Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,146 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
54,964,750
shares
|
$5.24 Billion
2.31% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
28,076,649
shares
|
$2.68 Billion
0.21% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,398,140
shares
|
$1.18 Billion
0.4% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,224,994
shares
|
$1.07 Billion
0.3% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
11,102,539
shares
|
$1.06 Billion
0.08% of portfolio
|
Q1 2025
Added 42.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,495,964
shares
|
$905 Million
2.33% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,291,281
shares
|
$885 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,508,109
shares
|
$811 Million
0.07% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
8,125,441
shares
|
$774 Million
0.3% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,145,082
shares
|
$681 Million
0.36% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,587,304
shares
|
$628 Million
0.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,266,389
shares
|
$502 Million
6.54% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,617,408
shares
|
$440 Million
0.36% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,376,591
shares
|
$417 Million
0.17% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,808,839
shares
|
$363 Million
0.07% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,707,405
shares
|
$353 Million
0.01% of portfolio
|
Q2 2024
Added 46.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,311,968
shares
|
$316 Million
0.07% of portfolio
|
Q1 2025
Added 65.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,276,512
shares
|
$312 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
2,873,480
shares
|
$274 Million
16.08% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,659,371
shares
|
$253 Million
0.94% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
2,530,645
shares
|
$241 Million
0.48% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,370,576
shares
|
$226 Million
0.38% of portfolio
|
Q1 2025
Added 26.87%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,987,242
shares
|
$189 Million
19.64% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,979,032
shares
|
$189 Million
0.07% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,956,939
shares
|
$186 Million
4.02% of portfolio
|
Q1 2025
Added 3.16%
|