Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,139 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 $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
223,516
shares
|
$21.2 Million
12.49% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
222,969
shares
|
$21.1 Million
0.03% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
222,832
shares
|
$21.1 Million
0.17% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
222,267
shares
|
$21 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
219,035
shares
|
$20.7 Million
0.07% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
214,991
shares
|
$20.4 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
212,390
shares
|
$20.1 Million
1.55% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
212,029
shares
|
$20.1 Million
5.11% of portfolio
|
Q4 2024
Added 115.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
211,394
shares
|
$20 Million
0.18% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
207,855
shares
|
$19.7 Million
0.55% of portfolio
|
Q1 2025
Added 914.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
207,073
shares
|
$19.6 Million
0.11% of portfolio
|
Q1 2025
Added 329.34%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
206,056
shares
|
$19.5 Million
3.7% of portfolio
|
Q1 2025
Added 164.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
206,018
shares
|
$19.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 46.49%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
205,008
shares
|
$19.4 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
199,994
shares
|
$18.9 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
197,426
shares
|
$18.7 Million
5.96% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
196,228
shares
|
$18.6 Million
0.06% of portfolio
|
Q1 2025
Added 51.45%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
195,471
shares
|
$18.5 Million
1.54% of portfolio
|
Q2 2025
Reduced 82.9%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
193,214
shares
|
$18.3 Million
4.63% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
192,984
shares
|
$18.3 Million
3.32% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
192,708
shares
|
$18.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
190,892
shares
|
$18.1 Million
0.02% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
190,471
shares
|
$18 Million
2.29% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
189,638
shares
|
$18 Million
8.7% of portfolio
|
Q1 2025
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
188,803
shares
|
$17.9 Million
3.9% of portfolio
|
Q1 2025
Reduced 21.91%
|