Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,178 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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
97,558
shares
|
$9.41 Million
1.7% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
96,693
shares
|
$9.33 Million
2.69% of portfolio
|
Q3 2025
Added 73.18%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,253
shares
|
$9.28 Million
1.42% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
95,996
shares
|
$9.26 Million
0.13% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
95,858
shares
|
$9.24 Million
0.11% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
95,452
shares
|
$9.21 Million
3.11% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
95,006
shares
|
$9.16 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
93,437
shares
|
$9.01 Million
2.42% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
92,360
shares
|
$8.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
92,277
shares
|
$8.9 Million
0.25% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
91,774
shares
|
$8.85 Million
0.42% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
91,487
shares
|
$8.82 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 14, 2025 Q3 2025 |
90,284
shares
|
$8.71 Million
0.75% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
89,901
shares
|
$8.67 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
89,556
shares
|
$8.64 Million
1.02% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
89,532
shares
|
$8.63 Million
5.27% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
89,052
shares
|
$8.59 Million
0.03% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
89,009
shares
|
$8.58 Million
2.71% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
88,902
shares
|
$8.57 Million
1.1% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
88,240
shares
|
$8.51 Million
0.06% of portfolio
|
Q3 2025
Added 2872.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
88,026
shares
|
$8.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
87,925
shares
|
$8.48 Million
1.23% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
87,728
shares
|
$8.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
87,380
shares
|
$8.43 Million
0.08% of portfolio
|
Q3 2025
Reduced 48.44%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
87,074
shares
|
$8.4 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.29%
|
|