Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,175 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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
150,703
shares
|
$14.4 Million
0.28% of portfolio
|
Q2 2025
Added 203.59%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
149,766
shares
|
$14.3 Million
2.21% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
148,901
shares
|
$14.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 33.18%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
148,110
shares
|
$14.1 Million
0.32% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
145,123
shares
|
$13.8 Million
12.47% of portfolio
|
Q2 2025
Added 36.69%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
145,013
shares
|
$13.8 Million
0.05% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
143,050
shares
|
$13.6 Million
4.49% of portfolio
|
Q2 2025
Reduced 49.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
142,930
shares
|
$13.6 Million
1.36% of portfolio
|
Q2 2025
Added 200.39%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
140,000
shares
|
$13.4 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
139,640
shares
|
$13.3 Million
5.58% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
139,478
shares
|
$13.3 Million
8.29% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
137,992
shares
|
$13.2 Million
11.61% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
134,689
shares
|
$12.8 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
134,274
shares
|
$12.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
134,178
shares
|
$12.8 Million
6.34% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
133,788
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
132,688
shares
|
$12.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
130,802
shares
|
$12.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
129,957
shares
|
$12.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
129,738
shares
|
$12.4 Million
0.1% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
129,694
shares
|
$12.4 Million
1.07% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
127,568
shares
|
$12.2 Million
15.3% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
126,202
shares
|
$12 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
125,563
shares
|
$12 Million
0.01% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
124,150
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 70.26%
|