ISHARES TR (IEI) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IEI?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IEI?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into IEI?

131 institutional investors hold ISHARES TR (IEI). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IEI?

Track institutional sentiment and conviction scores for ISHARES TR (IEI) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

IEI·464288661·US·etf·Unknown - Unknown-13D/G

3 7 YR TREAS BD

IEI (ISHARES TR) is held by 131 institutional investors as of Q4 2025. Largest holders: JPMORGAN CHASE & CO ($2.1B), BANK OF AMERICA CORP /DE/ ($789.5M), CAPTRUST FINANCIAL ADVISORS ($707.1M). Net institutional sentiment: Mixed.

131

Holders

Avg rating(16 Elite)

$10.7B

Total Value

65% (137)

Fund Consensus

85 buying - 46 selling

Smart Money Verdict

View all

60Mixed MomentumStrong Convergence

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See how IEI's score breaks down across 4 SEC sources

Held by 131 funds

16 elite

Who's Trading

Congress

John Boozman

13F: Dec 31, 2025Insider & Congress: Updated regularly

Activist

Invesco Ltd.4.8%May 9, 2025

Congress

Charles J. "Chuck" FleischmannBuy $1,001 - $15,000Apr 16, 2025

Congress

Charles J. "Chuck" FleischmannBuy $1,001 - $15,000Oct 22, 2024

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	17.7M(+7.2%)	$2.1B	0.1%	+5.40%	41
BANK OF AMERICA CORP /DE/	Decreased	6.6M(-6.0%)	$789.5M	0.1%	+7.17%	0
CAPTRUST FINANCIAL ADVISORS	Increased	5.9M(+5.0%)	$707.1M	1.3%	+3.89%	52
Invesco Ltd.	Unchanged	4.3M	$512.3M	0.1%	+4.92%	0
Financial Engines Advisors L.L.C.	Increased	4.3M(+0.8%)	$511.8M	1.0%	+5.43%	44
ENVESTNET ASSET MANAGEMENT INC	Increased	3.9M(+5.4%)	$462.4M	0.1%	+9.14%	39
ASSETMARK, INC	Increased	3.1M(+6.6%)	$364.3M	0.7%	+4.10%	47
MORGAN STANLEY	Decreased	2.8M(-7.0%)	$332.3M	0.0%	+8.51%	0
AMERIPRISE FINANCIAL INC	Increased	2.7M(+0.2%)	$325.2M	0.1%	+7.49%	31
Bank Julius Baer & Co. Ltd, Zurich	Increased	2.7M(+6.5%)	$319.8M	0.9%	+6.37%	47
LPL Financial LLC	Increased	2.5M(+11.4%)	$292.9M	0.1%	+5.39%	34
UBS Group AG	Increased	2.3M(+8.2%)	$271.1M	0.0%	+8.71%	33
STIFEL FINANCIAL CORP	Increased	2.2M(+6.8%)	$259.7M	0.2%	+7.15%	39
WELLS FARGO & COMPANY/MN	Increased	2.1M(+2.7%)	$250.1M	0.0%	+11.01%	32
TRUIST FINANCIAL CORP	Increased	2M(+1.7%)	$235M	0.3%	+11.91%	37
Cerity Partners LLC	Increased	2M(+5.9%)	$233.3M	0.3%	+9.60%	39
BlackRock, Inc.	Decreased	1.6M(-52.8%)	$193.1M	0.0%	+2.85%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.5M(+4.7%)	$181.9M	0.1%	+6.73%	32
Creative Planning	Decreased	1.2M(-9.6%)	$148.8M	0.1%	+7.98%	0
Dynasty Wealth Management, LLC	Increased	1.2M(+97.3%)	$139.7M	1.4%	+1.86%	76
ROYAL BANK OF CANADA	Increased	1.1M(+6.7%)	$132.2M	0.0%	+6.73%	32
HUNTINGTON NATIONAL BANK	Increased	1.1M(+7.6%)	$128.9M	0.8%	+8.90%	46
