iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / COMMON STOCK
Symbol: IEF
Shares outstanding: 363,031,624
Price per share: $96.16
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 350,544,903
Holdings value: $33,815,981,024
% of all portfolios: 0.11%
Share change: +36,844,126
Value change: +$3,557,179,205
Average buys %: +0.01%
Average sells %: -0.02%
Number of holders: 996

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
FMR LLC	7.4%		$2,512,084,451		26,864,340		FMR LLC	31 Mar 2025

As of 30 Sep 2025, iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF) has 996 institutional shareholders filing 13F forms. They hold 350,544,903 shares of 363,031,624 outstanding shares (97%) .

Top 25 institutional shareholders own 74% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
Fisher Asset Management, LLC	24%	87,662,438	+52%	3.1%	$8,455,918,831
FMR LLC	8.2%	29,705,915	+3.9%	0.15%	$2,865,432,510
JPMORGAN CHASE & CO	7.4%	26,683,350	-2.2%	0.16%	$2,573,875,944
AMERIPRISE FINANCIAL INC	4.1%	14,950,581	+28%	0.33%	$1,443,272,196
MORGAN STANLEY	3.9%	14,302,631	+14%	0.08%	$1,379,631,874
ENVESTNET ASSET MANAGEMENT INC	3.5%	12,820,353	+3%	0.36%	$1,236,651,218
BANK OF AMERICA CORP /DE/	3%	10,729,197	+19%	0.08%	$1,034,938,383
BANK OF MONTREAL /CAN/	2.8%	10,094,434	+38%	0.43%	$973,709,124
PNC Financial Services Group, Inc.	2.3%	8,414,922	-2.2%	0.49%	$811,703,423
RAYMOND JAMES FINANCIAL INC	1.7%	6,175,024	+4.9%	0.19%	$595,642,753
Blue Trust, Inc.	1.6%	5,952,613	+6.4%	6.4%	$574,189,006
CAPTRUST FINANCIAL ADVISORS	1.4%	5,114,591	-49%	1%	$493,353,577
LPL Financial LLC	1.3%	4,653,586	+3.5%	0.13%	$448,884,862
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.2%	4,351,564	+2.5%	0.28%	$419,751,795
UBS Group AG	1.2%	4,294,255	+2%	0.08%	$414,223,836
WELLS FARGO & COMPANY/MN	0.89%	3,215,768	+3.6%	0.06%	$310,193,026
Bank Julius Baer & Co. Ltd, Zurich	0.88%	3,179,971	+2.8%	0.86%	$306,740,048
Cerity Partners OCIO LLC	0.76%	2,775,739	+7.7%	14%	$267,747,785
Baird Financial Group, Inc.	0.74%	2,669,292	+1.3%	0.41%	$257,479,906
Mariner, LLC	0.58%	2,104,117	-0.76%	0.26%	$202,963,031
Mutual Advisors, LLC	0.56%	2,050,726	+6.1%	4.4%	$199,740,736
COLDSTREAM CAPITAL MANAGEMENT INC	0.55%	2,010,135	+3.9%	2.6%	$193,897,578
PEAVINE CAPITAL, LLC	0.52%	1,874,111	+12%	37%	$180,776,747
WEALTHCARE CAPITAL MANAGEMENT LLC	0.51%	1,864,523	+5.1%	18%	$179,851,908
ALLIANCEBERNSTEIN L.P.	0.5%	1,813,794	-7.9%	0.06%	$174,958,569

