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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
17,893
shares
|
$1.71 Million
0.16% of portfolio
|
Q1 2025
Added 34.92%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
17,716
shares
|
$1.69 Million
0.62% of portfolio
|
Q4 2023
Reduced 43.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,589
shares
|
$1.68 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,427
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
17,370
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,240
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
17,033
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
17,014
shares
|
$1.62 Million
0.74% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
16,920
shares
|
$1.61 Million
1.21% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
16,761
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
16,575
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
16,505
shares
|
$1.57 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
15,850
shares
|
$1.51 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,821
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
15,817
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
15,804
shares
|
$1.51 Million
0.08% of portfolio
|
Q1 2025
Added 509.25%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
15,740
shares
|
$1.5 Million
1.21% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
15,727
shares
|
$1.5 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
15,655
shares
|
$1.49 Million
0.44% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
15,603
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
15,584
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
15,576
shares
|
$1.48 Million
0.36% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
15,413
shares
|
$1.47 Million
0.21% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
15,185
shares
|
$1.45 Million
1.2% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
15,140
shares
|
$1.44 Million
0.78% of portfolio
|
Q2 2025
Added 15.12%
|