Security record · archived quarter
IEI
iShares 3-7 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
73Tracked holders
-4Δ holders
92.98MShares held
$10.92BReported value
+5New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -5.2% ·
share flow +1.1% ·
net new positions -5.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | -4 | 92.98M | $10.92B | +5 | −9 |
| Q1 2026 | 78 | +4 | 92.06M | $10.91B | +5 | −1 |
| Q4 2025 | 73 | 0 | 82.74M | $9.82B | +1 | −1 |
| Q3 2025 | 8 | +1 | 40.73M | $4.87B | +1 | — |
| Q2 2025 | 4 | -2 | 1.92M | $228.21M | — | −2 |
| Q1 2025 | 4 | +2 | 231.79K | $27.38M | +2 | — |
| Q4 2024 | 2 | -1 | 262.18K | $30.29M | — | −1 |
| Q3 2024 | 3 | +2 | 371.55K | $44.44M | +2 | — |
| Q2 2024 | 1 | — | 94.59K | $10.92M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 19.51M | +3.7% | $2.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 9.20M | -0.4% | $1.08B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 9.20M | -0.4% | $1.08B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 9.20M | -0.4% | $1.08B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 9.20M | -0.4% | $1.08B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 9.20M | -0.4% | $1.08B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 6.84M | +9.3% | $803.11M | 1.2% | ▲ Add | 3 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 4.33M | +2.3% | $508.63M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 4.29M | 0.0% | $504.11M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 3.94M | +17.5% | $462.74M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 3.69M | +17.3% | $433.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 3.42M | -10.8% | $402.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.02M | +5.8% | $354.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.02M | +5.8% | $354.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.02M | +5.8% | $354.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.02M | +5.8% | $354.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 2.89M | +1.4% | $338.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 2.89M | +1.4% | $338.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 2.89M | +1.4% | $338.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 2.89M | +1.4% | $338.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | LPL Financial LLC | 2.62M | -4.4% | $307.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank Julius Baer & Co. Ltd, Zurich | 2.45M | +5.5% | $287.92M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 2.30M | +6.8% | $270.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 2.30M | +6.8% | $270.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 2.30M | +6.8% | $270.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 2.30M | +6.8% | $270.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mariner, LLC | 2.16M | +6.1% | $253.85M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 37 | Mariner, LLC | 2.16M | +6.1% | $253.85M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 38 | Mariner, LLC | 2.16M | +6.1% | $253.85M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 39 | Stifel Financial Corp | 2.15M | -10.7% | $252.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 40 | Stifel Financial Corp | 2.15M | -10.7% | $252.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 2.15M | -10.7% | $252.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 42 | Stifel Financial Corp | 2.15M | -10.7% | $252.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 43 | Stifel Financial Corp | 2.15M | -10.7% | $252.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 2.15M | -10.7% | $252.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Cerity Partners LLC | 1.96M | -0.5% | $230.19M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 46 | Cerity Partners LLC | 1.96M | -0.5% | $230.19M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 47 | Cerity Partners LLC | 1.96M | -0.5% | $230.19M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS Group AG | 1.88M | -37.1% | $220.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | UBS Group AG | 1.88M | -37.1% | $220.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | UBS Group AG | 1.88M | -37.1% | $220.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | UBS Group AG | 1.88M | -37.1% | $220.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Truist Financial Corp | 1.87M | -6.3% | $219.65M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 53 | Truist Financial Corp | 1.87M | -6.3% | $219.65M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 54 | Truist Financial Corp | 1.87M | -6.3% | $219.65M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 55 | Raymond James Financial Inc | 1.57M | -1.7% | $184.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Raymond James Financial Inc | 1.57M | -1.7% | $184.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Raymond James Financial Inc | 1.57M | -1.7% | $184.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | BlackRock ✦ (passive) | 1.52M | +13.1% | $178.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | BlackRock ✦ (passive) | 1.52M | +13.1% | $178.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | BlackRock ✦ (passive) | 1.52M | +13.1% | $178.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | BlackRock ✦ (passive) | 1.52M | +13.1% | $178.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | BlackRock ✦ (passive) | 1.52M | +13.1% | $178.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | BlackRock ✦ (passive) | 1.52M | +13.1% | $178.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Creative Planning | 1.15M | -2.5% | $134.82M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 65 | Creative Planning | 1.15M | -2.5% | $134.82M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 1.04M | -6.4% | $122.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Royal Bank Of Canada | 1.04M | -6.4% | $122.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Royal Bank Of Canada | 1.04M | -6.4% | $122.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 1.04M | -6.4% | $122.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Royal Bank Of Canada | 1.04M | -6.4% | $122.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.04M | -6.4% | $122.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Focus Partners Wealth | 922.32K | -4.3% | $108.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 73 | Cetera Investment Advisers | 885.97K | -1.3% | $104.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 74 | Northwestern Mutual Wealth… | 674.31K | -0.1% | $79.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Citigroup Inc | 650.55K | +1388.0% | $76.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Citigroup Inc | 650.55K | +1388.0% | $76.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 634.65K | -1.4% | $74.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 484.30K | +8.1% | $56.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 484.30K | +8.1% | $56.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 484.30K | +8.1% | $56.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 484.30K | +8.1% | $56.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 484.30K | +8.1% | $56.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Victory Capital Management Inc | 442.45K | -7.5% | $51.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Franklin Resources Inc | 425.32K | +5.2% | $49.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Franklin Resources Inc | 425.32K | +5.2% | $49.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Franklin Resources Inc | 425.32K | +5.2% | $49.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Franklin Resources Inc | 425.32K | +5.2% | $49.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Allspring Global Investments… | 364.95K | -1.4% | $42.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 340.39K | -30.4% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 340.39K | -30.4% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Osaic Holdings, Inc. | 340.39K | -30.4% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Osaic Holdings, Inc. | 340.39K | -30.4% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Charles Schwab Investment… | 311.53K | +3.9% | $36.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $30.41M | was 0.0% |
| Millennium Management | $14.10M | was 0.0% |
| Squarepoint Ops LLC | $843,483 | was 0.0% |
| Bnp Paribas Financial Markets | $792,722 | was 0.0% |
| IMC-Chicago, LLC | $359,714 | was 0.0% |
| Hrt Financial Lp | $321,000 | was 0.0% |
| Qube Research & Technologies… | $226,882 | was 0.0% |
| Alliancebernstein L.P. | $210,295 | was 0.0% |
| Walleye Trading LLC | $151,452 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 828 holders, 113.39M shares, $13.08B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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