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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$194,628
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,057
shares
|
$194,345
0.02% of portfolio
|
Q4 2024
Added 54.2%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,975
shares
|
$186,598
0.0% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,962
shares
|
$185,369
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,904
shares
|
$179,889
0.0% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,891
shares
|
$178,661
0.03% of portfolio
|
Q2 2023
Added 164.85%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,858
shares
|
$175,543
0.0% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,788
shares
|
$168,930
0.08% of portfolio
|
Q4 2024
Added 59.22%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
1,755
shares
|
$165,812
0.09% of portfolio
|
Q4 2024
Reduced 66.02%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
1,741
shares
|
$164,489
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,710
shares
|
$161,560
0.07% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,626
shares
|
$153,624
0.06% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,622
shares
|
$153,246
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,580
shares
|
$149,278
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,508
shares
|
$142,475
0.09% of portfolio
|
Q2 2024
Added 27.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,480
shares
|
$139,830
0.01% of portfolio
|
Q4 2023
Reduced 10.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,480
shares
|
$139,830
0.01% of portfolio
|
Q2 2022
Reduced 13.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,449
shares
|
$136,901
0.01% of portfolio
|
Q4 2024
Added 1409.38%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,319
shares
|
$124,619
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,310
shares
|
$123,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,211
shares
|
$114,415
0.01% of portfolio
|
Q4 2024
Reduced 58.99%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,193
shares
|
$112,714
0.05% of portfolio
|
Q4 2024
Reduced 25.9%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,181
shares
|
$111,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,168
shares
|
$110,352
0.03% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,130
shares
|
$106,762
0.03% of portfolio
|
Q2 2024
Reduced 5.91%
|