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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
155,321
shares
|
$14.8 Million
5.65% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
154,820
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
154,401
shares
|
$14.7 Million
1.7% of portfolio
|
Q2 2023
Added 32.74%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
153,523
shares
|
$14.6 Million
0.15% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
153,215
shares
|
$14.6 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
151,569
shares
|
$14.4 Million
1.1% of portfolio
|
Q4 2022
Reduced 6.34%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
148,385
shares
|
$14.1 Million
2.36% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
147,503
shares
|
$14.1 Million
0.12% of portfolio
|
Q1 2025
Added 34.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
147,236
shares
|
$14 Million
0.02% of portfolio
|
Q1 2025
Added 107.36%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
146,805
shares
|
$14 Million
8.47% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
146,223
shares
|
$13.9 Million
0.8% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
145,936
shares
|
$13.9 Million
6.17% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
144,672
shares
|
$13.8 Million
0.42% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
144,449
shares
|
$13.8 Million
0.37% of portfolio
|
Q1 2025
Added 328.95%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
144,370
shares
|
$13.8 Million
6.05% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
143,909
shares
|
$13.7 Million
1.97% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
143,633
shares
|
$13.7 Million
0.05% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
143,050
shares
|
$13.6 Million
4.49% of portfolio
|
Q2 2025
Reduced 49.32%
|
|
|
My Wealth Management Inc.
|
May 06, 2025 Q1 2025 |
142,748
shares
|
$13.6 Million
13.18% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
140,918
shares
|
$13.4 Million
0.05% of portfolio
|
Q1 2025
Added 88.46%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
137,992
shares
|
$13.1 Million
11.61% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
137,419
shares
|
$13.1 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
137,273
shares
|
$13.1 Million
2.71% of portfolio
|
Q1 2025
Added 3525.81%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
136,062
shares
|
$13 Million
5.26% of portfolio
|
Q1 2025
Added 202.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
132,427
shares
|
$12.6 Million
0.44% of portfolio
|
Q1 2025
Added 0.74%
|