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 |
|---|---|---|---|---|---|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
5,351
shares
|
$505,562
0.18% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,345
shares
|
$504,995
0.35% of portfolio
|
Q1 2024
Reduced 24.95%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
5,306
shares
|
$501,310
0.62% of portfolio
|
Q4 2024
Reduced 78.46%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
5,286
shares
|
$499,421
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,250
shares
|
$496,020
0.02% of portfolio
|
Q4 2024
Reduced 50.24%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
5,239
shares
|
$494,980
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,207
shares
|
$491,957
0.36% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,110
shares
|
$482,792
0.05% of portfolio
|
Q3 2023
Reduced 2.78%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,103
shares
|
$482,131
0.02% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,974
shares
|
$469,943
0.32% of portfolio
|
Q2 2022
Reduced 19.41%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,931
shares
|
$465,880
0.29% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,905
shares
|
$463,424
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
4,843
shares
|
$457,566
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
4,824
shares
|
$455,771
0.23% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,799
shares
|
$453,409
0.0% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
4,734
shares
|
$447,268
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
4,731
shares
|
$446,984
0.24% of portfolio
|
Q4 2024
Added 48.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,713
shares
|
$445,284
0.0% of portfolio
|
Q2 2023
Added 2.76%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
4,638
shares
|
$438,198
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,613
shares
|
$435,836
0.06% of portfolio
|
Q4 2024
Reduced 95.16%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
4,609
shares
|
$435,458
0.47% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,577
shares
|
$432,434
0.01% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
4,569
shares
|
$431,679
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,565
shares
|
$431,301
0.01% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
4,533
shares
|
$428,277
0.1% of portfolio
|
Q4 2024
Reduced 16.12%
|