13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
IEI

ISHARES 3-7 YEAR TREASURY BO

890 institutions still hold ISHARES 3-7 YEAR TREASURY BO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288661·Exchange Traded Fund·890 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.0%
vs prior quarter
13F value held
$9.6B
78.0% inst. owned
of float
Holders
890
-114 QoQ
filers reporting
Activity
+45 / −31
+851 added · −788 reduced
this quarter
Concentration
23.19%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

890 institutions reported IEI in Q1 2026. JPMORGAN CHASE & CO leads at 23.2% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$2.2B18.8M0.14%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.1B9.2M0.08%Q1 202603
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$742M6.3M1.30%Q1 202604
Invesco Ltd.
CIK 0000914208
$509M4.3M0.08%Q1 202605
Financial Engines Advisors L.L.C.
CIK 0001420473
$502M4.2M1.02%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$455M3.8M0.12%Q1 202607
FMR LLC
CIK 0000315066
$373M3.1M0.02%Q1 202608
ASSETMARK, INC
CIK 0001344551
$364M3.1M0.74%Q4 202509
UBS Group AG
CIK 0001610520
$354M3.0M0.05%Q1 202610
MORGAN STANLEY
CIK 0000895421
$339M2.9M0.02%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$337M2.8M0.08%Q1 202612
LPL Financial LLC
CIK 0001403438
$324M2.7M0.09%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$285M2.4M0.26%Q1 202614
Bank Julius Baer & Co. Ltd, Zurich
CIK 0001544599
$275M2.3M0.83%Q1 202615
WIT, LLC
CIK 0001840025
$269M2.3M5.07%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$255M2.2M0.05%Q1 202617
Mariner, LLC
CIK 0001373442
$242M2.0M0.28%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$237M2.0M0.32%Q1 202619
Cerity Partners LLC
CIK 0001566475
$234M2.0M0.33%Q1 202620
Tanglewood Wealth Management, Inc.
CIK 0001454308
$189M1.6M15.69%Q1 2026
Page 1 of 45
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