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 |
|---|---|---|---|---|---|
|
Sharpepoint LLC
Phoenix, AZ |
Aug 11, 2025 Q2 2025 |
17,556
shares
|
$1.67 Million
1.73% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
17,500
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
17,370
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,240
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
16,974
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
16,969
shares
|
$1.62 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
16,844
shares
|
$1.61 Million
0.73% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
16,568
shares
|
$1.58 Million
1.86% of portfolio
|
Q2 2025
Added 349.97%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,506
shares
|
$1.57 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
16,300
shares
|
$1.55 Million
1.09% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
16,206
shares
|
$1.55 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
16,172
shares
|
$1.54 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
16,103
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
15,883
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
15,850
shares
|
$1.51 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,821
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
15,727
shares
|
$1.5 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
15,638
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
15,603
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
15,602
shares
|
$1.49 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
15,576
shares
|
$1.49 Million
0.36% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
15,516
shares
|
$1.48 Million
0.95% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
15,364
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
15,287
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
15,185
shares
|
$1.45 Million
1.2% of portfolio
|
Q3 2024
Reduced 24.36%
|