Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,176 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
58,008
shares
|
$5.53 Million
2.99% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
57,891
shares
|
$5.52 Million
0.47% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
57,864
shares
|
$5.52 Million
0.21% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
57,608
shares
|
$5.49 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
57,543
shares
|
$5.49 Million
0.32% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
56,885
shares
|
$5.43 Million
2.51% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
56,742
shares
|
$5.41 Million
4.19% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
56,573
shares
|
$5.4 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
56,469
shares
|
$5.39 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
56,243
shares
|
$5.36 Million
4.29% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
56,065
shares
|
$5.35 Million
0.18% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
56,000
shares
|
$5.34 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
55,833
shares
|
$5.33 Million
1.94% of portfolio
|
Q2 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
55,004
shares
|
$5.25 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
54,858
shares
|
$5.23 Million
3.22% of portfolio
|
Q2 2025
Added 38.93%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
53,952
shares
|
$5.15 Million
1.24% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,272
shares
|
$5.08 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
52,845
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
52,788
shares
|
$5.03 Million
1.52% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
52,638
shares
|
$5.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
51,944
shares
|
$4.95 Million
2.81% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
51,616
shares
|
$4.92 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
51,576
shares
|
$4.92 Million
0.23% of portfolio
|
Q2 2025
Added 51.51%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,988
shares
|
$4.86 Million
11.09% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
50,844
shares
|
$4.85 Million
2.32% of portfolio
|
Q2 2025
Added 32.05%
|