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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$253,424
0.03% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,634
shares
|
$251,230
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,627
shares
|
$250,563
0.02% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,621
shares
|
$249,990
0.05% of portfolio
|
Q3 2023
Added 11.53%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,621
shares
|
$249,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,612
shares
|
$249,132
0.02% of portfolio
|
Q4 2021
Reduced 28.67%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,612
shares
|
$249,132
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,607
shares
|
$248,655
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,590
shares
|
$247,034
0.04% of portfolio
|
Q4 2022
Added 4.99%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,574
shares
|
$245,508
0.02% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
2,565
shares
|
$244,649
0.0% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
2,563
shares
|
$244,458
0.06% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
2,562
shares
|
$244,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
2,561
shares
|
$244,268
0.09% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
2,531
shares
|
$241,406
0.11% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,526
shares
|
$240,929
0.02% of portfolio
|
Q2 2025
Reduced 97.56%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,521
shares
|
$240,452
0.15% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
2,503
shares
|
$238,736
0.18% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
2,501
shares
|
$238,545
0.14% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,500
shares
|
$238,450
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,478
shares
|
$236,351
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,450
shares
|
$233,681
0.1% of portfolio
|
Q4 2023
Reduced 37.97%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
2,432
shares
|
$231,964
0.22% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,422
shares
|
$231,010
0.08% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,421
shares
|
$230,914
0.01% of portfolio
|
Q2 2025
Added 3.99%
|