Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,071 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
16,095
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
16,047
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2024
Reduced 58.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,010
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
15,676
shares
|
$1.46 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
15,643
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
15,613
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
15,562
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
15,552
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
15,490
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,361
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.28%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
15,229
shares
|
$1.42 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
15,185
shares
|
$1.41 Million
1.01% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
14,962
shares
|
$1.39 Million
0.95% of portfolio
|
Q3 2024
Reduced 91.54%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
14,823
shares
|
$1.38 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
14,783
shares
|
$1.38 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,735
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,579
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
14,496
shares
|
$1.35 Million
0.97% of portfolio
|
Q4 2024
Added 484.05%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
14,465
shares
|
$1.35 Million
0.4% of portfolio
|
Q3 2024
Added 41.08%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,373
shares
|
$1.34 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,320
shares
|
$1.33 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
14,218
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
14,150
shares
|
$1.32 Million
0.66% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
13,863
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
13,506
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.42%
|