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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,156
shares
|
$303,196
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
3,150
shares
|
$302,620
0.2% of portfolio
|
Q1 2025
Added 34.04%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
3,139
shares
|
$301,563
0.21% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,139
shares
|
$301,563
0.19% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
3,095
shares
|
$297,336
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,069
shares
|
$294,838
0.06% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
3,055
shares
|
$293,493
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,047
shares
|
$292,725
0.02% of portfolio
|
Q1 2025
Added 110.28%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
3,040
shares
|
$292,052
0.07% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,025
shares
|
$290,611
0.01% of portfolio
|
Q1 2025
Added 1451.28%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
3,016
shares
|
$289,747
0.05% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,010
shares
|
$289,170
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
2,999
shares
|
$288,113
0.09% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,991
shares
|
$287,345
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
2,990
shares
|
$287,249
0.17% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,982
shares
|
$286,480
0.1% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
2,967
shares
|
$285,039
0.24% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,932
shares
|
$281,677
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,929
shares
|
$281,389
0.07% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,911
shares
|
$279,659
0.09% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
2,896
shares
|
$278,218
0.01% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,890
shares
|
$277,642
0.01% of portfolio
|
Q1 2025
Reduced 36.69%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
2,887
shares
|
$277,354
0.1% of portfolio
|
Q1 2025
Added 77.55%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
2,862
shares
|
$274,952
0.03% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,859
shares
|
$274,664
0.11% of portfolio
|
Q3 2023
Reduced 91.47%
|