Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,189 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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,448
shares
|
$911,165
0.03% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
9,432
shares
|
$909,622
0.01% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,372
shares
|
$903,835
0.02% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,364
shares
|
$903,064
0.01% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
9,260
shares
|
$893,034
0.15% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
9,182
shares
|
$885,512
0.39% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
9,096
shares
|
$877,218
0.03% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
8,946
shares
|
$862,752
0.09% of portfolio
|
Q4 2025
Added 16.55%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$857,833
0.31% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,872
shares
|
$855,615
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
8,827
shares
|
$851,275
0.08% of portfolio
|
Q3 2025
Reduced 36.01%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
8,798
shares
|
$848,479
0.28% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
8,789
shares
|
$847,611
0.11% of portfolio
|
Q3 2025
Added 44.84%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
8,769
shares
|
$845,682
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
8,737
shares
|
$842,596
0.49% of portfolio
|
Q3 2025
Reduced 18.6%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,699
shares
|
$838,931
0.3% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,674
shares
|
$836,520
0.08% of portfolio
|
Q4 2022
Reduced 43.44%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,520
shares
|
$821,668
0.25% of portfolio
|
Q3 2025
Added 48.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
8,411
shares
|
$811,156
0.02% of portfolio
|
Q3 2025
Added 38.02%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
8,352
shares
|
$805,466
0.16% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
8,329
shares
|
$803,248
0.07% of portfolio
|
Q3 2025
Added 32.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
8,296
shares
|
$800,066
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
8,267
shares
|
$797,269
0.08% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
8,179
shares
|
$788,782
1.33% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,087
shares
|
$779,910
0.56% of portfolio
|
Q3 2024
Reduced 7.35%
|
|