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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
74,570
shares
|
$7.16 Million
0.17% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
74,506
shares
|
$7.16 Million
2.14% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
73,734
shares
|
$7.08 Million
0.02% of portfolio
|
Q1 2025
Added 54.16%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
73,107
shares
|
$7.02 Million
1.44% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
72,092
shares
|
$6.93 Million
0.09% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
71,782
shares
|
$6.9 Million
2.26% of portfolio
|
Q1 2025
Added 209.26%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
71,223
shares
|
$6.84 Million
3.78% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
69,986
shares
|
$6.72 Million
2.58% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
69,157
shares
|
$6.64 Million
0.9% of portfolio
|
Q1 2025
Added 53.42%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
69,061
shares
|
$6.63 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
68,494
shares
|
$6.58 Million
0.09% of portfolio
|
Q1 2025
Added 118.41%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
68,269
shares
|
$6.56 Million
0.01% of portfolio
|
Q4 2024
Added 41.75%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
67,900
shares
|
$6.52 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
67,791
shares
|
$6.51 Million
0.61% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
66,408
shares
|
$6.38 Million
1.14% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
65,808
shares
|
$6.32 Million
0.22% of portfolio
|
Q1 2025
Added 227.06%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
65,678
shares
|
$6.31 Million
1.94% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
65,268
shares
|
$6.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 87.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
65,245
shares
|
$6.27 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
64,700
shares
|
$6.22 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
64,331
shares
|
$6.18 Million
0.57% of portfolio
|
Q1 2025
Added 149.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
63,506
shares
|
$6.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
63,332
shares
|
$6.08 Million
0.17% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
62,575
shares
|
$6.01 Million
4.12% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
62,350
shares
|
$5.99 Million
0.82% of portfolio
|
Q1 2025
Added 190.66%
|