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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
5,286
shares
|
$492,020
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,278
shares
|
$491,276
0.01% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
5,277
shares
|
$491,183
0.07% of portfolio
|
Q3 2024
Added 98.83%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,250
shares
|
$488,670
0.02% of portfolio
|
Q4 2024
Reduced 50.24%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,221
shares
|
$485,970
0.04% of portfolio
|
Q3 2024
Added 56.18%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,207
shares
|
$484,667
0.36% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,174
shares
|
$481,595
0.0% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
5,165
shares
|
$480,758
0.26% of portfolio
|
Q1 2024
Reduced 39.38%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
5,133
shares
|
$477,779
0.01% of portfolio
|
Q3 2024
Added 56.78%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,110
shares
|
$475,638
0.05% of portfolio
|
Q3 2023
Reduced 2.78%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,103
shares
|
$474,987
0.02% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
4,997
shares
|
$465,120
0.29% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,974
shares
|
$462,979
0.32% of portfolio
|
Q2 2022
Reduced 19.41%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,931
shares
|
$458,977
0.29% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
4,843
shares
|
$450,786
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
4,824
shares
|
$449,017
0.23% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,749
shares
|
$442,036
0.21% of portfolio
|
Q3 2024
Added 70.52%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
4,734
shares
|
$440,640
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
4,721
shares
|
$439,430
0.46% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,713
shares
|
$438,686
0.0% of portfolio
|
Q2 2023
Added 2.76%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
4,681
shares
|
$435,707
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
4,638
shares
|
$431,705
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,577
shares
|
$426,027
0.02% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,574
shares
|
$425,747
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
4,533
shares
|
$421,931
0.1% of portfolio
|
Q4 2024
Reduced 16.12%
|