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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,890
shares
|
$561,788
0.04% of portfolio
|
Q4 2023
Added 119.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,880
shares
|
$560,834
0.02% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
5,878
shares
|
$560,643
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
5,854
shares
|
$558,354
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,850
shares
|
$557,973
0.34% of portfolio
|
Q1 2023
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,817
shares
|
$554,825
0.08% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,801
shares
|
$553,299
0.05% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
5,774
shares
|
$550,724
0.04% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,756
shares
|
$549,007
0.15% of portfolio
|
Q2 2025
Added 92.44%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
5,703
shares
|
$543,952
0.13% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
5,695
shares
|
$543,189
0.02% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,638
shares
|
$537,752
0.04% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
5,572
shares
|
$531,457
0.55% of portfolio
|
Q3 2022
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
5,552
shares
|
$529,549
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,439
shares
|
$518,771
0.01% of portfolio
|
Q1 2024
Reduced 22.37%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
5,417
shares
|
$516,673
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
5,414
shares
|
$516,387
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
5,400
shares
|
$515,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,381
shares
|
$513,239
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
5,373
shares
|
$512,476
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,352
shares
|
$510,473
0.04% of portfolio
|
Q2 2025
Added 50.46%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,345
shares
|
$509,806
0.35% of portfolio
|
Q1 2024
Reduced 24.95%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
5,306
shares
|
$506,086
0.2% of portfolio
|
Q2 2025
Reduced 96.32%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
5,305
shares
|
$505,990
0.35% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
5,301
shares
|
$505,609
0.24% of portfolio
|
Q2 2025
Reduced 3.5%
|