Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,138 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
45,508
shares
|
$4.37 Million
1.93% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
44,740
shares
|
$4.3 Million
0.03% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
44,460
shares
|
$4.27 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
44,239
shares
|
$4.25 Million
0.52% of portfolio
|
Q1 2025
Added 21.91%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
43,853
shares
|
$4.21 Million
0.17% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
43,614
shares
|
$4.19 Million
2.05% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
43,519
shares
|
$4.18 Million
1.18% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,256
shares
|
$4.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
42,772
shares
|
$4.11 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
42,581
shares
|
$4.09 Million
0.11% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
42,434
shares
|
$4.08 Million
0.02% of portfolio
|
Q1 2025
Added 552.23%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
42,341
shares
|
$4.07 Million
0.07% of portfolio
|
Q1 2025
Added 9678.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
41,656
shares
|
$4 Million
0.03% of portfolio
|
Q1 2025
Added 897.99%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
41,309
shares
|
$3.97 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
41,282
shares
|
$3.97 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
41,190
shares
|
$3.96 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
41,174
shares
|
$3.96 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
40,988
shares
|
$3.94 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
40,041
shares
|
$3.85 Million
0.32% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
39,792
shares
|
$3.82 Million
3.27% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
39,754
shares
|
$3.82 Million
1.95% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
39,684
shares
|
$3.81 Million
0.62% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
39,485
shares
|
$3.79 Million
4.07% of portfolio
|
Q1 2025
Added 825.14%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
39,363
shares
|
$3.78 Million
2.21% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
39,008
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.08%
|