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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
2,588
shares
|
$249,586
0.06% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
2,579
shares
|
$248,718
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,574
shares
|
$248,236
0.02% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
2,565
shares
|
$247,368
0.0% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,536
shares
|
$244,571
0.0% of portfolio
|
Q3 2025
Added 72.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
2,520
shares
|
$243,028
0.04% of portfolio
|
Q3 2025
Reduced 27.44%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,500
shares
|
$241,100
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,485
shares
|
$239,653
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
2,457
shares
|
$236,953
0.01% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
2,451
shares
|
$236,374
0.07% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,440
shares
|
$235,313
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
2,432
shares
|
$234,542
0.22% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,422
shares
|
$233,577
0.08% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
2,413
shares
|
$232,709
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
2,374
shares
|
$228,948
0.16% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
2,358
shares
|
$227,405
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
2,347
shares
|
$226,344
0.0% of portfolio
|
Q3 2025
Reduced 74.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,339
shares
|
$225,573
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,337
shares
|
$225,380
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,314
shares
|
$223,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
2,302
shares
|
$222,004
0.01% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,284
shares
|
$220,268
0.17% of portfolio
|
Q3 2025
Reduced 65.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,281
shares
|
$219,979
0.0% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
2,281
shares
|
$219,979
0.0% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
2,272
shares
|
$219,111
0.05% of portfolio
|
Q4 2025
Reduced 18.01%
|
|