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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,067
shares
|
$390,716
0.03% of portfolio
|
Q2 2022
Reduced 5.83%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,060
shares
|
$390,044
0.0% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,047
shares
|
$388,795
0.09% of portfolio
|
Q1 2025
Added 50.22%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
3,993
shares
|
$383,607
0.22% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
3,993
shares
|
$383,607
0.34% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,985
shares
|
$382,838
0.0% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
3,959
shares
|
$380,341
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
3,939
shares
|
$378,419
0.24% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
3,869
shares
|
$371,694
0.05% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,828
shares
|
$367,755
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,800
shares
|
$365,066
0.01% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$360,262
0.01% of portfolio
|
Q4 2024
Reduced 66.31%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
3,736
shares
|
$358,917
0.13% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
3,733
shares
|
$358,629
0.12% of portfolio
|
Q4 2024
Added 37.95%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,721
shares
|
$357,476
0.14% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,720
shares
|
$357,380
0.31% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,714
shares
|
$356,803
0.0% of portfolio
|
Q1 2025
Added 70.45%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
3,702
shares
|
$355,651
0.07% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,688
shares
|
$354,306
0.06% of portfolio
|
Q1 2025
Added 39.7%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
3,682
shares
|
$353,729
0.41% of portfolio
|
Q1 2025
Reduced 87.92%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
3,649
shares
|
$350,559
0.14% of portfolio
|
Q1 2025
Reduced 46.37%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,615
shares
|
$347,293
0.19% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
3,609
shares
|
$346,716
0.19% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
3,600
shares
|
$345,852
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
May 14, 2025 Q1 2025 |
3,571
shares
|
$343,065
0.01% of portfolio
|
Q1 2025
New holding
|