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IEF

iShares 7-10 Year Treasury Bond ETF

IEF
NASDAQReal-Time Price
$90.42USD
+0.07 (+0.08%)Today
BTI Score
Near Future
47
Long Term
48
BTI Fair Market Cap
Needs validation
High Risk

iShares 7-10 Year Treasury Bond ETF (IEF) Holders & Ownership

Who owns iShares 7-10 Year Treasury Bond ETF (IEF)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.

Filing Period:
Institutional Ownership
4.72%
Institutional Holders
182
Total Shares Held
23,973,991
Total Holdings Value
$1.90B

13F Holder Composition

FundInstitution
Top Institutional Holders
HolderShares HeldMarket Value% OutstandingChangeDate Reported
RONALD BLUE TRUST, INC.7,771,223$694.0M1.53%+7.35%2026-09-30
KEYSTONE GLOBAL PARTNERS, LLC2,752,000$245,7810.54%+99900.00%2026-09-30
EASTERN BANK1,346,447$120.3M0.27%+136.03%2026-09-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,242,810$111.2M0.24%+15.84%2026-09-30
CENTURYLINK INVESTMENT MANAGEMENT CO746,500$66.7M0.15%0.00%2026-09-30
ARMSTRONG ADVISORY GROUP, INC623,109$55.6M0.12%+4437.31%2026-09-30
TWELE CAPITAL MANAGEMENT, INC.562,022$50.2M0.11%+3.70%2026-09-30
GENWEALTH GROUP, INC.531,925$47.5M0.10%+4.30%2026-09-30
PATTON FUND MANAGEMENT, INC.527,427$47.1M0.10%+0.95%2026-09-30
FOCUS FINANCIAL NETWORK, INC.443,067$39.6M0.09%+9.19%2026-09-30
IFP ADVISORS, INC436,490$39.0M0.09%-6.54%2026-09-30
BEACON WEALTHCARE LLC430,508$38.4M0.08%+2.52%2026-09-30
FIRST FINANCIAL BANK - TRUST DIVISION396,411$35.4M0.08%+3.23%2026-09-30
SCHOOLCRAFT CAPITAL LLC318,482$28.4M0.06%-1.96%2026-09-30
FIRST CITIZENS BANK & TRUST CO302,927$27.1M0.06%-0.88%2026-09-30
COMMUNITY FINANCIAL SERVICES GROUP, LLC300,213$26.8M0.06%-22.83%2026-09-30
SUMMIT FINANCIAL CONSULTING LLC295,650$26.4M0.06%+100.00%2026-09-30
INVARIANT INVESTMENT MANAGEMENT295,577$26.3M0.06%+6.15%2026-09-30
MATHER GROUP, LLC.252,867$22.6M0.05%-5.64%2026-09-30
FORM WEALTH ADVISORS, LLC232,570$20.8M0.05%-6.92%2026-09-30
AAFMAA WEALTH MANAGEMENT & TRUST LLC225,285$20.1M0.04%+7.11%2026-09-30
BAILARD, INC.211,247$18.9M0.04%+146.25%2026-09-30
TITLEIST ASSET MANAGEMENT, LLC189,320$16.9M0.04%-4.66%2026-09-30
SILVERLEAFE CAPITAL PARTNERS, LLC177,759$15.9M0.04%+100.00%2026-09-30
ATRIA INVESTMENTS, INC161,233$14.4M0.03%+1.47%2026-09-30
PARAGON CAPITAL MANAGEMENT INC142,254$12.7M0.03%-0.48%2026-09-30
LINCOLN CAPITAL CORP137,459$12.3M0.03%+8.71%2026-09-30
PREMIER PATH WEALTH PARTNERS, LLC107,428$9.6M0.02%-12.94%2026-09-30
USA FINANCIAL PORTFORMULAS CORP105,218$9.4M0.02%+100.00%2026-09-30
STRATEGIC FINANCIAL GROUP, LLC102,205$9.1M0.02%+1.02%2026-09-30
PACIFIC WEALTH MANAGEMENT101,981$9.1M0.02%-35.83%2026-09-30
CONCURRENT INVESTMENT ADVISORS, LLC95,435$8.5M0.02%-49.23%2026-09-30
PFG ADVISORS93,923$8.4M0.02%+5.66%2026-09-30
WHITE PINE INVESTMENT CO83,916$7.5M0.02%+2.48%2026-09-30
BENCHMARK FINANCIAL, LLC78,463$7.0M0.02%+6.30%2026-09-30
REZNY WEALTH MANAGEMENT, INC.75,236$6.7M0.01%+0.29%2026-09-30
WEST PACES ADVISORS INC.72,461$6.5M0.01%-73.34%2026-09-30
HECK CAPITAL ADVISORS, LLC69,735$6.2M0.01%+7.52%2026-09-30
ACROPOLIS INVESTMENT MANAGEMENT, LLC67,080$6.0M0.01%-2.10%2026-09-30
DAVENPORT & CO LLC65,747$5.9M0.01%+7.32%2026-09-30
BALLEW ADVISORS, INC65,561$5.8M0.01%+15.23%2026-09-30
TD WATERHOUSE CANADA INC.63,528$5.7M0.01%+41.36%2026-09-30
WEALTH ENHANCEMENT TRUST SERVICES, INC.62,363$5.6M0.01%-2.28%2026-09-30
BISON WEALTH, LLC53,371$4.8M0.01%-47.38%2026-09-30
WHALEN WEALTH MANAGEMENT INC.51,374$4.6M0.01%+506.40%2026-09-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC47,877$4.3M0.01%-21.67%2026-09-30
