Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,179 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11
shares
|
$1,060
0.0% of portfolio
|
Q2 2023
Reduced 96.76%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
11
shares
|
$1,060
0.0% of portfolio
|
Q3 2025
Reduced 91.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
9
shares
|
$867
0.0% of portfolio
|
Q3 2025
Added 800.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
7
shares
|
$675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
5
shares
|
$482
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
5
shares
|
$482
0.0% of portfolio
|
Q1 2025
Reduced 76.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4
shares
|
$385
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$96
0.0% of portfolio
|
Q3 2024
Reduced 98.59%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
1
shares
|
$96
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1
shares
|
$96
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|