Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,186 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
21,513
shares
|
$2.07 Million
0.47% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
21,396
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
20,718
shares
|
$2 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
20,710
shares
|
$2 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
20,565
shares
|
$1.98 Million
1.07% of portfolio
|
Q4 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
20,441
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2025
Added 556.84%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,213
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2022
Added 31.12%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,959
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2024
Added 347.51%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
19,893
shares
|
$1.92 Million
0.65% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,820
shares
|
$1.91 Million
1.33% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
19,494
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
19,438
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.12%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
19,072
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
19,030
shares
|
$1.84 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
18,922
shares
|
$1.82 Million
0.72% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
18,755
shares
|
$1.81 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
18,698
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Added 33.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
18,670
shares
|
$1.8 Million
0.46% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
18,626
shares
|
$1.8 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
18,130
shares
|
$1.75 Million
1.2% of portfolio
|
Q3 2025
Added 25.92%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
18,039
shares
|
$1.74 Million
0.42% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
18,000
shares
|
$1.74 Million
2.37% of portfolio
|
Q1 2023
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
17,716
shares
|
$1.71 Million
0.62% of portfolio
|
Q4 2023
Reduced 43.19%
|
|
|
Savior LLC
|
Oct 21, 2025 Q3 2025 |
17,604
shares
|
$1.7 Million
7.66% of portfolio
|
Q3 2025
Added 29.05%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,589
shares
|
$1.7 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|