Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,123 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 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 |
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
49,220,000
shares
|
$4.73 Billion
1.84% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
26,743,507
shares
|
$2.57 Billion
0.2% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,398,140
shares
|
$1.19 Billion
0.4% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,630,686
shares
|
$1.12 Billion
0.29% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,637,029
shares
|
$926 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,364,669
shares
|
$804 Million
2.26% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,847,362
shares
|
$754 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,770,318
shares
|
$746 Million
0.05% of portfolio
|
Q4 2024
Reduced 44.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,658,163
shares
|
$736 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,587,304
shares
|
$633 Million
0.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,649,889
shares
|
$543 Million
0.26% of portfolio
|
Q4 2024
Reduced 26.63%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,266,389
shares
|
$506 Million
6.54% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,489,332
shares
|
$431 Million
0.35% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,707,405
shares
|
$356 Million
0.01% of portfolio
|
Q2 2024
Added 46.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,702,913
shares
|
$356 Million
0.14% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,658,293
shares
|
$351 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
2,873,480
shares
|
$276 Million
16.08% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,659,371
shares
|
$255 Million
0.94% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,650,680
shares
|
$255 Million
0.06% of portfolio
|
Q4 2024
Added 589.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,427,606
shares
|
$233 Million
0.45% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,001,437
shares
|
$192 Million
0.04% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,987,242
shares
|
$191 Million
19.64% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,897,053
shares
|
$182 Million
3.78% of portfolio
|
Q4 2024
Added 33.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,868,578
shares
|
$180 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,863,509
shares
|
$179 Million
0.06% of portfolio
|
Q4 2024
Added 3.46%
|