Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,180 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
464,647
shares
|
$44.8 Million
2.25% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
452,820
shares
|
$43.7 Million
0.09% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
443,638
shares
|
$42.8 Million
1.76% of portfolio
|
Q3 2025
Added 41.3%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
438,992
shares
|
$42.3 Million
19.04% of portfolio
|
Q4 2025
Added 9.12%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
424,554
shares
|
$40.9 Million
1.69% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
420,440
shares
|
$40.5 Million
0.8% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
412,745
shares
|
$39.8 Million
7.48% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
411,397
shares
|
$39.7 Million
13.66% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 06, 2026 Q4 2025 |
405,478
shares
|
$39.1 Million
13.56% of portfolio
|
Q4 2025
Added 3.73%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
404,037
shares
|
$39 Million
2.55% of portfolio
|
Q3 2025
Added 40.21%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
394,709
shares
|
$38.1 Million
6.7% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
385,350
shares
|
$37.2 Million
6.81% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
375,031
shares
|
$36.2 Million
0.12% of portfolio
|
Q3 2025
Added 50.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
367,757
shares
|
$35.5 Million
0.18% of portfolio
|
Q3 2025
Added 370.27%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
365,501
shares
|
$35.2 Million
2.02% of portfolio
|
Q3 2025
Reduced 46.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
360,983
shares
|
$34.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
359,584
shares
|
$34.7 Million
0.57% of portfolio
|
Q2 2022
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
354,901
shares
|
$34.2 Million
8.39% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
354,508
shares
|
$34.2 Million
2.12% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
344,850
shares
|
$33.3 Million
1.19% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
344,461
shares
|
$33.2 Million
2.42% of portfolio
|
Q3 2023
Added 2.44%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
343,880
shares
|
$33.2 Million
2.77% of portfolio
|
Q4 2025
Added 6.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
336,525
shares
|
$32.5 Million
0.2% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
332,891
shares
|
$32.1 Million
0.56% of portfolio
|
Q3 2025
Added 52.65%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
324,216
shares
|
$31.3 Million
6.85% of portfolio
|
Q2 2025
Added 0.93%
|
|