Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,138 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
10,026
shares
|
$963,197
0.07% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
10,023
shares
|
$962,909
0.04% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,008
shares
|
$961,468
0.04% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Savior LLC
|
Apr 22, 2025 Q1 2025 |
9,922
shares
|
$953,206
5.69% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
9,705
shares
|
$932,359
0.91% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,510
shares
|
$913,625
0.03% of portfolio
|
Q1 2025
Reduced 57.13%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
9,442
shares
|
$907,092
0.86% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
9,411
shares
|
$904,114
0.07% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,372
shares
|
$900,368
0.02% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
9,359
shares
|
$899,119
0.0% of portfolio
|
Q1 2025
Reduced 83.75%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
9,336
shares
|
$896,909
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,231
shares
|
$886,822
0.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
9,150
shares
|
$879,040
0.33% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
9,132
shares
|
$877,311
0.04% of portfolio
|
Q1 2025
Reduced 82.38%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
9,080
shares
|
$872,315
0.07% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
9,051
shares
|
$869,529
0.33% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
9,049
shares
|
$869,337
0.14% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,976
shares
|
$862,324
0.03% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$854,542
0.31% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
8,886
shares
|
$853,678
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,872
shares
|
$852,333
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
8,834
shares
|
$848,682
0.08% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,826
shares
|
$847,913
0.04% of portfolio
|
Q1 2025
Added 96.13%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,795
shares
|
$844,935
0.03% of portfolio
|
Q1 2025
Added 48.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,674
shares
|
$833,311
0.08% of portfolio
|
Q4 2022
Reduced 43.44%
|