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 |
|---|---|---|---|---|---|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,850
shares
|
$544,518
0.34% of portfolio
|
Q1 2023
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
5,824
shares
|
$542,097
0.42% of portfolio
|
Q3 2024
Added 105.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,806
shares
|
$540,422
0.02% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
5,764
shares
|
$536,513
0.2% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,737
shares
|
$533,999
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
5,695
shares
|
$530,090
0.01% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,597
shares
|
$520,968
0.09% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
5,594
shares
|
$520,689
0.04% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
5,572
shares
|
$518,641
0.55% of portfolio
|
Q3 2022
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
5,571
shares
|
$518,548
0.13% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
5,544
shares
|
$516,035
0.05% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,542
shares
|
$515,849
0.04% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
5,475
shares
|
$509,613
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,444
shares
|
$506,727
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,440
shares
|
$506,355
0.13% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,439
shares
|
$506,262
0.01% of portfolio
|
Q1 2024
Reduced 22.37%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,432
shares
|
$505,610
0.04% of portfolio
|
Q3 2024
Added 40.94%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
5,414
shares
|
$503,935
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,390
shares
|
$501,701
0.0% of portfolio
|
Q3 2024
Added 184.28%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
5,387
shares
|
$501,421
0.24% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,381
shares
|
$500,863
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,373
shares
|
$500,118
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,345
shares
|
$497,512
0.35% of portfolio
|
Q1 2024
Reduced 24.95%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
5,314
shares
|
$494,627
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
5,306
shares
|
$493,882
0.62% of portfolio
|
Q4 2024
Reduced 78.46%
|