Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,100 institutions that hold shares in the stock, with a total of 295 Million shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,897,053
shares
|
$180 Million
3.78% of portfolio
|
Q4 2024
Added 33.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,868,578
shares
|
$177 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,863,509
shares
|
$177 Million
0.06% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,858,241
shares
|
$176 Million
18.81% of portfolio
|
Q1 2024
Reduced 15.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,830,197
shares
|
$174 Million
0.24% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,598,953
shares
|
$152 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,306,444
shares
|
$124 Million
0.42% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
1,285,965
shares
|
$122 Million
3.99% of portfolio
|
Q4 2024
Added 34.41%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,257,747
shares
|
$119 Million
32.98% of portfolio
|
Q3 2023
Added 32.42%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
1,257,056
shares
|
$119 Million
1.09% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,197,065
shares
|
$114 Million
0.18% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,143,157
shares
|
$109 Million
8.47% of portfolio
|
Q4 2024
Added 79.91%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,097,763
shares
|
$104 Million
0.28% of portfolio
|
Q4 2024
Reduced 33.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,041,887
shares
|
$98.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,017,055
shares
|
$96.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.06%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,773
shares
|
$93 Million
14.99% of portfolio
|
Q3 2022
New holding
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
948,112
shares
|
$90 Million
0.09% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
915,455
shares
|
$86.9 Million
5.83% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
868,597
shares
|
$82.5 Million
0.18% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
866,460
shares
|
$82.3 Million
6.94% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
796,032
shares
|
$75.6 Million
33.6% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
756,395
shares
|
$71.8 Million
1.78% of portfolio
|
Q4 2024
Reduced 33.38%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
753,550
shares
|
$71.6 Million
0.94% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Feb 04, 2025 Q4 2024 |
744,199
shares
|
$70.7 Million
15.24% of portfolio
|
Q4 2024
Reduced 32.57%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
741,987
shares
|
$70.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.86%
|