Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,100 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $27.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
56,885
shares
|
$5.37 Million
2.51% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,288
shares
|
$5.32 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
55,972
shares
|
$5.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
55,657
shares
|
$5.26 Million
0.26% of portfolio
|
Q4 2024
Added 66.61%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
55,635
shares
|
$5.25 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
55,128
shares
|
$5.21 Million
0.26% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
54,388
shares
|
$5.14 Million
3.36% of portfolio
|
Q4 2024
Reduced 20.97%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
54,346
shares
|
$5.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
54,069
shares
|
$5.11 Million
0.11% of portfolio
|
Q4 2024
Added 23.42%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
53,563
shares
|
$5.06 Million
3.55% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
53,552
shares
|
$5.06 Million
0.44% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
53,340
shares
|
$5.04 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,272
shares
|
$5.03 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
53,003
shares
|
$5.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
52,888
shares
|
$4.99 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
52,567
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
52,451
shares
|
$4.95 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
52,342
shares
|
$4.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
52,073
shares
|
$4.92 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
51,815
shares
|
$4.89 Million
0.21% of portfolio
|
Q4 2024
Reduced 19.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
51,504
shares
|
$4.86 Million
0.17% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
51,402
shares
|
$4.85 Million
1.28% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
51,029
shares
|
$4.82 Million
2.67% of portfolio
|
Q4 2024
Added 53.6%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,988
shares
|
$4.81 Million
11.09% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
49,629
shares
|
$4.69 Million
0.09% of portfolio
|
Q4 2024
Added 25.28%
|