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 295 Million shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
215,579
shares
|
$20.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
214,991
shares
|
$20.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
214,991
shares
|
$20.4 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
212,029
shares
|
$20.1 Million
5.11% of portfolio
|
Q4 2024
Added 115.55%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
210,000
shares
|
$20 Million
6.41% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
208,383
shares
|
$19.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
207,174
shares
|
$19.7 Million
0.74% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
198,984
shares
|
$18.9 Million
0.12% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
198,258
shares
|
$18.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
198,084
shares
|
$18.8 Million
1.32% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
197,230
shares
|
$18.7 Million
4.64% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
193,461
shares
|
$18.4 Million
0.16% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
192,984
shares
|
$18.3 Million
3.32% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
192,708
shares
|
$18.3 Million
0.57% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
190,277
shares
|
$18.1 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
187,669
shares
|
$17.8 Million
2.08% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
184,637
shares
|
$17.5 Million
0.2% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
184,238
shares
|
$17.5 Million
3.91% of portfolio
|
Q4 2024
Added 239.93%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
183,848
shares
|
$17.5 Million
2.15% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
182,088
shares
|
$17.3 Million
1.87% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
181,834
shares
|
$17.3 Million
15.36% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
181,145
shares
|
$17.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
178,443
shares
|
$17 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
177,427
shares
|
$16.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
176,795
shares
|
$16.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 37.92%
|