Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,064 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
13,327
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
13,321
shares
|
$1.25 Million
0.56% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
13,268
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
13,266
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
13,262
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,253
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
13,207
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2024
Added 67.77%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,160
shares
|
$1.23 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
13,141
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,091
shares
|
$1.22 Million
0.07% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
13,031
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
13,018
shares
|
$1.22 Million
0.5% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
12,864
shares
|
$1.2 Million
0.75% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
12,844
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
12,645
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
12,560
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 119.43%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
12,482
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 72.58%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,423
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,418
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 22.74%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
12,346
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Added 34.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
12,336
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
12,187
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2024
Added 154.85%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
12,114
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,004
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.55%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,962
shares
|
$1.12 Million
0.29% of portfolio
|
Q4 2024
Reduced 23.13%
|