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 |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
6,671
shares
|
$636,279
0.14% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
6,658
shares
|
$635,040
0.12% of portfolio
|
Q2 2025
Added 28.66%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
6,633
shares
|
$632,655
0.49% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
6,632
shares
|
$632,560
0.45% of portfolio
|
Q2 2025
Added 190.37%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
6,583
shares
|
$627,886
0.04% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
6,543
shares
|
$624,071
0.06% of portfolio
|
Q2 2025
Reduced 96.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
6,542
shares
|
$623,975
0.03% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,508
shares
|
$620,733
0.05% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,504
shares
|
$620,351
0.05% of portfolio
|
Q1 2025
Added 437.08%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
6,500
shares
|
$619,970
0.32% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
6,429
shares
|
$613,198
0.26% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,366
shares
|
$607,189
0.03% of portfolio
|
Q2 2025
Reduced 61.59%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
6,366
shares
|
$607,189
0.28% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
6,299
shares
|
$600,798
0.06% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,272
shares
|
$598,223
0.01% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
6,241
shares
|
$595,266
0.1% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
6,240
shares
|
$595,171
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
6,175
shares
|
$588,971
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
6,103
shares
|
$582,104
0.07% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
6,073
shares
|
$579,242
0.0% of portfolio
|
Q4 2024
Reduced 70.71%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,068
shares
|
$578,765
0.12% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
6,062
shares
|
$578,193
0.15% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
6,030
shares
|
$575,141
0.4% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
6,007
shares
|
$572,947
0.21% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,890
shares
|
$561,788
0.04% of portfolio
|
Q4 2023
Added 119.37%
|