Who owns IEI?
iShares 3-7 Year Treasury Bond ETF · iShares
819 institutions reported holding IEI, worth $15.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IEI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $2.3B | 19,507,348 | +689,362 shares |
| Bank of America Corp. | Charlotte, NC | $1.1B | 9,202,507 | −40,165 shares |
| Captrust Financial Advisors | Raleigh, NC | $803.1M | 6,837,882 | +579,649 shares |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $508.6M | 4,330,638 | +99,106 shares |
| Invesco Ltd. | Atlanta, GA | $504.1M | 4,292,100 | No change |
| Assetmark, Inc. | Concord, CA | $462.7M | 3,939,898 | +587,473 shares |
| FMR LLC | Boston, MA | $433.6M | 3,691,423 | +544,449 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $402.0M | 3,422,946 | −412,831 shares |
| Morgan Stanley | New York, NY | $354.8M | 3,020,689 | +165,625 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $338.8M | 2,885,340 | +39,602 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IEI?
819 institutional managers reported holding IEI in Form 13F filings for June 30, 2026, worth $15.2B in total. The largest reported position was held by JPMorgan Chase & Co, at $2.3B.
Did institutions buy or sell IEI last quarter?
Reported 13F value fell 2.4% from March 31, 2026, which includes price moves as well as buying and selling. 82 firms reported a new position and 80 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IEI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.