Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,100 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 $27.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$5,099
0.0% of portfolio
|
Q4 2022
New holding
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
54
shares
|
$5,099
0.0% of portfolio
|
Q4 2024
Reduced 99.86%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
53
shares
|
$5,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
48
shares
|
$4,532
0.0% of portfolio
|
Q1 2022
Added 1212.5%
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
44
shares
|
$4,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
43
shares
|
$4,060
0.0% of portfolio
|
Q2 2024
Reduced 70.95%
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
42
shares
|
$3,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
41
shares
|
$3,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$3,777
0.0% of portfolio
|
Q2 2023
New holding
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
36
shares
|
$3,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,305
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
34
shares
|
$3,210
0.0% of portfolio
|
Q2 2024
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
33
shares
|
$3,116
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
33
shares
|
$3,116
0.0% of portfolio
|
Q4 2022
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
32
shares
|
$3,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
27
shares
|
$2,549
0.0% of portfolio
|
Q1 2024
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
27
shares
|
$2,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25
shares
|
$2,360
0.0% of portfolio
|
Q4 2024
Reduced 96.95%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
25
shares
|
$2,360
0.0% of portfolio
|
Q4 2024
Reduced 70.24%
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
24
shares
|
$2,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
23
shares
|
$2,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
21
shares
|
$1,983
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,888
0.0% of portfolio
|
Q4 2023
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
20
shares
|
$1,888
0.0% of portfolio
|
Q4 2022
New holding
|