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 |
|---|---|---|---|---|---|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
397
shares
|
$37,865
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
383
shares
|
$36,530
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
371
shares
|
$35,385
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
368
shares
|
$35,099
0.01% of portfolio
|
Q1 2024
Added 38.87%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
335
shares
|
$31,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
325
shares
|
$30,998
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
318
shares
|
$30,330
0.01% of portfolio
|
Q2 2025
Added 113.42%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
314
shares
|
$29,949
0.01% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
313
shares
|
$29,853
0.02% of portfolio
|
Q2 2025
Reduced 49.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
301
shares
|
$28,709
0.0% of portfolio
|
Q4 2024
Added 113.48%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
301
shares
|
$28,709
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
271
shares
|
$25,847
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
266
shares
|
$25,371
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
259
shares
|
$24,703
0.01% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
256
shares
|
$24,417
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
245
shares
|
$23,368
0.0% of portfolio
|
Q2 2025
Reduced 88.25%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
237
shares
|
$22,605
0.0% of portfolio
|
Q2 2025
Added 115.45%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
234
shares
|
$22,318
0.02% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
228
shares
|
$21,746
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
225
shares
|
$21,460
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
223
shares
|
$21,269
0.0% of portfolio
|
Q3 2024
Reduced 44.25%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
207
shares
|
$19,743
0.0% of portfolio
|
Q2 2025
Reduced 36.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
204
shares
|
$19,457
0.0% of portfolio
|
Q4 2024
Added 1600.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
201
shares
|
$19,171
0.0% of portfolio
|
Q2 2025
Reduced 66.56%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$19,076
0.01% of portfolio
|
Q3 2024
New holding
|