Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,180 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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
87,662,438
shares
|
$8.45 Billion
3.12% of portfolio
|
Q3 2025
Added 52.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
26,683,350
shares
|
$2.57 Billion
0.17% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,950,581
shares
|
$1.44 Billion
0.35% of portfolio
|
Q3 2025
Added 28.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
14,302,631
shares
|
$1.38 Billion
0.09% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,820,353
shares
|
$1.24 Billion
0.38% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10,729,197
shares
|
$1.03 Billion
0.07% of portfolio
|
Q3 2025
Added 18.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
10,094,434
shares
|
$974 Million
0.42% of portfolio
|
Q3 2025
Added 37.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,414,922
shares
|
$812 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,587,304
shares
|
$635 Million
0.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,175,024
shares
|
$596 Million
0.2% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
5,952,613
shares
|
$574 Million
6.6% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,114,591
shares
|
$493 Million
1.06% of portfolio
|
Q3 2025
Reduced 48.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,653,586
shares
|
$449 Million
0.14% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,351,564
shares
|
$420 Million
0.28% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,294,255
shares
|
$414 Million
0.07% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,707,405
shares
|
$358 Million
0.01% of portfolio
|
Q2 2024
Added 46.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,215,768
shares
|
$310 Million
0.06% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
3,179,971
shares
|
$307 Million
0.9% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Argi Investment Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,775,739
shares
|
$268 Million
14.1% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
2,669,292
shares
|
$257 Million
0.44% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,104,117
shares
|
$203 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,050,726
shares
|
$198 Million
4.71% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,010,135
shares
|
$194 Million
2.7% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2025 Q3 2025 |
1,874,111
shares
|
$181 Million
37.33% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
1,864,523
shares
|
$180 Million
20.4% of portfolio
|
Q3 2025
Added 5.15%
|
|