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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
4,029
shares
|
$375,019
0.11% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,944
shares
|
$367,107
0.01% of portfolio
|
Q3 2024
Added 54.85%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
3,926
shares
|
$365,432
0.19% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,828
shares
|
$356,310
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
3,823
shares
|
$355,844
0.32% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,817
shares
|
$355,286
0.12% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,786
shares
|
$352,400
0.07% of portfolio
|
Q4 2024
Reduced 20.84%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,721
shares
|
$346,350
0.14% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
3,709
shares
|
$345,233
0.0% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,685
shares
|
$342,999
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
3,662
shares
|
$340,858
0.64% of portfolio
|
Q3 2023
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
3,652
shares
|
$339,928
0.05% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
3,627
shares
|
$337,601
0.26% of portfolio
|
Q3 2023
Added 0.42%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
3,615
shares
|
$336,484
0.18% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
3,600
shares
|
$335,088
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
3,580
shares
|
$333,226
1.64% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
3,554
shares
|
$330,806
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,552
shares
|
$330,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,533
shares
|
$328,851
0.03% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
3,529
shares
|
$328,479
0.07% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
3,506
shares
|
$326,338
0.15% of portfolio
|
Q3 2024
Added 41.71%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
3,492
shares
|
$325,035
0.03% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,485
shares
|
$324,383
0.31% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,467
shares
|
$322,708
0.11% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
3,450
shares
|
$321,126
0.04% of portfolio
|
Q2 2024
New holding
|