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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,329
shares
|
$221,930
0.21% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
2,328
shares
|
$221,835
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,327
shares
|
$221,739
0.05% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,320
shares
|
$221,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,313
shares
|
$220,405
0.01% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
2,289
shares
|
$218,118
0.0% of portfolio
|
Q1 2025
Reduced 98.95%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,272
shares
|
$216,498
0.02% of portfolio
|
Q2 2025
Reduced 28.12%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,250
shares
|
$214,402
0.02% of portfolio
|
Q4 2021
Reduced 3.52%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,246
shares
|
$214,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
2,242
shares
|
$213,640
0.07% of portfolio
|
Q1 2025
Reduced 71.27%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,203
shares
|
$209,923
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,200
shares
|
$209,638
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,198
shares
|
$209,447
0.1% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,197
shares
|
$209,352
0.01% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,196
shares
|
$209,256
0.24% of portfolio
|
Q1 2025
Reduced 88.5%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
2,179
shares
|
$207,636
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,169
shares
|
$206,684
0.15% of portfolio
|
Q4 2024
Reduced 38.03%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,167
shares
|
$206,493
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
2,145
shares
|
$204,397
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,136
shares
|
$203,539
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
2,117
shares
|
$201,728
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
2,085
shares
|
$198,679
0.03% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$196,297
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,053
shares
|
$195,630
0.06% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,930
shares
|
$183,909
0.01% of portfolio
|
Q1 2025
Reduced 20.51%
|