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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,955
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,855
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,851
shares
|
$1.04 Million
0.39% of portfolio
|
Q3 2024
Reduced 84.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,808
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
10,748
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
10,626
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
10,624
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
10,591
shares
|
$1.02 Million
0.53% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,572
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
10,549
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
10,538
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
10,471
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 63.27%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,363
shares
|
$995,573
0.04% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
10,346
shares
|
$993,940
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,343
shares
|
$993,652
0.42% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
10,285
shares
|
$988,079
0.7% of portfolio
|
Q1 2024
Added 11.59%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
10,225
shares
|
$982,315
0.3% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,207
shares
|
$980,586
0.04% of portfolio
|
Q2 2020
Added 270.13%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,187
shares
|
$978,665
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
10,165
shares
|
$976,551
0.84% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,160
shares
|
$976,071
0.64% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,144
shares
|
$974,534
0.03% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
10,099
shares
|
$970,210
0.24% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
10,067
shares
|
$967,136
0.02% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
10,039
shares
|
$964,446
0.25% of portfolio
|
Q1 2025
Added 3.62%
|