iShares Trust - iShares 3-7년 재무부 채권 ETF
MX ˙ BMV ˙ US4642886612
SecurityMX:IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership15,101 shares
Latest Disclosed Value $ 1,790,929
Sowell Financial Services LLC reports 0.96% decrease in ownership of IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 15,101 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) valued at $1,790,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 15,247 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF. This represents a change in shares of -0.96% during the quarter.

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)
2026-04-20 2026-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 15,101 -146 -0.96 1,791 -1.59 0.0662
2026-01-21 2025-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 15,247 -1,458 -8.73 1,820 -8.87 0.0668
2025-10-17 2025-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 16,705 -1,609 -8.79 1,996 -8.44 0.0766
2025-07-14 2025-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 18,314 -12,823 -41.18 2,181 -40.73 0.0888
2025-04-17 2025-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 31,137 1,140 3.80 3,678 6.12 0.1674
2025-02-07 2024-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 29,997 -9,120 -23.31 3,466 -25.92 0.1823
2024-10-04 2024-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 39,117 8,624 28.28 4,679 32.89 0.2174
2024-08-13 2024-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 30,493 339 1.12 3,521 0.83 0.1681
2024-05-03 2024-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 30,154 30,154 3,492 0.1647
2023-11-08 2023-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 0 -11,038 -100.00 0 -100.00
2023-08-14 2023-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 11,038 11,038 1,272 0.0709
2022-05-13 2022-03-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 0 -14,558 -100.00 0 -100.00
2022-02-09 2021-12-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 14,558 14,558 1,873 0.1074
2021-11-04 2021-09-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 0 -35,268 -100.00 0 -100.00
2021-08-05 2021-06-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 35,268 2,091 6.30 4,604 6.21 0.3050
2021-05-07 2021-03-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 33,177 30,071 968.16 4,335 949.64 0.1509
2021-01-13 2020-12-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 3,106 -9,040 -74.43 413 -74.55 0.0176
2020-11-12 2020-09-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 12,146 -42,120 -77.62 1,623 -77.63 0.0811
2020-08-13 2020-06-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 54,266 33,079 156.13 7,254 156.78 0.3987
2020-05-12 2020-03-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 21,187 20,588 3,437.06 2,825 3,666.67 0.2091
2020-02-07 2019-12-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 599 -268 -30.91 75 -31.82 0.0057
2019-11-14 2019-09-30 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 867 -7,703 -89.88 110 -89.58 0.0091
2019-05-15 2019-03-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 8,570 3,430 66.73 1,056 69.23 0.1179
2019-03-05 2018-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 5,140 5,140 624 0.0884
2018-01-29 2017-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 0 -20,628 -100.00 0 -100.00
2017-11-07 2017-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 20,628 -2,904 -12.34 2,537 -12.94 0.6614
2017-08-14 2017-06-30 13F ISHARES TR 3-7 YR TR BD ETF 464288661 23,532 -355 -1.49 2,914 -1.55 0.8271
2017-05-31 2017-03-31 13F ISHARES TR 3-7 YR TR BD ETF 464288661 23,887 -607 -2.48 2,960 -1.23 0.8740
2017-02-27 2016-12-31 13F iShares Barclays 3-7 Year Treasury 3-7 YR TR BD ETF 464288661 24,494 24,494 2,997 1.0035
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.