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 |
|---|---|---|---|---|---|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
19,088
shares
|
$1.8 Million
0.82% of portfolio
|
Q4 2024
Added 34.9%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
18,860
shares
|
$1.78 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
18,700
shares
|
$1.77 Million
1.13% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
18,681
shares
|
$1.76 Million
1.26% of portfolio
|
Q4 2024
Reduced 63.89%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
18,646
shares
|
$1.76 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
18,520
shares
|
$1.75 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
18,487
shares
|
$1.75 Million
1.25% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
18,470
shares
|
$1.75 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
18,378
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
18,075
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
18,039
shares
|
$1.7 Million
0.42% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
18,000
shares
|
$1.7 Million
2.37% of portfolio
|
Q1 2023
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
17,716
shares
|
$1.67 Million
0.62% of portfolio
|
Q4 2023
Reduced 43.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,589
shares
|
$1.66 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,240
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
17,082
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Added 625.04%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
17,076
shares
|
$1.61 Million
0.47% of portfolio
|
Q4 2024
Reduced 80.46%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
17,000
shares
|
$1.61 Million
0.08% of portfolio
|
Q4 2024
Reduced 36.85%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
16,615
shares
|
$1.57 Million
0.81% of portfolio
|
Q4 2024
Reduced 35.6%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
16,576
shares
|
$1.57 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,568
shares
|
$1.57 Million
0.75% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,506
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,460
shares
|
$1.56 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,387
shares
|
$1.55 Million
0.15% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
16,324
shares
|
$1.54 Million
0.79% of portfolio
|
Q4 2024
Added 9.1%
|