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 |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
32,235
shares
|
$3.07 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
32,176
shares
|
$3.07 Million
0.69% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
32,058
shares
|
$3.06 Million
0.75% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
32,051
shares
|
$3.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
31,854
shares
|
$3.04 Million
0.14% of portfolio
|
Q2 2025
Added 260.91%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
31,505
shares
|
$3 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
31,347
shares
|
$2.99 Million
2.26% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
31,286
shares
|
$2.98 Million
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
31,084
shares
|
$2.96 Million
4.26% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
30,356
shares
|
$2.9 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
30,215
shares
|
$2.88 Million
0.16% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,094
shares
|
$2.87 Million
1.5% of portfolio
|
Q2 2023
Added 87.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
30,070
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Added 47.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
29,774
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
29,702
shares
|
$2.83 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
29,490
shares
|
$2.81 Million
0.65% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
29,325
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
28,897
shares
|
$2.76 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
28,863
shares
|
$2.75 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
28,125
shares
|
$2.68 Million
2.59% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
27,668
shares
|
$2.64 Million
0.09% of portfolio
|
Q2 2025
Added 95.2%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
27,598
shares
|
$2.63 Million
0.43% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
27,299
shares
|
$2.6 Million
1.56% of portfolio
|
Q2 2024
Reduced 18.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
26,909
shares
|
$2.57 Million
0.21% of portfolio
|
Q2 2025
Added 2517.61%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
26,581
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Added 962.81%
|