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 |
|---|---|---|---|---|---|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,621
shares
|
$243,962
0.05% of portfolio
|
Q3 2023
Added 11.53%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,619
shares
|
$243,776
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,612
shares
|
$243,124
0.02% of portfolio
|
Q4 2021
Reduced 28.67%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,611
shares
|
$243,031
0.02% of portfolio
|
Q2 2024
Added 23.22%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
2,604
shares
|
$242,380
0.02% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,594
shares
|
$241,449
0.01% of portfolio
|
Q4 2024
Reduced 29.38%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,590
shares
|
$241,077
0.04% of portfolio
|
Q4 2022
Added 4.99%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,584
shares
|
$240,518
0.16% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
2,579
shares
|
$240,053
0.0% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
2,566
shares
|
$238,843
0.07% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,559
shares
|
$238,191
0.03% of portfolio
|
Q3 2024
Added 62.27%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
2,553
shares
|
$237,633
0.02% of portfolio
|
Q2 2024
Reduced 28.65%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
2,550
shares
|
$237,354
0.13% of portfolio
|
Q2 2023
Reduced 54.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,550
shares
|
$237,354
0.01% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
2,508
shares
|
$233,444
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,504
shares
|
$233,072
0.09% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,501
shares
|
$232,793
0.0% of portfolio
|
Q1 2024
Reduced 90.73%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$232,700
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
2,490
shares
|
$231,769
0.07% of portfolio
|
Q4 2024
Reduced 96.92%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
2,482
shares
|
$231,024
0.18% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,480
shares
|
$230,838
0.1% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
2,461
shares
|
$229,069
0.01% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,454
shares
|
$228,418
0.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,450
shares
|
$228,046
0.11% of portfolio
|
Q4 2023
Reduced 37.97%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,443
shares
|
$227,394
0.03% of portfolio
|
Q4 2024
New holding
|