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 |
|---|---|---|---|---|---|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
68,000
shares
|
$6.56 Million
0.44% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
67,033
shares
|
$6.46 Million
1.55% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
66,855
shares
|
$6.45 Million
0.11% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
66,628
shares
|
$6.43 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
66,606
shares
|
$6.42 Million
0.28% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
66,408
shares
|
$6.4 Million
1.14% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
65,962
shares
|
$6.36 Million
1.51% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
65,882
shares
|
$6.35 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
65,820
shares
|
$6.35 Million
1.3% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
65,245
shares
|
$6.29 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
64,627
shares
|
$6.23 Million
0.15% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
64,500
shares
|
$6.22 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
63,890
shares
|
$6.16 Million
0.09% of portfolio
|
Q3 2025
Added 50.89%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
63,794
shares
|
$6.15 Million
3.83% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
63,723
shares
|
$6.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
62,562
shares
|
$6.03 Million
2.23% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
62,543
shares
|
$6.03 Million
0.48% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
61,593
shares
|
$5.94 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
61,548
shares
|
$5.94 Million
0.67% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
61,535
shares
|
$5.93 Million
0.19% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
61,416
shares
|
$5.92 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
61,307
shares
|
$5.91 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
60,861
shares
|
$5.87 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
60,603
shares
|
$5.84 Million
0.33% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
60,164
shares
|
$5.8 Million
0.13% of portfolio
|
Q3 2024
Added 6.79%
|
|