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 |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
8,892
shares
|
$840,116
0.25% of portfolio
|
Q4 2024
Reduced 40.49%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,872
shares
|
$838,226
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
8,844
shares
|
$835,581
0.31% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
8,799
shares
|
$831,329
0.4% of portfolio
|
Q4 2024
Added 83.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,779
shares
|
$829,439
0.01% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
8,744
shares
|
$826,133
0.42% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,674
shares
|
$819,519
0.08% of portfolio
|
Q4 2022
Reduced 43.44%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
8,638
shares
|
$816,118
0.27% of portfolio
|
Q4 2024
Reduced 34.73%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
8,595
shares
|
$812,055
0.3% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
8,535
shares
|
$806,386
0.07% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,473
shares
|
$800,529
0.01% of portfolio
|
Q4 2024
Reduced 94.29%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
8,404
shares
|
$794,009
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
8,324
shares
|
$786,451
0.02% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,322
shares
|
$786,262
0.03% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
8,267
shares
|
$781,066
0.12% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
8,179
shares
|
$772,751
1.33% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
8,157
shares
|
$770,673
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,087
shares
|
$764,059
0.56% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
8,076
shares
|
$763,020
0.01% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
8,055
shares
|
$761,036
0.62% of portfolio
|
Q4 2024
Added 126.65%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
8,041
shares
|
$759,713
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,911
shares
|
$747,431
0.26% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
7,896
shares
|
$746,014
0.08% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
7,847
shares
|
$741,384
0.03% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
7,817
shares
|
$738,550
0.06% of portfolio
|
Q4 2024
Reduced 58.55%
|