Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,138 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,272
shares
|
$5.12 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
53,085
shares
|
$5.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
52,844
shares
|
$5.08 Million
0.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
52,796
shares
|
$5.07 Million
3.03% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
52,436
shares
|
$5.04 Million
0.18% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
52,421
shares
|
$5.04 Million
0.1% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
52,328
shares
|
$5.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
52,023
shares
|
$5 Million
2.23% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
51,831
shares
|
$4.98 Million
1.54% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
51,687
shares
|
$4.97 Million
0.95% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
51,241
shares
|
$4.92 Million
1.57% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
51,115
shares
|
$4.91 Million
1.27% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,988
shares
|
$4.9 Million
11.09% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
50,004
shares
|
$4.8 Million
1.96% of portfolio
|
Q1 2025
Added 293.48%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
49,833
shares
|
$4.79 Million
0.79% of portfolio
|
Q1 2025
Added 47.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
49,641
shares
|
$4.77 Million
0.11% of portfolio
|
Q1 2025
Added 223.16%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
49,286
shares
|
$4.73 Million
0.01% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48,947
shares
|
$4.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
47,960
shares
|
$4.61 Million
3.37% of portfolio
|
Q1 2025
Added 133122.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
47,581
shares
|
$4.57 Million
0.52% of portfolio
|
Q1 2025
Added 42.65%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
46,308
shares
|
$4.45 Million
1.18% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
45,975
shares
|
$4.42 Million
0.3% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
45,906
shares
|
$4.41 Million
0.08% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
45,627
shares
|
$4.38 Million
1.43% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
45,536
shares
|
$4.37 Million
0.23% of portfolio
|
Q1 2025
Added 293.77%
|