Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,175 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,830,197
shares
|
$175 Million
0.24% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,773,268
shares
|
$169 Million
18.32% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,757,600
shares
|
$168 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.36%
|
|
|
Peavine Capital, LLC
|
Jul 16, 2025 Q2 2025 |
1,679,411
shares
|
$160 Million
37.68% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,662,888
shares
|
$159 Million
0.24% of portfolio
|
Q2 2025
Added 37.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,620,106
shares
|
$155 Million
0.28% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
1,563,900
shares
|
$149 Million
3.54% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,285,818
shares
|
$123 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,257,747
shares
|
$120 Million
32.98% of portfolio
|
Q3 2023
Added 32.42%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,248,991
shares
|
$119 Million
4.14% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,097,095
shares
|
$105 Million
0.11% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
991,087
shares
|
$94.5 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,773
shares
|
$93.5 Million
14.99% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
969,956
shares
|
$92.5 Million
0.22% of portfolio
|
Q2 2025
Added 79.67%
|
|
|
Nationwide Fund Advisors
|
Jul 24, 2025 Q2 2025 |
960,516
shares
|
$91.6 Million
5.21% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
959,523
shares
|
$91.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.08%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
929,276
shares
|
$88.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
915,207
shares
|
$87.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
902,038
shares
|
$86 Million
0.02% of portfolio
|
Q2 2025
Added 223.36%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
897,827
shares
|
$85.6 Million
6.7% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
852,233
shares
|
$81.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jul 14, 2025 Q2 2025 |
822,589
shares
|
$78.5 Million
33.84% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
814,133
shares
|
$77.7 Million
1.29% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
788,742
shares
|
$75.2 Million
16.46% of portfolio
|
Q2 2025
Added 58.31%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
764,327
shares
|
$72.9 Million
0.04% of portfolio
|
Q2 2025
Added 30.37%
|