Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,146 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
6,030
shares
|
$574,598
0.45% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,890
shares
|
$561,258
0.04% of portfolio
|
Q4 2023
Added 119.37%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
5,855
shares
|
$557,922
0.42% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,850
shares
|
$557,446
0.34% of portfolio
|
Q1 2023
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,817
shares
|
$554,301
0.08% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
5,815
shares
|
$554,111
0.3% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
5,743
shares
|
$547,250
0.26% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
5,695
shares
|
$542,676
0.02% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
5,662
shares
|
$539,531
0.14% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,630
shares
|
$536,482
0.02% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
5,572
shares
|
$530,955
0.55% of portfolio
|
Q3 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,570
shares
|
$530,765
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
5,563
shares
|
$530,098
0.32% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
5,513
shares
|
$525,333
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
5,493
shares
|
$523,427
0.26% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
5,464
shares
|
$520,664
0.0% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
5,464
shares
|
$520,664
0.04% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
5,460
shares
|
$520,283
0.13% of portfolio
|
Q1 2025
Reduced 18.74%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,439
shares
|
$518,282
0.01% of portfolio
|
Q1 2024
Reduced 22.37%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
5,431
shares
|
$517,519
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
5,414
shares
|
$515,900
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,381
shares
|
$512,755
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,373
shares
|
$511,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,345
shares
|
$509,325
0.35% of portfolio
|
Q1 2024
Reduced 24.95%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
5,333
shares
|
$508,181
0.3% of portfolio
|
Q1 2025
Added 26.92%
|