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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,160
shares
|
$298,556
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
3,160
shares
|
$298,556
0.03% of portfolio
|
Q4 2024
Reduced 48.69%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,156
shares
|
$298,178
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
3,143
shares
|
$296,950
0.03% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,139
shares
|
$296,572
0.19% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,127
shares
|
$295,438
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
3,065
shares
|
$289,581
0.24% of portfolio
|
Q4 2024
Reduced 57.85%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,060
shares
|
$289,108
0.05% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
3,040
shares
|
$287,219
0.08% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,017
shares
|
$285,046
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,985
shares
|
$282,022
0.06% of portfolio
|
Q4 2024
Reduced 29.58%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
2,972
shares
|
$280,794
0.16% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,961
shares
|
$279,755
0.03% of portfolio
|
Q4 2024
Reduced 59.27%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,943
shares
|
$278,054
0.11% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,926
shares
|
$276,448
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
2,896
shares
|
$273,614
0.09% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,893
shares
|
$273,330
0.01% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,890
shares
|
$273,047
0.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,859
shares
|
$270,118
0.11% of portfolio
|
Q3 2023
Reduced 91.47%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,856
shares
|
$269,834
0.02% of portfolio
|
Q4 2024
Reduced 45.3%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,818
shares
|
$266,244
0.09% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,805
shares
|
$265,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,797
shares
|
$264,260
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
2,792
shares
|
$263,788
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,790
shares
|
$263,599
0.1% of portfolio
|
Q4 2024
Added 11.24%
|