IEI
ETF

iShares 3-7 Year Treasury Bond ETF

3 7 YR TREAS BD As of Jun 30, 2026 CUSIP 464288661
Institutional Holders
818
Total Held Value
$15.05B
Total Exact Shares
129.76M
Largest Holder
JPMorgan Chase
19.51M shares • $2.30B
Reported Holders818
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 JPMorgan Chase $2.30B 0.1% +3.7% 19.51M Jun 30, 2026
2 Bank of America $1.08B 0.1% -0.4% 9.20M Jun 30, 2026
3 Captrust Financial Advisors $803.1M 1.2% +9.3% 6.84M Jun 30, 2026
4 Assetmark
Filing dated Sep 30, 2026
 $550.9M 0.9% +23.3% 4.86M Sep 30, 2026
5 Financial Engines Advisors $508.6M 0.9% +2.3% 4.33M Jun 30, 2026
6 Invesco $504.1M <0.1% — 4.29M — Jun 30, 2026
7 Fidelity (FMR) $433.6M <0.1% +17.3% 3.69M Jun 30, 2026
8 Envestnet Asset Management $402.0M 0.1% -10.8% 3.42M Jun 30, 2026
9 Morgan Stanley $354.8M <0.1% +5.8% 3.02M Jun 30, 2026
10 Ameriprise Financial $338.8M 0.1% +1.4% 2.89M Jun 30, 2026
11 LPL Financial $307.3M 0.1% -4.4% 2.62M Jun 30, 2026
12 Bank Julius Baer & Co. Ltd., Zurich
Filing dated Sep 30, 2026
 $283.5M 0.7% +2.2% 2.50M Sep 30, 2026
13 Wells Fargo $270.1M <0.1% +6.8% 2.30M Jun 30, 2026
14 Mariner $253.9M 0.3% +6.1% 2.16M Jun 30, 2026
15 Stifel Financial $252.2M 0.2% -10.7% 2.15M Jun 30, 2026
16 Cerity Partners $230.2M 0.3% -0.5% 1.96M Jun 30, 2026
17 UBS Group $220.5M <0.1% -37.1% 1.88M Jun 30, 2026
18 Truist Financial $219.7M 0.3% -6.3% 1.87M Jun 30, 2026
19 Janney Montgomery Scott $200.7M 0.4% -7.3% 1.71M Jun 30, 2026
20 Raymond James Financial $184.1M 0.1% -1.7% 1.57M Jun 30, 2026
Exited in Latest Filing98
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.