iShares 3-7 Year Treasury BoIEIETF
13F holders, Q1 2026 (March 31)838holders −11
69new positions
84sold out
5famous investors
$118.57avg. 13F price*
At the end of Q1 2026, 838 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, down 11 from Q4 2025. 69 opened new positions and 84 sold out. The largest holders were JPMorgan Chase & Co. ($2.2B), Bank of America Corp. ($1.1B) and Captrust Financial Advisors ($742.2M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $218.5M |
| Exits | 84 | $84.5M |
All 13F filers, Q4 2025 → Q1 2026: 15,908,337 shares bought and 5,043,086 shares sold, net +10,865,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 838 holders
| JPMorgan Chase & Co. | 0.15% | Add +6.3% | 18,817,986 | $2.2B |
| Bank of America Corp. | 0.08% | Add +39.7% | 9,242,672 | $1.1B |
| Captrust Financial Advisors | 1.30% | Add +5.6% | 6,258,233 | $742.2M |
| Invesco Ltd. | 0.05% | No change | 4,292,100 | $509.0M |
| Financial Engines Advisors L.L.C. | 1.02% | Reduce -1.3% | 4,231,532 | $501.9M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -1.0% | 3,835,777 | $454.9M |
| Assetmark, Inc. | 0.81% | Add +9.8% | 3,352,425 | $397.6M |
| FMR LLC | 0.02% | Add +259.6% | 3,146,974 | $373.2M |
| UBS Group AG | 0.06% | Add +31.4% | 2,985,127 | $354.0M |
| Morgan Stanley | 0.02% | Add +2.5% | 2,855,064 | $338.6M |
| Ameriprise Financial Inc. | 0.08% | Add +4.4% | 2,845,738 | $337.2M |
| LPL Financial LLC | 0.09% | Add +11.5% | 2,735,908 | $324.5M |
| Stifel Financial Corp. | 0.26% | Add +10.5% | 2,403,767 | $285.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.83% | Reduce -13.5% | 2,318,980 | $275.0M |
| Wit, LLC | 5.07% | Add +8.4% | 2,263,922 | $268.5M |
| Wells Fargo & Company | 0.05% | Add +2.7% | 2,152,305 | $255.3M |
| Mariner, LLC | 0.28% | Add +311.6% | 2,037,091 | $241.6M |
| Truist Financial Corp. | 0.32% | Add +1.4% | 1,995,728 | $236.7M |
| Cerity Partners LLC | 0.33% | Add +0.7% | 1,968,957 | $233.5M |
| Janney Montgomery Scott LLC | 0.54% | Reduce -2.2% | 1,844,787 | $218.8M |
| Tanglewood Wealth Management, Inc. | 15.69% | Add +7.9% | 1,596,822 | $189.4M |
| Raymond James Financial Inc. | 0.06% | Add +4.7% | 1,594,914 | $189.2M |
| BlackRock, Inc. | 0.00% | Reduce -16.9% | 1,344,980 | $159.5M |
| WestEnd Advisors, LLC | 3.45% | Add +2.8% | 1,205,864 | $143.0M |
| Creative Planning | 0.09% | Reduce -5.6% | 1,176,837 | $139.6M |
| Royal Bank of Canada | 0.03% | Add +0.5% | 1,113,025 | $132.0M |
| Dynasty Wealth Management, LLC | 1.12% | Reduce -7.3% | 1,085,040 | $128.7M |
| Armstrong Advisory Group, Inc. | 8.63% | Add +9.7% | 1,084,487 | $128.6M |
| Facet Wealth, Inc. | 2.16% | Add +8.6% | 1,049,997 | $124.5M |
| Focus Partners Wealth | 0.13% | Add +2.6% | 963,830 | $114.3M |
| Clarity Financial LLC | 11.88% | Reduce -32.2% | 920,520 | $109.2M |
| Cetera Investment Advisers | 0.11% | Add +12.1% | 897,314 | $106.4M |
| Evergreen Capital Management LLC | 1.92% | Reduce -0.2% | 747,310 | $88.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 6.30% | Add +61.0% | 719,834 | $85.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -4.6% | 675,348 | $80.1M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.1% | 643,404 | $76.3M |
| Strategic Point Investment Advisors, LLC | 11.02% | Add +4.0% | 639,390 | $75.8M |
| Bluespring Wealth Management, LLC | 6.29% | Add +3.0% | 615,718 | $73.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.44% | Add +10.3% | 529,872 | $62.5M |
| Osaic Holdings, Inc. | 0.09% | Add +65.2% | 489,387 | $58.1M |
| Sagespring Wealth Partners, LLC | 1.05% | Add +4.0% | 487,319 | $57.8M |
| Victory Capital Management Inc. | 0.04% | Add +3.1% | 478,423 | $56.7M |
| OpenArc Corporate Advisory, LLC | 0.81% | Reduce -15.4% | 475,868 | $56.4M |
| Waverly Advisors, LLC | 0.40% | Reduce -2.4% | 455,053 | $54.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +114.6% | 451,719 | $53.6M |
