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 |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,135
shares
|
$394,396
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,125
shares
|
$393,442
0.19% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
4,116
shares
|
$392,584
0.35% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$392,011
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
4,100
shares
|
$391,058
0.01% of portfolio
|
Q4 2024
Added 86.36%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,067
shares
|
$387,910
0.03% of portfolio
|
Q2 2022
Reduced 5.83%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,058
shares
|
$387,052
0.04% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
4,057
shares
|
$386,956
0.25% of portfolio
|
Q2 2025
Added 32.8%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,034
shares
|
$384,762
0.0% of portfolio
|
Q2 2025
Added 37.59%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,031
shares
|
$384,476
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
4,026
shares
|
$383,999
0.3% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,009
shares
|
$382,378
0.06% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,007
shares
|
$382,187
0.07% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,981
shares
|
$379,707
0.03% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
3,959
shares
|
$377,609
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,959
shares
|
$377,609
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
3,940
shares
|
$375,797
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,857
shares
|
$367,880
0.21% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,833
shares
|
$365,591
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
3,832
shares
|
$365,496
0.07% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
3,831
shares
|
$365,400
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
3,830
shares
|
$365,305
0.01% of portfolio
|
Q2 2025
Reduced 68.5%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,828
shares
|
$365,114
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
3,820
shares
|
$364,351
0.01% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
3,807
shares
|
$363,111
0.04% of portfolio
|
Q2 2025
Reduced 7.73%
|