Who Owns iShares 3-7 Year Treasury Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares 3-7 Year Treasury Bond ETF.
Who crossed 5% of IEI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Acropolis Investment Management, LLC3 7 YR TREAS BD208.1K shadded | $23.6M |
| Independence Financial Advisors, LLC3 7 YR TREAS BD185K shadded | $21M |
| ARMSTRONG ADVISORY GROUP, INC3 7 YR TREAS BD178.1K shtrimmed | $20.2M |
| Farther Finance Advisors, LLCETF105.5K shadded | $12M |
| Whalen Wealth Management Inc.3 7 YR TREAS BD55.6K shtrimmed | $6.3M |
| Monument Capital Management3 7 YR TREAS BD45K shadded | $5.1M |
| Gladwyn Financial Advisors, Inc.3 7 YR TREAS BD42K shadded | $4.8M |
| Apella Capital, LLC3 7 YR TREAS BD29.1K shadded | $3.3M |
| Central Pacific Bank - Trust Division3 7 YR TREAS BD25K shheld | $2.8M |
| Avidian Wealth Enterprises, LLC3 7 YR TREAS BD22.6K shadded | $2.6M |
| MFA WEALTH ADVISORS, LLC3 7 YR TREAS BD20.9K shadded | $2.4M |
| Balefire, LLC3 7 YR TREAS BD16.8K shadded | $1.9M |
| ATWOOD & PALMER INCCOM13.2K shtrimmed | $1.5M |
| Emprise BankFixed Income12.7K shadded | $1.4M |
| Legacy Private Trust Co.3 7 YR TREAS BD12.1K shadded | $1.4M |
| Oak Grove Capital LLC3 7 YR TREAS BD10.2K shheld | $1.2M |
| Martin Capital Partners, LLC3 7 YR TREAS BD9.8K shadded | $1.1M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC3 7 YR TREAS BD8K shadded | $901.9K |
| Conrad Siegel Investment Advisors, Inc.3 7 YR TREAS BD7.7K shadded | $877.4K |
| ROCKLAND TRUST CO3 7 YR TREAS BD6.6K shtrimmed | $752.2K |
| Leverty Financial Group, LLC3 7 YR TREAS BD6K sh— | $681.1K |
| CogentBlue Wealth Advisors, LLC3 7 YR TREAS BD5.7K shadded | $648.3K |
| ARGUS INVESTORS' COUNSEL, INC.COM5.4K shadded | $614.1K |
| Asempa Wealth Advisors3 7 YR TREAS BD5.3K shtrimmed | $602.3K |
| Canandaigua National Trust Co of FloridaCom5.2K sh— | $593K |
| Bangor Savings Bank3 7 YR TREAS BD5.2K shtrimmed | $592.7K |
| CoreCap Advisors, LLCETF5.2K shtrimmed | $589.9K |
| Paragon Capital Management Ltd3 7 YR TREAS BD5.1K shtrimmed | $581.6K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC3 7 YR TREAS BD3.9K shheld | $439.9K |
| Friday Financial3 7 YR TREAS BD2.8K sh— | $313.7K |
| Wealth Enhancement Trust Services, Inc.3 7 YR TREAS BD2.1K shtrimmed | $240.5K |
| VALLEY WEALTH MANAGERS, INC.ETF2.1K shtrimmed | $233.2K |
| Hardin Capital Partners, LLC3 7 YR TREAS BD1.8K shadded | $204.4K |
| Investors Research Corp3 7 YR TREAS BD1.7K shadded | $192.7K |
| EASTERN BANK3 7 YR TREAS BD870 shheld | $98.7K |
| AMERICAN NATIONAL BANK & TRUST3 7 YR TREAS BD141 shheld | $16K |
| TOMPKINS FINANCIAL CORP3 7 YR TREAS BD79 shheld | $9K |
| GAMMA Investing LLCETF55 shheld | $6.2K |
| Rosenberg Matthew HamiltonETF23 shtrimmed | $2.6K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund0 shtrimmed | $0 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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