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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,187
shares
|
$970,719
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
10,165
shares
|
$968,622
0.84% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,160
shares
|
$968,146
0.64% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,144
shares
|
$966,621
0.03% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
10,112
shares
|
$963,572
0.37% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
10,099
shares
|
$962,333
0.24% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
10,067
shares
|
$959,284
0.02% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
10,026
shares
|
$955,377
0.07% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
10,023
shares
|
$955,091
0.04% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,008
shares
|
$953,662
0.04% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
9,991
shares
|
$952,042
0.06% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
9,926
shares
|
$945,848
0.27% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
9,705
shares
|
$924,789
0.91% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,510
shares
|
$906,207
0.03% of portfolio
|
Q1 2025
Reduced 57.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
9,411
shares
|
$896,774
0.07% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,372
shares
|
$893,057
0.02% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
9,359
shares
|
$891,819
0.0% of portfolio
|
Q1 2025
Reduced 83.75%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
9,336
shares
|
$889,627
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,231
shares
|
$879,621
0.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
9,150
shares
|
$871,903
0.33% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
9,132
shares
|
$870,188
0.04% of portfolio
|
Q1 2025
Reduced 82.38%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
9,080
shares
|
$865,233
0.07% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
9,051
shares
|
$862,469
0.33% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
9,049
shares
|
$862,279
0.14% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
9,000
shares
|
$857,610
0.13% of portfolio
|
Q4 2024
New holding
|