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 304 Million shares, which have been reported (via 13F filing form) to have a value of $29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
33,747
shares
|
$3.22 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
33,563
shares
|
$3.2 Million
1.42% of portfolio
|
Q1 2025
Added 33.82%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
33,462
shares
|
$3.19 Million
4.58% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,336
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2025
Added 293.44%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
33,065
shares
|
$3.15 Million
0.43% of portfolio
|
Q2 2025
Reduced 87.38%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
32,911
shares
|
$3.14 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
32,740
shares
|
$3.12 Million
2.82% of portfolio
|
Q1 2025
Reduced 18.74%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
32,625
shares
|
$3.11 Million
2.49% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
32,591
shares
|
$3.11 Million
1.08% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
32,343
shares
|
$3.08 Million
0.91% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
31,444
shares
|
$3 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
31,282
shares
|
$2.98 Million
0.1% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
31,165
shares
|
$2.97 Million
0.05% of portfolio
|
Q1 2025
Added 111.5%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
31,084
shares
|
$2.96 Million
4.26% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,027
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.8%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
30,865
shares
|
$2.94 Million
1.07% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
30,336
shares
|
$2.89 Million
0.03% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
30,335
shares
|
$2.89 Million
0.24% of portfolio
|
Q1 2025
Added 145.49%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
30,215
shares
|
$2.88 Million
0.16% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
30,195
shares
|
$2.88 Million
0.34% of portfolio
|
Q1 2025
Added 4366.72%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,094
shares
|
$2.87 Million
1.5% of portfolio
|
Q2 2023
Added 87.29%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
30,000
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
29,800
shares
|
$2.84 Million
0.04% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
29,702
shares
|
$2.83 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
29,479
shares
|
$2.81 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.59%
|