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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
2,421
shares
|
$230,914
0.16% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
2,413
shares
|
$230,151
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,412
shares
|
$230,056
0.01% of portfolio
|
Q2 2025
Added 1755.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,375
shares
|
$226,527
0.01% of portfolio
|
Q2 2025
Reduced 76.59%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
2,374
shares
|
$226,432
0.09% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
2,370
shares
|
$226,050
0.04% of portfolio
|
Q2 2025
Reduced 54.22%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
2,358
shares
|
$224,906
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
2,354
shares
|
$224,524
0.1% of portfolio
|
Q2 2025
Reduced 71.39%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,353
shares
|
$224,429
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,349
shares
|
$224,047
0.07% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,337
shares
|
$222,903
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
2,335
shares
|
$222,712
0.03% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
2,335
shares
|
$222,712
0.07% of portfolio
|
Q2 2025
Reduced 93.72%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,311
shares
|
$220,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,281
shares
|
$217,561
0.0% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,274
shares
|
$216,894
0.04% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,272
shares
|
$216,703
0.02% of portfolio
|
Q2 2025
Reduced 28.12%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,270
shares
|
$216,512
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
2,262
shares
|
$215,749
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
2,258
shares
|
$215,368
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,227
shares
|
$212,411
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,212
shares
|
$210,980
0.01% of portfolio
|
Q2 2025
Added 486.74%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,200
shares
|
$209,836
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,198
shares
|
$209,645
0.1% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,197
shares
|
$209,549
0.01% of portfolio
|
Q2 2025
Added 1.43%
|