Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,131 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
443,803
shares
|
$42.6 Million
0.18% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
441,798
shares
|
$42.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
427,062
shares
|
$41 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
422,054
shares
|
$40.5 Million
5.61% of portfolio
|
Q1 2025
Added 370.6%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
419,287
shares
|
$40.3 Million
1.66% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
418,118
shares
|
$40.2 Million
8.45% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
393,324
shares
|
$37.8 Million
4.27% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
390,534
shares
|
$37.5 Million
19.68% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
389,501
shares
|
$37.4 Million
6.58% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
387,222
shares
|
$37.2 Million
15.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
383,373
shares
|
$36.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
381,200
shares
|
$36.6 Million
8.08% of portfolio
|
Q1 2025
Added 54.2%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
380,384
shares
|
$36.5 Million
6.77% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
370,611
shares
|
$35.6 Million
2.76% of portfolio
|
Q4 2024
Added 47.8%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
359,584
shares
|
$34.5 Million
0.57% of portfolio
|
Q2 2022
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
354,828
shares
|
$34.1 Million
6.79% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
344,912
shares
|
$33.1 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
344,461
shares
|
$33.1 Million
2.42% of portfolio
|
Q3 2023
Added 2.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
342,022
shares
|
$32.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
340,117
shares
|
$32.7 Million
11.93% of portfolio
|
Q1 2025
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
336,038
shares
|
$32.3 Million
6.95% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
330,697
shares
|
$31.8 Million
6.2% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
330,643
shares
|
$31.8 Million
5.29% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
322,923
shares
|
$31 Million
2.33% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
321,237
shares
|
$30.9 Million
7.36% of portfolio
|
Q1 2025
Reduced 0.29%
|