Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,068 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,139
shares
|
$293,339
0.19% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,127
shares
|
$292,218
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,060
shares
|
$285,957
0.05% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
3,040
shares
|
$284,088
0.08% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,022
shares
|
$282,405
0.01% of portfolio
|
Q3 2024
Added 84.02%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,017
shares
|
$281,938
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,985
shares
|
$278,948
0.06% of portfolio
|
Q4 2024
Reduced 29.58%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,983
shares
|
$278,761
0.01% of portfolio
|
Q3 2024
Reduced 94.36%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,961
shares
|
$276,705
0.03% of portfolio
|
Q4 2024
Reduced 59.27%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,943
shares
|
$275,023
0.11% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
2,935
shares
|
$274,275
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,928
shares
|
$273,621
0.04% of portfolio
|
Q3 2024
Reduced 69.48%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,926
shares
|
$273,434
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
2,911
shares
|
$272,032
0.06% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
2,896
shares
|
$270,631
0.09% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,890
shares
|
$270,070
0.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,859
shares
|
$267,173
0.11% of portfolio
|
Q3 2023
Reduced 91.47%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,856
shares
|
$266,893
0.02% of portfolio
|
Q4 2024
Reduced 45.3%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,805
shares
|
$262,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
2,792
shares
|
$260,912
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,756
shares
|
$257,548
0.17% of portfolio
|
Q1 2024
Reduced 8.64%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,742
shares
|
$256,239
0.09% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,735
shares
|
$255,585
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,694
shares
|
$251,754
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
2,691
shares
|
$251,473
0.01% of portfolio
|
Q3 2024
Reduced 35.09%
|