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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
15,121
shares
|
$1.44 Million
0.64% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,992
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
14,983
shares
|
$1.43 Million
0.13% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
14,823
shares
|
$1.41 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
14,657
shares
|
$1.4 Million
0.26% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
14,623
shares
|
$1.39 Million
1.0% of portfolio
|
Q1 2025
Added 24.31%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
14,460
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,239
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
14,179
shares
|
$1.35 Million
0.4% of portfolio
|
Q2 2025
Added 38.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
14,174
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 70.32%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
14,095
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
14,094
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
14,080
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
14,041
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
13,960
shares
|
$1.33 Million
0.18% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,836
shares
|
$1.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
13,820
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
13,724
shares
|
$1.31 Million
0.3% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Savior LLC
|
Jul 14, 2025 Q2 2025 |
13,641
shares
|
$1.3 Million
7.08% of portfolio
|
Q2 2025
Added 37.48%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
13,631
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
May 15, 2025 Q1 2025 |
13,583
shares
|
$1.29 Million
0.19% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
13,579
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Reduced 84.13%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
13,333
shares
|
$1.27 Million
0.22% of portfolio
|
Q1 2025
Added 61.28%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,294
shares
|
$1.27 Million
0.35% of portfolio
|
Q1 2025
Added 1.02%
|