Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,131 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,768
shares
|
$15.2 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
156,991
shares
|
$15.1 Million
0.28% of portfolio
|
Q1 2025
Added 1163.71%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
155,707
shares
|
$15 Million
0.35% of portfolio
|
Q1 2025
Added 21.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
155,625
shares
|
$15 Million
0.09% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
154,820
shares
|
$14.9 Million
0.03% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
154,401
shares
|
$14.8 Million
1.7% of portfolio
|
Q2 2023
Added 32.74%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
153,523
shares
|
$14.7 Million
0.15% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
153,215
shares
|
$14.7 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
151,569
shares
|
$14.6 Million
1.1% of portfolio
|
Q4 2022
Reduced 6.34%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
148,385
shares
|
$14.3 Million
2.36% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
147,503
shares
|
$14.2 Million
0.12% of portfolio
|
Q1 2025
Added 34.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
147,236
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Added 107.36%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
146,805
shares
|
$14.1 Million
8.47% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
146,223
shares
|
$14 Million
0.8% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
145,936
shares
|
$14 Million
6.17% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
144,906
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
Added 118.07%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
144,672
shares
|
$13.9 Million
0.42% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
144,449
shares
|
$13.9 Million
0.37% of portfolio
|
Q1 2025
Added 328.95%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
144,370
shares
|
$13.9 Million
6.05% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
143,909
shares
|
$13.8 Million
1.97% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
My Wealth Management Inc.
|
May 06, 2025 Q1 2025 |
142,748
shares
|
$13.7 Million
13.18% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
140,918
shares
|
$13.5 Million
0.05% of portfolio
|
Q1 2025
Added 88.46%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
138,203
shares
|
$13.3 Million
12.43% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
137,419
shares
|
$13.2 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
137,273
shares
|
$13.2 Million
2.71% of portfolio
|
Q1 2025
Added 3525.81%
|