Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,178 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
61
shares
|
$5,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$5,786
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
59
shares
|
$5,689
0.0% of portfolio
|
Q4 2024
Added 555.56%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
58
shares
|
$5,593
0.0% of portfolio
|
Q1 2023
Reduced 23.68%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
56
shares
|
$5,400
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$5,207
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
54
shares
|
$5,207
0.0% of portfolio
|
Q4 2024
Reduced 99.86%
|
|