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 |
|---|---|---|---|---|---|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
5,776
shares
|
$557,037
0.24% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
5,725
shares
|
$552,119
0.32% of portfolio
|
Q3 2025
Added 41.11%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
5,722
shares
|
$551,829
0.2% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,638
shares
|
$543,728
0.04% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
5,606
shares
|
$540,642
0.05% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,575
shares
|
$537,653
0.36% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
5,572
shares
|
$537,363
0.55% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5,505
shares
|
$530,902
0.04% of portfolio
|
Q3 2025
Added 68.61%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
5,502
shares
|
$530,612
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,495
shares
|
$529,937
0.01% of portfolio
|
Q3 2025
Reduced 32.42%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
5,447
shares
|
$525,308
0.33% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,439
shares
|
$524,537
0.01% of portfolio
|
Q1 2024
Reduced 22.37%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,414
shares
|
$522,126
0.0% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
5,414
shares
|
$522,126
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
5,400
shares
|
$520,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,381
shares
|
$518,943
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
5,380
shares
|
$518,847
0.12% of portfolio
|
Q4 2025
Added 33.8%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,373
shares
|
$518,172
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,345
shares
|
$515,471
0.35% of portfolio
|
Q1 2024
Reduced 24.95%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
5,317
shares
|
$512,771
0.15% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,317
shares
|
$512,771
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
5,266
shares
|
$507,853
0.04% of portfolio
|
Q4 2025
Reduced 2.23%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
5,212
shares
|
$502,645
0.76% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
5,161
shares
|
$497,726
0.02% of portfolio
|
Q3 2025
Added 97.59%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,143
shares
|
$495,990
0.15% of portfolio
|
Q1 2025
Added 48.34%
|
|