Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,145 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 $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
52,796
shares
|
$5.03 Million
3.03% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
52,788
shares
|
$5.03 Million
1.52% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
52,638
shares
|
$5.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
52,436
shares
|
$5 Million
0.18% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
52,421
shares
|
$5 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
|
$4.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
51,831
shares
|
$4.94 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
|
$4.93 Million
0.95% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
51,115
shares
|
$4.87 Million
1.27% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,988
shares
|
$4.86 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
|
$4.76 Million
1.96% of portfolio
|
Q1 2025
Added 293.48%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
49,833
shares
|
$4.75 Million
0.79% of portfolio
|
Q1 2025
Added 47.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
49,641
shares
|
$4.73 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
|
$4.7 Million
0.01% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48,947
shares
|
$4.66 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
48,145
shares
|
$4.59 Million
2.87% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
47,581
shares
|
$4.53 Million
0.52% of portfolio
|
Q1 2025
Added 42.65%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
46,552
shares
|
$4.44 Million
4.27% of portfolio
|
Q2 2025
Reduced 67.39%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
46,308
shares
|
$4.41 Million
1.18% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
45,906
shares
|
$4.37 Million
0.08% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
45,627
shares
|
$4.35 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
|
$4.34 Million
0.23% of portfolio
|
Q1 2025
Added 293.77%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
45,508
shares
|
$4.34 Million
1.93% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
44,740
shares
|
$4.26 Million
0.03% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
44,460
shares
|
$4.24 Million
0.79% of portfolio
|
Q1 2025
New holding
|