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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
2,461
shares
|
$229,980
0.01% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,454
shares
|
$229,326
0.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,450
shares
|
$228,952
0.11% of portfolio
|
Q4 2023
Reduced 37.97%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,443
shares
|
$228,298
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
2,434
shares
|
$227,457
0.06% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
2,432
shares
|
$227,270
0.22% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,428
shares
|
$226,896
0.02% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,424
shares
|
$226,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,422
shares
|
$226,335
0.08% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,414
shares
|
$225,588
0.0% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
2,414
shares
|
$225,588
0.07% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
2,413
shares
|
$225,494
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,401
shares
|
$224,373
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,396
shares
|
$223,906
0.09% of portfolio
|
Q4 2024
Reduced 64.62%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,356
shares
|
$220,168
0.01% of portfolio
|
Q3 2024
Reduced 90.41%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,340
shares
|
$218,673
0.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,337
shares
|
$218,392
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,335
shares
|
$218,205
0.0% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
2,333
shares
|
$218,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,315
shares
|
$216,336
0.01% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
2,307
shares
|
$215,589
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,296
shares
|
$214,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,277
shares
|
$212,785
0.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
2,276
shares
|
$212,692
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
2,253
shares
|
$210,542
0.03% of portfolio
|
Q4 2024
New holding
|