Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,149 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
24,398
shares
|
$2.32 Million
0.2% of portfolio
|
Q4 2023
Reduced 20.64%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
23,891
shares
|
$2.28 Million
1.03% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
23,851
shares
|
$2.27 Million
0.42% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
23,532
shares
|
$2.24 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
23,309
shares
|
$2.22 Million
0.61% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
23,207
shares
|
$2.21 Million
1.79% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
22,833
shares
|
$2.18 Million
1.7% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
22,398
shares
|
$2.13 Million
1.9% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
22,361
shares
|
$2.13 Million
0.09% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
22,108
shares
|
$2.11 Million
0.13% of portfolio
|
Q1 2025
Added 388.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
22,061
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
21,824
shares
|
$2.08 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
21,800
shares
|
$2.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 81.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,761
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 51.45%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
21,728
shares
|
$2.07 Million
1.48% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
21,715
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
21,690
shares
|
$2.07 Million
2.61% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
21,689
shares
|
$2.07 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
21,481
shares
|
$2.05 Million
3.28% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
21,325
shares
|
$2.03 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,307
shares
|
$2.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
21,237
shares
|
$2.02 Million
0.95% of portfolio
|
Q1 2025
Added 64254.55%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
21,200
shares
|
$2.02 Million
1.16% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
21,170
shares
|
$2.02 Million
0.37% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
20,755
shares
|
$1.98 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.59%
|