Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,171 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
3,275
shares
|
$315,644
0.01% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
3,267
shares
|
$314,873
2.55% of portfolio
|
Q2 2025
Reduced 38.73%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,265
shares
|
$314,680
0.02% of portfolio
|
Q2 2025
Added 29.92%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,264
shares
|
$314,584
0.0% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
3,257
shares
|
$313,909
0.07% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,208
shares
|
$309,187
0.06% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,177
shares
|
$306,199
0.01% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,156
shares
|
$304,175
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
3,154
shares
|
$303,982
0.0% of portfolio
|
Q2 2025
Added 33.76%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
3,150
shares
|
$303,597
0.17% of portfolio
|
Q1 2025
Added 34.04%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,145
shares
|
$303,115
0.01% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,139
shares
|
$302,536
0.19% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
3,131
shares
|
$301,765
0.06% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,122
shares
|
$300,898
0.01% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,120
shares
|
$300,705
0.03% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
3,118
shares
|
$300,512
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
3,112
shares
|
$299,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
3,101
shares
|
$298,874
0.06% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
3,092
shares
|
$298,006
0.04% of portfolio
|
Q2 2025
Reduced 98.14%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,085
shares
|
$297,332
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,069
shares
|
$295,790
0.07% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
3,040
shares
|
$292,995
0.1% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
3,039
shares
|
$292,898
0.23% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,015
shares
|
$290,585
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,015
shares
|
$290,585
0.03% of portfolio
|
Q2 2025
New holding
|