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 |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
42,700
shares
|
$4.07 Million
1.04% of portfolio
|
Q2 2025
Reduced 34.55%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
42,546
shares
|
$4.06 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
42,484
shares
|
$4.05 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
42,341
shares
|
$4.04 Million
0.07% of portfolio
|
Q1 2025
Added 9678.52%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
42,318
shares
|
$4.04 Million
2.24% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
42,111
shares
|
$4.02 Million
0.13% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
41,845
shares
|
$3.99 Million
0.06% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
41,174
shares
|
$3.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
41,039
shares
|
$3.91 Million
0.58% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
40,487
shares
|
$3.86 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
39,896
shares
|
$3.81 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
39,792
shares
|
$3.8 Million
3.27% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
39,345
shares
|
$3.75 Million
0.6% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
39,088
shares
|
$3.73 Million
0.49% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
38,905
shares
|
$3.71 Million
0.73% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
38,296
shares
|
$3.65 Million
0.38% of portfolio
|
Q2 2025
Added 23.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
38,143
shares
|
$3.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
38,050
shares
|
$3.63 Million
1.67% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
37,974
shares
|
$3.62 Million
0.62% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,929
shares
|
$3.62 Million
0.06% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
37,842
shares
|
$3.61 Million
1.13% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
37,767
shares
|
$3.6 Million
1.49% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
37,396
shares
|
$3.57 Million
0.07% of portfolio
|
Q2 2025
Reduced 42.7%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
37,350
shares
|
$3.56 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
37,077
shares
|
$3.54 Million
1.79% of portfolio
|
Q2 2025
Added 0.01%
|