Who owns iShares Lehman 3-7 Yr Treasury Bond?
- Ticker: IEI
- CUSIP Number: 464288661
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Lehman 3-7 Yr Treasury Bond with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Lehman 3-7 Yr Treasury Bond stock
Who bought or sold iShares Lehman 3-7 Yr Treasury Bond this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 9.2M | $1.1B | 100% | Mar 2026 |
|
| Captrust Financial Advisors | 5.9M | $707M | 5% | Dec 2025 |
|
| Invesco | 4.3M | $509M | 0% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 4.3M | $512M | 1% | Dec 2025 |
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| Envestnet Asset Management | 3.8M | $455M | -1% | Mar 2026 |
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| Assetmark | 3.4M | $398M | 10% | Mar 2026 |
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| UBS Group | 3.0M | $354M | 31% | Mar 2026 |
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| Morgan Stanley | 2.9M | $339M | 3% | Mar 2026 |
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| Ameriprise Financial | 2.8M | $337M | 4% | Mar 2026 |
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| LPL Financial | 2.7M | $325M | 11% | Mar 2026 |
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| Stifel Financial | 2.4M | $285M | 10% | Mar 2026 |
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| Bank Julius Baer & Co. Ltd, Zurich | 2.3M | $275M | -13% | Mar 2026 |
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| Wells Fargo & Company | 2.2M | $255M | 3% | Mar 2026 |
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| Wit | 2.1M | $249M | 3% | Dec 2025 |
|
| Mariner Wealth Advisors | 2.0M | $242M | 312% | Mar 2026 |
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| Branch Banking & Trust Company | 2.0M | $237M | 1% | Mar 2026 |
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| HPM Partners | 2.0M | $234M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 1.8M | $219M | -2% | Mar 2026 |
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| Tanglewood Wealth Management | 1.6M | $189M | 8% | Mar 2026 |
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| Raymond James Financial | 1.5M | $182M | 5% | Dec 2025 |
|
| BlackRock | 1.3M | $160M | -17% | Mar 2026 |
|
| WestEnd Advisors | 1.2M | $143M | 3% | Mar 2026 |
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| Creative Planning | 1.2M | $140M | -6% | Mar 2026 |
|
| Royal Bank of Canada | 1.1M | $132M | 7% | Mar 2026 |
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| Dynasty Wealth Management | 1.1M | $129M | -7% | Mar 2026 |
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| Armstrong Advisory Group | 1.1M | $129M | 10% | Mar 2026 |
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| Huntington National Bank | 1.1M | $129M | 8% | Dec 2025 |
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| Facet Wealth | 1.0M | $125M | 9% | Mar 2026 |
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| Colony | 939k | $112M | 18% | Dec 2025 |
|
| Clarity Financial | 921k | $109M | -32% | Mar 2026 |
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| Cetera Investment Advisers | 899k | $107M | 12% | Mar 2026 |
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| FMR | 875k | $105M | -8% | Dec 2025 |
|
| Evergreen Capital Management | 749k | $89M | -3% | Dec 2025 |
|
| Cantor Fitzgerald Investment Adviser | 720k | $85M | 61% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 675k | $80M | -5% | Mar 2026 |
|
| Pnc Financial Services | 643k | $76M | 0% | Mar 2026 |
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| Strategic Point Investment Advisors | 639k | $76M | 4% | Mar 2026 |
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| SNS Financial | 616k | $73M | 3% | Mar 2026 |
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| Banco Bilbao Vizcaya Argentaria | 530k | $63M | 10% | Mar 2026 |
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| Sagespring Wealth Partners | 487k | $58M | 4% | Mar 2026 |
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| OpenArc Corporate Advisory | 476k | $56M | 100% | Mar 2026 |
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| Warren Averett Asset Management | 466k | $56M | 1% | Dec 2025 |
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| Victory Capital Management | 464k | $55M | 0% | Dec 2025 |
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| Goldman Sachs Group | 452k | $54M | 115% | Mar 2026 |
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| Bank of New York Mellon | 448k | $53M | 8% | Mar 2026 |
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| Blueprint Investment Partners | 431k | $51M | 147% | Dec 2025 |
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| RMB Capital Management | 413k | $49M | 3% | Mar 2026 |
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| Td Private Client Wealth | 411k | $49M | -1% | Mar 2026 |
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| University of Illinois Foundation | 411k | $49M | 100% | Mar 2026 |
