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 |
|---|---|---|---|---|---|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
10,280
shares
|
$980,506
0.01% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
10,259
shares
|
$978,503
0.08% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,207
shares
|
$973,543
0.04% of portfolio
|
Q2 2020
Added 270.13%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,187
shares
|
$971,636
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
10,182
shares
|
$971,159
0.07% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
10,164
shares
|
$969,442
0.78% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,160
shares
|
$969,060
0.64% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
10,112
shares
|
$964,482
0.37% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
9,991
shares
|
$952,941
0.06% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
9,926
shares
|
$946,741
0.27% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
9,705
shares
|
$925,662
0.92% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
9,569
shares
|
$912,691
0.3% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,372
shares
|
$893,901
0.02% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,344
shares
|
$891,230
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,329
shares
|
$889,800
0.01% of portfolio
|
Q2 2025
Reduced 91.42%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
9,329
shares
|
$889,800
0.27% of portfolio
|
Q2 2025
Added 48.29%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
9,233
shares
|
$880,643
0.19% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,157
shares
|
$873,394
0.03% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,011
shares
|
$859,469
0.06% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,969
shares
|
$855,463
0.02% of portfolio
|
Q2 2025
Reduced 57.91%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
8,902
shares
|
$849,072
0.24% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$848,405
0.31% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,872
shares
|
$846,211
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
8,811
shares
|
$840,393
0.54% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,699
shares
|
$829,710
0.3% of portfolio
|
Q2 2025
Reduced 3.89%
|