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 |
|---|---|---|---|---|---|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
128,229
shares
|
$12.1 Million
2.77% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
127,568
shares
|
$12.1 Million
15.3% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
121,162
shares
|
$11.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
119,650
shares
|
$11.3 Million
0.69% of portfolio
|
Q2 2025
Reduced 81.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
119,496
shares
|
$11.3 Million
0.89% of portfolio
|
Q1 2025
Added 31.05%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
119,079
shares
|
$11.3 Million
8.4% of portfolio
|
Q1 2025
Added 75.11%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
118,232
shares
|
$11.2 Million
9.11% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
118,204
shares
|
$11.2 Million
2.97% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
117,078
shares
|
$11.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 65.53%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
116,901
shares
|
$11.1 Million
3.1% of portfolio
|
Q1 2025
Added 24.48%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
116,114
shares
|
$11 Million
0.37% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
115,951
shares
|
$11 Million
1.97% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
114,537
shares
|
$10.8 Million
0.14% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
113,863
shares
|
$10.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
113,427
shares
|
$10.7 Million
0.06% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
113,372
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.57%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
112,868
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
112,745
shares
|
$10.7 Million
1.88% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
110,951
shares
|
$10.5 Million
3.88% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
110,498
shares
|
$10.5 Million
2.35% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
110,348
shares
|
$10.4 Million
0.16% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
110,137
shares
|
$10.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
108,790
shares
|
$10.3 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
108,132
shares
|
$10.2 Million
8.63% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
108,132
shares
|
$10.2 Million
8.57% of portfolio
|
Q1 2025
New holding
|