ISHARES 3-7 YEAR TREASURY BO (IEI) Institutional Shareholders
ISHARES 3-7 YEAR TREASURY BO (IEI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.14B in IEI holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IEI tracked by InsiderSet, reporting ownership valued at approximately $1.10B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.08B, representing an estimated loss of -1.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed IEI value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Captrust Financial Advisors, Invesco Ltd., and several other long-term asset managers with concentrated positions in ISHARES 3-7 YEAR TREASURY BO (IEI).
This page ranks the largest institutional IEI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
823
Total Reported Value
$13.14B
Largest Holder
Bank Of America Corp
Largest Position
$1.10B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.08% | 9,242,672 | $1,096,180,894 | $1,076,586,435 | -$19,594,459 | -1.79% | |
| Captrust Financial Advisors | 1.30% | 6,258,233 | $742,221,254 | $728,958,980 | -$13,262,274 | -1.79% | |
| Invesco Ltd. | 0.08% | 4,292,100 | $509,043,060 | $499,943,808 | -$9,099,252 | -1.79% | |
| Financial Engines Advisors L.L.C. | 1.02% | 4,231,532 | $501,859,689 | $492,888,847 | -$8,970,842 | -1.79% | |
| Assetmark, Inc | 0.80% | 3,939,898 | $462,740,992 | $458,919,319 | -$3,821,673 | -0.83% | |
| Envestnet Asset Management Inc | 0.12% | 3,835,777 | $454,923,120 | $446,791,305 | -$8,131,815 | -1.79% | |
| Fmr Llc | 0.02% | 3,146,974 | $373,231,094 | $366,559,532 | -$6,671,562 | -1.79% | |
| Ubs Group Ag | 0.06% | 2,985,127 | $354,036,062 | $347,707,593 | -$6,328,469 | -1.79% | |
| Morgan Stanley | 0.02% | 2,855,064 | $338,610,797 | $332,557,855 | -$6,052,942 | -1.79% | |
| Ameriprise Financial Inc | 0.08% | 2,845,738 | $337,218,543 | $331,471,562 | -$5,746,981 | -1.70% | |
| Lpl Financial Llc | 0.09% | 2,735,908 | $324,478,674 | $318,678,564 | -$5,800,110 | -1.79% | |
| Stifel Financial Corp | 0.26% | 2,403,767 | $285,086,636 | $279,990,780 | -$5,095,856 | -1.79% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.83% | 2,318,980 | $275,031,029 | $270,114,790 | -$4,916,239 | -1.79% | |
| Wit, Llc | 5.07% | 2,263,922 | $268,501,149 | $263,701,635 | -$4,799,514 | -1.79% | |
| Wells Fargo & Company/Mn | 0.05% | 2,152,305 | $255,263,415 | $250,700,486 | -$4,562,929 | -1.79% | |
| Mariner, Llc | 0.28% | 2,037,091 | $241,598,789 | $237,280,360 | -$4,318,429 | -1.79% | |
| Cerity Partners Llc | 0.33% | 1,968,957 | $233,518,139 | $229,344,111 | -$4,174,028 | -1.79% | |
| Truist Financial Corp | 0.26% | 1,870,174 | $219,651,880 | $217,837,868 | -$1,814,012 | -0.83% | |
| Raymond James Financial Inc | 0.06% | 1,594,914 | $189,156,775 | $185,775,583 | -$3,381,192 | -1.79% | |
| Tanglewood Wealth Management, Inc. | 14.44% | 1,445,259 | $169,745,708 | $168,343,768 | -$1,401,940 | -0.83% | |
| Blackrock, Inc. | 0.00% | 1,344,980 | $159,514,628 | $156,663,270 | -$2,851,358 | -1.79% | |
| Huntington National Bank | 0.83% | 1,273,655 | $151,055,474 | $148,355,334 | -$2,700,140 | -1.79% | |
| Facet Wealth, Inc. | 2.04% | 1,212,867 | $142,451,243 | $141,274,748 | -$1,176,495 | -0.83% | |
