Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,064 institutions that hold shares in the stock, with a total of 280 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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,314
shares
|
$122,307
0.05% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,270
shares
|
$118,211
0.04% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,211
shares
|
$112,719
0.01% of portfolio
|
Q4 2024
Reduced 58.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,130
shares
|
$105,180
0.03% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,105
shares
|
$102,853
0.01% of portfolio
|
Q3 2024
Added 42.03%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,078
shares
|
$100,340
0.0% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$97,734
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$93,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
990
shares
|
$92,149
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
978
shares
|
$91,032
0.01% of portfolio
|
Q3 2024
Added 22.1%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
910
shares
|
$84,702
0.01% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
840
shares
|
$78,187
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
838
shares
|
$78,001
0.01% of portfolio
|
Q3 2024
Reduced 63.16%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
825
shares
|
$76,791
0.0% of portfolio
|
Q1 2024
Reduced 11.19%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
823
shares
|
$76,604
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
819
shares
|
$76,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
818
shares
|
$76,139
0.0% of portfolio
|
Q1 2024
Added 245.15%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
777
shares
|
$72,323
0.03% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
772
shares
|
$71,857
0.0% of portfolio
|
Q4 2024
Reduced 33.9%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
767
shares
|
$71,392
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
761
shares
|
$70,833
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
735
shares
|
$68,413
0.02% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
733
shares
|
$68,227
0.02% of portfolio
|
Q2 2024
Added 141.91%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
712
shares
|
$66,272
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
706
shares
|
$65,714
0.0% of portfolio
|
Q4 2024
Added 92.9%
|