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 |
|---|---|---|---|---|---|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
22,241
shares
|
$2.1 Million
2.61% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,231
shares
|
$2.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 36.17%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
22,185
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,064
shares
|
$2.08 Million
0.18% of portfolio
|
Q4 2024
Reduced 25.02%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
21,942
shares
|
$2.07 Million
1.16% of portfolio
|
Q4 2024
Reduced 81.7%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
21,510
shares
|
$2.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
21,451
shares
|
$2.03 Million
0.26% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
21,251
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Added 69.2%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
21,090
shares
|
$1.99 Million
0.33% of portfolio
|
Q4 2024
Added 35.52%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
20,974
shares
|
$1.98 Million
0.53% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
20,595
shares
|
$1.95 Million
0.2% of portfolio
|
Q4 2024
Reduced 30.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
20,484
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
20,483
shares
|
$1.94 Million
0.9% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
20,430
shares
|
$1.93 Million
0.58% of portfolio
|
Q4 2024
Reduced 51.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,213
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2022
Added 31.12%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
20,121
shares
|
$1.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.5%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
20,009
shares
|
$1.89 Million
1.41% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,959
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2024
Added 347.51%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
19,941
shares
|
$1.88 Million
0.25% of portfolio
|
Q4 2024
Added 45.67%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,820
shares
|
$1.87 Million
1.33% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
19,771
shares
|
$1.87 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
19,749
shares
|
$1.87 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
19,465
shares
|
$1.84 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
19,393
shares
|
$1.83 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
19,200
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
Added 22.97%
|