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 |
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
132,427
shares
|
$12.7 Million
0.44% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
131,901
shares
|
$12.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
131,420
shares
|
$12.6 Million
1.01% of portfolio
|
Q1 2025
Added 39.55%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
130,770
shares
|
$12.6 Million
0.05% of portfolio
|
Q1 2025
Added 68.42%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
130,000
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
129,957
shares
|
$12.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
129,446
shares
|
$12.4 Million
1.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
128,229
shares
|
$12.3 Million
2.77% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
127,568
shares
|
$12.3 Million
15.3% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
126,151
shares
|
$12.1 Million
1.35% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
121,162
shares
|
$11.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
119,079
shares
|
$11.4 Million
8.4% of portfolio
|
Q1 2025
Added 75.11%
|
|
|
Sicart Associates LLC
|
Apr 24, 2025 Q1 2025 |
118,639
shares
|
$11.4 Million
4.06% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
118,633
shares
|
$11.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
118,232
shares
|
$11.4 Million
9.11% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
117,078
shares
|
$11.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 65.53%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
116,901
shares
|
$11.2 Million
3.1% of portfolio
|
Q1 2025
Added 24.48%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
116,114
shares
|
$11.2 Million
0.37% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
114,537
shares
|
$11 Million
0.14% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
113,863
shares
|
$10.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
113,427
shares
|
$10.9 Million
0.06% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
113,372
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.57%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
112,914
shares
|
$10.8 Million
2.18% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
112,868
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
112,776
shares
|
$10.8 Million
0.04% of portfolio
|
Q4 2024
Added 377.0%
|