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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
117
shares
|
$11,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
116
shares
|
$11,187
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
114
shares
|
$10,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
113
shares
|
$10,897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
108
shares
|
$10,415
0.0% of portfolio
|
Q3 2025
Reduced 99.88%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
106
shares
|
$10,222
0.0% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
104
shares
|
$10,029
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
102
shares
|
$9,836
0.04% of portfolio
|
Q3 2025
Reduced 48.48%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
101
shares
|
$9,740
0.02% of portfolio
|
Q4 2021
Reduced 8.18%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
101
shares
|
$9,740
0.0% of portfolio
|
Q4 2025
Reduced 48.99%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
100
shares
|
$9,644
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
96
shares
|
$9,258
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
94
shares
|
$9,065
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
90
shares
|
$8,679
0.0% of portfolio
|
Q1 2022
Reduced 32.84%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
90
shares
|
$8,679
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
86
shares
|
$8,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
86
shares
|
$8,293
0.02% of portfolio
|
Q3 2025
Reduced 78.92%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
85
shares
|
$8,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$7,425
0.0% of portfolio
|
Q4 2023
Reduced 6.1%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
76
shares
|
$7,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
74
shares
|
$7,136
0.02% of portfolio
|
Q3 2025
Reduced 96.64%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
71
shares
|
$6,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
71
shares
|
$6,847
0.0% of portfolio
|
Q2 2024
Reduced 82.93%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
65
shares
|
$6,268
0.0% of portfolio
|
Q3 2025
Reduced 73.47%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
64
shares
|
$6,172
0.0% of portfolio
|
Q3 2025
New holding
|
|