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 |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
15,140
shares
|
$1.44 Million
0.78% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
15,036
shares
|
$1.43 Million
1.12% of portfolio
|
Q2 2025
Reduced 92.41%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
14,970
shares
|
$1.43 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
14,966
shares
|
$1.43 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
14,830
shares
|
$1.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
14,823
shares
|
$1.41 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
14,632
shares
|
$1.4 Million
1.11% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
14,449
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
14,398
shares
|
$1.37 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
14,398
shares
|
$1.37 Million
1.15% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
14,179
shares
|
$1.35 Million
0.4% of portfolio
|
Q2 2025
Added 38.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
14,118
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
14,095
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
14,080
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
14,048
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 57.86%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
13,948
shares
|
$1.33 Million
0.3% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,837
shares
|
$1.32 Million
0.23% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
13,800
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
13,794
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 36.72%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
13,716
shares
|
$1.31 Million
1.01% of portfolio
|
Q2 2025
Reduced 18.94%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
13,646
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Added 67.52%
|
|
|
Savior LLC
|
Jul 14, 2025 Q2 2025 |
13,641
shares
|
$1.3 Million
7.08% of portfolio
|
Q2 2025
Added 37.48%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,640
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Added 31.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
13,593
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
13,543
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 2.19%
|