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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,666
shares
|
$713,551
0.04% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
7,537
shares
|
$701,543
0.32% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
7,536
shares
|
$701,450
0.23% of portfolio
|
Q1 2024
Reduced 73.14%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,534
shares
|
$701,264
0.17% of portfolio
|
Q3 2022
Added 41755.56%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
7,511
shares
|
$699,123
0.41% of portfolio
|
Q4 2024
Reduced 69.37%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
7,478
shares
|
$696,052
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,404
shares
|
$689,164
0.08% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
7,375
shares
|
$686,465
0.01% of portfolio
|
Q3 2024
Added 50.82%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
7,352
shares
|
$684,324
0.29% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
7,351
shares
|
$684,231
0.04% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,338
shares
|
$683,021
0.23% of portfolio
|
Q1 2024
Reduced 51.7%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
7,272
shares
|
$676,877
0.8% of portfolio
|
Q4 2022
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,128
shares
|
$663,474
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
7,107
shares
|
$661,519
0.01% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,083
shares
|
$659,285
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,020
shares
|
$653,421
0.11% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
7,001
shares
|
$651,653
0.01% of portfolio
|
Q3 2024
Added 29.19%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,979
shares
|
$649,605
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,930
shares
|
$645,044
0.31% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,924
shares
|
$644,485
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
6,920
shares
|
$644,113
0.38% of portfolio
|
Q4 2024
Added 184.66%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
6,912
shares
|
$643,368
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
6,883
shares
|
$640,669
0.23% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,850
shares
|
$637,598
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,835
shares
|
$636,201
0.04% of portfolio
|
Q3 2024
New holding
|