IEI Institutional Ownership & Shareholders
ISHARES 3-7 YEAR TREASURY BO (IEI) is currently held by 810 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of IEI tracked by InsiderSet, reporting ownership valued at approximately $2.30B in its June 30, 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 $2.25B, representing an estimated loss of -2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed IEI value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Bank Of America Corp, Captrust Financial Advisors, 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
810
Total Reported Value
$15.09B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$2.30B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.13% | 19,507,348 | $2,297,575,605 | $2,249,782,445 | -$47,793,160 | -2.08% | |
| Bank Of America Corp | 0.07% | 9,202,507 | $1,080,834,476 | $1,061,325,132 | -$19,509,344 | -1.81% | |
| Captrust Financial Advisors | 1.23% | 6,837,882 | $803,109,237 | $788,612,931 | -$14,496,306 | -1.81% | |
| Assetmark, Inc | 0.93% | 4,856,733 | $550,947,757 | $560,127,017 | +$9,179,260 | +1.67% | |
| Financial Engines Advisors L.L.C. | 0.90% | 4,330,638 | $508,633,475 | $499,452,481 | -$9,180,994 | -1.81% | |
| Invesco Ltd. | 0.04% | 4,292,100 | $504,107,145 | $495,007,893 | -$9,099,252 | -1.81% | |
| Fmr Llc | 0.02% | 3,691,423 | $433,557,713 | $425,731,815 | -$7,825,898 | -1.81% | |
| Envestnet Asset Management Inc | 0.09% | 3,422,946 | $402,025,007 | $394,768,362 | -$7,256,645 | -1.81% | |
| Morgan Stanley | 0.02% | 3,020,689 | $354,780,036 | $348,376,062 | -$6,403,974 | -1.81% | |
| Ameriprise Financial Inc | 0.07% | 2,885,340 | $338,844,691 | $332,766,262 | -$6,078,429 | -1.79% | |
| Lpl Financial Llc | 0.07% | 2,616,581 | $307,317,473 | $301,770,287 | -$5,547,186 | -1.81% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.72% | 2,498,166 | $283,502,947 | $288,113,485 | +$4,610,538 | +1.63% | |
| Wells Fargo & Company/Mn | 0.05% | 2,299,590 | $270,086,874 | $265,211,715 | -$4,875,159 | -1.81% | |
| Mariner, Llc | 0.27% | 2,161,388 | $253,854,972 | $249,272,878 | -$4,582,094 | -1.81% | |
| Stifel Financial Corp | 0.21% | 2,147,348 | $252,205,520 | $247,653,645 | -$4,551,875 | -1.80% | |
| Cerity Partners Llc | 0.28% | 1,959,885 | $230,188,519 | $226,033,537 | -$4,154,982 | -1.81% | |
| Ubs Group Ag | 0.04% | 1,877,272 | $220,485,596 | $216,505,780 | -$3,979,816 | -1.81% | |
| Truist Financial Corp | 0.24% | 1,803,968 | $204,642,184 | $208,051,629 | +$3,409,445 | +1.67% | |
| Janney Montgomery Scott Llc | 0.39% | 1,709,213 | $200,747,000 | $197,123,535 | -$3,623,465 | -1.80% | |
| Raymond James Financial Inc | 0.05% | 1,567,393 | $184,090,302 | $180,767,435 | -$3,322,867 | -1.81% | |
| Blackrock, Inc. | 0.00% | 1,521,468 | $178,696,417 | $175,470,904 | -$3,225,513 | -1.81% | |
| Huntington National Bank | 0.78% | 1,361,072 | $159,858,039 | $156,972,434 | -$2,885,605 | -1.81% | |
| Dynasty Wealth Management, Llc | 1.10% | 1,257,130 | $147,649,941 | $144,984,803 | -$2,665,138 | -1.81% | |
| Facet Wealth, Inc. | 2.04% | 1,212,867 | $142,451,243 | $139,879,951 | -$2,571,292 | -1.81% | |
| Creative Planning | 0.07% | 1,135,328 | $128,791,630 | $130,937,378 | +$2,145,748 | +1.67% | |
| Westend Advisors, Llc | 2.82% | 1,127,424 | $127,895,931 | $130,025,810 | +$2,129,879 | +1.67% | |
| Royal Bank Of Canada | 0.02% | 1,041,493 | $122,322,000 | $120,115,388 | -$2,206,612 | -1.80% | |
| Focus Partners Wealth | 0.11% | 922,315 | $108,325,995 | $106,370,589 | -$1,955,406 | -1.81% | |
| Evergreen Capital Management Llc | 1.86% | 924,993 | $104,931,226 | $106,679,443 | +$1,748,217 | +1.67% | |
