Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,059 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
81,111
shares
|
$7.5 Million
3.08% of portfolio
|
Q4 2022
Reduced 56.66%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
81,083
shares
|
$7.5 Million
1.14% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
80,856
shares
|
$7.48 Million
1.08% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
80,212
shares
|
$7.42 Million
2.22% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
79,961
shares
|
$7.39 Million
2.76% of portfolio
|
Q3 2024
Added 99.33%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
79,809
shares
|
$7.38 Million
2.76% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
78,357
shares
|
$7.25 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
78,319
shares
|
$7.24 Million
0.75% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
77,868
shares
|
$7.2 Million
0.11% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
77,817
shares
|
$7.2 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Systems Of Alabama
|
Dec 06, 2024 Q3 2024 |
77,525
shares
|
$7.17 Million
0.03% of portfolio
|
Q2 2024
Added 67.89%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
76,068
shares
|
$7.03 Million
0.49% of portfolio
|
Q3 2024
Added 391.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
74,913
shares
|
$6.93 Million
0.1% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
74,820
shares
|
$6.92 Million
3.65% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
74,773
shares
|
$6.91 Million
0.03% of portfolio
|
Q4 2024
Added 30.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,881
shares
|
$6.83 Million
0.03% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
72,705
shares
|
$6.72 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
72,337
shares
|
$6.69 Million
2.59% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
70,577
shares
|
$6.53 Million
0.76% of portfolio
|
Q3 2024
Reduced 36.74%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
70,437
shares
|
$6.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
69,215
shares
|
$6.4 Million
0.44% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
68,997
shares
|
$6.38 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
68,071
shares
|
$6.29 Million
0.55% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
66,767
shares
|
$6.17 Million
0.63% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
66,486
shares
|
$6.15 Million
0.19% of portfolio
|
Q3 2024
Added 299.56%
|