Inst. Holders
50 funds
IE
IEI
ISHARES 3-7 YEAR TREASURY BO
$113.17 ▼ -0.20%
Prev close $113.4013 New Institutional Positions13 Institutional Exits
Snapshot
The big-picture read on IEI right now — valuation, ownership and activity at a glance.
Inst. Value
$11.4B
Inst. Activity
13 buys / 13 sells
Congressional
3 trades
Price chart 30d -2.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 11, 2026 ftd
FTD: IEI — 100,000 shares ($11.5M) failed to deliver
Settlement: 20260911, Price: $114.75, FTD Value: $11,475,000, ISHARES BARCLAYS 3-7 YR TREAS
Jun 30, 2026 Inst.
UBS Group AG — TRIM
1,877,272 shares ($220.5M)
Jun 30, 2026 Inst.
BANCO BILBAO VIZCAYA ARGENTARIA, — ADD
667,283 shares ($78.3M)
May 13, 2026 Congress
John Boozman sell
$50,001 - $100,000 — Senate
Apr 28, 2026 Congress
Chuck Fleischmann sell
$1,001 - $15,000 — House
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: IEI — 100,000 shares ($11.5M) failed to deliver
Settlement: 20260911, Price: $114.75, FTD Value: $11,475,000, ISHARES BARCLAYS 3-7 YR TREAS
Sep 7, 2026
dark_pool
Dark Pool: IEI — 0.9M shares, 4,192 trades
Week starting 2026-09-07. Total ATS volume: 941,467 shares across 4,192 trades.
Sep 1, 2026
ftd
FTD: IEI — 12,727 shares ($1.5M) failed to deliver
Settlement: 20260901, Price: $116.17, FTD Value: $1,478,495.59, ISHARES BARCLAYS 3-7 YR TREAS
Aug 31, 2026
dark_pool
Dark Pool: IEI — 0.9M shares, 3,826 trades
Week starting 2026-08-31. Total ATS volume: 869,233 shares across 3,826 trades.
Aug 27, 2026
ftd
FTD: IEI — 6,175 shares ($0.7M) failed to deliver
Settlement: 20260827, Price: $116.70, FTD Value: $720,622.5, ISHARES BARCLAYS 3-7 YR TREAS
Institutional ownership
Which big funds own IEI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.4B total value (97,044,715 shares) as of 2026-Q2. Top holders: JPMORGAN, BANK, CAPTRUST.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 19,507,348 | $2.3B | 20.2% | — |
| BANK OF AMERICA CORP /DE/ | 9,202,507 | $1.1B | 9.5% | ADD +39.7% |
| CAPTRUST FINANCIAL ADVISORS | 6,837,882 | $803.1M | 7.0% | — |
| Financial Engines Advisors L.L.C. | 4,330,638 | $508.6M | 4.5% | — |
| Invesco Ltd. | 4,292,100 | $504.1M | 4.4% | — |
| ASSETMARK, INC | 3,939,898 | $462.7M | 4.1% | — |
| FMR LLC | 3,691,423 | $433.6M | 3.8% | DOUBLED +259.6% |
| ENVESTNET ASSET MANAGEMENT INC | 3,422,946 | $402.0M | 3.5% | — |
| MORGAN STANLEY | 3,020,689 | $354.8M | 3.1% | — |
| AMERIPRISE FINANCIAL INC | 2,885,340 | $338.8M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | TRIM | 2,985,127 | 1,877,272 | -37.1% | $220.5M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | ADD | 529,872 | 667,283 | +25.9% | $78.3M |
| CITIGROUP INC | DOUBLED | 43,720 | 650,548 | +1388.0% | $76.4M |
| OSAIC HOLDINGS, INC. | TRIM | 489,387 | 340,394 | -30.4% | $40.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 173,121 | 258,429 | +49.3% | $30.4M |
| MAI Capital Management | DOUBLED | 78,290 | 211,581 | +170.3% | $24.9M |
| Allianz Asset Management GmbH | TRIM | 288,900 | 195,400 | -32.4% | $22.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 38,657 | 158,986 | +311.3% | $18.7M |
| Concurrent Investment Advisors, LLC | ADD | 98,806 | 156,603 | +58.5% | $18.4M |
| Integrated Wealth Concepts LLC | DOUBLED | 24,896 | 93,839 | +276.9% | $11.0M |
Congressional trades
IEI trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 13, 2026 | John Boozman | R | SENATE | SELL | $50,001 - $100,000 | iShares 3-7 Year Treasury Bond ETF | Jun 16, 2026(35d) |
| Apr 28, 2026 | Chuck Fleischmann | R | HOUSE | SELL | $1,001 - $15,000 | iShares 3-7 Year Treasury Bond ETF | May 13, 2026(16d) |
| Sep 16, 2025 | John Boozman | R | SENATE | BUY | $15,001 - $50,000 | iShares 3-7 Year Treasury Bond ETF | May 11, 2026(238d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IEI.
Shares short
4,636,272
Settlement Sep 15, 2026
Change vs prior
+29.9%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume