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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,442
shares
|
$320,381
0.08% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,432
shares
|
$319,450
0.03% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,423
shares
|
$318,612
0.04% of portfolio
|
Q1 2023
Added 7.88%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
3,416
shares
|
$317,961
0.12% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,415
shares
|
$317,868
0.07% of portfolio
|
Q3 2024
Reduced 52.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,373
shares
|
$313,958
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
3,350
shares
|
$311,818
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,336
shares
|
$310,514
0.0% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,328
shares
|
$309,770
0.0% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
3,328
shares
|
$309,770
0.05% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
3,314
shares
|
$308,467
0.26% of portfolio
|
Q1 2024
Reduced 15.44%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,309
shares
|
$308,001
0.07% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,265
shares
|
$303,906
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,199
shares
|
$297,762
0.02% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,194
shares
|
$297,297
0.03% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,187
shares
|
$296,645
0.14% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,170
shares
|
$295,063
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,162
shares
|
$294,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
3,160
shares
|
$294,132
0.03% of portfolio
|
Q4 2024
Reduced 48.69%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,156
shares
|
$293,760
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,154
shares
|
$293,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
3,151
shares
|
$293,295
0.03% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,139
shares
|
$292,178
0.19% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,127
shares
|
$291,061
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,060
shares
|
$284,824
0.05% of portfolio
|
Q4 2024
Added 15.08%
|