Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,063 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
30,497
shares
|
$2.84 Million
1.2% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
30,491
shares
|
$2.84 Million
1.2% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,393
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,094
shares
|
$2.8 Million
1.5% of portfolio
|
Q2 2023
Added 87.29%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
29,807
shares
|
$2.77 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
29,626
shares
|
$2.76 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
29,622
shares
|
$2.76 Million
0.29% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,450
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
29,343
shares
|
$2.73 Million
0.13% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
29,296
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
28,877
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,850
shares
|
$2.68 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
28,836
shares
|
$2.68 Million
0.17% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
28,436
shares
|
$2.65 Million
0.3% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
28,324
shares
|
$2.63 Million
0.32% of portfolio
|
Q4 2024
Reduced 27.5%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
27,844
shares
|
$2.59 Million
0.22% of portfolio
|
Q3 2024
Added 59.11%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
27,728
shares
|
$2.58 Million
0.97% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
27,680
shares
|
$2.57 Million
1.13% of portfolio
|
Q4 2024
Added 46.22%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
27,411
shares
|
$2.55 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
27,299
shares
|
$2.54 Million
1.56% of portfolio
|
Q2 2024
Reduced 18.06%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
27,239
shares
|
$2.53 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
27,207
shares
|
$2.53 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
27,115
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 230.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
26,920
shares
|
$2.5 Million
0.13% of portfolio
|
Q3 2024
Added 42.61%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
26,860
shares
|
$2.5 Million
0.25% of portfolio
|
Q3 2024
Added 3.65%
|