FWFocus Partners Wealth	Increased	939,394(+18.1%)	$112.1M	0.1%	+5.94%	42
FMR LLC	Decreased	875,183(-7.7%)	$104.5M	0.0%	+7.72%	0
Cetera Investment Advisers	Increased	800,799(+5.0%)	$95.6M	0.1%	+6.54%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	708,226(-4.2%)	$84.5M	0.1%	+4.24%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	644,190(+13.3%)	$76.9M	0.0%	+5.33%	34
Mariner, LLC	Increased	494,907(+2.5%)	$59.1M	0.1%	+7.76%	30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Increased	480,586(+57.5%)	$57.5M	0.4%	+4.35%	50
WAWaverly Advisors, LLC	Increased	466,164(+1.5%)	$55.6M	0.5%	+6.28%	36
VICTORY CAPITAL MANAGEMENT INC	Increased	464,017(+0.0%)	$55.4M	0.0%	+13.26%	29
Bank of New York Mellon Corp	Increased	413,028(+12.6%)	$49.3M	0.0%	+6.19%	33
KEYBANK NATIONAL ASSOCIATION/OH	Increased	396,641(+1.0%)	$47.3M	0.2%	+10.45%	35
Allspring Global Investments Holdings, LLC	Increased	370,001(+73.7%)	$44.2M	0.1%	+2.27%	44
FRANKLIN RESOURCES INC	Increased	359,794(+5.0%)	$42.9M	0.0%	+8.78%	31
BENJAMIN EDWARDS INC	Increased	328,470(+17.5%)	$39.2M	0.4%	+3.29%	41
OSAIC HOLDINGS, INC.	Decreased	296,284(-56.3%)	$35.4M	0.1%	+4.66%	0
OneDigital Investment Advisors LLC	Decreased	286,617(-2.0%)	$34.2M	0.3%	+5.96%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	284,873(+11.3%)	$34M	0.2%	+5.64%	38
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	284,011(-72.8%)	$33.9M	0.0%	+9.89%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	277,801(-6.8%)	$33.2M	0.0%	+10.60%	0
Banco Santander, S.A.	Increased	271,993(+20.6%)	$32.5M	0.2%	+8.99%	41
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	270,784(+8.6%)	$32.4M	0.0%	+8.06%	31
Kovitz Investment Group Partners, LLC	Decreased	253,161(-45.6%)	$30.2M	0.7%	+6.30%	0
Allianz Asset Management GmbH	Increased	244,800(+21.3%)	$29.2M	0.0%	+6.17%	34
NORTHERN TRUST CORP	Increased	241,104(+102.5%)	$28.8M	0.0%	+4.72%	46
GOLDMAN SACHS GROUP INC	Increased	210,464(+4.9%)	$25.1M	0.0%	+3.72%	30
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	207,003(-2.7%)	$24.7M	0.0%	+9.99%	0
AE Wealth Management LLC	Increased	186,548(+6.9%)	$22.3M	0.1%	+5.63%	37
Orion Porfolio Solutions, LLC	Increased	174,264(+0.1%)	$20.8M	0.2%	+10.50%	34
NewEdge Advisors, LLC	Increased	171,648(+13.5%)	$20.5M	0.1%	+6.88%	32
Baird Financial Group, Inc.	Increased	162,484(+3.5%)	$19.4M	0.0%	+5.71%	29
MML INVESTORS SERVICES, LLC	Increased	156,317(+12.7%)	$18.7M	0.0%	+8.19%	32
Haverford Trust Co	Increased	152,863(+7.1%)	$18.2M	0.2%	+8.59%	36
HighTower Advisors, LLC	Decreased	150,546(-39.0%)	$18M	0.0%	+7.34%	0
Lido Advisors, LLC	Decreased	149,425(-7.0%)	$17.8M	0.1%	+7.84%	0
1A1832 Asset Management L.P.	Decreased	140,208(-3.6%)	$16.7M	0.0%	+8.90%	0
RWA WEALTH PARTNERS, LLC	Decreased	135,365(-1.8%)	$16.2M	0.2%	+9.92%	0
