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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
198
shares
|
$18,885
0.01% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
197
shares
|
$18,789
0.0% of portfolio
|
Q2 2025
Reduced 70.68%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
190
shares
|
$18,122
0.01% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$17,168
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
172
shares
|
$16,405
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
170
shares
|
$16,214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
169
shares
|
$16,119
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
160
shares
|
$15,260
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
158
shares
|
$15,070
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
155
shares
|
$14,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
150
shares
|
$14,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
150
shares
|
$14,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
142
shares
|
$13,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
142
shares
|
$13,543
0.01% of portfolio
|
Q1 2025
Added 65.12%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
131
shares
|
$12,494
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
130
shares
|
$12,399
0.0% of portfolio
|
Q1 2025
Reduced 88.5%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
130
shares
|
$12,399
0.0% of portfolio
|
Q2 2021
Closed
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
125
shares
|
$11,922
0.0% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
123
shares
|
$11,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
123
shares
|
$11,731
0.01% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
122
shares
|
$11,636
0.0% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
117
shares
|
$11,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
116
shares
|
$11,064
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
110
shares
|
$10,491
0.0% of portfolio
|
Q2 2025
Added 816.67%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
109
shares
|
$10,396
0.0% of portfolio
|
Q2 2025
Added 7.92%
|