Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,176 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
228,349
shares
|
$22.1 Million
2.65% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
224,083
shares
|
$21.7 Million
0.11% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
223,771
shares
|
$21.7 Million
0.12% of portfolio
|
Q2 2025
Added 23.31%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
223,447
shares
|
$21.7 Million
3.95% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
222,969
shares
|
$21.6 Million
0.03% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
221,919
shares
|
$21.5 Million
0.09% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
220,392
shares
|
$21.4 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
218,586
shares
|
$21.2 Million
0.12% of portfolio
|
Q2 2025
Added 40.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
218,069
shares
|
$21.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
214,991
shares
|
$20.8 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
212,029
shares
|
$20.6 Million
5.11% of portfolio
|
Q4 2024
Added 115.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
211,394
shares
|
$20.5 Million
0.18% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
208,020
shares
|
$20.2 Million
4.92% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
203,679
shares
|
$19.8 Million
4.74% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
200,764
shares
|
$19.5 Million
1.28% of portfolio
|
Q2 2025
Added 68.01%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
197,426
shares
|
$19.1 Million
5.96% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
195,471
shares
|
$19 Million
1.54% of portfolio
|
Q2 2025
Reduced 82.9%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
192,984
shares
|
$18.7 Million
3.32% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
191,791
shares
|
$18.6 Million
3.03% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
189,638
shares
|
$18.4 Million
8.7% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
188,147
shares
|
$18.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
187,669
shares
|
$18.2 Million
2.08% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
185,125
shares
|
$18 Million
0.21% of portfolio
|
Q2 2025
Added 156.79%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
182,558
shares
|
$17.7 Million
2.06% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
177,979
shares
|
$17.3 Million
0.22% of portfolio
|
Q2 2025
Added 159.85%
|