Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,189 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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
706
shares
|
$68,086
0.01% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
702
shares
|
$67,700
0.0% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
684
shares
|
$65,964
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
676
shares
|
$65,193
0.0% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
629
shares
|
$60,660
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
603
shares
|
$58,153
0.0% of portfolio
|
Q3 2025
Added 509.09%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
600
shares
|
$57,864
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
595
shares
|
$57,381
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
589
shares
|
$56,803
0.06% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
581
shares
|
$56,031
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
571
shares
|
$55,067
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
570
shares
|
$54,970
0.01% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
568
shares
|
$54,777
0.02% of portfolio
|
Q3 2025
Reduced 29.09%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
567
shares
|
$54,681
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
558
shares
|
$53,813
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
553
shares
|
$53,331
0.02% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
543
shares
|
$52,366
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
525
shares
|
$50,631
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
502
shares
|
$48,412
0.0% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
501
shares
|
$48,316
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
499
shares
|
$48,123
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
488
shares
|
$47,062
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
471
shares
|
$45,423
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
471
shares
|
$45,423
0.0% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
464
shares
|
$44,748
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|