IEI institutional holders

iShares 3-7 Year Treasury Bond ETF · 851 reporting institutions · $15.1B reported value

Funds that can replace IEI · IEI return decomposition

Institutional holdings

Institutions reporting IEI, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$2.3B02026-06-30
Bank of America Corp /de$1.1B02026-06-30
Captrust Financial Advisors$803.1M9622026-06-30
Edelman Financial Engines$508.6M7222026-06-30
Invesco Ltd.$504.1M02026-06-30
Assetmark, Inc$462.7M2202026-06-30
Fmr LLC$433.6M02026-06-30
Envestnet Pmc$402M602026-06-30
Morgan Stanley$354.8M23,1852026-06-30
Ameriprise Financial Inc$338.8M02026-06-30
Lpl Financial LLC$307.3M23,4582026-06-30
Bank Julius Baer & Co. Ltd, Zurich$287.9M02026-06-30
Wells Fargo & Company/mn$270.1M02026-06-30
Mariner, LLC$253.9M02026-06-30
Stifel Financial Corp$252.2M02026-06-30
Cerity Partners LLC$230.2M7772026-06-30
UBS Group AG$220.5M02026-06-30
Truist Financial Corp$219.7M02026-06-30
Raymond James Financial Inc$184.1M02026-06-30
Blackrock, Inc.$178.7M02026-06-30
Tanglewood Wealth Management, Inc.$169.7M92026-06-30
Huntington National Bank$159.9M02026-06-30
Dynasty Wealth Management, LLC$147.6M142026-06-30
Facet Wealth, Inc.$142.5M952026-06-30
Creative Planning$134.8M1,1712026-06-30
Westend Advisors, LLC$129.2M02026-06-30
Royal Bank of Canada$122.3M02026-06-30
Focus Partners Wealth$108.3M1,0482026-06-30
Cetera Investment Advisers$104.1M10,3702026-06-30
Cantor Fitzgerald Investment Advisors LP$89.4M322026-06-30
Evergreen Capital Management LLC$85.8M282026-06-30
Northwestern Mutual Wealth Management Co$79.2M02026-06-30
Strategic Point Investment Advisors, LLC$78.4M62026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$78.3M02026-06-30
Wit, LLC$77.6M02026-06-30
Armstrong Advisory Group, Inc$77.2M142026-06-30
Citigroup Inc$76.4M02026-06-30
PNC Financial Services Group, Inc.$74.5M02026-06-30
Openarc Corporate Advisory, LLC$67.6M1232026-06-30
Sagespring Wealth Partners$63.1M1262026-06-30
Clarity Financial LLC$63M142026-06-30
Bank of New York Mellon Corp$56.9M02026-06-30
Waverly Advisors, LLC$55M2312026-06-30
Victory Capital Management Inc.$52M1062026-06-30
Onedigital Investment Advisors LLC$51.3M3862026-06-30
Franklin Resources Inc$50M02026-06-30
Keybank National Association/oh$48.4M02026-06-30
TD Private Client Wealth LLC$46.3M5352026-06-30
Northcoast Asset Management LLC$45.4M312026-06-30
School Employees Retirement Board of Ohio$44.4M02026-06-30
Allspring Global Investments Holdings, LLC$42.9M02026-06-30
Willis Johnson & Associates, Inc.$42.6M312026-06-30
Curi Capital, LLC$40.7M942026-06-30
Osaic Holdings, Inc.$40M02026-06-30
O'Shaughnessy Asset Management, LLC$38.3M582026-06-30
Silicon Valley Capital Partners$37.4M52026-03-31
Charles Schwab Investment Management Inc$36.6M372026-06-30
New Harbor Financial Group, LLC$34.6M52026-06-30
Allianz Asset Management GMBH$34.3M02026-06-30
Banco Santander, S.A.$32.6M02026-06-30
