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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,572
shares
|
$998,842
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,532
shares
|
$995,063
0.29% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,396
shares
|
$982,214
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,311
shares
|
$974,183
0.03% of portfolio
|
Q4 2024
Reduced 71.77%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
10,299
shares
|
$973,049
0.4% of portfolio
|
Q4 2024
Reduced 45.02%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
10,297
shares
|
$972,860
0.06% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
10,250
shares
|
$968,420
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
10,230
shares
|
$966,530
0.5% of portfolio
|
Q4 2024
Added 34.13%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
10,221
shares
|
$965,680
0.86% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,207
shares
|
$964,357
0.04% of portfolio
|
Q2 2020
Added 270.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
10,206
shares
|
$964,262
0.03% of portfolio
|
Q4 2024
Reduced 82.34%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
10,181
shares
|
$961,900
0.23% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,160
shares
|
$959,916
0.64% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,144
shares
|
$958,405
0.03% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,020
shares
|
$946,689
0.07% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
9,848
shares
|
$930,439
0.36% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
9,691
shares
|
$915,605
0.06% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
9,688
shares
|
$915,322
0.23% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
9,653
shares
|
$912,015
0.15% of portfolio
|
Q4 2024
Reduced 38.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
9,440
shares
|
$891,891
0.03% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,372
shares
|
$885,466
0.02% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
9,255
shares
|
$874,412
0.07% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
9,109
shares
|
$860,618
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
8,953
shares
|
$845,879
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$840,399
0.31% of portfolio
|
Q1 2024
Added 4.51%
|