Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,131 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
733,423
shares
|
$70.5 Million
5.58% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
725,057
shares
|
$69.7 Million
7.95% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
689,877
shares
|
$66.3 Million
2.52% of portfolio
|
Q1 2024
Added 8.35%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
675,715
shares
|
$64.9 Million
3.13% of portfolio
|
Q1 2025
Added 364.22%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
656,379
shares
|
$63.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 29, 2025 Q1 2025 |
648,750
shares
|
$62.3 Million
4.0% of portfolio
|
Q1 2025
Added 400.39%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
640,710
shares
|
$61.6 Million
5.39% of portfolio
|
Q4 2024
Added 3365.92%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
629,394
shares
|
$60.5 Million
1.57% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
618,178
shares
|
$59.4 Million
1.66% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
600,420
shares
|
$57.7 Million
1.52% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
586,265
shares
|
$56.3 Million
0.03% of portfolio
|
Q1 2025
Added 31.17%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
579,674
shares
|
$55.7 Million
20.97% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
564,993
shares
|
$54.3 Million
0.14% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
558,606
shares
|
$53.7 Million
6.25% of portfolio
|
Q1 2025
Added 6139.32%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
550,678
shares
|
$52.9 Million
10.67% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
539,845
shares
|
$51.9 Million
0.14% of portfolio
|
Q1 2025
Added 96.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
528,072
shares
|
$50.7 Million
1.65% of portfolio
|
Q4 2023
Added 379.7%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
525,133
shares
|
$50.4 Million
2.85% of portfolio
|
Q1 2025
New holding
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
498,237
shares
|
$47.9 Million
10.78% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
497,272
shares
|
$47.8 Million
14.58% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
470,457
shares
|
$45.2 Million
0.34% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
466,239
shares
|
$44.8 Million
3.13% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
462,938
shares
|
$44.5 Million
2.52% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
460,083
shares
|
$44.2 Million
2.08% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
444,030
shares
|
$42.7 Million
10.4% of portfolio
|
Q1 2025
Reduced 0.23%
|