M&T BANK CORP	Increased	429,632(+288.1%)	$16M	0.1%	+3.41%	45
Rockefeller Capital Management L.P.	Increased	128,389(+10.7%)	$15.3M	0.0%	+4.05%	31
BANK OF MONTREAL /CAN/	Increased	125,479(+9.7%)	$15M	0.0%	+6.64%	31
&PARTNERS	Increased	124,805(+5.8%)	$14.9M	0.1%	+5.54%	30
Pinnacle Financial Partners, Inc.	New	105,107	$12.5M	0.1%	+0.53%	39
Pictet Asset Management Holding SA	Unchanged	105,000	$12.5M	0.0%	+9.00%	0
UFUNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	104,371(+11.7%)	$12.5M	0.1%	+6.70%	31
AXXCESS WEALTH MANAGEMENT, LLC	Increased	95,397(+18.9%)	$11.4M	0.2%	+6.12%	39
Farther Finance Advisors, LLC	Increased	93,946(+36.1%)	$11.2M	0.1%	+3.02%	43
JONES FINANCIAL COMPANIES LLLP	Increased	92,595(+33.6%)	$11.1M	0.0%	+3.42%	36
NATIONAL BANK OF CANADA /FI/	Increased	80,831(+118.9%)	$9.6M	0.0%	+3.00%	45
D.A. DAVIDSON & CO.	Increased	75,696(+85.4%)	$9M	0.1%	+4.99%	43
Private Advisor Group, LLC	Decreased	73,973(-6.8%)	$8.8M	0.0%	+8.74%	0
MAI Capital Management	Decreased	68,889(-6.6%)	$8.2M	0.0%	+7.72%	0
IWIntegrated Wealth Concepts LLC	Increased	64,879(+47.5%)	$7.7M	0.1%	+2.50%	38
DAVENPORT & Co LLC	Decreased	63,079(-1.8%)	$7.5M	0.0%	+12.33%	0
Mirae Asset Global Investments Co., Ltd.	Decreased	60,753(-18.4%)	$7.3M	0.0%	+4.78%	0
Corient Private Wealth LLC	Increased	487,364(+1024.3%)	$6.7M	0.0%	+1.35%	44
COMERICA BANK	Decreased	55,545(-1.1%)	$6.6M	0.0%	+9.42%	0
Sanctuary Advisors, LLC	Increased	54,605(+4.0%)	$6.5M	0.0%	+7.47%	28
MILLENNIUM MANAGEMENT LLC	Decreased	48,960(-39.2%)	$5.8M	0.0%	+3.36%	0
Kestra Advisory Services, LLC	Decreased	48,077(-8.5%)	$5.7M	0.0%	+7.87%	0
PRUDENTIAL PLC	Decreased	45,600(-20.2%)	$5.4M	0.0%	+7.12%	0
EXCHANGE TRADED CONCEPTS, LLC	Decreased	44,457(-12.8%)	$5.3M	0.0%	+3.25%	0
CITIGROUP INC	Increased	42,071(+4.3%)	$5M	0.0%	+6.19%	28
Steward Partners Investment Advisory, LLC	Increased	39,583(+3.2%)	$4.7M	0.0%	+3.70%	28
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	38,639(-1.2%)	$4.6M	0.0%	+3.32%	0
Envestnet Portfolio Solutions, Inc.	Increased	27,516(+9.6%)	$3.3M	0.0%	+12.82%	29
FIFTH THIRD BANCORP	Increased	23,220(+2.5%)	$2.8M	0.0%	+11.00%	27
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	22,086(-11.9%)	$2.6M	0.0%	+5.05%	0
HSBC HOLDINGS PLC	Decreased	18,736(-61.8%)	$2.2M	0.0%	+3.65%	0
REGIONS FINANCIAL CORP	Increased	18,665(+25.3%)	$2.2M	0.0%	+9.53%	32
Federation des caisses Desjardins du Quebec	Increased	18,401(+1.5%)	$2.2M	0.0%	+10.32%	26
Wealthfront Advisers LLC	Increased	17,222(+43.8%)	$2.1M	0.0%	+7.01%	35
Cresset Asset Management, LLC	Increased	16,661(+10.0%)	$2M	0.0%	+5.12%	29
Equitable Holdings, Inc.	Decreased	15,706(-10.4%)	$1.9M	0.0%	+6.77%	0
Allworth Financial LP	Decreased	15,545(-1.6%)	$1.9M	0.0%	+7.34%	0
GAGotham Asset Management, LLC	New	15,108	$1.8M	0.0%	+0.53%	36
Grantham, Mayo, Van Otterloo & Co. LLC	New	14,302	$1.7M	0.0%	+0.53%	36
