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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,250
shares
|
$210,262
0.02% of portfolio
|
Q4 2021
Reduced 3.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,250
shares
|
$210,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,236
shares
|
$208,954
0.15% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,234
shares
|
$208,767
0.02% of portfolio
|
Q4 2024
Reduced 63.73%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,223
shares
|
$207,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,211
shares
|
$206,617
0.02% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,200
shares
|
$205,590
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,180
shares
|
$203,721
0.02% of portfolio
|
Q3 2024
Added 65.28%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,169
shares
|
$202,693
0.15% of portfolio
|
Q4 2024
Reduced 38.03%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,166
shares
|
$202,412
0.01% of portfolio
|
Q3 2024
Reduced 21.72%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,128
shares
|
$198,861
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
2,117
shares
|
$197,833
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$192,507
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,057
shares
|
$192,226
0.0% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,962
shares
|
$183,348
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,910
shares
|
$178,489
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,904
shares
|
$177,928
0.0% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,891
shares
|
$176,713
0.03% of portfolio
|
Q2 2023
Added 164.85%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,788
shares
|
$167,088
0.08% of portfolio
|
Q4 2024
Added 59.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,648
shares
|
$154,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,641
shares
|
$153,351
0.0% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,636
shares
|
$152,884
0.01% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,626
shares
|
$151,949
0.06% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,609
shares
|
$150,361
0.0% of portfolio
|
Q2 2024
Added 40.65%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,508
shares
|
$140,922
0.09% of portfolio
|
Q2 2024
Added 27.91%
|