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 |
|---|---|---|---|---|---|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
7,804
shares
|
$737,321
0.21% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,754
shares
|
$732,597
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
7,735
shares
|
$730,802
0.14% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
7,732
shares
|
$730,519
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,666
shares
|
$724,283
0.04% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,579
shares
|
$716,063
0.06% of portfolio
|
Q4 2024
Added 36.29%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
7,537
shares
|
$712,095
0.32% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,534
shares
|
$711,812
0.17% of portfolio
|
Q3 2022
Added 41755.56%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
7,511
shares
|
$709,639
0.41% of portfolio
|
Q4 2024
Reduced 69.37%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
7,474
shares
|
$706,143
0.03% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
7,351
shares
|
$694,522
0.04% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,338
shares
|
$693,294
0.23% of portfolio
|
Q1 2024
Reduced 51.7%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
7,331
shares
|
$692,632
0.01% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
7,220
shares
|
$682,145
0.0% of portfolio
|
Q4 2024
Reduced 45.58%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,158
shares
|
$676,287
0.07% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,128
shares
|
$673,453
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
7,115
shares
|
$672,225
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,083
shares
|
$669,201
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,930
shares
|
$654,746
0.31% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
6,920
shares
|
$653,801
0.38% of portfolio
|
Q4 2024
Added 184.66%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
6,912
shares
|
$653,045
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,823
shares
|
$644,637
0.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
6,804
shares
|
$642,841
0.26% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
6,794
shares
|
$641,897
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
6,719
shares
|
$634,811
0.15% of portfolio
|
Q4 2024
Added 20.61%
|