Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,060 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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
22,961
shares
|
$2.14 Million
0.87% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
22,748
shares
|
$2.12 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
22,721
shares
|
$2.11 Million
1.25% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,064
shares
|
$2.05 Million
0.18% of portfolio
|
Q4 2024
Reduced 25.02%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
21,942
shares
|
$2.04 Million
1.16% of portfolio
|
Q4 2024
Reduced 81.7%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,808
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
21,608
shares
|
$2.01 Million
2.22% of portfolio
|
Q3 2024
Added 54.64%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
21,451
shares
|
$2 Million
0.26% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
21,419
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Added 50.86%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
21,188
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2024
Added 399.95%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
21,159
shares
|
$1.97 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
20,779
shares
|
$1.93 Million
0.95% of portfolio
|
Q3 2024
Reduced 53.64%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
20,737
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Added 314.99%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
20,430
shares
|
$1.9 Million
0.58% of portfolio
|
Q4 2024
Reduced 51.0%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
20,305
shares
|
$1.89 Million
1.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,213
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2022
Added 31.12%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
20,194
shares
|
$1.88 Million
0.32% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
20,121
shares
|
$1.87 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.5%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
20,009
shares
|
$1.86 Million
1.41% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,959
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2024
Added 347.51%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
19,941
shares
|
$1.86 Million
0.25% of portfolio
|
Q4 2024
Added 45.67%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,820
shares
|
$1.84 Million
1.33% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
19,771
shares
|
$1.84 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
19,713
shares
|
$1.83 Million
0.21% of portfolio
|
Q3 2024
Added 274.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,498
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
Added 62.62%
|