Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,146 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,858,241
shares
|
$177 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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
1,812,993
shares
|
$173 Million
0.03% of portfolio
|
Q1 2025
Added 1138.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,737,097
shares
|
$166 Million
4.9% of portfolio
|
Q1 2025
Added 16747.03%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
1,647,498
shares
|
$157 Million
5.48% of portfolio
|
Q1 2025
Reduced 37.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,620,106
shares
|
$154 Million
0.28% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
1,443,149
shares
|
$138 Million
4.08% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,370,911
shares
|
$131 Million
0.72% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,345,640
shares
|
$128 Million
0.03% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Nationwide Fund Advisors
|
Apr 23, 2025 Q1 2025 |
1,283,630
shares
|
$122 Million
10.45% of portfolio
|
Q1 2025
Reduced 60.06%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,257,747
shares
|
$120 Million
32.98% of portfolio
|
Q3 2023
Added 32.42%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,207,902
shares
|
$115 Million
0.19% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,143,157
shares
|
$109 Million
8.95% of portfolio
|
Q4 2024
Added 79.91%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,081,557
shares
|
$103 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,058,682
shares
|
$101 Million
0.11% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,006,020
shares
|
$95.9 Million
0.2% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,773
shares
|
$93.4 Million
14.99% of portfolio
|
Q3 2022
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
948,296
shares
|
$90.4 Million
1.62% of portfolio
|
Q1 2025
Added 67.32%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
947,347
shares
|
$90.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
896,033
shares
|
$85.4 Million
0.17% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
884,887
shares
|
$84.3 Million
7.23% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Sona Asset Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
850,000
shares
|
$81 Million
4.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
798,546
shares
|
$76.1 Million
1.41% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Avalon Advisory Group
Wexford, PA |
May 14, 2025 Q1 2025 |
788,697
shares
|
$75.2 Million
35.44% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
May 12, 2025 Q1 2025 |
744,199
shares
|
$70.9 Million
17.69% of portfolio
|
Q4 2024
Reduced 32.57%
|