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 $14.80B in IEI holdings during the latest filing period.
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 $2.27B, representing an estimated loss of -1.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
815
Total Reported Value
$14.80B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$2.30B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| 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 | $2,274,361,703 | -$23,213,902 | -1.01% | |
| Bank Of America Corp | 0.07% | 9,202,507 | $1,080,834,476 | $1,072,920,291 | -$7,914,185 | -0.73% | |
| Captrust Financial Advisors | 1.23% | 6,837,882 | $803,109,237 | $797,228,662 | -$5,880,575 | -0.73% | |
| Financial Engines Advisors L.L.C. | 0.90% | 4,330,638 | $508,633,475 | $504,909,084 | -$3,724,391 | -0.73% | |
| Invesco Ltd. | 0.04% | 4,292,100 | $504,107,145 | $500,415,939 | -$3,691,206 | -0.73% | |
| Assetmark, Inc | 0.80% | 3,939,898 | $462,740,992 | $459,352,708 | -$3,388,284 | -0.73% | |
| Fmr Llc | 0.02% | 3,691,423 | $433,557,713 | $430,383,008 | -$3,174,705 | -0.73% | |
| Envestnet Asset Management Inc | 0.09% | 3,422,946 | $402,025,007 | $399,081,274 | -$2,943,733 | -0.73% | |
| Morgan Stanley | 0.02% | 3,020,689 | $354,780,036 | $352,182,131 | -$2,597,905 | -0.73% | |
| Ameriprise Financial Inc | 0.07% | 2,885,340 | $338,844,691 | $336,401,791 | -$2,442,900 | -0.72% | |
| Lpl Financial Llc | 0.07% | 2,616,581 | $307,317,473 | $305,067,179 | -$2,250,294 | -0.73% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.75% | 2,445,430 | $287,921,246 | $285,112,684 | -$2,808,562 | -0.98% | |
| Wells Fargo & Company/Mn | 0.05% | 2,299,590 | $270,086,874 | $268,109,198 | -$1,977,676 | -0.73% | |
| Mariner, Llc | 0.27% | 2,161,388 | $253,854,972 | $251,996,227 | -$1,858,745 | -0.73% | |
| Stifel Financial Corp | 0.21% | 2,147,348 | $252,205,520 | $250,359,303 | -$1,846,217 | -0.73% | |
| Cerity Partners Llc | 0.28% | 1,959,885 | $230,188,519 | $228,502,992 | -$1,685,527 | -0.73% | |
| Ubs Group Ag | 0.04% | 1,877,272 | $220,485,596 | $218,871,142 | -$1,614,454 | -0.73% | |
| Truist Financial Corp | 0.26% | 1,870,174 | $219,651,880 | $218,043,587 | -$1,608,293 | -0.73% | |
| Raymond James Financial Inc | 0.05% | 1,567,393 | $184,090,302 | $182,742,350 | -$1,347,952 | -0.73% | |
| Blackrock, Inc. | 0.00% | 1,521,468 | $178,696,417 | $177,387,954 | -$1,308,463 | -0.73% | |
| Tanglewood Wealth Management, Inc. | 14.44% | 1,445,259 | $169,745,708 | $168,502,747 | -$1,242,961 | -0.73% | |
| Huntington National Bank | 0.78% | 1,361,072 | $159,858,039 | $158,687,384 | -$1,170,655 | -0.73% | |
| Dynasty Wealth Management, Llc | 1.10% | 1,257,130 | $147,649,941 | $146,568,787 | -$1,081,154 | -0.73% | |
| Facet Wealth, Inc. | 2.04% | 1,212,867 | $142,451,243 | $141,408,164 | -$1,043,079 | -0.73% | |
| Westend Advisors, Llc | 2.88% | 1,099,976 | $129,193,206 | $128,246,202 | -$947,004 | -0.73% | |
| Royal Bank Of Canada | 0.02% | 1,041,493 | $122,322,000 | $121,427,669 | -$894,331 | -0.73% | |
| Focus Partners Wealth | 0.11% | 922,315 | $108,325,995 | $107,532,706 | -$793,289 | -0.73% | |
| Cetera Investment Advisers | 0.09% | 885,965 | $104,056,599 | $103,294,659 | -$761,940 | -0.73% | |
| Cantor Fitzgerald Investment Advisors L.P. | 6.03% | 760,770 | $89,352,381 | $88,698,174 | -$654,207 | -0.73% | |
| Evergreen Capital Management Llc | 1.51% | 730,746 | $85,826,157 | $85,197,676 | -$628,481 | -0.73% | |
| Strategic Point Investment Advisors, Llc | 10.21% | 667,170 | $78,359,058 | $77,785,350 | -$573,708 | -0.73% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.49% | 667,283 | $78,320,662 | $77,798,525 | -$522,137 | -0.67% | |
| Wit, Llc | 1.24% | 661,074 | $77,643,141 | $77,074,618 | -$568,523 | -0.73% | |
| Armstrong Advisory Group, Inc | 4.70% | 657,428 | $77,214,885 | $76,649,531 | -$565,354 | -0.73% | |
| Citigroup Inc | 0.04% | 650,548 | $76,406,911 | $75,847,391 | -$559,520 | -0.73% | |
| Pnc Financial Services Group, Inc. | 0.04% | 577,354 | $67,810,177 | $67,313,703 | -$496,474 | -0.73% | |
| Openarc Corporate Advisory, Llc | 0.80% | 575,601 | $67,604,337 | $67,109,321 | -$495,016 | -0.73% | |
| Sagespring Wealth Partners, Llc | 0.97% | 536,921 | $63,061,389 | $62,599,619 | -$461,770 | -0.73% | |
| Clarity Financial Llc | 5.39% | 536,456 | $63,006,754 | $62,545,405 | -$461,349 | -0.73% | |
| Bank Of New York Mellon Corp | 0.01% | 484,301 | $56,881,179 | $56,464,654 | -$416,525 | -0.73% | |
| Waverly Advisors, Llc | 0.32% | 468,365 | $55,009,434 | $54,606,675 | -$402,759 | -0.73% | |
| Victory Capital Management Inc | 0.03% | 442,453 | $51,966,105 | $51,585,595 | -$380,510 | -0.73% | |
| Onedigital Investment Advisors Llc | 0.43% | 436,836 | $51,306,361 | $50,930,709 | -$375,652 | -0.73% | |
| Keybank National Association/Oh | 0.16% | 411,681 | $48,351,967 | $47,997,888 | -$354,079 | -0.73% | |
| Td Private Client Wealth Llc | 0.85% | 394,622 | $46,348,330 | $46,008,979 | -$339,351 | -0.73% | |
| Northcoast Asset Management Llc | 1.00% | 386,170 | $45,355,779 | $45,023,560 | -$332,219 | -0.73% | |
| School Employees Retirement Board Of Ohio | 16.00% | 378,065 | $44,403,734 | $44,078,598 | -$325,136 | -0.73% | |
| Allspring Global Investments Holdings, Llc | 0.07% | 364,950 | $42,863,378 | $42,549,521 | -$313,858 | -0.73% | |
| Willis Johnson & Associates, Inc. | 2.37% | 362,619 | $42,589,656 | $42,277,749 | -$311,907 | -0.73% | |
| Curi Capital, Llc | 0.63% | 346,292 | $40,671,982 | $40,374,184 | -$297,798 | -0.73% |
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.