13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
IEF

ISHARES 7-10 YEAR TREASURY B

1,192 institutions still hold ISHARES 7-10 YEAR TREASURY B as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287440·Exchange Traded Fund·1,192 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$35.2B
72.0% inst. owned
of float
Holders
1,192
-125 QoQ
filers reporting
Activity
+75 / −20
+888 added · −864 reduced
this quarter
Concentration
39.86%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

1,192 institutions reported IEF in Q1 2026. Fisher Asset Management, LLC leads at 39.9% of the visible book. -125 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fisher Asset Management, LLC
CIK 0000850529
$14.0B147.0M4.76%Q1 202602
FMR LLC
CIK 0000315066
$3.3B35.0M0.18%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$3.3B34.7M0.21%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.2B22.9M0.16%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.8B18.5M0.41%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.4B14.8M0.38%Q1 202607
MORGAN STANLEY
CIK 0000895421
$1.2B12.8M0.07%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1.1B11.2M0.14%Q1 202609
UBS Group AG
CIK 0001610520
$828M8.7M0.12%Q1 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$815M8.5M0.09%Q1 202611
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$809M8.4M0.49%Q4 202512
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$649M6.8M0.20%Q1 202613
Blue Trust, Inc.
CIK 0001856022
$618M6.5M7.07%Q1 202614
LPL Financial LLC
CIK 0001403438
$569M6.0M0.15%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$512M5.4M0.89%Q1 202616
BARCLAYS PLC
CIK 0000312069
$466M4.9M0.11%Q1 202617
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$463M4.9M0.28%Q1 202618
BANK OF MONTREAL /CAN/
CIK 0000927971
$425M4.5M0.16%Q1 202619
CITADEL ADVISORS LLC
CIK 0001423053
$367M3.8M0.06%Q4 202520
Richard Bernstein Advisors LLC
CIK 0001528214
$351M3.7M10.17%Q1 2026
Page 1 of 60
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