Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,135 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
112,868
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
112,745
shares
|
$10.8 Million
1.88% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
111,986
shares
|
$10.8 Million
3.09% of portfolio
|
Q1 2025
Added 54.97%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
110,348
shares
|
$10.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
110,137
shares
|
$10.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
108,790
shares
|
$10.5 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
108,132
shares
|
$10.4 Million
8.63% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
108,132
shares
|
$10.4 Million
8.57% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
108,080
shares
|
$10.4 Million
3.24% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
106,779
shares
|
$10.3 Million
2.6% of portfolio
|
Q1 2025
Added 97.51%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
106,171
shares
|
$10.2 Million
9.58% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
104,690
shares
|
$10.1 Million
2.2% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
103,643
shares
|
$9.96 Million
2.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
103,556
shares
|
$9.95 Million
0.8% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
102,734
shares
|
$9.87 Million
6.76% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
102,291
shares
|
$9.83 Million
4.33% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
99,253
shares
|
$9.54 Million
3.98% of portfolio
|
Q1 2025
Added 78.4%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
99,029
shares
|
$9.51 Million
4.26% of portfolio
|
Q1 2025
Added 224.72%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
98,940
shares
|
$9.51 Million
0.65% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
97,582
shares
|
$9.37 Million
1.59% of portfolio
|
Q1 2025
Added 97.5%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
97,475
shares
|
$9.36 Million
6.41% of portfolio
|
Q1 2025
Added 170.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
97,432
shares
|
$9.36 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
96,386
shares
|
$9.26 Million
2.0% of portfolio
|
Q1 2025
Added 639.67%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,253
shares
|
$9.25 Million
1.42% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
94,050
shares
|
$9.04 Million
3.31% of portfolio
|
Q1 2025
Added 0.17%
|