| Bank of New York Mellon Corp | 0.01% | Add +8.5% | 447,982 | $53.1M |
| Curi Capital, LLC | 0.87% | Add +3.2% | 412,543 | $48.9M |
| TD Private Client Wealth LLC | 1.01% | Reduce -0.7% | 410,840 | $48.7M |
| University of Illinois Foundation | 9.99% | New | 410,500 | $48.7M |
| Keybank National Association | 0.18% | Add +2.7% | 407,193 | $48.3M |
| Franklin Resources Inc. | 0.01% | Add +12.4% | 404,436 | $48.0M |
| NorthCoast Asset Management LLC | 1.07% | Add +54.2% | 390,414 | $46.3M |
| DDFG, Inc | 9.48% | Add +3.9% | 371,059 | $44.0M |
| Allspring Global Investments Holdings, LLC | 0.07% | No change | 370,001 | $43.9M |
| OneDigital Investment Advisors LLC | 0.41% | Add +24.6% | 357,210 | $42.4M |
| Blueprint Investment Partners LLC | 4.22% | Reduce -19.0% | 349,025 | $41.4M |
| Benjamin Edwards Inc. | 0.40% | Add +3.9% | 341,421 | $40.5M |
| Willis Johnson & Associates, Inc. | 2.33% | Add +10.9% | 337,503 | $40.0M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +12.1% | 319,437 | $37.9M |
| Silicon Valley Capital Partners | 3.67% | Reduce -3.7% | 315,584 | $37.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.6% | 299,887 | $35.6M |
| SkyView Investment Advisors, LLC | 4.76% | Add +2.2% | 290,122 | $35.4M |
| Allianz Asset Management GmbH | 0.04% | Add +18.0% | 288,900 | $34.3M |
| Cabot Wealth Management Inc. | 3.81% | Add +3.0% | 279,159 | $33.1M |
| Banco Santander, S.A. | 0.26% | Add +0.2% | 272,569 | $32.3M |
| New Harbor Financial Group, LLC | 5.86% | Add +7.8% | 272,300 | $32.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.0% | 261,176 | $31.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +21.2% | 258,197 | $30.6M |
| Permanens Capital L.P. | 3.94% | Add +1462.5% | 257,944 | $30.6M |
| Citadel Advisors | 0.02% | New | 256,392 | $30.4M |
| Strategic Wealth Partners, Ltd. | 1.99% | Add +4.9% | 241,901 | $28.7M |
| MBL Wealth, LLC | 2.13% | Add +7.5% | 237,478 | $28.2M |
| Weaver Capital Management LLC | 5.96% | New | 231,359 | $27.4M |
| Hantz Financial Services, Inc. | 0.41% | Add +54.5% | 227,262 | $27.0M |
| Anchor Capital Advisors LLC | 0.77% | Add +17.3% | 226,745 | $26.9M |
| Hoese & Co LLP | 19.89% | Add +2.0% | 225,998 | $26.8M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +27.6% | 222,267 | $26.4M |
| US Bancorp \de | 0.03% | Add +2.0% | 211,176 | $25.0M |
| School Employees Retirement Board of Ohio | 10.19% | No change | 210,715 | $25.0M |
| Blueprint Financial Advisors LLC | 3.46% | Add +6.7% | 196,711 | $23.3M |
| DT Investment Partners, LLC | 1.94% | Add +3.4% | 196,652 | $23.3M |
| AE Wealth Management LLC | 0.12% | Add +3.3% | 192,693 | $22.9M |
| CSM Advisors, LLC | 0.55% | No change | 189,900 | $22.5M |
| Mirabaud & Cie SA | 9.11% | Add +2.3% | 188,618 | $22.4M |
| Jmac Enterprises LLC | 4.24% | Add +2.2% | 186,581 | $22.1M |
| CVS HEALTH Corp | 10.21% | New | 182,800 | $21.7M |
| First American Trust, FSB | 1.44% | Add +5.6% | 180,491 | $21.4M |
| Baird Financial Group, Inc. | 0.03% | Add +10.0% | 178,684 | $21.2M |
| Jones Financial Companies LLLP | 0.01% | Add +87.0% | 173,121 | $20.4M |
| NewEdge Advisors, LLC | 0.07% | Add +0.3% | 172,155 | $20.4M |
| Napier Financial, LLC | 4.61% | Reduce -0.5% | 169,333 | $20.1M |
| Independence Financial Advisors, LLC | 5.81% | Add +2.4% | 163,298 | $19.4M |
| Haverford Trust Co | 0.18% | Add +6.3% | 162,535 | $19.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -33.2% | 180,904 | $18.2M |
| PFG Advisors | 0.85% | Add +193.0% | 148,034 | $17.6M |
| 1832 Asset Management L.P. | 0.02% | Add +3.9% | 145,646 | $17.3M |
| Canal Capital Management, LLC | 2.33% | Add +4.8% | 145,178 | $17.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.2% | 144,242 | $17.1M |
| Capital Investment Services of America, Inc. | 1.78% | Reduce -2.5% | 143,566 | $17.0M |
| Vectors Research Management, LLC | 4.87% | Reduce -12.3% | 140,465 | $16.7M |
"% 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.