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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
14,032
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 321.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
13,580
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Feb 12, 2025 Q4 2024 |
13,518
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
13,506
shares
|
$1.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,500
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
13,268
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
13,262
shares
|
$1.25 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
13,253
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
13,207
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 67.77%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,160
shares
|
$1.24 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
13,144
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,091
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
13,031
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
13,018
shares
|
$1.23 Million
0.5% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
13,015
shares
|
$1.23 Million
0.17% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
12,935
shares
|
$1.22 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
12,864
shares
|
$1.22 Million
0.75% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
12,856
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 91.86%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
12,844
shares
|
$1.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
12,708
shares
|
$1.2 Million
0.48% of portfolio
|
Q4 2024
Reduced 73.46%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
12,482
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 72.58%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,423
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
12,421
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
12,357
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Reduced 53.99%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
12,346
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Added 34.01%
|