IEI Institutional Ownership
iShares 3-7 Year Treasury Bond ETF
1W: +0.5%
1M: +1.4%
3M: -1.4%
YTD: -3.4%
1Y: -3.8%
3Y: +10.1%
5Y: -1.4%
$114.61
-0.04 (-0.03%)
Weekly Expected Move ±0.5%
$113
$114
$115
$115
$116
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IEI
910
Institutional Holders
-18 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
73
New Positions
313
Increased
395
Reduced
83
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (985 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 19,507,348 | 2.2B | +689,362 | +3.7% | 66Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 9,202,507 | 1.1B | -40,165 | -0.4% | 15Q | SEC ↗ |
| 3 | CAPTRUST FINANCIAL ADVISORS | 6,837,882 | 784M | +579,649 | +9.3% | 37Q | SEC ↗ |
| 4 | Financial Engines Advisors L.L.C. | 4,330,638 | 496M | +99,106 | +2.3% | 31Q | SEC ↗ |
| 5 | Invesco Ltd. | 4,292,100 | 492M | — | +0.0% | 8Q | SEC ↗ |
| 6 | ASSETMARK, INC | 3,939,898 | 452M | +587,473 | +17.5% | 52Q | SEC ↗ |
| 7 | FMR LLC | 3,691,423 | 423M | +544,449 | +17.3% | 32Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3,422,946 | 392M | -412,831 | -10.8% | 74Q | SEC ↗ |
| 9 | MORGAN STANLEY | 3,020,689 | 346M | +165,625 | +5.8% | 60Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 2,885,340 | 331M | +39,602 | +1.4% | 16Q | SEC ↗ |
| 11 | LPL Financial LLC | 2,616,581 | 300M | -119,327 | -4.4% | 54Q | SEC ↗ |
| 12 | Bank Julius Baer & Co. Ltd, Zurich | 2,445,430 | 280M | +126,450 | +5.5% | 26Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 2,299,590 | 264M | +147,285 | +6.8% | 77Q | SEC ↗ |
| 14 | Mariner, LLC | 2,161,388 | 248M | +124,297 | +6.1% | 18Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 2,147,348 | 246M | -256,419 | -10.7% | 49Q | SEC ↗ |
| 16 | Cerity Partners LLC | 1,959,885 | 225M | -9,072 | -0.5% | 23Q | SEC ↗ |
| 17 | UBS Group AG | 1,877,272 | 215M | -1,107,855 | -37.1% | 47Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP | 1,870,174 | 214M | -125,554 | -6.3% | 48Q | SEC ↗ |
| 19 | Janney Montgomery Scott LLC | 1,709,213 | 196M | -135,574 | -7.3% | 40Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 1,567,393 | 180M | -27,521 | -1.7% | 7Q | SEC ↗ |
| 21 | BlackRock, Inc. | 1,521,468 | 174M | +176,488 | +13.1% | 8Q | SEC ↗ |
| 22 | Tanglewood Wealth Management, Inc. | 1,445,259 | 166M | -151,563 | -9.5% | 18Q | SEC ↗ |
| 23 | HUNTINGTON NATIONAL BANK | 1,361,072 | 156M | +87,417 | +6.9% | 40Q | SEC ↗ |
| 24 | Dynasty Wealth Management, LLC | 1,257,130 | 144M | +172,090 | +15.9% | 6Q | SEC ↗ |
| 25 | Facet Wealth, Inc. | 1,212,867 | 139M | +162,870 | +15.5% | 13Q | SEC ↗ |
| 26 | Creative Planning | 1,147,868 | 132M | -28,969 | -2.5% | 34Q | SEC ↗ |
| 27 | WestEnd Advisors, LLC | 1,099,976 | 126M | -105,888 | -8.8% | 26Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 1,041,493 | 119M | -71,532 | -6.4% | 67Q | SEC ↗ |
| 29 | Roehl & Yi Investment Advisors, LLC NEW | 943,948 | 108M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Focus Partners Wealth | 922,315 | 106M | -41,515 | -4.3% | 9Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 885,965 | 102M | -11,349 | -1.3% | 43Q | SEC ↗ |
