Who owns iShares 3-7 Year Treasury Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IEI from SEC Form 13F filings across 822 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 822 institutions disclosed 131.6M shares of iShares 3-7 Year Treasury Bond ETF worth $15.36B — about 83.8% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
822
13F holders
$15.36B
value, 2026 filers
83.8%
of shares outstanding (131.6M sh)
81
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IEI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 19.5M | $2.30B | 0.1% | 12.4% | +3.7% |
| 2 | BANK OF AMERICA CORP /DE/ | 9.2M | $1.08B | 0.1% | 5.9% | -0.4% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 6.8M | $803.1M | 1.2% | 4.4% | +9.3% |
| 4 | Financial Engines Advisors L.L.C. | 4.3M | $508.6M | 0.9% | 2.8% | +2.3% |
| 5 | Invesco Ltd. | 4.3M | $504.1M | 0.0% | 2.7% | 0.0% |
| 6 | ASSETMARK, INC | 3.9M | $462.7M | 0.8% | 2.5% | +17.5% |
| 7 | FMR LLC | 3.7M | $433.6M | 0.0% | 2.3% | +17.3% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3.4M | $402.0M | 0.1% | 2.2% | -10.8% |
| 9 | MORGAN STANLEY | 3.0M | $354.8M | 0.0% | 1.9% | +5.8% |
| 10 | AMERIPRISE FINANCIAL INC | 2.9M | $338.8M | 0.1% | 1.8% | +1.4% |
| 11 | LPL Financial LLC | 2.6M | $307.3M | 0.1% | 1.7% | -4.4% |
| 12 | Bank Julius Baer & Co. Ltd, Zurich | 2.4M | $287.9M | 0.7% | 1.6% | +5.5% |
| 13 | WELLS FARGO & COMPANY/MN | 2.3M | $270.1M | 0.0% | 1.5% | +6.8% |
| 14 | Mariner, LLC | 2.2M | $253.9M | 0.3% | 1.4% | +6.1% |
| 15 | STIFEL FINANCIAL CORP | 2.1M | $252.2M | 0.2% | 1.4% | -10.7% |
| 16 | Cerity Partners LLC | 2.0M | $230.2M | 0.3% | 1.2% | -0.5% |
| 17 | UBS Group AG | 1.9M | $220.5M | 0.0% | 1.2% | -37.1% |
| 18 | TRUIST FINANCIAL CORP | 1.9M | $219.7M | 0.3% | 1.2% | -6.3% |
| 19 | Janney Montgomery Scott LLC | 1.7M | $200.7M | 0.4% | 1.1% | -7.3% |
| 20 | RAYMOND JAMES FINANCIAL INC | 1.6M | $184.1M | 0.0% | 1% | -1.7% |
| 21 | BlackRock, Inc. | 1.5M | $178.7M | 0.0% | 1% | +13.1% |
| 22 | Tanglewood Wealth Management, Inc. | 1.4M | $169.7M | 14.4% | 0.9% | -9.5% |
| 23 | HUNTINGTON NATIONAL BANK | 1.4M | $159.9M | 0.8% | 0.9% | +6.9% |
| 24 | Dynasty Wealth Management, LLC | 1.3M | $147.6M | 1.1% | 0.8% | +15.9% |
| 25 | Facet Wealth, Inc. | 1.2M | $142.5M | 2.0% | 0.8% | +15.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.