Sollinda Capital Management LLC$31.9M172026-06-30
Commonwealth Equity Services, LLC$30.9M2,8632026-06-30
Strategic Wealth Partners, Ltd.$30.5M02026-06-30
Jones Financial Companies LLLP$30.4M02026-06-30
Mbl Advisors$29.6M102026-06-30
Anchor Capital Advisors LLC$29.6M162026-06-30
Dt Investment Partners, LLC$29.3M82026-06-30
3edge Asset Management, LP$28.7M152026-06-30
Ddfg, Inc$27.8M52026-06-30
Weaver Capital Management LLC$27.4M32026-06-30
Hoese & Co LLP$26.6M02026-06-30
Orion Porfolio Solutions, LLC$25.6M1992026-06-30
Jmac Enterprises LLC$25.4M32026-06-30
Mai Capital Management$24.9M3082026-06-30
US Bancorp$24M02026-06-30
Blueprint Investment Partners LLC$23.9M52026-06-30
Ridgepath Capital Management LLC$22.9M22026-06-30
First American Trust, Fsb$22.8M02026-06-30
Mirabaud & Cie SA$22.1M02026-06-30
Wealth Enhancement Advisory Services, LLC$21.8M1,0262026-06-30
Ae Wealth Management LLC$21.6M4712026-06-30
Cvs Health Corp$21.5M02026-06-30
Independence Financial Advisors, LLC$20.7M82026-06-30
Napier Financial$20.3M92026-06-30
Axxcess Wealth Management, LLC$19.7M382026-06-30
Haverford Trust Co$19.4M02026-06-30
Susquehanna International Group, LLP$18.7M02026-06-30
Newedge Advisors$18.6M6012026-06-30
Concurrent Investment Advisors, LLC$18.4M3492026-06-30
1832 Asset Management LP$18.2M02026-06-30
Canal Capital Management, LLC$17.8M72026-06-30
Etf Portfolio Partners, Inc.$17.6M42026-06-30
Foronjy Financial$17M42026-06-30
Bank of Montreal /can$16.9M02026-06-30
Blueprint Financial Advisors$16.8M392026-06-30
Vectors Research Management, LLC$16.5M22026-06-30
Global Trust Asset Management, LLC$16.4M82026-06-30
Capital Investment Services of America, Inc.$16.2M92026-06-30
Citizens Financial Group Inc/ri$16.1M02026-06-30
MML Investors Services, LLC$15.9M5,1202026-06-30
Rockefeller Capital Management LP$15.8M3462026-06-30
Cascade Financial Partners, LLC$15.7M72026-06-30
Diversify Advisory Services, LLC$15.3M1162026-06-30
Diversify Wealth Management, LLC$15.3M782026-06-30
Hightower Advisors, LLC$15.2M1,0462026-06-30
Gould Capital, LLC$15.1M32026-06-30
Baird Financial Group, Inc.$14.9M02026-06-30
Courier Capital LLC$14.7M142026-06-30
Paulson Wealth Management Inc.$14.5M32026-06-30
&partners$14.4M5552026-06-30
McKinley Carter Wealth Services, Inc.$14M252026-06-30
Johnson Financial Group, Inc.$14M02026-06-30
Cordoba Advisory Partners LLC$13.8M72026-06-30
Rwa Wealth Partners, LLC$13.1M722026-06-30
Mbm Wealth Consultants, LLC$13M112026-06-30
Bond & Devick Wealth Partners$13M102026-06-30
Cfs Investment Advisory Services LLC$12.9M102026-06-30
M&T Bank Corp$12.9M02026-06-30
Integrated Wealth Concepts LLC$12.7M4802026-06-30
Cabot Wealth Management Inc$12.6M92026-06-30
Eley Financial Management, Inc$12.4M42026-06-30
Coldstream Capital Management Inc$12.4M1362026-06-30
Woodmont Investment Counsel LLC$12.4M92026-06-30
Farther Finance Advisors, LLC$12.2M3342026-06-30
