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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
62,275
shares
|
$5.98 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
61,400
shares
|
$5.9 Million
3.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
60,861
shares
|
$5.85 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
May 15, 2025 Q1 2025 |
60,850
shares
|
$5.85 Million
3.24% of portfolio
|
Q1 2025
Added 170.44%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
60,373
shares
|
$5.8 Million
0.4% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
60,164
shares
|
$5.78 Million
0.13% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
60,093
shares
|
$5.77 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
59,869
shares
|
$5.75 Million
8.61% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
59,610
shares
|
$5.73 Million
0.29% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
58,895
shares
|
$5.66 Million
0.16% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
58,462
shares
|
$5.62 Million
1.26% of portfolio
|
Q1 2025
Added 94.65%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
58,008
shares
|
$5.57 Million
2.99% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
57,728
shares
|
$5.55 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
57,656
shares
|
$5.54 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
57,429
shares
|
$5.52 Million
0.62% of portfolio
|
Q1 2025
Added 204.5%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
57,109
shares
|
$5.49 Million
3.96% of portfolio
|
Q1 2025
Added 293.96%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
56,885
shares
|
$5.46 Million
2.51% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
56,837
shares
|
$5.46 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
56,551
shares
|
$5.43 Million
0.39% of portfolio
|
Q1 2025
Added 449.2%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
56,120
shares
|
$5.39 Million
2.41% of portfolio
|
Q1 2025
Added 102.75%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
55,641
shares
|
$5.35 Million
0.47% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
54,980
shares
|
$5.28 Million
1.41% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
54,069
shares
|
$5.19 Million
0.11% of portfolio
|
Q4 2024
Added 23.42%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
53,576
shares
|
$5.15 Million
4.41% of portfolio
|
Q1 2025
Added 55.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,272
shares
|
$5.12 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.62%
|