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 |
---|---|---|---|---|---|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
50,542
shares
|
$4.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 83.67%
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
50,281
shares
|
$4.8 Million
2.91% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
49,723
shares
|
$4.74 Million
1.54% of portfolio
|
Q2 2025
Reduced 38.59%
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
49,686
shares
|
$4.74 Million
2.11% of portfolio
|
Q2 2025
Reduced 30.78%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
49,653
shares
|
$4.74 Million
0.21% of portfolio
|
Q2 2025
Added 63.68%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
49,329
shares
|
$4.71 Million
0.74% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
48,145
shares
|
$4.59 Million
2.87% of portfolio
|
Q2 2025
Added 24.77%
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
48,034
shares
|
$4.58 Million
0.39% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
47,449
shares
|
$4.53 Million
0.12% of portfolio
|
Q2 2025
Added 18.24%
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
47,128
shares
|
$4.5 Million
1.91% of portfolio
|
Q2 2025
Added 3.56%
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
47,035
shares
|
$4.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
46,787
shares
|
$4.46 Million
0.03% of portfolio
|
Q2 2025
Added 4.58%
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
46,552
shares
|
$4.44 Million
4.27% of portfolio
|
Q2 2025
Reduced 67.39%
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
46,346
shares
|
$4.42 Million
1.23% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
45,660
shares
|
$4.36 Million
0.18% of portfolio
|
Q2 2025
Added 10.85%
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
45,627
shares
|
$4.35 Million
1.43% of portfolio
|
Q1 2025
Added 1.68%
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
45,319
shares
|
$4.32 Million
3.08% of portfolio
|
Q2 2025
New holding
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
44,801
shares
|
$4.27 Million
1.53% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
44,343
shares
|
$4.23 Million
1.18% of portfolio
|
Q2 2025
Added 1.89%
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
43,931
shares
|
$4.19 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
43,545
shares
|
$4.15 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,256
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
43,067
shares
|
$4.11 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
42,890
shares
|
$4.09 Million
1.52% of portfolio
|
Q2 2025
Added 3.9%
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
42,735
shares
|
$4.08 Million
1.05% of portfolio
|
Q2 2025
Reduced 63.44%
|