Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,100 institutions that hold shares in the stock, with a total of 295 Million shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
699,525
shares
|
$66.4 Million
7.73% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
699,020
shares
|
$66.4 Million
0.14% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
689,877
shares
|
$65.5 Million
2.52% of portfolio
|
Q1 2024
Added 8.35%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
662,184
shares
|
$62.9 Million
2.92% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
640,710
shares
|
$60.8 Million
5.39% of portfolio
|
Q4 2024
Added 3365.92%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
595,818
shares
|
$56.6 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
578,023
shares
|
$54.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
567,910
shares
|
$53.9 Million
1.5% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
566,767
shares
|
$53.8 Million
1.57% of portfolio
|
Q4 2024
Reduced 46.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
551,995
shares
|
$52.4 Million
0.14% of portfolio
|
Q4 2024
Added 44.48%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
528,072
shares
|
$50.1 Million
1.65% of portfolio
|
Q4 2023
Added 379.7%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
518,536
shares
|
$49.2 Million
0.91% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
513,550
shares
|
$48.8 Million
10.28% of portfolio
|
Q4 2024
New holding
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
495,635
shares
|
$47.1 Million
10.01% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
483,290
shares
|
$45.9 Million
13.83% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
481,651
shares
|
$45.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
451,055
shares
|
$42.8 Million
1.08% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
446,963
shares
|
$42.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 60.29%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
445,062
shares
|
$42.3 Million
8.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
436,414
shares
|
$41.4 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
435,501
shares
|
$41.4 Million
8.53% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
423,646
shares
|
$40.2 Million
2.75% of portfolio
|
Q4 2024
Added 35.52%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
416,176
shares
|
$39.5 Million
1.39% of portfolio
|
Q4 2024
Added 116.31%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
405,030
shares
|
$38.5 Million
14.15% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
397,633
shares
|
$37.8 Million
5.34% of portfolio
|
Q4 2024
Added 1.74%
|