| 32 | CANTOR FITZGERALD INVESTMENT ADVISORS | 760,770 | 87M | +40,936 | +5.7% | 11Q | SEC ↗ |
| 33 | EVERGREEN CAPITAL MANAGEMENT LLC | 730,746 | 84M | -16,564 | -2.2% | 17Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 674,309 | 77M | -1,039 | -0.2% | 42Q | SEC ↗ |
| 35 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 667,283 | 76M | +137,411 | +25.9% | 21Q | SEC ↗ |
| 36 | Strategic Point Investment Advisors, L | 667,170 | 76M | +27,780 | +4.3% | 13Q | SEC ↗ |
| 37 | WIT, LLC | 661,074 | 76M | -1,602,848 | -70.8% | 10Q | SEC ↗ |
| 38 | ARMSTRONG ADVISORY GROUP, INC | 657,428 | 75M | -427,059 | -39.4% | 12Q | SEC ↗ |
| 39 | CITIGROUP INC | 650,548 | 75M | +606,828 | +1388.0% | 60Q | SEC ↗ |
| 40 | PNC Financial Services Group, Inc. | 634,648 | 73M | -8,756 | -1.4% | 15Q | SEC ↗ |
| 41 | OpenArc Corporate Advisory, LLC | 575,601 | 66M | +99,733 | +21.0% | 3Q | SEC ↗ |
| 42 | SAGESPRING WEALTH PARTNERS, LLC | 536,921 | 62M | +49,602 | +10.2% | 6Q | SEC ↗ |
| 43 | Clarity Financial LLC | 536,456 | 61M | -384,064 | -41.7% | 13Q | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 484,301 | 56M | +36,319 | +8.1% | 42Q | SEC ↗ |
| 45 | Waverly Advisors, LLC | 468,365 | 54M | +13,312 | +2.9% | 11Q | SEC ↗ |
| 46 | VICTORY CAPITAL MANAGEMENT INC | 442,453 | 51M | -35,970 | -7.5% | 17Q | SEC ↗ |
| 47 | OneDigital Investment Advisors LLC | 436,836 | 50M | +79,626 | +22.3% | 26Q | SEC ↗ |
| 48 | FRANKLIN RESOURCES INC | 425,319 | 49M | +20,883 | +5.2% | 22Q | SEC ↗ |
| 49 | KEYBANK NATIONAL ASSOCIATION/OH | 411,681 | 47M | +4,488 | +1.1% | 66Q | SEC ↗ |
| 50 | TD PRIVATE CLIENT WEALTH LLC | 394,622 | 45M | -16,218 | -3.9% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 943,948 | 108M |
| Sixth Street Partners Management Co | 311,526 | 36M |
| 3EDGE Asset Management, LP | 244,355 | 28M |
| Diversify Advisory Services, LLC | 131,264 | 15M |
| RENAISSANCE TECHNOLOGIES LLC | 75,500 | 9M |
| Global Retirement Partners, LLC | 63,435 | 7M |
| J.W. COLE ADVISORS, INC. | 27,591 | 3M |
| Crabel Capital Management, LLC | 26,797 | 3M |
| 49 WEALTH MANAGEMENT, LLC | 26,529 | 3M |
| ALONGSIDE, LLC | 26,529 | 3M |
| GC Wealth Management RIA, LLC | 20,458 | 2M |
| FIDUCIARY FINANCIAL ADVISORS | 19,977 | 2M |
| MY Wealth Management Inc. | 19,443 | 2M |
| Edgestream Partners, L.P. | 16,502 | 2M |
| JANE STREET GROUP, LLC | 14,752 | 2M |
| THOR TRADING ADVISORS, LLC | 13,050 | 1M |
| CADINHA & CO LLC | 9,968 | 1M |
| Analyst IMS Investment Management S | 8,251 | 946K |
| COMPASS FINANCIAL MANAGEMENT LLC | 8,179 | 937K |
| Alaska Permanent Capital Management | 7,328 | 840K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SNS Financial Group, LLC | 615,718 | 71M |
| University of Illinois Foundation | 410,500 | 47M |
| Permanens Capital L.P. | 257,944 | 30M |
| CITADEL ADVISORS LLC | 256,392 | 29M |
| CSM Advisors, LLC | 189,900 | 22M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 125,466 | 14M |