Private Advisor Group, LLC$12.2M9272026-06-30
Lido Advisors, LLC$12.1M3202026-06-30
Focus Partners Advisor Solutions, LLC$12M422026-06-30
Tpg Financial Advisors, LLC$11.8M182026-06-30
Criteria Caixa, Sau.$11.8M02026-06-30
Westview Management Dba Westview Investment Advisors$11.7M42026-06-30
Boltwood Capital Management$11.7M22026-06-30
Austin Wealth Management, LLC$11.7M102026-06-30
Hilton Capital Management, LLC$11.6M72026-06-30
Wealthcare Capital Management LLC$11.6M322026-06-30
D.A. Davidson & Co.$11.4M6892026-06-30
Leavell Investment Management, Inc.$11.4M252026-06-30
United Capital Financial Advisors, LLC$11.3M1662026-06-30
Pinnacle Financial Partners Inc$10.7M02025-09-30
First Financial Bank - Trust Division$10.6M02026-06-30
Pictet Asset Management Holding SA$10.5M02026-06-30
Nations Financial Group Inc, /ia/ /adv$10.4M02026-06-30
Northern Trust Corp$10.3M02026-06-30
Premier Path Wealth Partners, LLC$10.2M72026-06-30
Ritholtz Wealth Management$10.1M582026-06-30
Mirae Asset Global Investments Co., Ltd.$10M02026-06-30
Ameriserv Wealth Advisors$9.7M42026-06-30
Kestra Private Wealth Services, LLC$9.6M2062026-06-30
Pinnacle Financial Partners, Inc.$9.4M02026-06-30
Patten & Patten Inc/tn$9.3M02026-06-30
Foundry Financial Group, Inc.$9.1M72026-06-30
Community Trust & Investment Co$9.1M02026-06-30
Becker Capital Management Inc$8.9M232026-06-30
Renaissance Technologies LLC$8.9M02026-06-30
Pfg Advisors$8.8M832026-06-30
Assembly Wealth$8.8M62026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$8.5M992026-06-30
Fifth Third Bancorp$8.4M02026-06-30
Midwest Professional Planners, Ltd.$8.4M172026-06-30
Keel Point, LLC$8.3M492026-06-30
Summitpoint Capital Management$8M22026-06-30
Sanctuary Advisors, LLC$7.8M4012026-06-30
Benchmark Financial, LLC$7.8M42026-06-30
4j Wealth Management, LLC$7.7M42026-06-30
Whalen Wealth Management Inc.$7.7M42026-06-30
Cwm, LLC$7.7M6672026-03-31
Proathlete Wealth Management LLC$7.6M42026-06-30
Procyon$7.5M532026-06-30
Steward Partners Investment Advisory, LLC$7.5M4812026-06-30
Coastal Bridge Advisors, LLC$7.5M392026-06-30
Global Retirement Partners LLC$7.5M4912026-06-30
James Investment Research Inc$7.4M82026-06-30
Altman Advisors, Inc.$7.4M62026-06-30
Hilltop Holdings Inc.$7.4M02026-06-30
Camden National Bank$7.4M02026-06-30
Prospera Financial Services, Inc.$7.2M2702026-06-30
Jpl Wealth Management, LLC$7.2M22026-06-30
Philadelphia Investment Partners, LLC$7.2M22026-06-30
Partners Capital Investment Group, LLP$7.1M12026-06-30
Great Diamond Partners, LLC$7.1M82026-06-30
Rinkey Investments$7M102026-06-30
Rehmann Capital Advisory Group$7M422026-06-30
Checchi Capital Advisers, LLC$7M82026-06-30
Frontier Asset Management, LLC$6.9M92026-06-30
Dsg Capital Advisors, LLC$6.9M62026-06-30
Comerica Bank$6.6M02025-12-31
Centerline Wealth Advisors, LLC$6.6M42026-06-30
Mfa Wealth Services$6.4M22026-06-30
Intrack Investment Management Inc$6.3M02026-06-30
