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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
36,895
shares
|
$3.49 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
36,617
shares
|
$3.46 Million
1.11% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
36,288
shares
|
$3.43 Million
0.41% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
36,234
shares
|
$3.42 Million
0.44% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
36,020
shares
|
$3.4 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
35,805
shares
|
$3.38 Million
0.48% of portfolio
|
Q4 2024
Reduced 23.85%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
35,669
shares
|
$3.37 Million
2.38% of portfolio
|
Q4 2024
Added 1162.62%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
35,512
shares
|
$3.36 Million
0.56% of portfolio
|
Q4 2024
Added 127.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
35,354
shares
|
$3.34 Million
0.13% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
35,144
shares
|
$3.32 Million
0.99% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
34,991
shares
|
$3.31 Million
0.47% of portfolio
|
Q4 2024
Added 89.76%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
34,437
shares
|
$3.25 Million
3.0% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
34,123
shares
|
$3.22 Million
0.22% of portfolio
|
Q2 2024
Added 54.11%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
34,101
shares
|
$3.22 Million
0.43% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
33,809
shares
|
$3.19 Million
0.5% of portfolio
|
Q4 2024
Added 981.54%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
33,786
shares
|
$3.19 Million
0.63% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
33,675
shares
|
$3.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
33,630
shares
|
$3.18 Million
0.47% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
33,355
shares
|
$3.15 Million
0.35% of portfolio
|
Q4 2024
Added 532.08%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
33,307
shares
|
$3.15 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
32,968
shares
|
$3.11 Million
0.01% of portfolio
|
Q4 2024
Added 388.34%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
32,534
shares
|
$3.07 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
31,914
shares
|
$3.02 Million
0.73% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
31,494
shares
|
$2.98 Million
2.3% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
31,381
shares
|
$2.96 Million
2.45% of portfolio
|
Q4 2024
New holding
|