | $325.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.88% | Add +6.5% | 2,679,733 | $319.8M |
| LPL Financial LLC | 0.08% | Add +11.4% | 2,454,299 | $292.9M |
| UBS Group AG | 0.05% | Add +8.2% | 2,271,764 | $271.1M |
| Stifel Financial Corp. | 0.23% | Add +6.8% | 2,175,997 | $259.7M |
| Wells Fargo & Company | 0.05% | Add +2.7% | 2,095,506 | $250.1M |
| Wit, LLC | 5.00% | Add +2.9% | 2,089,070 | $249.3M |
| Truist Financial Corp. | 0.31% | Add +1.7% | 1,968,623 | $235.0M |
| Cerity Partners LLC | 0.34% | Add +5.9% | 1,954,658 | $233.3M |
| Janney Montgomery Scott LLC | 0.52% | Add +5.5% | 1,885,917 | $225.1M |
| BlackRock, Inc. | 0.00% | Reduce -52.8% | 1,618,052 | $193.1M |
| Raymond James Financial Inc. | 0.06% | Add +4.7% | 1,523,850 | $181.9M |
| Tanglewood Wealth Management, Inc. | 16.20% | Add +41.5% | 1,480,366 | $176.7M |
| Clarity Financial LLC | 14.99% | Add +3.2% | 1,358,263 | $162.1M |
| Creative Planning | 0.11% | Reduce -9.6% | 1,246,571 | $148.8M |
| WestEnd Advisors, LLC | 3.26% | Add +1.5% | 1,173,042 | $140.0M |
| Dynasty Wealth Management, LLC | 1.37% | Add +97.3% | 1,170,497 | $139.7M |
| Royal Bank of Canada | 0.02% | Add +6.7% | 1,107,904 | $132.2M |
| Armstrong Advisory Group, Inc. | 7.97% | Add +3.2% | 988,397 | $118.0M |
| Facet Wealth, Inc. | 2.04% | Add +16.1% | 966,634 | $115.2M |
| Focus Partners Wealth | 0.13% | Add +18.1% | 939,394 | $112.1M |
| FMR LLC | 0.01% | Reduce -7.7% | 875,183 | $104.5M |
| Cetera Investment Advisers | 0.10% | Add +5.0% | 800,799 | $95.6M |
| Evergreen Capital Management LLC | 2.00% | Reduce -2.8% | 748,901 | $89.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -4.2% | 708,226 | $84.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +13.3% | 644,190 | $76.9M |
| Strategic Point Investment Advisors, LLC | 10.15% | Add +3.4% | 614,843 | $73.4M |
| Bluespring Wealth Management, LLC | 6.14% | Reduce -0.8% | 597,724 | $71.3M |
| Johnson Financial Group, Inc. | 2.66% | Add +0.2% | 594,344 | $70.9M |
| OpenArc Corporate Advisory, LLC | 1.11% | — | 562,536 | $67.1M |
| Mariner, LLC | 0.07% | Add +2.5% | 494,907 | $59.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.40% | Add +57.5% | 480,586 | $57.5M |
| Sagespring Wealth Partners, LLC | 1.02% | Reduce -8.2% | 468,630 | $55.9M |
| Waverly Advisors, LLC | 0.45% | Add +1.5% | 466,164 | $55.6M |
| Victory Capital Management Inc. | 0.03% | Add +0.0% | 464,017 | $55.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.95% | Add +3.3% | 447,159 | $53.4M |
| Blueprint Investment Partners LLC | 5.50% | Add +146.7% | 430,835 | $51.4M |
| TD Private Client Wealth LLC | 1.05% | Add +0.9% | 413,848 | $49.4M |
| Bank of New York Mellon Corp | 0.01% | Add +12.6% | 413,028 | $49.3M |
| AlphaQuest LLC | 2.70% | Add +644.3% | 403,902 | $48.2M |
| Curi Capital, LLC | 0.83% | Reduce -2.5% | 399,700 | $47.7M |
| Keybank National Association | 0.17% | Add +1.0% | 396,641 | $47.3M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +73.7% | 370,001 | $44.2M |
| WCG Wealth Advisors LLC | 1.21% | Add +204.2% | 360,984 | $43.1M |
| Franklin Resources Inc. | 0.01% | Add +5.0% | 359,794 | $42.9M |
| DDFG, Inc | 9.33% | Add +2.7% | 357,253 | $42.6M |
| Benjamin Edwards Inc. | 0.43% | Add +17.5% | 328,470 | $39.2M |
