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 295 Million shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
43,225
shares
|
$4.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
42,777
shares
|
$4.06 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
42,432
shares
|
$4.03 Million
2.13% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
42,285
shares
|
$4.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
42,064
shares
|
$3.99 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
41,734
shares
|
$3.96 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
41,699
shares
|
$3.96 Million
1.84% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
41,532
shares
|
$3.94 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
40,851
shares
|
$3.88 Million
0.09% of portfolio
|
Q4 2024
Added 67.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
40,687
shares
|
$3.86 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
40,288
shares
|
$3.83 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
40,077
shares
|
$3.81 Million
0.22% of portfolio
|
Q4 2024
Added 38.98%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
40,007
shares
|
$3.8 Million
1.73% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
39,328
shares
|
$3.73 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
38,976
shares
|
$3.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 51.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
38,886
shares
|
$3.69 Million
0.06% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
38,247
shares
|
$3.63 Million
0.06% of portfolio
|
Q4 2024
Added 42.49%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
38,192
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.82%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
38,064
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,929
shares
|
$3.6 Million
0.06% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
37,823
shares
|
$3.59 Million
0.07% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
37,776
shares
|
$3.59 Million
2.29% of portfolio
|
Q4 2024
Added 38.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
37,633
shares
|
$3.57 Million
0.5% of portfolio
|
Q4 2024
Added 127.91%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
37,348
shares
|
$3.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
37,000
shares
|
$3.51 Million
1.32% of portfolio
|
Q4 2024
New holding
|