Fisher Asset Management, LLC	Increased	13,658(+95.2%)	$1.6M	0.0%	+1.19%	41
COMMERCE BANK	Increased	12,964(+4.5%)	$1.5M	0.0%	+5.57%	27
Aptus Capital Advisors, LLC	Decreased	12,311(-1.8%)	$1.5M	0.0%	+6.44%	0
MFMerit Financial Group, LLC	Increased	12,026(+53.4%)	$1.4M	0.0%	+5.10%	36
Compagnie Lombard Odier SCmA	Unchanged	11,358	$1.4M	0.0%	+5.51%	0
WHITTIER TRUST CO	Unchanged	10,242	$1.2M	0.0%	+8.22%	0
TD Waterhouse Canada Inc.	Increased	10,036(+7.4%)	$1.2M	0.0%	+3.31%	27
Pathstone Holdings, LLC	Decreased	8,523(-26.6%)	$1M	0.0%	+4.11%	0
LAZARD ASSET MANAGEMENT LLC	Unchanged	8,028	$958,142	0.0%	+13.54%	0
SIMPLEX TRADING, LLC	Decreased	7,865(-48.9%)	$938,687	0.0%	+5.34%	0
Qube Research & Technologies Ltd	Increased	7,256(+10.7%)	$866,004	0.0%	+1.69%	28
Vontobel Holding Ltd.	Increased	7,081(+4.4%)	$845,117	0.0%	+12.78%	26
IEQ CAPITAL, LLC	Increased	5,776(+0.3%)	$689,364	0.0%	+4.24%	25
Savant Capital, LLC	Increased	5,730(+8.0%)	$683,859	0.0%	+1.72%	27
BLAIR WILLIAM & CO/IL	Decreased	5,037(-2.6%)	$601,191	0.0%	+6.99%	0
BANQUE PICTET & CIE SA	Decreased	4,324(-22.4%)	$516,069	0.0%	+9.81%	0
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Unchanged	4,295	$512,608	0.0%	+8.89%	0
Walleye Trading LLC	New	4,136	$493,632	0.0%	+0.53%	33
Sequoia Financial Advisors, LLC	Decreased	4,110(-15.3%)	$490,551	0.0%	+6.18%	0
CIBC WORLD MARKET INC.	Decreased	3,994(-15.6%)	$476,684	0.0%	+3.86%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	3,917(+0.8%)	$467,494	0.0%	+7.28%	24
EP Wealth Advisors, LLC	Decreased	3,855(-81.7%)	$460,141	0.0%	+4.33%	0
Wealthspire Advisors, LLC	Increased	3,852(+9.9%)	$459,737	0.0%	+11.49%	26
PFPhoenix Financial Ltd.	Increased	3,649(+13.4%)	$435,508	0.0%	+9.12%	27
Squarepoint Ops LLC	New	3,219	$384,188	0.0%	+0.53%	33
BNP PARIBAS FINANCIAL MARKETS	Decreased	2,586(-98.7%)	$308,639	0.0%	+2.67%	0
Empower Advisory Group, LLC	New	2,464	$294,081	0.0%	+0.53%	32
CIBC Private Wealth Group LLC	Increased	2,360(+35.2%)	$281,666	0.0%	+2.14%	30
MATHER GROUP, LLC.	Decreased	2,279(-0.8%)	$271,999	0.0%	+7.10%	0
Rathbones Group PLC	New	2,196	$262,092	0.0%	+0.53%	32
CBCULLEN/FROST BANKERS, INC.	Increased	1,188(+28.3%)	$141,818	0.0%	+2.94%	28
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	481	$57,407	0.0%	+0.53%	32
BROWN BROTHERS HARRIMAN & CO	New	130	$15,516	0.0%	+0.53%	25
HRT FINANCIAL LP	New	9,344	$1,115	0.0%	+0.53%	15
Quadrature Capital Ltd	Exited	0(-100.0%)	$4.3M	0.0%	+1.28%	0
Beacon Pointe Advisors, LLC	Exited	0(-100.0%)	$206,275	0.0%	+1.28%	0
BARCLAYS PLC	Exited	0(-100.0%)	$4.7M	0.0%	+3.33%	0
XTX Topco Ltd	Exited	0(-100.0%)	$717,658	0.0%	+1.28%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$5.9M	0.0%	+3.86%	0
Capitolis Liquid Global Markets LLC	Exited	0(-100.0%)	$6.5M	0.0%	+4.36%	0

ISHARES TR

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