Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,069 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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
772
shares
|
$71,904
0.0% of portfolio
|
Q4 2024
Reduced 33.9%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
767
shares
|
$71,438
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
761
shares
|
$70,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
735
shares
|
$68,457
0.02% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
706
shares
|
$65,756
0.0% of portfolio
|
Q4 2024
Added 92.9%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
700
shares
|
$65,198
0.01% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
676
shares
|
$62,962
0.01% of portfolio
|
Q4 2024
Reduced 96.37%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
667
shares
|
$62,124
0.0% of portfolio
|
Q4 2024
Added 3410.53%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
653
shares
|
$60,820
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
619
shares
|
$57,653
0.01% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
600
shares
|
$55,884
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
581
shares
|
$54,114
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
576
shares
|
$53,648
0.02% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
571
shares
|
$53,182
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
570
shares
|
$53,089
0.01% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
553
shares
|
$51,506
0.02% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
530
shares
|
$49,364
0.0% of portfolio
|
Q4 2023
Reduced 99.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
510
shares
|
$47,501
0.01% of portfolio
|
Q3 2024
Added 16.97%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
501
shares
|
$46,663
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
473
shares
|
$44,055
0.01% of portfolio
|
Q4 2024
Reduced 98.56%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
471
shares
|
$43,868
0.01% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
471
shares
|
$43,868
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
470
shares
|
$43,775
0.04% of portfolio
|
Q3 2023
Added 12.98%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
460
shares
|
$42,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
460
shares
|
$42,844
0.02% of portfolio
|
Q1 2023
New holding
|