| Creative Planning | 0.09% | 1,176,837 | $139,572,858 | $137,077,974 | -$2,494,884 | -1.79% | |
| Royal Bank Of Canada | 0.03% | 1,113,025 | $132,004,000 | $129,645,152 | -$2,358,848 | -1.79% | |
| Westend Advisors, Llc | 2.88% | 1,099,976 | $129,193,206 | $128,125,204 | -$1,068,002 | -0.83% | |
| Dynasty Wealth Management, Llc | 1.12% | 1,085,040 | $128,685,711 | $126,385,459 | -$2,300,252 | -1.79% | |
| Focus Partners Wealth | 0.13% | 963,830 | $114,310,345 | $112,266,918 | -$2,043,427 | -1.79% | |
| Cetera Investment Advisers | 0.11% | 897,314 | $106,421,413 | $104,519,135 | -$1,902,278 | -1.79% | |
| Cantor Fitzgerald Investment Advisors L.P. | 6.03% | 760,770 | $89,352,381 | $88,614,490 | -$737,891 | -0.83% | |
| Evergreen Capital Management Llc | 1.51% | 730,746 | $85,826,157 | $85,117,294 | -$708,863 | -0.83% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 675,348 | $80,096,250 | $78,664,535 | -$1,431,715 | -1.79% | |
| Strategic Point Investment Advisors, Llc | 10.21% | 667,170 | $78,359,058 | $77,711,962 | -$647,096 | -0.83% | |
| Armstrong Advisory Group, Inc | 4.70% | 657,428 | $77,214,885 | $76,577,213 | -$637,672 | -0.83% | |
| Sns Financial Group, Llc | 6.29% | 615,718 | $73,024,102 | $71,718,833 | -$1,305,269 | -1.79% | |
| Pnc Financial Services Group, Inc. | 0.04% | 589,125 | $69,870,245 | $68,621,280 | -$1,248,965 | -1.79% | |
| Clarity Financial Llc | 5.39% | 536,456 | $63,006,754 | $62,486,395 | -$520,359 | -0.83% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.44% | 529,872 | $62,514,731 | $61,719,491 | -$795,240 | -1.27% | |
| Osaic Holdings, Inc. | 0.09% | 489,387 | $58,062,493 | $57,003,798 | -$1,058,695 | -1.82% | |
| Sagespring Wealth Partners, Llc | 1.05% | 487,319 | $57,796,058 | $56,762,917 | -$1,033,141 | -1.79% | |
| Victory Capital Management Inc | 0.04% | 478,423 | $56,740,968 | $55,726,711 | -$1,014,257 | -1.79% | |
| Openarc Corporate Advisory, Llc | 0.81% | 475,868 | $56,437,945 | $55,429,105 | -$1,008,840 | -1.79% | |
| Strategic Wealth Partners, Ltd. | 1.94% | 472,578 | $56,220,692 | $55,045,885 | -$1,174,807 | -2.09% | |
| Waverly Advisors, Llc | 0.40% | 455,053 | $53,969,337 | $53,004,573 | -$964,764 | -1.79% | |
| Goldman Sachs Group Inc | 0.01% | 451,719 | $53,573,874 | $52,616,229 | -$957,645 | -1.79% | |
| Bank Of New York Mellon Corp | 0.01% | 447,982 | $53,130,637 | $52,180,943 | -$949,694 | -1.79% | |
| Curi Capital, Llc | 0.87% | 412,543 | $48,927,643 | $48,053,009 | -$874,634 | -1.79% | |
| Td Private Client Wealth Llc | 1.01% | 410,840 | $48,725,672 | $47,854,643 | -$871,029 | -1.79% | |
| University Of Illinois Foundation | 9.99% | 410,500 | $48,685,300 | $47,815,040 | -$870,260 | -1.79% | |
| Keybank National Association/Oh | 0.16% | 411,681 | $48,351,967 | $47,952,603 | -$399,364 | -0.83% |
Frequently asked questions about IEI
Who owns the most IEI stock?
The largest holders of IEI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 3-7 YEAR TREASURY BO (IEI).
Is IEI widely held by superinvestors?
Many widely followed stocks like IEI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IEI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.