Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,090 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $27.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
4,533
shares
|
$423,019
0.1% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,528
shares
|
$422,552
0.03% of portfolio
|
Q4 2024
Reduced 63.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,473
shares
|
$417,420
0.0% of portfolio
|
Q4 2024
Added 171.42%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,468
shares
|
$416,953
0.03% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
4,467
shares
|
$416,860
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,459
shares
|
$416,113
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
4,430
shares
|
$413,407
0.4% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
4,404
shares
|
$410,981
0.07% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,385
shares
|
$409,208
0.04% of portfolio
|
Q3 2022
Added 30.31%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Feb 06, 2025 Q4 2024 |
4,353
shares
|
$406,221
0.07% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,352
shares
|
$406,128
0.24% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,350
shares
|
$405,941
0.03% of portfolio
|
Q4 2024
Reduced 29.78%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,343
shares
|
$405,288
0.76% of portfolio
|
Q2 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
4,299
shares
|
$401,182
0.03% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
4,281
shares
|
$399,502
0.11% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,268
shares
|
$398,289
1.28% of portfolio
|
Q4 2024
Reduced 90.01%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
4,242
shares
|
$395,863
0.06% of portfolio
|
Q2 2024
Added 165.13%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
4,230
shares
|
$394,743
0.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
4,218
shares
|
$393,623
0.02% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
4,202
shares
|
$392,130
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,186
shares
|
$390,637
0.07% of portfolio
|
Q1 2023
Reduced 77.92%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,176
shares
|
$389,704
0.08% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,174
shares
|
$389,517
0.0% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
4,148
shares
|
$387,091
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,125
shares
|
$384,945
0.19% of portfolio
|
Q1 2024
Reduced 9.32%
|