Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,067 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
41,653,513
shares
|
$3.87 Billion
1.68% of portfolio
|
Q3 2024
Added 104.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
27,763,482
shares
|
$2.58 Billion
0.22% of portfolio
|
Q3 2024
Added 37.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,121,198
shares
|
$1.31 Billion
0.1% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
13,168,418
shares
|
$1.22 Billion
0.34% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,762,720
shares
|
$1.19 Billion
0.41% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,755,967
shares
|
$908 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,563,295
shares
|
$797 Million
2.55% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,462,220
shares
|
$787 Million
0.07% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,700,921
shares
|
$716 Million
0.35% of portfolio
|
Q3 2024
Added 233.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,587,304
shares
|
$613 Million
0.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,497,557
shares
|
$511 Million
6.6% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,256,456
shares
|
$396 Million
0.37% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,083,879
shares
|
$380 Million
0.09% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,707,405
shares
|
$345 Million
0.01% of portfolio
|
Q2 2024
Added 46.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,531,829
shares
|
$329 Million
0.16% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Nationwide Fund Advisors
|
Jan 23, 2025 Q4 2024 |
3,213,523
shares
|
$299 Million
23.7% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,629,430
shares
|
$245 Million
8.37% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,569,800
shares
|
$239 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,448,307
shares
|
$228 Million
20.28% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,360,397
shares
|
$220 Million
0.46% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
2,131,147
shares
|
$198 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,002,737
shares
|
$186 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
1,937,596
shares
|
$180 Million
18.43% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,906,473
shares
|
$177 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,858,241
shares
|
$173 Million
18.81% of portfolio
|
Q1 2024
Reduced 15.98%
|