Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,173 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 $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
36,309
shares
|
$3.5 Million
1.81% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
36,219
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
35,805
shares
|
$3.45 Million
0.48% of portfolio
|
Q4 2024
Reduced 23.85%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
35,619
shares
|
$3.43 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
35,447
shares
|
$3.42 Million
2.41% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
35,355
shares
|
$3.41 Million
0.41% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
34,922
shares
|
$3.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 76.32%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
34,649
shares
|
$3.34 Million
3.92% of portfolio
|
Q2 2025
Added 61.3%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
34,441
shares
|
$3.32 Million
12.53% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
34,299
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
34,123
shares
|
$3.29 Million
0.22% of portfolio
|
Q2 2024
Added 54.11%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
33,747
shares
|
$3.25 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
33,713
shares
|
$3.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
33,605
shares
|
$3.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
33,536
shares
|
$3.23 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
33,424
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Added 214.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,336
shares
|
$3.21 Million
0.03% of portfolio
|
Q1 2025
Added 293.44%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
33,111
shares
|
$3.19 Million
0.24% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
32,796
shares
|
$3.16 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
32,688
shares
|
$3.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 77.37%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
32,553
shares
|
$3.14 Million
0.04% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
32,404
shares
|
$3.12 Million
3.13% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
32,235
shares
|
$3.11 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
32,176
shares
|
$3.1 Million
0.69% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
32,160
shares
|
$3.1 Million
0.15% of portfolio
|
Q3 2025
Added 6.44%
|