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 |
|---|---|---|---|---|---|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
2,562
shares
|
$244,132
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
2,553
shares
|
$243,275
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,545
shares
|
$242,513
0.16% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
2,538
shares
|
$241,846
0.07% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
2,532
shares
|
$241,274
0.06% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
2,524
shares
|
$240,511
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,513
shares
|
$239,463
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
2,501
shares
|
$238,320
0.16% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,500
shares
|
$238,225
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,450
shares
|
$233,460
0.11% of portfolio
|
Q4 2023
Reduced 37.97%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
2,446
shares
|
$233,079
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
2,432
shares
|
$231,745
0.22% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,422
shares
|
$230,792
0.08% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,418
shares
|
$230,411
0.09% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
2,413
shares
|
$229,934
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
2,409
shares
|
$229,553
0.04% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
2,405
shares
|
$229,172
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
2,401
shares
|
$228,791
0.12% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,401
shares
|
$228,791
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
2,395
shares
|
$228,219
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,379
shares
|
$226,694
0.01% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,378
shares
|
$226,599
0.12% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,358
shares
|
$224,693
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,337
shares
|
$222,692
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,330
shares
|
$222,025
0.04% of portfolio
|
Q1 2025
Reduced 0.09%
|