iShares Trust - iShares 3-7 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642886612

SecurityIEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership33,938 shares
Latest Disclosed Value $ 4,025,047
IFP Advisors, Inc reports 31.08% increase in ownership of IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 33,938 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF (US:IEI) valued at $4,025,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,891 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF. This represents a change in shares of 31.08% during the quarter. The current value of the position is $3,973,122 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288661 33,938 8,047 31.08 4,025 30.26 0.0835
2026-02-06 2025-12-31 13F ISHARES TR cs 464288661 25,891 -514 -1.95 3,090 -2.06 0.0694
2026-02-06 2025-09-30 13F/A-1 ISHARES TR 3 7 YR TREAS BD cs 464288661 26,405 1,516 6.09 3,156 6.44 0.0819
2025-12-02 2025-09-30 13F ISHARES TR 3 7 YR TREAS BD cs 464288661 26,409 1,520 3,156 0.0814
2025-07-24 2025-06-30 13F I cs 464288661 24,889 -5,469 -18.02 2,964 -17.35 0.0843
2025-05-05 2025-03-31 13F ISHARES TR cs 464288661 30,358 1,934 6.80 3,587 9.20 0.1106
2025-02-04 2024-12-31 13F ISHARES TR cs 464288661 28,424 3,962 16.20 3,285 12.27 0.1076
2025-02-04 2024-09-30 13F ISHARES TR cs 464288661 24,462 4,830 24.60 2,926 28.91 0.1055
2024-07-30 2024-06-30 13F ISHARES TR cs 464288661 19,632 -916 -4.46 2,269 -4.62 0.0901
2024-07-30 2024-03-31 13F ISHARES TR cs 464288661 20,548 2,952 16.78 2,380 15.43 0.1044
2024-01-09 2023-12-31 13F ISHARES TR cs 464288661 17,596 687 4.06 2,061 7.74 0.0973
2023-10-12 2023-09-30 13F ISHARES TR cs 464288661 16,909 -475 -2.73 1,913 -4.49 0.0860
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288661 17,384 9,068 109.04 2,004 96.37 0.0838
2023-08-04 2023-06-30 13F ISHARES TR cs 464288661 17,384 9,068 2,134 0.0987
2023-04-18 2023-03-31 13F ISHARES TR cs 464288661 8,316 2,659 47.00 1,021 0.0444
2023-02-07 2022-12-31 13F ISHARES TR cs 464288661 5,657 477 9.21 1 -100.00 0.0187
2022-11-08 2022-09-30 13F ISHARES TR cs 464288661 5,180 592 12.90 633 12.83 0.0165
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288661 4,588 0 0.00 561 0.00 0.0180
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288661 4,588 2,695 142.37 561 128.98 0.0180
2022-08-08 2022-03-31 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 2,736 843 334 0.0068
2022-01-12 2021-12-31 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,893 44 2.38 245 1.24 0.0048
2021-10-06 2021-09-30 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,849 -126 -6.38 242 -6.20 0.0048
2021-07-13 2021-06-30 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,975 121 6.53 258 6.61 0.0053
2021-04-30 2021-03-31 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,854 235 14.52 242 13.08 0.0047
2021-01-25 2020-12-31 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,619 -152 -8.58 214 -8.94 0.0087
2020-10-29 2020-09-30 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,771 183 11.52 235 11.90 0.0140
2020-08-05 2020-06-30 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,588 -75 -4.51 210 -4.11 0.0166
2020-05-12 2020-03-31 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,663 221 15.33 219 20.33 0.0221
2020-01-17 2019-12-31 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 1,442 -8,835 -85.97 182 -86.06 0.0137
2019-11-07 2019-09-30 13F ISHARES TR 3 7 YR TREAS BD Stock 464288661 10,277 9,075 754.99 1,306 794.52 0.0875
2019-05-15 2019-03-31 13F ISHARES3-7YR TREASURY BOND ETF ETF 464288661 1,202 -2,504 -67.57 146 -67.48 0.0199
2019-06-03 2018-12-31 13F/A-10 ISHARES 3-7 YR TREASURY BOND ETF ETF 464288661 3,706 -3,210 -46.41 449 -45.44 0.0274
2019-01-23 2018-12-31 13F ISHARES 3-7 YR TREASURY BOND ETF ETF 464288661 3,706 -3,210 449 0.0274
2019-06-03 2018-09-30 13F/A-9 ISHARES 3-7 YR TREASURY BOND ETF ETF 464288661 6,916 -486 -6.57 823 -7.32 0.0335
2018-10-25 2018-09-30 13F ISHARES 3-7 YR TREASURY BOND ETF ETF 464288661 6,916 -486 823 0.0335
2019-06-03 2018-06-30 13F/A-8 ISHARES 3-7 YR TREASURY BOND ETF ETF 464288661 7,402 -2,962 -28.58 888 -29.86 0.0373
2018-08-07 2018-06-30 13F ISHARES 3-7 YR TREASURY BOND ETF ETF 464288661 7,402 574 888
2019-06-03 2018-03-31 13F/A-7 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 10,364 0 0.00 1,266 0.00 0.0574
2018-05-09 2018-03-31 13F ISHARES 3-7 YR TREASURY BOND ETF ETF 464288661 6,828 -3,536 824
2019-06-03 2017-12-31 13F/A-6 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 10,364 275 2.73 1,266 1.61 0.0574
2018-01-24 2017-12-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 10,364 275 1,266
2017-10-30 2017-09-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 10,089 2,781 38.05 1,246 37.98 0.0495
2019-06-03 2017-06-30 13F/A-5 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 7,308 2,657 57.13 903 57.87 0.0383
2017-07-31 2017-06-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 7,308 2,657 903
2019-06-03 2017-03-31 13F/A-4 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 4,651 975 26.52 572 27.11 0.0249
2017-04-26 2017-03-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 4,651 975 572
2019-06-03 2016-12-31 13F/A-3 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 3,676 -563 -13.28 450 -16.04 0.0217
2017-02-14 2016-12-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 3,676 -563 450
2016-11-04 2016-09-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 4,239 329 8.41 536 7.63 0.0279
2019-06-03 2016-06-30 13F/A-2 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 3,910 2,708 225.29 498 241.10 0.0278
2016-08-22 2016-06-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 3,910 2,708 498
2019-06-03 2016-03-31 13F/A-1 ISHARES3-7YR TREASURY BOND ETF ETF 464288661 1,202 -1,334 -52.60 146 -53.05 0.0199
2016-05-02 2016-03-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF 464288661 3,121 585 393
2016-02-11 2015-12-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 2,536 2,536 311 0.0209
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.