Institutional Holders of iShares 7-10 Year Treasury Bond ETF - COMMON STOCK (IEF) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q4	5,257,332	$505,749,265	+$109,327,644			$96.16	53
2025 Q3	350,544,903	$33,815,981,024	+$3,557,179,205	$1,533,904,587	$1,610,945,364	$96.46	996
2025 Q2	314,796,038	$30,120,535,554	+$80,770,890	$450,588,471	$2,088,334,401	$95.77	1,010
2025 Q1	313,606,923	$29,897,652,110	+$2,222,148,380	$678,534,974	$1,236,518,666	$95.37	975
2024 Q4	290,913,242	$26,918,594,989	-$1,560,488,942	$822,544,046	$1,311,748,016	$92.45	960
2024 Q3	306,747,532	$30,114,579,834	+$3,689,963,436	$1,367,096,148	$1,287,785,752	$98.12	939
2024 Q2	270,070,989	$25,323,906,521	+$1,260,363,389	$1,319,865,640	$1,626,766,055	$93.65	890
2024 Q1	255,615,554	$24,195,676,880	+$1,099,320,247	$1,423,837,860	$1,730,974,537	$94.66	886
2023 Q4	1,390,123	$134,010,326	+$21,335,831		$481,950	$96.39	17
2023 Q3	262,502,661	$24,063,543,862	+$18,210,850	$319,640,441	$452,450,073	$91.59	773
2023 Q2	261,582,799	$25,278,238,618	-$346,457,324	$463,122,660	$302,609,160	$96.60	784
2023 Q1	264,092,916	$26,171,384,666	+$7,027,664,986	$458,374,005	$554,166,352	$99.12	763
2022 Q4	191,122,642	$18,308,298,507	+$668,201,146	$235,446,396	$442,340,774	$95.78	706
2022 Q3	179,345,039	$17,217,569,929	+$2,407,543,720	$665,318,000	$617,042,000	$95.99	685
2022 Q2	153,249,922	$15,684,151,401	+$3,412,907,935	$379,321,205	$892,436,205	$102.30	674
2022 Q1	122,070,693	$13,118,433,003	+$21,792,567	$432,551,000	$914,568,500	$107.47	656
2021 Q4	118,881,689	$13,703,409,363	+$2,714,265,684	$1,773,501,000	$1,342,660,000	$115.00	668
2021 Q3	90,409,902	$10,425,575,930	+$372,221,091	$1,718,345,000	$1,009,107,000	$115.22	601
2021 Q2	87,545,854	$10,120,355,379	-$1,054,390,472	$1,926,022,500	$1,374,897,000	$115.49	599
2021 Q1	97,503,413	$11,007,335,222	+$1,059,089,535	$1,341,393,000	$824,964,000	$112.93	621
2020 Q4	87,605,867	$10,503,371,525	-$4,115,324,346	$2,793,534,000	$1,150,047,000	$119.95	675
2020 Q3	122,426,660	$14,923,663,950	-$1,416,718,211	$2,413,636,000	$1,025,180,000	$121.82	639
2020 Q2	133,576,700	$16,278,333,686	+$1,095,882,760	$1,657,929,000	$361,027,000	$121.87	616
2020 Q1	123,069,690	$14,954,837,976	-$2,614,656	$993,959,000	$366,978,000	$121.48	589
2019 Q4	108,422,834	$11,953,266,748	-$522,797,577	$3,902,911,000	$772,590,000	$110.22	551
2019 Q3	125,244,578	$14,087,209,516	+$1,259,243,000	$4,814,080,000	$226,913,000	$112.47	511
2019 Q2	103,789,072	$11,419,177,682	+$2,370,022,342	$2,837,681,000	$498,561,000	$110.02	489
2019 Q1	90,018,640	$9,600,604,379	+$1,238,400,279	$2,988,625,000	$1,208,095,000	$106.67	440
2018 Q4	70,991,657	$7,399,961,398	+$701,264,834	$2,378,444,000	$1,430,534,000	$104.20	425
2018 Q3	61,108,946	$6,182,074,458	+$427,044,149	$2,795,840,000	$1,823,831,000	$101.17	373
2018 Q2	61,831,079	$6,353,118,194	+$408,130,481	$2,363,465,000	$1,521,614,000	$102.51	377
2018 Q1	58,608,069	$6,045,485,595	+$851,226,517	$2,312,855,846	$1,574,348,796	$103.19	383
2017 Q4	50,433,212	$5,308,139,171	-$75,560,764	$1,049,429,866	$444,069,524	$105.57	397
2017 Q3	50,182,504	$5,346,639,912	-$267,926,947	$731,429,000	$97,105,000	$106.52	354
2017 Q2	52,832,634	$5,632,124,473	+$545,107,577	$606,059,000	$131,116,000	$106.61	362
2017 Q1	47,507,957	$5,021,161,205	+$127,246,469	$471,138,000	$630,953,750	$105.59	346
2016 Q4	46,737,505	$4,908,526,856	-$512,331,342	$511,301,000	$671,412,250	$104.82	345
2016 Q3	50,516,255	$5,655,032,340	-$721,229,861	$536,552,000	$411,986,000	$111.88	345
2016 Q2	57,461,577	$6,492,321,470	-$695,783,362	$531,203,000	$793,483,000	$112.95	353
2016 Q1	62,043,080	$6,841,535,817	+$1,104,936,698	$287,886,000	$660,295,000	$110.34	336
2015 Q4	51,987,551	$5,489,663,888	-$1,397,643,105	$246,116,000	$568,087,000	$105.59	301
2015 Q3	66,042,961	$7,121,829,113	+$2,293,669,402	$412,207,000	$880,262,000	$107.87	269
2015 Q2	44,633,323	$4,687,140,281	+$54,533,131	$139,822,000	$1,334,701,000	$105.01	242
2015 Q1	44,099,984	$4,780,037,231	-$351,048,715	$32,841,000	$1,192,838,000	$108.39	248
2014 Q4	47,865,275	$5,071,919,697	+$1,346,906,167	$73,738,250	$8,632,000	$105.99	256
2014 Q3	32,907,652	$3,397,658,068	-$1,374,088,872	$92,628,485	$22,551,000	$103.62	201
2014 Q2	46,153,327	$4,778,324,261	+$1,516,772,339	$51,609,330	$515,200,000	$103.58	197
2014 Q1	31,610,961	$3,215,686,398	+$294,648,021	$159,080,000	$66,132,000	$101.73	190