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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
29,230
shares
|
$2.82 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
28,947
shares
|
$2.79 Million
1.7% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
28,932
shares
|
$2.79 Million
2.51% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
28,900
shares
|
$2.79 Million
0.71% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
28,863
shares
|
$2.78 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
28,799
shares
|
$2.78 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
28,572
shares
|
$2.76 Million
1.19% of portfolio
|
Q3 2025
Reduced 42.49%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
28,038
shares
|
$2.7 Million
0.26% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,833
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
27,592
shares
|
$2.66 Million
0.09% of portfolio
|
Q3 2025
Reduced 24.75%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
27,299
shares
|
$2.63 Million
1.56% of portfolio
|
Q2 2024
Reduced 18.06%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
26,960
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Oct 16, 2025 Q3 2025 |
26,936
shares
|
$2.6 Million
0.85% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
26,684
shares
|
$2.57 Million
0.07% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
26,599
shares
|
$2.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
26,581
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Added 962.81%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
26,550
shares
|
$2.56 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
26,219
shares
|
$2.53 Million
0.28% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
26,209
shares
|
$2.53 Million
0.72% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
26,199
shares
|
$2.53 Million
0.61% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
26,181
shares
|
$2.52 Million
1.44% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
26,115
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
25,525
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2023
Reduced 40.87%
|
|
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
Nov 03, 2025 Q3 2025 |
25,000
shares
|
$2.41 Million
1.67% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
24,785
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.84%
|
|