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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,213
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2022
Added 31.12%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,959
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2024
Added 347.51%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
19,863
shares
|
$1.89 Million
0.86% of portfolio
|
Q2 2024
Added 98.42%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,820
shares
|
$1.89 Million
1.33% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
19,635
shares
|
$1.87 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
19,556
shares
|
$1.87 Million
0.68% of portfolio
|
Q2 2025
Reduced 45.33%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
19,523
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.65%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
19,417
shares
|
$1.85 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
19,302
shares
|
$1.84 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
19,267
shares
|
$1.84 Million
0.18% of portfolio
|
Q2 2025
Reduced 26.4%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
19,066
shares
|
$1.82 Million
0.74% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
18,939
shares
|
$1.81 Million
0.66% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
18,840
shares
|
$1.8 Million
0.89% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
18,500
shares
|
$1.76 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
18,480
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Added 73.91%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
18,453
shares
|
$1.76 Million
0.15% of portfolio
|
Q1 2025
Added 61.81%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
18,338
shares
|
$1.75 Million
0.48% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
18,135
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
18,116
shares
|
$1.73 Million
1.25% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
18,039
shares
|
$1.72 Million
0.42% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
18,000
shares
|
$1.72 Million
2.37% of portfolio
|
Q1 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
17,825
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,796
shares
|
$1.7 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
17,716
shares
|
$1.69 Million
0.62% of portfolio
|
Q4 2023
Reduced 43.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,589
shares
|
$1.68 Million
0.28% of portfolio
|
Q1 2024
New holding
|