FERGUSON SHAPIRO LLC46,770$4.2M0.01%+166.60%2026-09-30
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA46,667$4.2M0.01%+6.22%2026-09-30
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC45,581$4.1M0.01%-2.50%2026-09-30
FARTHER FINANCE ADVISORS, LLC43,430$3.9M0.01%+15.00%2026-09-30
C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS41,133$3.7M0.01%-50.84%2026-09-30
MFA WEALTH SERVICES40,343$3.6M0.01%+5.69%2026-09-30
BLUE CAPITAL, INC.40,194$3.6M0.01%+15.17%2026-09-30
DYNAMIC WEALTH STRATEGIES, LLC40,170$3.6M0.01%-13.56%2026-09-30
INDEPENDENT FINANCIAL GROUP, LLC39,861$3.6M0.01%+1.64%2026-09-30
BURNS MATTESON CAPITAL MANAGEMENT, LLC36,644$3.3M0.01%+100.00%2026-09-30
INSIGHT WEALTH STRATEGIES, LLC36,078$3.2M0.01%+2.94%2026-09-30
COLUMBUS MACRO, LLC35,946$3.2M0.01%-0.78%2026-09-30
BILTMORE WEALTH MANAGEMENT, LLC35,414$3.2M0.01%+12.96%2026-09-30
FORTE ASSET MANAGEMENT LLC34,247$3.1M0.01%-2.73%2026-09-30
LWM ADVISORS INC32,423$2.9M0.01%-2.96%2026-09-30
BOLTWOOD CAPITAL MANAGEMENT31,290$2.8M0.01%+3.04%2026-09-30
ABLE FINANCIAL GROUP, LLC31,176$2.8M0.01%+6.30%2026-09-30
HCR WEALTH ADVISORS27,195$2.4M0.01%+2.28%2026-09-30
PURUS WEALTH MANAGEMENT, LLC26,911$2.4M0.01%+1.70%2026-09-30
ENCOMPASS MORE ASSET MANAGEMENT26,398$2.4M0.01%+100.00%2026-09-30
Q FUND MANAGEMENT (HONG KONG) LTD25,000$2.2M0.00%0.00%2026-09-30
MFA WEALTH ADVISORS, LLC24,821$2.2M0.00%+1.96%2026-09-30
SHOREHAVEN WEALTH PARTNERS, LLC22,250$2.0M0.00%+23.25%2026-09-30
PRISM ADVISORS, INC.21,929$2.0M0.00%+33.56%2026-09-30
CENTRAL PACIFIC BANK - TRUST DIVISION21,815$1.9M0.00%-1.80%2026-09-30
FORTITUDE ADVISORY GROUP L.L.C.21,684$1.9M0.00%-1.18%2026-09-30
KRILOGY FINANCIAL LLC20,913$1.9M0.00%-12.94%2026-09-30
ATLAS BROWN,INC.20,878$1.9M0.00%+3.36%2026-09-30
ISRAEL DISCOUNT BANK OF NEW YORK20,206$1.8M0.00%+5.72%2026-09-30
MATRIX TRUST CO18,960$1.7M0.00%-1.55%2026-09-30
CENTER FOR ASSET MANAGEMENT LLC17,384$1.6M0.00%+28.42%2026-09-30
PROFESSIONAL FINANCIAL ADVISORS, LLC17,293$1.5M0.00%+641.87%2026-09-30
FLAGSTAR ADVISORS INC.13,361$1.2M0.00%+7.44%2026-09-30
TWO WEST CAPITAL ADVISORS LLC13,281$1.2M0.00%+44.17%2026-09-30
GILPIN WEALTH MANAGEMENT, LLC13,046$1.2M0.00%+11.31%2026-09-30
TRIAGEN WEALTH MANAGEMENT LLC12,836$1.1M0.00%+6.10%2026-09-30
CATALYST PRIVATE WEALTH, LLC12,004$1.1M0.00%+55.63%2026-09-30
BANQUE PICTET & CIE SA11,976$1.1M0.00%0.00%2026-09-30
MISSION WEALTH MANAGEMENT, LP10,801$964,6570.00%-20.91%2026-09-30
COURIER CAPITAL LLC10,466$934,7180.00%-91.46%2026-09-30
PALADIN PARTNERS, LLC10,226$913,2840.00%0.00%2026-09-30
LEWIS ASSET MANAGEMENT, LLC10,205$911,4400.00%-10.62%2026-09-30
CYPRESS FINANCIAL PLANNING LLC10,068$899,1730.00%-35.18%2026-09-30
STEEL PEAK WEALTH MANAGEMENT LLC9,758$871,4870.00%-6.60%2026-09-30
B. RILEY WEALTH ADVISORS, INC.9,304$830,9160.00%+5.06%2026-09-30
ROCKINGSTONE ADVISORS LLC8,935$797,9850.00%+28.47%2026-09-30
TCP ASSET MANAGEMENT, LLC8,836$786,8090.00%-2.64%2026-09-30
XY PLANNING NETWORK, INC.8,601$768,1790.00%+54.64%2026-09-30
APELLA CAPITAL, LLC8,554$762,2310.00%+0.47%2026-09-30
LEGACY PRIVATE TRUST CO.8,493$758,5090.00%-42.95%2026-09-30
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC8,429$752,7710.00%-12.64%2026-09-30
MASSMUTUAL TRUST CO FSB/ADV8,234$735,3790.00%+8.04%2026-09-30
FIDUCIARY ALLIANCE LLC8,097$723,1430.00%-4.88%2026-09-30
CORECAP ADVISORS, LLC8,040$718,0960.00%+179.07%2026-09-30
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.