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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
23,325
shares
|
$2.22 Million
0.56% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
23,196
shares
|
$2.21 Million
0.56% of portfolio
|
Q2 2025
Reduced 28.28%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
22,971
shares
|
$2.19 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
22,884
shares
|
$2.18 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
22,878
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
22,809
shares
|
$2.18 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
22,452
shares
|
$2.14 Million
0.12% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
22,413
shares
|
$2.14 Million
1.37% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
22,311
shares
|
$2.13 Million
0.18% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
21,396
shares
|
$2.04 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
21,377
shares
|
$2.04 Million
0.88% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
21,334
shares
|
$2.03 Million
0.32% of portfolio
|
Q2 2025
Added 57.11%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
21,170
shares
|
$2.02 Million
0.37% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
21,102
shares
|
$2.01 Million
2.42% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
21,030
shares
|
$2.01 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
20,893
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
20,816
shares
|
$1.99 Million
1.34% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
20,755
shares
|
$1.98 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
20,730
shares
|
$1.98 Million
1.44% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
20,705
shares
|
$1.97 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
20,683
shares
|
$1.97 Million
0.32% of portfolio
|
Q2 2025
Added 37.27%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
20,585
shares
|
$1.96 Million
0.97% of portfolio
|
Q2 2025
Added 9256.82%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
20,507
shares
|
$1.96 Million
0.08% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
20,376
shares
|
$1.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 84.61%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
20,328
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Added 65.04%
|