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 |
|---|---|---|---|---|---|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
581
shares
|
$54,892
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
576
shares
|
$54,420
0.02% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
571
shares
|
$53,948
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
570
shares
|
$53,853
0.01% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
560
shares
|
$52,908
0.0% of portfolio
|
Q4 2024
Reduced 92.96%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
553
shares
|
$52,247
0.02% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
545
shares
|
$51,491
0.01% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
533
shares
|
$50,357
0.0% of portfolio
|
Q4 2024
Reduced 94.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
530
shares
|
$50,074
0.0% of portfolio
|
Q4 2023
Reduced 99.33%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
501
shares
|
$47,334
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
473
shares
|
$44,689
0.01% of portfolio
|
Q4 2024
Reduced 98.56%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
471
shares
|
$44,500
0.01% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
471
shares
|
$44,500
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
470
shares
|
$44,405
0.04% of portfolio
|
Q3 2023
Added 12.98%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
460
shares
|
$43,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
460
shares
|
$43,460
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
458
shares
|
$43,271
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
457
shares
|
$43,177
0.09% of portfolio
|
Q4 2024
Added 70.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
453
shares
|
$42,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
436
shares
|
$41,193
0.0% of portfolio
|
Q4 2024
Reduced 47.97%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
433
shares
|
$40,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
427
shares
|
$40,342
0.0% of portfolio
|
Q4 2024
Added 70.12%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
414
shares
|
$39,114
0.03% of portfolio
|
Q3 2023
Added 294.29%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
413
shares
|
$39,020
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
409
shares
|
$38,642
0.0% of portfolio
|
Q1 2024
Added 20350.0%
|