| Silicon Valley Capital Partners | 3.56% | Add +4.7% | 327,652 | $39.1M |
| Willis Johnson & Associates, Inc. | 2.24% | Add +17.4% | 304,433 | $36.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -56.3% | 296,284 | $35.4M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -2.0% | 286,617 | $34.2M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +11.3% | 284,873 | $34.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -72.8% | 284,011 | $33.9M |
| SkyView Investment Advisors, LLC | 4.28% | Reduce -4.2% | 283,804 | $33.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.8% | 277,801 | $33.2M |
| Banco Santander, S.A. | 0.24% | Add +20.6% | 271,993 | $32.5M |
| Cabot Wealth Management Inc. | 3.58% | Add +11.7% | 271,164 | $32.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +8.6% | 270,784 | $32.4M |
| Klaas Financial Asset Advisors, LLC | 4.39% | Add +3.2% | 253,386 | $30.2M |
| NorthCoast Asset Management LLC | 0.67% | Reduce -45.6% | 253,161 | $30.2M |
| New Harbor Financial Group, LLC | 5.52% | Add +10.7% | 252,645 | $30.2M |
| Allianz Asset Management GmbH | 0.03% | Add +21.3% | 244,800 | $29.2M |
| Northern Trust Corp. | 0.00% | Add +102.5% | 241,104 | $28.8M |
| Hilton Capital Management, LLC | 2.13% | Add +2.6% | 236,863 | $28.3M |
| Strategic Wealth Partners, Ltd. | 1.89% | Add +13.8% | 230,677 | $27.5M |
| Hoese & Co LLP | 18.84% | Add +15.4% | 221,484 | $26.4M |
| MBL Wealth, LLC | 2.12% | Add +5.3% | 220,933 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -2.1% | 213,074 | $25.4M |
| School Employees Retirement Board of Ohio | 12.29% | Reduce -50.0% | 210,715 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.9% | 210,464 | $25.1M |
| US Bancorp \de | 0.03% | Reduce -2.7% | 207,003 | $24.7M |
| Anchor Capital Advisors LLC | 0.67% | Reduce -1.7% | 193,283 | $23.1M |
| DT Investment Partners, LLC | 1.88% | Add +9108.5% | 190,155 | $22.7M |
| CSM Advisors, LLC | 0.62% | No change | 189,900 | $22.7M |
| AE Wealth Management LLC | 0.13% | Add +6.9% | 186,548 | $22.3M |
| Mirabaud & Cie SA | 7.10% | Add +15.9% | 184,445 | $22.0M |
| Blueprint Financial Advisors LLC | 3.36% | Add +129.3% | 184,310 | $22.0M |
| Jmac Enterprises LLC | 4.16% | Add +8.1% | 182,549 | $21.8M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +0.1% | 174,264 | $20.8M |
| NewEdge Advisors, LLC | 0.07% | Add +13.5% | 171,648 | $20.5M |
| First American Trust, FSB | 1.40% | Add +2.8% | 170,910 | $20.4M |
| Napier Financial, LLC | 5.07% | — | 170,227 | $20.3M |
| Coldstream Capital Management Inc. | 0.26% | Add +40.9% | 164,672 | $19.7M |
| Baird Financial Group, Inc. | 0.03% | Add +3.5% | 162,484 | $19.4M |
| Vectors Research Management, LLC | 5.84% | Add +3.9% | 160,211 | $19.1M |
| Independence Financial Advisors, LLC | 5.23% | Add +4.3% | 159,512 | $19.0M |
| MML Investors Services, LLC | 0.05% | Add +12.7% | 156,317 | $18.7M |
| Haverford Trust Co | 0.16% | Add +7.1% | 152,863 | $18.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -39.0% | 150,546 | $18.0M |
| Lido Advisors, LLC | 0.07% | Reduce -7.0% | 149,425 | $17.8M |
| Capital Investment Services of America, Inc. | 1.66% | Add +0.1% | 147,324 | $17.6M |
| Hantz Financial Services, Inc. | 0.26% | Reduce -22.8% | 147,090 | $17.6M |
"% 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.