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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
21,237
shares
|
$2.04 Million
0.95% of portfolio
|
Q1 2025
Added 64254.55%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
21,200
shares
|
$2.04 Million
1.16% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
20,755
shares
|
$1.99 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
20,601
shares
|
$1.98 Million
0.19% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
20,455
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Added 28.37%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,213
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2022
Added 31.12%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,040
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,959
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2024
Added 347.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,863
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
19,863
shares
|
$1.91 Million
0.86% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,820
shares
|
$1.9 Million
1.33% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
19,653
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 48.62%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
19,543
shares
|
$1.88 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
19,270
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
19,233
shares
|
$1.85 Million
0.37% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
19,224
shares
|
$1.85 Million
0.23% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
19,171
shares
|
$1.84 Million
0.37% of portfolio
|
Q1 2025
Reduced 20.57%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
18,938
shares
|
$1.82 Million
1.21% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
18,844
shares
|
$1.81 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
18,833
shares
|
$1.81 Million
0.77% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
18,781
shares
|
$1.8 Million
0.5% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
18,750
shares
|
$1.8 Million
1.12% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
18,536
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
18,523
shares
|
$1.78 Million
1.46% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
18,521
shares
|
$1.78 Million
0.24% of portfolio
|
Q1 2025
Added 0.78%
|