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 |
|---|---|---|---|---|---|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
59,869
shares
|
$5.77 Million
8.61% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
59,381
shares
|
$5.73 Million
2.66% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
59,285
shares
|
$5.72 Million
4.24% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
59,102
shares
|
$5.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 20.44%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
58,728
shares
|
$5.66 Million
0.33% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
58,271
shares
|
$5.62 Million
0.14% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
57,834
shares
|
$5.58 Million
0.03% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
57,716
shares
|
$5.57 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
57,004
shares
|
$5.5 Million
3.86% of portfolio
|
Q3 2025
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
56,885
shares
|
$5.49 Million
2.51% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
56,582
shares
|
$5.46 Million
2.8% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
56,256
shares
|
$5.43 Million
4.07% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
55,120
shares
|
$5.32 Million
1.25% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
55,056
shares
|
$5.31 Million
0.74% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
54,683
shares
|
$5.27 Million
0.07% of portfolio
|
Q3 2025
Added 62.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
54,628
shares
|
$5.27 Million
0.14% of portfolio
|
Q3 2025
Added 97.44%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
53,661
shares
|
$5.18 Million
3.58% of portfolio
|
Q3 2025
Added 420.27%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
53,513
shares
|
$5.16 Million
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,272
shares
|
$5.14 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
53,114
shares
|
$5.12 Million
0.22% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
53,099
shares
|
$5.12 Million
2.87% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
52,862
shares
|
$5.1 Million
1.22% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
52,310
shares
|
$5.04 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
51,332
shares
|
$4.95 Million
2.91% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,988
shares
|
$4.92 Million
11.09% of portfolio
|
Q4 2023
Added 0.23%
|
|