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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
110
shares
|
$10,481
0.0% of portfolio
|
Q1 2025
Reduced 80.36%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
109
shares
|
$10,386
0.0% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
106
shares
|
$10,100
0.0% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
106
shares
|
$10,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
101
shares
|
$9,624
0.02% of portfolio
|
Q4 2021
Reduced 8.18%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
100
shares
|
$9,529
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
99
shares
|
$9,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
98
shares
|
$9,338
0.0% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
94
shares
|
$8,957
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
92
shares
|
$8,766
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
91
shares
|
$8,671
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
90
shares
|
$8,576
0.0% of portfolio
|
Q1 2022
Reduced 32.84%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
87
shares
|
$8,290
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
85
shares
|
$8,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
80
shares
|
$7,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$7,337
0.0% of portfolio
|
Q4 2023
Reduced 6.1%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
76
shares
|
$7,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
75
shares
|
$7,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
71
shares
|
$6,765
0.0% of portfolio
|
Q2 2024
Reduced 82.93%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
70
shares
|
$6,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
60
shares
|
$5,717
0.0% of portfolio
|
Q1 2025
Reduced 91.43%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$5,717
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
59
shares
|
$5,622
0.0% of portfolio
|
Q4 2024
Added 555.56%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
58
shares
|
$5,526
0.0% of portfolio
|
Q1 2023
Reduced 23.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$5,145
0.0% of portfolio
|
Q4 2022
New holding
|