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 $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
118,497
shares
|
$11.4 Million
8.66% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
118,258
shares
|
$11.4 Million
0.13% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
118,204
shares
|
$11.4 Million
2.97% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
117,482
shares
|
$11.3 Million
0.04% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Sicart Associates LLC
|
Oct 07, 2025 Q3 2025 |
116,779
shares
|
$11.3 Million
3.18% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
115,951
shares
|
$11.2 Million
1.97% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
115,942
shares
|
$11.2 Million
2.89% of portfolio
|
Q2 2025
Reduced 53.53%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
114,722
shares
|
$11.1 Million
0.17% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
114,634
shares
|
$11 Million
2.06% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
111,640
shares
|
$10.8 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
110,498
shares
|
$10.6 Million
2.35% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
109,823
shares
|
$10.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
109,592
shares
|
$10.6 Million
2.13% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
106,358
shares
|
$10.3 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
104,443
shares
|
$10.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
104,070
shares
|
$10 Million
0.37% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
103,742
shares
|
$10 Million
4.15% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
103,537
shares
|
$9.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
102,734
shares
|
$9.9 Million
6.76% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
102,444
shares
|
$9.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
101,972
shares
|
$9.83 Million
2.75% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
100,204
shares
|
$9.66 Million
1.1% of portfolio
|
Q2 2025
Added 26.46%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
98,482
shares
|
$9.49 Million
0.0% of portfolio
|
Q2 2025
Added 152.47%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
97,629
shares
|
$9.41 Million
3.7% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
97,500
shares
|
$9.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.0%
|