Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,059 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
48,094
shares
|
$4.45 Million
10.76% of portfolio
|
Q3 2024
Added 124.25%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
47,877
shares
|
$4.43 Million
1.99% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
47,544
shares
|
$4.4 Million
3.15% of portfolio
|
Q3 2024
Added 301.11%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
47,511
shares
|
$4.39 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
47,337
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 80.86%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
47,030
shares
|
$4.35 Million
1.28% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
47,017
shares
|
$4.35 Million
0.68% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,301
shares
|
$4.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
45,723
shares
|
$4.23 Million
0.2% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
45,527
shares
|
$4.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
45,501
shares
|
$4.21 Million
1.09% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
45,472
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,107
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
44,542
shares
|
$4.12 Million
0.28% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,463
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
43,808
shares
|
$4.05 Million
0.1% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
43,678
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2024
Added 40.35%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
43,225
shares
|
$4 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,964
shares
|
$3.97 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
42,739
shares
|
$3.95 Million
2.95% of portfolio
|
Q3 2024
Added 93.97%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
42,432
shares
|
$3.92 Million
2.13% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
42,064
shares
|
$3.89 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
42,062
shares
|
$3.89 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
41,692
shares
|
$3.86 Million
1.25% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
41,532
shares
|
$3.84 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.85%
|