| Cetera Investment Advisers | 0.09% | 885,965 | $104,056,599 | $102,178,343 | -$1,878,256 | -1.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 824,753 | $90,339,982 | $95,118,763 | +$4,778,781 | +5.29% | |
| Cantor Fitzgerald Investment Advisors L.P. | 4.74% | 756,408 | $85,806,917 | $87,236,535 | +$1,429,618 | +1.67% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.49% | 667,283 | $78,320,662 | $76,957,748 | -$1,362,914 | -1.74% | |
| Wit, Llc | 1.24% | 661,074 | $77,643,141 | $76,241,664 | -$1,401,477 | -1.81% | |
| Strategic Point Investment Advisors, Llc | 9.95% | 677,300 | $76,832,950 | $78,113,009 | +$1,280,059 | +1.67% | |
| Citigroup Inc | 0.04% | 650,548 | $76,406,911 | $75,027,701 | -$1,379,210 | -1.81% | |
| Openarc Corporate Advisory, Llc | 0.79% | 618,496 | $70,162,186 | $71,331,144 | +$1,168,958 | +1.67% | |
| Pnc Financial Services Group, Inc. | 0.04% | 577,354 | $67,810,177 | $66,586,237 | -$1,223,940 | -1.80% | |
| Sagespring Wealth Partners, Llc | 0.95% | 563,597 | $63,934,410 | $64,999,642 | +$1,065,232 | +1.67% | |
| Clarity Financial Llc | 5.39% | 536,456 | $63,006,754 | $61,869,470 | -$1,137,284 | -1.81% | |
| Bank Of New York Mellon Corp | 0.01% | 484,301 | $56,881,179 | $55,854,434 | -$1,026,745 | -1.81% | |
| Waverly Advisors, Llc | 0.32% | 468,365 | $55,009,434 | $54,016,535 | -$992,899 | -1.80% | |
| Victory Capital Management Inc | 0.03% | 442,453 | $51,966,105 | $51,028,104 | -$938,001 | -1.81% | |
| Onedigital Investment Advisors Llc | 0.43% | 436,836 | $51,306,361 | $50,380,296 | -$926,065 | -1.80% | |
| Keybank National Association/Oh | 0.16% | 411,681 | $48,351,967 | $47,479,170 | -$872,797 | -1.81% | |
| 3Edge Asset Management, Lp | 1.96% | 405,486 | $45,998,341 | $46,764,700 | +$766,359 | +1.67% | |
| Northcoast Asset Management Llc | 1.00% | 386,170 | $45,355,779 | $44,536,986 | -$818,793 | -1.81% | |
| Watchman Group, Inc. | 10.12% | 387,270 | $43,931,909 | $44,663,849 | +$731,940 | +1.67% | |
| Allspring Global Investments Holdings, Llc | 0.07% | 364,950 | $42,863,378 | $42,089,684 | -$773,695 | -1.81% | |
| Willis Johnson & Associates, Inc. | 2.37% | 362,619 | $42,589,656 | $41,820,849 | -$768,807 | -1.81% |
Frequently asked questions about IEI
Who are the largest institutional holders of IEI?
The largest institutional holders of IEI reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Bank Of America Corp, Captrust Financial Advisors, Assetmark, Inc, and Financial Engines Advisors L.L.C.. InsiderSet ranks institutional holders by their latest reported IEI position.
What is IEI institutional ownership?
This page tracks IEI positions reported by institutional investment managers through SEC Form 13F. ISHARES 3-7 YEAR TREASURY BO (IEI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IEI?
InsiderSet currently tracks 810 institutional managers reporting IEI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IEI shareholders.
How much IEI stock do institutions own?
Institutional investment managers disclosed approximately $15.09B in IEI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IEI institutional ownership last updated?
The latest IEI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IEI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IEI position after the reporting date.
Are institutions buying or selling IEI?
Institutional buying and selling can be analyzed by comparing IEI positions across consecutive 13F reporting periods. InsiderSet's IEI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IEI ownership changes.
How has IEI institutional ownership changed over time?
InsiderSet tracks IEI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.