ISHARES 3-7 YEAR TREASURY BO IEI
$117.11
+0.1% 52w: $113.84 – $119.29
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data113.84116.57119.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
832
-13 QoQ
13F value
$15.71B
+7.8% QoQ
Smart-money holders
20
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.9×
$18.5M calls / $19.6M puts
Institutional value by quarter
Number of holders
Who owns IEI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 18.8M | $2.23B | 0.2% | +6.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.2M | $1.10B | 0.1% | +39.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 6.3M | $742.2M | 1.3% | +5.6% |
| Invesco Ltd. | Index provider | 4.3M | $509.0M | 0.1% | Held |
| Financial Engines Advisors L.L.C. | Wealth advisor | 4.2M | $501.9M | 1.0% | -1.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.8M | $454.9M | 0.1% | -1.0% |
| ASSETMARK, INC | Wealth advisor | 3.4M | $397.6M | 0.8% | +9.8% |
| FMR LLC | Long only active | 3.1M | $373.2M | 0.0% | +259.6% |
| UBS Group AG | Bank broker | 3.0M | $354.0M | 0.1% | +31.4% |
| MORGAN STANLEY | Bank broker | 2.9M | $338.6M | 0.0% | +2.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.8M | $337.2M | 0.1% | +4.4% |
| LPL Financial LLC | Bank broker | 2.7M | $324.5M | 0.1% | +11.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.4M | $285.1M | 0.3% | +10.5% |
| Bank Julius Baer & Co. Ltd, Zurich | Other | 2.3M | $275.0M | 0.8% | -13.5% |
| WIT, LLC | Wealth advisor | 2.3M | $268.5M | 5.1% | +8.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $255.3M | 0.1% | +2.7% |
| Mariner, LLC | Diversified mechanical | 2.0M | $241.6M | 0.3% | +311.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.0M | $236.7M | 0.3% | +1.4% |
| Cerity Partners LLC | Diversified mechanical | 2.0M | $233.5M | 0.3% | +0.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.8M | $218.8M | 0.5% | -2.2% |
| Tanglewood Wealth Management, Inc. | Wealth advisor | 1.6M | $189.4M | 15.7% | +7.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $189.2M | 0.1% | +4.7% |
| BlackRock, Inc. | Index provider | 1.3M | $159.5M | 0.0% | -16.9% |
| WestEnd Advisors, LLC | Wealth advisor | 1.2M | $143.0M | 3.5% | +2.8% |
| Creative Planning | Wealth advisor | 1.2M | $139.6M | 0.1% | -5.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.1M | $132.0M | 0.0% | +0.5% |
| Dynasty Wealth Management, LLC | Wealth advisor | 1.1M | $128.7M | 1.1% | -7.3% |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 1.1M | $128.6M | 8.6% | +9.7% |
| Facet Wealth, Inc. | Wealth advisor | 1.0M | $124.5M | 2.2% | +8.6% |
| Focus Partners Wealth | Wealth advisor | 963.8K | $114.3M | 0.1% | +2.6% |
| Clarity Financial LLC | Other | 920.5K | $109.2M | 11.9% | -32.2% |
| Cetera Investment Advisers | Wealth advisor | 897.3K | $106.4M | 0.1% | +12.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 747.3K | $88.6M | 1.9% | -0.2% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | Other | 719.8K | $85.4M | 6.3% | +61.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 675.3K | $80.1M | 0.0% | -4.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 643.4K | $76.3M | 0.0% | -0.1% |
| Strategic Point Investment Advisors, LLC | Wealth advisor | 639.4K | $75.8M | 11.0% | +4.0% |
| SNS Financial Group, LLC | Wealth advisor | 615.7K | $73.0M | 6.3% | +3.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Other | 529.9K | $62.5M | 0.4% | +10.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 489.4K | $58.1M | 0.1% | +65.2% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 487.3K | $57.8M | 1.1% | +4.0% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 478.4K | $56.7M | 0.0% | +3.1% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 475.9K | $56.4M | 0.8% | -15.4% |
| Waverly Advisors, LLC | Wealth advisor | 455.1K | $54.0M | 0.4% | -2.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 451.7K | $53.6M | 0.0% | +114.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 448.0K | $53.1M | 0.0% | +8.5% |
| Curi Capital, LLC | Other | 412.5K | $48.9M | 0.9% | +3.2% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 410.8K | $48.7M | 1.0% | -0.7% |
| University of Illinois Foundation | Wealth advisor | 410.5K | $48.7M | 10.0% | New |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 407.2K | $48.3M | 0.2% | +2.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.