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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
2,117
shares
|
$204,163
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
2,112
shares
|
$203,681
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
2,098
shares
|
$202,331
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
2,097
shares
|
$202,234
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
2,092
shares
|
$201,752
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$198,666
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,987
shares
|
$191,626
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,906
shares
|
$183,814
0.01% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
1,900
shares
|
$183,236
0.13% of portfolio
|
Q3 2025
Added 37.68%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,887
shares
|
$181,982
0.01% of portfolio
|
Q3 2025
Reduced 19.8%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
1,833
shares
|
$176,774
4.46% of portfolio
|
Q3 2025
Added 808.02%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
1,755
shares
|
$169,252
0.04% of portfolio
|
Q4 2024
Reduced 66.02%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,746
shares
|
$168,384
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,727
shares
|
$166,551
0.0% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,722
shares
|
$166,069
0.01% of portfolio
|
Q3 2025
Added 16.35%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,710
shares
|
$164,912
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,517
shares
|
$146,299
0.11% of portfolio
|
Q2 2025
Reduced 34.86%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,508
shares
|
$145,431
0.09% of portfolio
|
Q2 2024
Added 27.91%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,490
shares
|
$143,695
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,480
shares
|
$142,731
0.01% of portfolio
|
Q4 2023
Reduced 10.3%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,437
shares
|
$138,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,437
shares
|
$138,584
0.02% of portfolio
|
Q2 2025
Reduced 24.01%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,436
shares
|
$138,487
0.01% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,424
shares
|
$137,330
0.04% of portfolio
|
Q2 2025
Added 87.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,418
shares
|
$136,751
0.01% of portfolio
|
Q3 2025
Added 371.1%
|
|