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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
33,500
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,336
shares
|
$3.21 Million
0.03% of portfolio
|
Q1 2025
Added 293.44%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
33,331
shares
|
$3.21 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
32,859
shares
|
$3.17 Million
0.67% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
32,446
shares
|
$3.13 Million
0.91% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
32,269
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
32,160
shares
|
$3.1 Million
0.15% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
32,081
shares
|
$3.09 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
32,066
shares
|
$3.09 Million
2.14% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
31,650
shares
|
$3.05 Million
0.39% of portfolio
|
Q4 2025
Reduced 3.49%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
31,603
shares
|
$3.05 Million
0.92% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
31,495
shares
|
$3.04 Million
2.05% of portfolio
|
Q3 2025
Added 51.93%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
31,084
shares
|
$3 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
31,016
shares
|
$2.99 Million
0.32% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
30,977
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2025
Added 48.26%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
30,925
shares
|
$2.98 Million
0.14% of portfolio
|
Q3 2025
Added 182.29%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
30,481
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2025
Added 49.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
30,408
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
30,250
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,094
shares
|
$2.9 Million
1.5% of portfolio
|
Q2 2023
Added 87.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
30,047
shares
|
$2.9 Million
0.24% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
29,973
shares
|
$2.89 Million
2.34% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
29,490
shares
|
$2.84 Million
0.65% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
29,478
shares
|
$2.84 Million
1.85% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
29,401
shares
|
$2.84 Million
0.04% of portfolio
|
Q3 2025
Added 429.56%
|
|