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| Keybank National Association | 407k | $48M | 3% | Mar 2026 |
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| Franklin Resources | 404k | $48M | 12% | Mar 2026 |
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| Kovitz Investment Group Partners | 390k | $46M | 54% | Mar 2026 |
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| DDFG | 371k | $44B | 4% | Mar 2026 |
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| Allspring Global Investments Holdings | 370k | $44M | 0% | Mar 2026 |
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| Resources Investment Advisors | 357k | $42M | 25% | Mar 2026 |
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| Benjamin Edwards | 341k | $41M | 4% | Mar 2026 |
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| Willis Johnson & Associates | 338k | $40M | 11% | Mar 2026 |
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| Citadel Advisors | 324k | $38M | 781% | Mar 2026 |
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| O'shaughnessy Asset Management | 319k | $38M | 12% | Mar 2026 |
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| Silicon Valley Capital Partners | 316k | $37M | -4% | Mar 2026 |
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| Advisor Group Holdings | 296k | $35M | -56% | Dec 2025 |
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| Allianz Asset Management | 289k | $34M | 18% | Mar 2026 |
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| Charles Schwab Investment Management | 284k | $34M | -73% | Dec 2025 |
|
| SkyView Investment Advisors | 284k | $34M | -4% | Dec 2025 |
|
| Cabot Money Management | 279k | $33M | 3% | Mar 2026 |
|
| Banco Santander | 273k | $32M | 0% | Mar 2026 |
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| New Harbor Financial | 272k | $32M | 8% | Mar 2026 |
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| Commonwealth Equity Services | 261k | $31M | -6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 258k | $31M | 21% | Mar 2026 |
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| Permanens Capital | 258k | $31M | 1463% | Mar 2026 |
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| Strategic Wealth Partners | 242k | $29M | 5% | Mar 2026 |
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| Northern Trust | 241k | $29M | 102% | Dec 2025 |
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| MBL Wealth | 238k | $28M | 7% | Mar 2026 |
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| Hilton Capital Management | 237k | $28M | 3% | Dec 2025 |
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| Weaver Capital Management | 231k | $27M | 100% | Mar 2026 |
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| Hantz Financial Services | 227k | $27M | 55% | Mar 2026 |
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| Anchor Capital Advisors | 227k | $27M | 17% | Mar 2026 |
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| Hoese & Co | 226k | $27M | 2% | Mar 2026 |
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| CLS Investments | 222k | $26M | 28% | Mar 2026 |
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| School Employees Retirement Board Of Ohio | 211k | $25M | 0% | Mar 2026 |
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| Us Bancorp | 207k | $25M | -3% | Dec 2025 |
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| Blueprint Financial Advisors | 197k | $23M | 7% | Mar 2026 |
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| AE Wealth Management | 193k | $23M | 3% | Mar 2026 |
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| DT Investment Partners | 190k | $23M | 9108% | Dec 2025 |
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| CSM Advisors | 190k | $23M | 0% | Dec 2025 |
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| Mirabaud & Cie SA | 189k | $22M | 2% | Mar 2026 |
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| Jmac Enterprises | 187k | $22M | 2% | Mar 2026 |
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| CVS HEALTH Corp | 183k | $22M | 100% | Mar 2026 |
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| First American Trust | 181k | $21M | 6% | Mar 2026 |
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| Goss Wealth Management | 172k | $20M | 0% | Mar 2026 |
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| Napier Financial | 169k | $20M | 100% | Mar 2026 |
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| Independence Financial Advisors | 163k | $19M | 2% | Mar 2026 |
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| Haverford Trust Company | 163k | $19M | 6% | Mar 2026 |
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| Baird Financial | 163k | $19M | 3% | Dec 2025 |
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| PFG Advisors | 148k | $18M | 193% | Mar 2026 |
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| Canal Capital Management | 145k | $17M | 5% | Mar 2026 |
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| HighTower Advisors | 144k | $17M | -4% | Mar 2026 |
