Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,074 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 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 |
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
16,047
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 58.34%
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,010
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Added 3.5%
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,714
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 26.54%
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
15,676
shares
|
$1.45 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
15,643
shares
|
$1.44 Million
0.27% of portfolio
|
Q3 2024
Added 4.38%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
15,562
shares
|
$1.44 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
15,552
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,361
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.28%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
15,229
shares
|
$1.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
15,185
shares
|
$1.4 Million
1.01% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
15,015
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
14,962
shares
|
$1.38 Million
0.95% of portfolio
|
Q3 2024
Reduced 91.54%
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
14,850
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Added 11.43%
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
14,823
shares
|
$1.37 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
14,783
shares
|
$1.36 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,735
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
14,621
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2024
Added 2.83%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,579
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
14,496
shares
|
$1.34 Million
0.97% of portfolio
|
Q4 2024
Added 484.05%
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,373
shares
|
$1.33 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,368
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 40.97%
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,320
shares
|
$1.32 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
14,187
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 40.81%
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
14,150
shares
|
$1.31 Million
0.66% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
14,032
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 321.63%
|