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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
2,547
shares
|
$240,640
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
2,528
shares
|
$238,845
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,518
shares
|
$237,900
0.02% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,504
shares
|
$236,577
0.09% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$236,200
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$236,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
2,490
shares
|
$235,255
0.07% of portfolio
|
Q4 2024
Reduced 96.92%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,480
shares
|
$234,310
0.1% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,478
shares
|
$234,121
0.01% of portfolio
|
Q4 2024
Reduced 88.29%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
2,461
shares
|
$232,515
0.01% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
2,459
shares
|
$232,326
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,454
shares
|
$231,853
0.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
2,450
shares
|
$231,476
0.1% of portfolio
|
Q4 2023
Reduced 37.97%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
2,446
shares
|
$231,098
0.02% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,443
shares
|
$230,814
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
2,439
shares
|
$230,436
0.14% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
2,434
shares
|
$229,964
0.06% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
2,432
shares
|
$229,775
0.22% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
2,428
shares
|
$229,397
0.02% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,422
shares
|
$228,830
0.08% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,414
shares
|
$228,074
0.0% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
2,413
shares
|
$227,980
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,401
shares
|
$226,846
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
2,401
shares
|
$226,846
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,396
shares
|
$226,374
0.09% of portfolio
|
Q4 2024
Reduced 64.62%
|