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| Capital Investment Services of America | 144k | $17M | -3% | Mar 2026 |
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| Vectors Research Management | 141k | $17M | -12% | Mar 2026 |
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| Goodman & Company, Investment Counsel | 140k | $17M | -4% | Dec 2025 |
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| ETF Portfolio Partners | 138k | $16M | 2% | Mar 2026 |
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| Foronjy Financial | 137k | $16M | 2% | Mar 2026 |
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| Bank Of Montreal | 132k | $16M | 100% | Mar 2026 |
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| Citizens Financial Group | 130k | $15M | 13% | Mar 2026 |
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| Rockefeller Capital Management | 128k | $15M | 0% | Mar 2026 |
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| Adviser Investments | 128k | $15M | -5% | Mar 2026 |
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| Johnson Financial Group | 127k | $15M | -79% | Mar 2026 |
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| Gould Capital | 127k | $15M | 19% | Mar 2026 |
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| Confluence Investment Management | 126k | $15M | 0% | Mar 2026 |
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| Courier Capital Corp | 125k | $15M | -12% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 125k | $15M | 6% | Dec 2025 |
|
| Diversify Wealth Management | 122k | $14M | 100% | Mar 2026 |
|
| West Chester Capital Advisors | 121k | $14M | -7% | Mar 2026 |
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| D.A. Davidson & Co. | 119k | $14M | 58% | Mar 2026 |
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| Millennium Management | 119k | $14M | 143% | Mar 2026 |
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| Lido Advisors | 118k | $14M | -21% | Mar 2026 |
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| Coldstream Capital Management | 117k | $14M | -29% | Mar 2026 |
|
| Cordoba Advisory Partners | 116k | $14M | 6% | Mar 2026 |
|
| CFS Investment Advisory Services | 116k | $14M | -20% | Mar 2026 |
|
| Paulson Wealth Management | 115k | $14M | 19% | Mar 2026 |
|
| Cascade Financial Partners | 112k | $13M | 67% | Mar 2026 |
|
| Woodmont Investment Counsel | 111k | $13M | 1% | Mar 2026 |
|
| Mml Investors Services | 110k | $13M | -29% | Mar 2026 |
|
| Bond & Devick Financial Network | 110k | $13M | -1% | Mar 2026 |
|
| Walleye Trading | 109k | $13M | -3% | Mar 2026 |
|
| WCG Wealth Advisors | 108k | $13M | -70% | Mar 2026 |
|
| Farther Finance Advisors | 107k | $13M | 14% | Mar 2026 |
|
| United Capital Financial Advisers | 106k | $13M | 1% | Mar 2026 |
|
| Leavell Investment Management | 106k | $13M | -10% | Mar 2026 |
|
| Pinnacle Financial Partners | 105k | $13M | 100% | Dec 2025 |
|
| Eley Financial Management | 102k | $12M | 0% | Mar 2026 |
|
| Rinkey Investments | 102k | $12M | 0% | Mar 2026 |
|
| Westview Management dba Westview Investment Advisors | 101k | $12M | -4% | Mar 2026 |
|
| Sollinda Capital Management | 100k | $12M | 21% | Mar 2026 |
|
| Concurrent Investment Advisors | 99k | $12M | 42% | Mar 2026 |
|
| Boltwood Capital Management | 98k | $12M | 0% | Mar 2026 |
|
| Global Trust Asset Management | 97k | $12M | 13% | Mar 2026 |
|
| Financeware | 97k | $12M | 12% | Mar 2026 |
|
| Austin Wealth Management | 97k | $11M | -26% | Mar 2026 |
|
| Private Advisor | 95k | $11M | 28% | Mar 2026 |
|
| Buckingham Strategic Partners | 95k | $11M | 5139% | Mar 2026 |
|
| Arvest Investments | 94k | $11M | 6% | Mar 2026 |
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| MBM Wealth Consultants | 93k | $11M | 11% | Mar 2026 |
|
| McKinley Carter Wealth Services | 93k | $11M | 294% | Mar 2026 |
|
| CliftonLarsonAllen Wealth Advisors | 93k | $11M | -21% | Mar 2026 |
|
| Flow Traders US | 93k | $11M | 100% | Mar 2026 |
|
| Amg National Trust Bank | 93k | $11M | 91% | Mar 2026 |
|
| Jones Financial Companies, L.L | 93k | $11M | 34% | Dec 2025 |
|
| CWM | 92k | $11M | 36% | Dec 2025 |
|
| Portfolio Design Labs | 92k | $11M | 38% | Mar 2026 |
|
| M^T Bank Corporation | 89k | $11M | -25% | Mar 2026 |
|
| Susquehanna International | 87k | $10M | -31% | Dec 2025 |
|
| Pictet Asset Management Holding SA | 81k | $9.6M | -23% | Mar 2026 |
|
| Umpqua Bank | 80k | $9.5M | -41% | Mar 2026 |
|
| Spartan Planning & Wealth Management | 75k | $8.9M | -45% | Mar 2026 |
|
| CI Private Wealth | 54k | $6.4M | -89% | Mar 2026 |
|
| Axxcess Wealth Management | 38k | $4.4M | -61% | Mar 2026 |
|
| Klaas Financial Asset Advisors | 21k | $2.5M | -92% | Mar 2026 |
|
| Enclave Advisors | 11k | $1.3M | -89% | Mar 2026 |
|
Who sold out of iShares Lehman 3-7 Yr Treasury Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 17M | $2.0B |
| Quest Partners | Dec 2025 | 404k | $48M |
| Wealth Enhancement Advisory Services | Dec 2025 | 271k | $32M |
| Barclays | Sep 2025 | 159k | $19M |
| Hm Payson & Co | Dec 2025 | 98k | $12M |