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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
3,448
shares
|
$332,525
0.27% of portfolio
|
Q3 2025
Reduced 91.33%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
3,445
shares
|
$332,235
0.16% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,444
shares
|
$332,139
0.06% of portfolio
|
Q3 2025
Reduced 59.95%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
3,444
shares
|
$332,139
0.17% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,432
shares
|
$330,982
0.03% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,423
shares
|
$330,114
0.04% of portfolio
|
Q1 2023
Added 7.88%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
3,409
shares
|
$328,763
0.32% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
3,404
shares
|
$328,281
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
3,401
shares
|
$327,992
0.06% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,377
shares
|
$325,677
0.01% of portfolio
|
Q3 2025
Added 51.64%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,339
shares
|
$322,013
0.03% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
3,332
shares
|
$321,338
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,325
shares
|
$320,663
0.06% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
3,316
shares
|
$319,795
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
3,314
shares
|
$319,602
0.26% of portfolio
|
Q1 2024
Reduced 15.44%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
3,293
shares
|
$317,576
0.01% of portfolio
|
Q3 2025
Added 154.68%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,286
shares
|
$316,901
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,285
shares
|
$316,805
0.06% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
3,275
shares
|
$315,841
0.01% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
3,261
shares
|
$314,490
0.11% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
3,257
shares
|
$314,105
0.12% of portfolio
|
Q3 2025
Added 37.19%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,253
shares
|
$313,719
0.25% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,215
shares
|
$310,054
0.08% of portfolio
|
Q3 2025
Added 513.55%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
3,205
shares
|
$309,090
0.01% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,156
shares
|
$304,364
0.09% of portfolio
|
Q1 2023
New holding
|
|