13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IEI

ISHARES 3-7 YEAR TREASURY BO

867 institutions still hold ISHARES 3-7 YEAR TREASURY BO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288661·Exchange Traded Fund·867 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$9.6B
visible holders
Holders
867
filers reporting
Concentration
23.86%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

867 institutions reported IEI in Q2 2026. JPMORGAN CHASE & CO leads at 23.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$2.3B19.5M0.13%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.1B9.2M0.07%Q2 202603
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$803M6.8M1.23%Q2 202604
Financial Engines Advisors L.L.C.
CIK 0001420473
$509M4.3M0.90%Q2 202605
Invesco Ltd.
CIK 0000914208
$504M4.3M0.04%Q2 202606
ASSETMARK, INC
CIK 0001344551
$463M3.9M0.80%Q2 202607
FMR LLC
CIK 0000315066
$434M3.7M0.02%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$402M3.4M0.09%Q2 202609
MORGAN STANLEY
CIK 0000895421
$355M3.0M0.02%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$339M2.9M0.07%Q2 202611
LPL Financial LLC
CIK 0001403438
$307M2.6M0.07%Q2 202612
Bank Julius Baer & Co. Ltd, Zurich
CIK 0001544599
$288M2.4M0.75%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$270M2.3M0.04%Q2 202614
Mariner, LLC
CIK 0001373442
$254M2.2M0.27%Q2 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$252M2.1M0.21%Q2 202616
Cerity Partners LLC
CIK 0001566475
$230M2.0M0.28%Q2 202617
UBS Group AG
CIK 0001610520
$220M1.9M0.03%Q2 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$220M1.9M0.26%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$219M1.8M0.54%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$184M1.6M0.05%Q2 2026
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