Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,139 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 $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
May 12, 2025 Q1 2025 |
744,199
shares
|
$70.4 Million
17.69% of portfolio
|
Q4 2024
Reduced 32.57%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
733,423
shares
|
$69.4 Million
5.58% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
727,656
shares
|
$68.9 Million
7.5% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
689,877
shares
|
$65.3 Million
2.52% of portfolio
|
Q1 2024
Added 8.35%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
675,715
shares
|
$64 Million
3.13% of portfolio
|
Q1 2025
Added 364.22%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
659,636
shares
|
$62.4 Million
1.57% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
656,379
shares
|
$62.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
636,093
shares
|
$60.2 Million
1.46% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
629,394
shares
|
$59.6 Million
1.57% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
600,420
shares
|
$56.8 Million
1.52% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
592,770
shares
|
$56.1 Million
10.66% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
586,265
shares
|
$55.5 Million
0.03% of portfolio
|
Q1 2025
Added 31.17%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
565,204
shares
|
$53.5 Million
5.58% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
564,993
shares
|
$53.5 Million
0.14% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
554,550
shares
|
$52.5 Million
47.73% of portfolio
|
Q2 2025
Added 9052.5%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
539,845
shares
|
$51.1 Million
0.14% of portfolio
|
Q1 2025
Added 96.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
528,072
shares
|
$50 Million
1.65% of portfolio
|
Q4 2023
Added 379.7%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
515,209
shares
|
$48.8 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
497,272
shares
|
$47.1 Million
14.58% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
470,457
shares
|
$44.5 Million
0.34% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
462,938
shares
|
$43.8 Million
2.52% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
460,083
shares
|
$43.6 Million
2.08% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
455,369
shares
|
$43.1 Million
5.35% of portfolio
|
Q1 2025
Added 106.65%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
443,803
shares
|
$42 Million
0.18% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
443,636
shares
|
$42 Million
9.51% of portfolio
|
Q2 2025
Reduced 0.09%
|