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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
6,716
shares
|
$634,527
0.2% of portfolio
|
Q4 2024
Reduced 55.44%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
6,703
shares
|
$633,299
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
6,698
shares
|
$632,827
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
6,671
shares
|
$630,276
0.14% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
6,661
shares
|
$629,331
0.15% of portfolio
|
Q4 2024
Reduced 50.56%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,627
shares
|
$626,118
0.16% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
6,626
shares
|
$626,024
0.09% of portfolio
|
Q4 2024
Reduced 72.58%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,622
shares
|
$625,646
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,508
shares
|
$614,875
0.05% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
6,506
shares
|
$614,686
0.0% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
6,481
shares
|
$612,324
0.02% of portfolio
|
Q3 2024
Reduced 87.81%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
6,283
shares
|
$593,617
0.09% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,259
shares
|
$591,350
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
6,249
shares
|
$590,405
0.12% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
6,201
shares
|
$585,870
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,150
shares
|
$581,052
0.12% of portfolio
|
Q4 2024
Reduced 54.27%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
6,079
shares
|
$574,343
0.56% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
6,073
shares
|
$573,777
0.0% of portfolio
|
Q4 2024
Reduced 70.71%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,046
shares
|
$571,226
0.01% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,030
shares
|
$569,714
0.4% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
5,937
shares
|
$560,927
0.23% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
5,929
shares
|
$560,171
0.24% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
5,922
shares
|
$559,510
0.1% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
5,916
shares
|
$558,943
0.18% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
5,912
shares
|
$558,565
0.06% of portfolio
|
Q4 2024
Added 50.47%
|