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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
7,847
shares
|
$730,869
0.03% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
7,817
shares
|
$728,075
0.06% of portfolio
|
Q4 2024
Reduced 58.55%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
7,804
shares
|
$726,864
0.21% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,754
shares
|
$722,207
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
7,735
shares
|
$720,437
0.14% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
7,732
shares
|
$720,158
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,666
shares
|
$714,011
0.04% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
7,537
shares
|
$701,996
0.32% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,534
shares
|
$701,716
0.17% of portfolio
|
Q3 2022
Added 41755.56%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
7,511
shares
|
$699,574
0.41% of portfolio
|
Q4 2024
Reduced 69.37%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
7,478
shares
|
$696,500
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
7,375
shares
|
$686,907
0.01% of portfolio
|
Q3 2024
Added 50.82%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
7,351
shares
|
$684,672
0.04% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,338
shares
|
$683,461
0.23% of portfolio
|
Q1 2024
Reduced 51.7%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
7,331
shares
|
$682,809
0.01% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
7,272
shares
|
$677,314
0.8% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,158
shares
|
$666,696
0.07% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,128
shares
|
$663,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
7,115
shares
|
$662,691
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,083
shares
|
$659,710
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,020
shares
|
$653,842
0.11% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
7,001
shares
|
$652,073
0.01% of portfolio
|
Q3 2024
Added 29.19%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,979
shares
|
$650,024
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,930
shares
|
$645,460
0.31% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,924
shares
|
$644,901
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|