Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,174 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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
57,650,891
shares
|
$5.5 Billion
2.23% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12,521,595
shares
|
$1.19 Billion
0.08% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,444,874
shares
|
$1.19 Billion
0.37% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,659,314
shares
|
$1.11 Billion
0.29% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,991,736
shares
|
$953 Million
2.22% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9,028,540
shares
|
$861 Million
0.06% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
8,602,910
shares
|
$821 Million
0.54% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
7,334,706
shares
|
$700 Million
0.35% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,884,673
shares
|
$561 Million
0.2% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5,592,724
shares
|
$533 Million
6.45% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,497,152
shares
|
$429 Million
0.15% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,243,477
shares
|
$405 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,211,866
shares
|
$402 Million
0.07% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,707,405
shares
|
$354 Million
0.01% of portfolio
|
Q2 2024
Added 46.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,105,250
shares
|
$296 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
3,092,654
shares
|
$295 Million
0.92% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
2,634,983
shares
|
$251 Million
0.46% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,577,769
shares
|
$246 Million
14.17% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,120,179
shares
|
$202 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,969,452
shares
|
$188 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,933,956
shares
|
$184 Million
3.1% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,933,490
shares
|
$184 Million
4.96% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,858,241
shares
|
$177 Million
18.81% of portfolio
|
Q1 2024
Reduced 15.98%
|