Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,149 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 |
|---|---|---|---|---|---|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
20,683
shares
|
$1.97 Million
0.32% of portfolio
|
Q2 2025
Added 37.27%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
20,601
shares
|
$1.96 Million
0.19% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
20,455
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 28.37%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,213
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2022
Added 31.12%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,040
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,959
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2024
Added 347.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,863
shares
|
$1.89 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
19,863
shares
|
$1.89 Million
0.86% of portfolio
|
Q2 2024
Added 98.42%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,820
shares
|
$1.89 Million
1.33% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
19,653
shares
|
$1.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 48.62%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
19,635
shares
|
$1.87 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
19,543
shares
|
$1.86 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
19,270
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
19,224
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
19,066
shares
|
$1.82 Million
0.74% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
18,938
shares
|
$1.8 Million
1.21% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
18,844
shares
|
$1.8 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
18,750
shares
|
$1.79 Million
1.12% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
18,521
shares
|
$1.76 Million
0.24% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
18,453
shares
|
$1.76 Million
0.16% of portfolio
|
Q1 2025
Added 61.81%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
18,378
shares
|
$1.75 Million
0.86% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
18,177
shares
|
$1.73 Million
1.14% of portfolio
|
Q1 2025
Added 22.96%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
18,039
shares
|
$1.72 Million
0.42% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
18,000
shares
|
$1.72 Million
2.37% of portfolio
|
Q1 2023
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
17,988
shares
|
$1.71 Million
0.55% of portfolio
|
Q1 2025
Added 18.12%
|