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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
93,298
shares
|
$8.96 Million
0.89% of portfolio
|
Q1 2025
Added 40.03%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
91,341
shares
|
$8.78 Million
1.56% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
89,847
shares
|
$8.63 Million
4.21% of portfolio
|
Q1 2025
Reduced 60.54%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
88,790
shares
|
$8.53 Million
1.32% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
87,554
shares
|
$8.41 Million
0.29% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
87,212
shares
|
$8.38 Million
1.14% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
85,417
shares
|
$8.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
85,190
shares
|
$8.18 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
May 15, 2025 Q1 2025 |
84,690
shares
|
$8.14 Million
6.4% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
81,835
shares
|
$7.86 Million
0.57% of portfolio
|
Q1 2025
Added 525.12%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
81,275
shares
|
$7.81 Million
0.15% of portfolio
|
Q1 2025
Added 114.88%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
81,111
shares
|
$7.79 Million
3.08% of portfolio
|
Q4 2022
Reduced 56.66%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
80,965
shares
|
$7.78 Million
2.75% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
79,874
shares
|
$7.67 Million
0.03% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
79,239
shares
|
$7.61 Million
0.77% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
78,905
shares
|
$7.58 Million
1.98% of portfolio
|
Q1 2025
Reduced 24.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
78,832
shares
|
$7.57 Million
0.24% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
78,700
shares
|
$7.56 Million
0.43% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
77,781
shares
|
$7.47 Million
4.27% of portfolio
|
Q1 2025
Added 1544.07%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
77,108
shares
|
$7.41 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
76,823
shares
|
$7.38 Million
2.33% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
76,221
shares
|
$7.32 Million
2.75% of portfolio
|
Q1 2025
Added 147.9%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
75,811
shares
|
$7.28 Million
0.18% of portfolio
|
Q1 2025
Added 3980.25%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
75,620
shares
|
$7.26 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
75,230
shares
|
$7.23 Million
2.55% of portfolio
|
Q1 2025
Reduced 1.5%
|