ISHARES 3-7 YEAR TREASURY BO (IEI) Institutional Ownership
IEI is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $486,282 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $486,282 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IEI position is now estimated to be worth approximately $479,290, representing an estimated loss of -1.44% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES 3-7 YEAR TREASURY BO (IEI).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $486,282 | 4,100 |
| Q4 2025 | 1 | $490,551 | 4,110 |
| Q3 2025 | 2 | $6,459,919 | 54,053 |
| Q2 2025 | 2 | $5,575,462 | 46,817 |
| Q1 2025 | 2 | $6,770,304 | 57,310 |
| Q4 2024 | 1 | $330,691 | 2,862 |
| Q3 2024 | 1 | $366,935 | 3,068 |
| Q2 2024 | 1 | $242,583 | 2,101 |
| Q1 2024 | 1 | $252,977 | 2,184 |
| Q1 2023 | 1 | $27,295 | 232 |
| Q4 2022 | 1 | $471 | 4,100 |
| Q2 2022 | 1 | $1,981 | 16,600 |
Related IEI Institutional Insights:
- IEI Institutional Ownership & Insiders Activity
- IEI Institutional Ownership & 13F Activity
- IEI Top Institutional Shareholders
- IEI Institutional Buying Activity
- IEI Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IEI Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings