Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,160 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 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 |
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
87
shares
|
$8,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
85
shares
|
$8,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$7,344
0.0% of portfolio
|
Q4 2023
Reduced 6.1%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
76
shares
|
$7,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
75
shares
|
$7,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
71
shares
|
$6,771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
71
shares
|
$6,771
0.0% of portfolio
|
Q2 2024
Reduced 82.93%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
61
shares
|
$5,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
60
shares
|
$5,722
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$5,722
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
59
shares
|
$5,627
0.0% of portfolio
|
Q4 2024
Added 555.56%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
58
shares
|
$5,532
0.0% of portfolio
|
Q1 2023
Reduced 23.68%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
56
shares
|
$5,341
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$5,150
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
54
shares
|
$5,150
0.0% of portfolio
|
Q4 2024
Reduced 99.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
53
shares
|
$5,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
48
shares
|
$4,578
0.0% of portfolio
|
Q1 2022
Added 1212.5%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
44
shares
|
$4,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
43
shares
|
$4,101
0.0% of portfolio
|
Q2 2024
Reduced 70.95%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
41
shares
|
$3,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
40
shares
|
$3,815
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
36
shares
|
$3,433
0.0% of portfolio
|
Q2 2025
Reduced 99.92%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
35
shares
|
$3,338
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
34
shares
|
$3,242
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
32
shares
|
$3,052
0.0% of portfolio
|
Q4 2024
New holding
|