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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
8,799
shares
|
$819,010
0.4% of portfolio
|
Q4 2024
Added 83.93%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,765
shares
|
$815,846
0.05% of portfolio
|
Q3 2024
Added 152.23%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
8,744
shares
|
$813,891
0.42% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
8,703
shares
|
$810,075
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,674
shares
|
$807,375
0.08% of portfolio
|
Q4 2022
Reduced 43.44%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
8,638
shares
|
$804,025
0.27% of portfolio
|
Q4 2024
Reduced 34.73%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
8,535
shares
|
$794,437
0.07% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,427
shares
|
$784,385
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,422
shares
|
$783,919
0.03% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
8,404
shares
|
$782,244
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
8,326
shares
|
$774,984
0.25% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
8,324
shares
|
$774,797
0.02% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
8,179
shares
|
$761,301
1.33% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
8,099
shares
|
$753,854
0.2% of portfolio
|
Q3 2024
Added 34.31%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,087
shares
|
$752,737
0.56% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
8,060
shares
|
$750,224
0.01% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
8,055
shares
|
$749,759
0.62% of portfolio
|
Q4 2024
Added 126.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
7,956
shares
|
$740,544
0.04% of portfolio
|
Q3 2024
Reduced 70.31%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
7,942
shares
|
$739,241
0.15% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,911
shares
|
$736,355
0.26% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
7,872
shares
|
$732,725
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
7,847
shares
|
$730,398
0.03% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,754
shares
|
$721,742
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
7,732
shares
|
$719,694
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
7,714
shares
|
$718,019
0.21% of portfolio
|
Q3 2024
Added 0.86%
|