Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,108 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
49,220,000
shares
|
$4.64 Billion
1.84% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
26,743,507
shares
|
$2.52 Billion
0.2% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,217,969
shares
|
$1.15 Billion
0.37% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,630,686
shares
|
$1.1 Billion
0.29% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,637,029
shares
|
$909 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,364,669
shares
|
$789 Million
2.26% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,847,362
shares
|
$740 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,770,318
shares
|
$733 Million
0.05% of portfolio
|
Q4 2024
Reduced 44.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,658,163
shares
|
$722 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,587,304
shares
|
$621 Million
0.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,649,889
shares
|
$533 Million
0.26% of portfolio
|
Q4 2024
Reduced 26.63%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,266,389
shares
|
$497 Million
6.54% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,489,332
shares
|
$424 Million
0.35% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,707,405
shares
|
$350 Million
0.01% of portfolio
|
Q2 2024
Added 46.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,702,913
shares
|
$349 Million
0.14% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,658,293
shares
|
$345 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,650,680
shares
|
$250 Million
0.06% of portfolio
|
Q4 2024
Added 589.87%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,629,430
shares
|
$248 Million
8.37% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
2,471,275
shares
|
$233 Million
15.8% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,427,606
shares
|
$229 Million
0.45% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
2,342,461
shares
|
$221 Million
0.74% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,001,437
shares
|
$189 Million
0.04% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,987,242
shares
|
$187 Million
19.64% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,897,053
shares
|
$179 Million
3.78% of portfolio
|
Q4 2024
Added 33.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,868,578
shares
|
$176 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.99%
|