Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,190 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $33.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
2,260
shares
|
$217,954
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,258
shares
|
$217,761
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,256
shares
|
$217,568
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,250
shares
|
$216,990
0.02% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
2,248
shares
|
$216,797
0.03% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,247
shares
|
$216,700
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
2,234
shares
|
$215,446
0.0% of portfolio
|
Q3 2025
Reduced 29.68%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,215
shares
|
$213,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,212
shares
|
$213,325
0.01% of portfolio
|
Q2 2025
Added 486.74%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,199
shares
|
$212,071
0.08% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,198
shares
|
$211,975
0.03% of portfolio
|
Q3 2025
Reduced 87.65%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
2,198
shares
|
$211,975
0.04% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,196
shares
|
$211,782
0.0% of portfolio
|
Q3 2025
Reduced 30.37%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
2,175
shares
|
$209,757
0.01% of portfolio
|
Q4 2025
Reduced 33.59%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,169
shares
|
$209,178
0.15% of portfolio
|
Q4 2024
Reduced 38.03%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
2,157
shares
|
$208,021
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
2,153
shares
|
$207,635
0.04% of portfolio
|
Q3 2025
Reduced 83.2%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,150
shares
|
$207,346
0.08% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
2,150
shares
|
$207,346
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
2,146
shares
|
$206,960
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
2,145
shares
|
$206,863
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
2,133
shares
|
$205,706
0.48% of portfolio
|
Q2 2025
New holding
|
|