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 |
|---|---|---|---|---|---|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
135,483
shares
|
$13.1 Million
6.58% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
134,506
shares
|
$13 Million
0.29% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
133,091
shares
|
$12.8 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
132,765
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2025
Added 77.49%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
132,528
shares
|
$12.8 Million
10.98% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
131,759
shares
|
$12.7 Million
2.03% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
131,578
shares
|
$12.7 Million
0.48% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
130,610
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
130,257
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
129,309
shares
|
$12.5 Million
2.95% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
128,768
shares
|
$12.4 Million
0.58% of portfolio
|
Q3 2025
Added 112.07%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
128,261
shares
|
$12.4 Million
0.92% of portfolio
|
Q3 2025
Added 86.62%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
127,568
shares
|
$12.3 Million
15.3% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
126,980
shares
|
$12.2 Million
0.13% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
125,543
shares
|
$12.1 Million
2.31% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
123,180
shares
|
$11.9 Million
1.08% of portfolio
|
Q3 2025
Added 53.75%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
122,106
shares
|
$11.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
121,652
shares
|
$11.7 Million
0.09% of portfolio
|
Q3 2025
Added 25.29%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 15, 2025 Q3 2025 |
121,038
shares
|
$11.7 Million
8.74% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
120,860
shares
|
$11.7 Million
2.83% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
120,666
shares
|
$11.6 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
120,565
shares
|
$11.6 Million
1.88% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
119,785
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.61%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
119,299
shares
|
$11.5 Million
0.16% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
118,307
shares
|
$11.4 Million
1.64% of portfolio
|
Q3 2025
Added 250.57%
|
|