Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,131 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 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 |
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
190,329
shares
|
$18.3 Million
3.09% of portfolio
|
Q1 2025
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
188,803
shares
|
$18.1 Million
3.9% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
188,324
shares
|
$18.1 Million
3.14% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
187,787
shares
|
$18 Million
0.2% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
187,669
shares
|
$18 Million
2.08% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
187,256
shares
|
$18 Million
0.02% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
182,855
shares
|
$17.6 Million
3.3% of portfolio
|
Q1 2025
Added 78.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
181,469
shares
|
$17.4 Million
0.11% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
175,624
shares
|
$16.9 Million
0.28% of portfolio
|
Q1 2025
Added 213.77%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
175,015
shares
|
$16.8 Million
2.42% of portfolio
|
Q1 2025
Reduced 55.99%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
174,069
shares
|
$16.7 Million
4.4% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
173,999
shares
|
$16.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
173,683
shares
|
$16.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
173,424
shares
|
$16.7 Million
15.89% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
168,310
shares
|
$16.2 Million
5.66% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
167,129
shares
|
$16.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
166,114
shares
|
$16 Million
4.15% of portfolio
|
Q4 2024
Added 25.01%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
165,901
shares
|
$15.9 Million
2.05% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
163,640
shares
|
$15.7 Million
0.08% of portfolio
|
Q1 2025
Added 175.21%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
163,223
shares
|
$15.7 Million
0.51% of portfolio
|
Q1 2025
Added 152.36%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
159,620
shares
|
$15.3 Million
17.22% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
159,268
shares
|
$15.3 Million
0.43% of portfolio
|
Q1 2025
Added 84.19%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
158,029
shares
|
$15.2 Million
0.63% of portfolio
|
Q1 2025
Reduced 23.72%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
157,879
shares
|
$15.2 Million
7.23% of portfolio
|
Q1 2025
Added 55.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,768
shares
|
$15.2 Million
0.57% of portfolio
|
Q4 2023
New holding
|