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 |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
8,953
shares
|
$833,882
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$828,480
0.31% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
8,892
shares
|
$828,200
0.25% of portfolio
|
Q4 2024
Reduced 40.49%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,872
shares
|
$826,338
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
8,844
shares
|
$823,730
0.31% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
8,799
shares
|
$819,538
0.4% of portfolio
|
Q4 2024
Added 83.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,779
shares
|
$817,676
0.01% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,765
shares
|
$816,372
0.05% of portfolio
|
Q3 2024
Added 152.23%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
8,744
shares
|
$814,416
0.42% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
8,703
shares
|
$810,597
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,674
shares
|
$807,896
0.08% of portfolio
|
Q4 2022
Reduced 43.44%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
8,638
shares
|
$804,543
0.27% of portfolio
|
Q4 2024
Reduced 34.73%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
8,535
shares
|
$794,949
0.07% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,422
shares
|
$784,425
0.03% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
8,404
shares
|
$782,748
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
8,324
shares
|
$775,297
0.02% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,322
shares
|
$775,111
0.03% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
8,179
shares
|
$761,792
1.33% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
8,157
shares
|
$759,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,087
shares
|
$753,223
0.56% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
8,055
shares
|
$750,242
0.62% of portfolio
|
Q4 2024
Added 126.65%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
8,041
shares
|
$748,938
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
7,956
shares
|
$741,021
0.04% of portfolio
|
Q3 2024
Reduced 70.31%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,911
shares
|
$736,830
0.26% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
7,896
shares
|
$735,433
0.08% of portfolio
|
Q4 2024
Reduced 13.83%
|