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 |
|---|---|---|---|---|---|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
5,297
shares
|
$505,227
0.24% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
5,277
shares
|
$503,320
0.16% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,267
shares
|
$502,366
0.07% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,252
shares
|
$500,935
0.05% of portfolio
|
Q2 2025
Reduced 98.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,217
shares
|
$497,597
0.01% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
5,212
shares
|
$497,120
0.76% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
5,199
shares
|
$495,880
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
5,170
shares
|
$493,114
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,143
shares
|
$490,539
0.15% of portfolio
|
Q1 2025
Added 48.34%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,110
shares
|
$487,391
0.05% of portfolio
|
Q3 2023
Reduced 2.78%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
5,080
shares
|
$484,530
0.02% of portfolio
|
Q1 2025
Added 55.59%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
5,040
shares
|
$480,715
0.06% of portfolio
|
Q2 2025
Reduced 83.31%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,988
shares
|
$475,755
0.09% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
4,983
shares
|
$475,278
0.41% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,974
shares
|
$474,420
0.32% of portfolio
|
Q2 2022
Reduced 19.41%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,912
shares
|
$468,506
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,901
shares
|
$467,457
0.19% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
4,832
shares
|
$460,876
0.2% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
4,823
shares
|
$460,017
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,816
shares
|
$459,350
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,762
shares
|
$454,199
0.12% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,736
shares
|
$451,719
0.11% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,713
shares
|
$449,525
0.0% of portfolio
|
Q2 2023
Added 2.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,703
shares
|
$448,572
0.03% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
4,682
shares
|
$446,569
0.45% of portfolio
|
Q2 2025
Added 0.95%
|