| MILLENNIUM MANAGEMENT LLC | 118,871 | 14M |
| HM PAYSON & CO | 97,633 | 11M |
| ARVEST INVESTMENTS, INC. | 94,147 | 11M |
| Portfolio Design Labs, LLC | 91,782 | 11M |
| Lake Hills Wealth Management, LLC | 76,419 | 9M |
| GenTrust, LLC | 52,086 | 6M |
| Transmarket Holdings LP | 51,067 | 6M |
| PRUDENTIAL PLC | 45,600 | 5M |
| TIAA TRUST, NATIONAL ASSOCIATION | 38,639 | 4M |
| Royal Harbor Partners, LLC | 36,926 | 4M |
| RETIREMENT CAPITAL STRATEGIES | 35,404 | 4M |
| Headlands Technologies LLC | 27,901 | 3M |
| Eaton Financial Holdings Company, L | 26,199 | 3M |
| SYKON CAPITAL LLC | 21,160 | 2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +689,362 | +3.7% | 19,507,348 |
| CITIGROUP INC | +606,828 | +1388.0% | 650,548 |
| ASSETMARK, INC | +587,473 | +17.5% | 3,939,898 |
| CAPTRUST FINANCIAL ADVISORS | +579,649 | +9.3% | 6,837,882 |
| FMR LLC | +544,449 | +17.3% | 3,691,423 |
| BlackRock, Inc. | +176,488 | +13.1% | 1,521,468 |
| Dynasty Wealth Management, LLC | +172,090 | +15.9% | 1,257,130 |
| Sollinda Capital Management LLC | +171,841 | +172.7% | 271,334 |
| SCHOOL EMPLOYEES RETIREMENT BOARD O | +167,350 | +79.4% | 378,065 |
| MORGAN STANLEY | +165,625 | +5.8% | 3,020,689 |
| Facet Wealth, Inc. | +162,870 | +15.5% | 1,212,867 |
| WELLS FARGO & COMPANY/MN | +147,285 | +6.8% | 2,299,590 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S. | +137,411 | +25.9% | 667,283 |
| Ridgepath Capital Management LLC | +135,629 | +227.6% | 195,218 |
| MAI Capital Management | +133,291 | +170.3% | 211,581 |
| AXXCESS WEALTH MANAGEMENT, LLC | +130,509 | +347.8% | 168,029 |
| Bank Julius Baer & Co. Ltd, Zurich | +126,450 | +5.5% | 2,445,430 |
| Mariner, LLC | +124,297 | +6.1% | 2,161,388 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +120,329 | +311.3% | 158,986 |
| OpenArc Corporate Advisory, LLC | +99,733 | +21.0% | 575,601 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WIT, LLC | -1,602,848 | -70.8% | 661,074 |
| UBS Group AG | -1,107,855 | -37.1% | 1,877,272 |
| ARMSTRONG ADVISORY GROUP, INC | -427,059 | -39.4% | 657,428 |
| GOLDMAN SACHS GROUP INC | -421,549 | -93.3% | 30,170 |
| ENVESTNET ASSET MANAGEMENT INC | -412,831 | -10.8% | 3,422,946 |
| Clarity Financial LLC | -384,064 | -41.7% | 536,456 |
| BENJAMIN EDWARDS INC | -287,838 | -84.3% | 53,583 |
| SkyView Investment Advisors, LLC | -287,622 | -99.1% | 2,500 |
| STIFEL FINANCIAL CORP | -256,419 | -10.7% | 2,147,348 |
| CABOT WEALTH MANAGEMENT INC | -171,723 | -61.5% | 107,436 |
| Tanglewood Wealth Management, Inc. | -151,563 | -9.5% | 1,445,259 |
| OSAIC HOLDINGS, INC. | -148,993 | -30.4% | 340,394 |
| Blueprint Investment Partners LLC | -145,540 | -41.7% | 203,485 |
| Janney Montgomery Scott LLC | -135,574 | -7.3% | 1,709,213 |
| DDFG, Inc | -134,545 | -36.3% | 236,514 |
| TRUIST FINANCIAL CORP | -125,554 | -6.3% | 1,870,174 |
| LPL Financial LLC | -119,327 | -4.4% | 2,616,581 |
| WestEnd Advisors, LLC | -105,888 | -8.8% | 1,099,976 |
| Allianz Asset Management GmbH | -93,500 | -32.4% | 195,400 |
| WCG Wealth Advisors LLC | -79,557 | -73.5% | 28,709 |