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 |
|---|---|---|---|---|---|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
200
shares
|
$19,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$19,058
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
192
shares
|
$18,295
0.01% of portfolio
|
Q4 2024
Reduced 73.81%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
190
shares
|
$18,105
0.01% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$17,152
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
172
shares
|
$16,389
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
170
shares
|
$16,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
169
shares
|
$16,104
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
157
shares
|
$14,960
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
154
shares
|
$14,674
0.01% of portfolio
|
Q1 2025
Reduced 61.21%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
150
shares
|
$14,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
149
shares
|
$14,198
0.01% of portfolio
|
Q4 2024
Reduced 28.02%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
148
shares
|
$14,102
0.01% of portfolio
|
Q1 2025
Added 825.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
148
shares
|
$14,102
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
142
shares
|
$13,531
0.01% of portfolio
|
Q1 2025
Added 65.12%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
140
shares
|
$13,340
0.01% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
135
shares
|
$12,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
132
shares
|
$12,578
0.01% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
130
shares
|
$12,387
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
130
shares
|
$12,387
0.0% of portfolio
|
Q1 2025
Reduced 88.5%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
130
shares
|
$12,387
0.0% of portfolio
|
Q2 2021
Closed
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
118
shares
|
$11,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
116
shares
|
$11,053
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
113
shares
|
$10,767
0.0% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
112
shares
|
$10,672
0.0% of portfolio
|
Q1 2025
New holding
|