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 |
|---|---|---|---|---|---|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
228,349
shares
|
$22 Million
2.65% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
222,647
shares
|
$21.5 Million
8.37% of portfolio
|
Q3 2025
Added 59.44%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
220,578
shares
|
$21.3 Million
11.76% of portfolio
|
Q3 2025
Added 948.87%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
219,845
shares
|
$21.2 Million
0.19% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
218,586
shares
|
$21.1 Million
0.12% of portfolio
|
Q2 2025
Added 40.46%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
214,991
shares
|
$20.7 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
212,029
shares
|
$20.4 Million
5.11% of portfolio
|
Q4 2024
Added 115.55%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
209,066
shares
|
$20.2 Million
4.45% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
208,043
shares
|
$20.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
205,629
shares
|
$19.8 Million
1.3% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
203,092
shares
|
$19.6 Million
1.22% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
202,472
shares
|
$19.5 Million
0.22% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
202,217
shares
|
$19.5 Million
3.05% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
192,984
shares
|
$18.6 Million
3.32% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
191,564
shares
|
$18.5 Million
5.63% of portfolio
|
Q3 2025
Added 58.75%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
189,171
shares
|
$18.2 Million
0.06% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
187,669
shares
|
$18.1 Million
2.08% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
186,856
shares
|
$18 Million
14.22% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
184,408
shares
|
$17.8 Million
1.99% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
184,173
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
179,062
shares
|
$17.3 Million
2.79% of portfolio
|
Q3 2025
Added 7059.62%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
178,708
shares
|
$17.2 Million
5.94% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
176,226
shares
|
$17 Million
0.26% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
175,948
shares
|
$17 Million
0.32% of portfolio
|
Q3 2025
Reduced 43.78%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
174,826
shares
|
$16.9 Million
1.13% of portfolio
|
Q3 2025
Added 38.53%
|
|