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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
13,479
shares
|
$1.3 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
13,474
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 20.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,370
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,248
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,233
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 61.81%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
13,176
shares
|
$1.27 Million
0.32% of portfolio
|
Q3 2025
Added 41.24%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
13,158
shares
|
$1.27 Million
0.52% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
13,140
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
13,099
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
13,005
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 46.48%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
13,005
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,967
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,844
shares
|
$1.24 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
12,472
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,438
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Added 35.83%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
12,405
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 1375.03%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
12,397
shares
|
$1.2 Million
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
12,379
shares
|
$1.19 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
12,295
shares
|
$1.19 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
12,246
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
12,148
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2025
Reduced 26.4%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
12,143
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
11,999
shares
|
$1.16 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
11,969
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,962
shares
|
$1.15 Million
0.29% of portfolio
|
Q4 2024
Reduced 23.13%
|
|