Benjamin Edwards Inc$6.3M02026-06-30
Amg National Trust Bank$6.3M02026-06-30
Davenport & Co LLC$6.2M3392026-06-30
Blue Fin Capital, Inc.$6.2M02026-06-30
Transcend Capital Advisors, LLC$5.9M02026-06-30
Values First Advisors, Inc.$5.8M72026-06-30
Strategic Blueprint, LLC$5.7M552026-06-30
Trilogy Capital, Inc.$5.7M722026-06-30
Columbia Bank$5.7M02026-06-30
Bulltick Wealth Management, LLC$5.6M242026-06-30
Tru Independence Asset Management 2, LLC$5.5M42026-06-30
Corient Private Wealth LP$5.5M6742026-06-30
Great Path Planning$5.5M22026-06-30
Tennessee Valley Asset Management Partners$5.5M252026-06-30
Cfo4life Group, LLC$5.5M02026-06-30
Great Valley Advisor Group, LLC$5.4M2052026-06-30
1 North Wealth Services LLC$5.4M62026-06-30
Compass Financial Group, Inc. (ohio)$5.3M22026-06-30
Veridan Wealth$5.2M42026-06-30
Larch Capital Partners LLC$5.2M102026-06-30
Dynamic$5.2M752026-06-30
Pinnacle Associates, Ltd.$5.2M332026-06-30
Sumitomo Mitsui Financial Group, Inc.$5.2M02026-06-30
Acropolis Investment Management, LLC$5.1M372026-06-30
Brookstone Capital Management$5.1M3372026-06-30
Financial Management Network Inc$5.1M212026-06-30
Storen Legacy Partners, LLC$5.1M72026-06-30
Monument Capital Management$5M92026-06-30
Robertson Stephens Wealth Management, LLC$5M722026-06-30
Atria Investments, Inc$4.9M62026-06-30
Gladwyn Financial Advisors, Inc.$4.8M22026-06-30
Center for Asset Management, LLC$4.8M22026-06-30
Daymark Wealth Partners, LLC$4.7M372026-06-30
Unique Wealth, LLC$4.7M142026-06-30
Gotham Asset Management, LLC$4.6M52026-06-30
Latko Wealth Management, Ltd.$4.6M22026-06-30
Cascades Capital Asset Management, LLC$4.6M32026-06-30
Pinnacle Wealth Management Advisory Group, LLC$4.5M102026-06-30
Clearstead; Clearstead Advisory Solutions$4.5M642026-06-30
Advisory Services Network$4.5M2532026-06-30
Kestra Advisory Services, LLC$4.4M1,4792026-06-30
Newport Capital Group, LLC$4.4M02026-06-30
Christensen, King & Associates Investment Services, Inc.$4.3M92026-06-30
Migdal Insurance & Financial Holdings Ltd.$4.3M02026-06-30
Ifp Advisors, Inc$4.3M3182026-06-30
Exchange Traded Concepts, LLC$4.2M02026-06-30
If Advisors, LLC$4.2M22026-06-30
Shelton Wealth Management, LLC$4.2M42026-06-30
Stratos Wealth Advisors, LLC$4.1M712026-06-30
Maltin Wealth Management, Inc.$4.1M42026-06-30
Madison Asset Management, LLC$4.1M12026-06-30
Creativeone Wealth, LLC$4M2212026-06-30
Vision Capital Management, Inc.$4M02026-06-30
Private Advisory Group LLC$4M182026-06-30
Mount Lucas Management LP$4M02026-06-30
Pacific Park Financial, Inc.$3.9M12026-06-30
Twin Focus Capital Partners, LLC$3.9M192026-06-30
The Ascent Group, LLC$3.9M202026-06-30
International Private Wealth Advisors LLC$3.7M32026-06-30
Efg International AG$3.7M02026-06-30
Gateway Wealth Partners, LLC$3.6M1012026-06-30
Baybridge Capital Group, LLC$3.6M22026-06-30

The 250 largest of 851 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30