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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$357,675
0.01% of portfolio
|
Q4 2024
Reduced 66.31%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,746
shares
|
$357,293
0.02% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,740
shares
|
$356,721
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
3,736
shares
|
$356,339
0.14% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,721
shares
|
$354,908
0.14% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,720
shares
|
$354,813
0.31% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,700
shares
|
$352,906
0.02% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,698
shares
|
$352,715
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
3,679
shares
|
$350,903
0.07% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
3,657
shares
|
$348,804
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
3,616
shares
|
$344,894
0.06% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
3,615
shares
|
$344,798
0.18% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
3,566
shares
|
$340,125
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
3,508
shares
|
$334,593
0.36% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,476
shares
|
$331,540
0.0% of portfolio
|
Q2 2025
Reduced 36.38%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,473
shares
|
$331,254
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
3,469
shares
|
$330,873
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,466
shares
|
$330,587
0.02% of portfolio
|
Q2 2025
Reduced 29.19%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
3,454
shares
|
$329,442
0.09% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
3,450
shares
|
$329,061
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
3,444
shares
|
$328,488
0.19% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,432
shares
|
$327,344
0.03% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,423
shares
|
$326,485
0.04% of portfolio
|
Q1 2023
Added 7.88%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
3,409
shares
|
$325,150
0.32% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
3,332
shares
|
$317,806
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|