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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
6,883
shares
|
$641,082
0.23% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,823
shares
|
$635,494
0.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
6,804
shares
|
$633,724
0.26% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
6,794
shares
|
$632,793
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,786
shares
|
$632,048
0.36% of portfolio
|
Q3 2024
Reduced 36.42%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
6,703
shares
|
$624,317
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
6,698
shares
|
$623,851
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
6,671
shares
|
$621,336
0.14% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
6,661
shares
|
$620,405
0.15% of portfolio
|
Q4 2024
Reduced 50.56%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,627
shares
|
$617,238
0.16% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
6,626
shares
|
$617,145
0.09% of portfolio
|
Q4 2024
Reduced 72.58%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
6,616
shares
|
$616,214
0.1% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,481
shares
|
$603,640
0.03% of portfolio
|
Q3 2024
Reduced 87.81%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
6,327
shares
|
$589,296
0.04% of portfolio
|
Q4 2023
Reduced 24.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,261
shares
|
$583,149
0.07% of portfolio
|
Q3 2024
Reduced 63.06%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,259
shares
|
$582,963
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
6,249
shares
|
$582,031
0.12% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
6,201
shares
|
$577,561
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,150
shares
|
$572,811
0.12% of portfolio
|
Q4 2024
Reduced 54.27%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
6,079
shares
|
$566,198
0.56% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
6,073
shares
|
$565,639
0.0% of portfolio
|
Q4 2024
Reduced 70.71%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
6,058
shares
|
$564,242
0.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,030
shares
|
$561,634
0.4% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
5,937
shares
|
$552,972
0.23% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
5,929
shares
|
$552,227
0.24% of portfolio
|
Q4 2024
Reduced 1.84%
|