Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,066 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 $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,192
shares
|
$948,671
0.04% of portfolio
|
Q3 2024
Added 126.39%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
10,181
shares
|
$947,647
0.23% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,160
shares
|
$945,692
0.64% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
10,075
shares
|
$937,781
0.01% of portfolio
|
Q3 2024
Added 167.95%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
9,916
shares
|
$922,981
0.04% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,894
shares
|
$920,933
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,756
shares
|
$908,088
0.14% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
9,755
shares
|
$907,995
0.06% of portfolio
|
Q3 2024
Added 40.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,726
shares
|
$905,296
0.41% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9,692
shares
|
$902,131
0.79% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
9,691
shares
|
$902,038
0.06% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
9,597
shares
|
$893,288
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,587
shares
|
$892,357
0.07% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,558
shares
|
$889,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,473
shares
|
$881,746
0.07% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,372
shares
|
$872,345
0.02% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,346
shares
|
$869,925
0.0% of portfolio
|
Q3 2024
Added 436.51%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
9,304
shares
|
$866,016
0.24% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
9,213
shares
|
$857,546
0.09% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
9,163
shares
|
$852,892
0.11% of portfolio
|
Q3 2024
Added 91.65%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
8,953
shares
|
$833,345
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
8,900
shares
|
$828,412
0.04% of portfolio
|
Q2 2024
Added 23.37%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$827,946
0.31% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
8,892
shares
|
$827,667
0.25% of portfolio
|
Q4 2024
Reduced 40.49%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
8,850
shares
|
$823,758
0.34% of portfolio
|
Q3 2024
Reduced 0.19%
|