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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
393,448
shares
|
$37.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
389,776
shares
|
$37 Million
14.62% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
385,016
shares
|
$36.6 Million
0.13% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
372,242
shares
|
$35.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
371,950
shares
|
$35.3 Million
4.07% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
370,611
shares
|
$35.2 Million
2.76% of portfolio
|
Q4 2024
Added 47.8%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
365,634
shares
|
$34.7 Million
6.21% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
364,744
shares
|
$34.6 Million
5.69% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
359,584
shares
|
$34.1 Million
0.57% of portfolio
|
Q2 2022
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
358,228
shares
|
$34 Million
14.26% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
354,828
shares
|
$33.7 Million
6.79% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
351,042
shares
|
$33.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
347,865
shares
|
$33 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
344,461
shares
|
$32.7 Million
2.42% of portfolio
|
Q3 2023
Added 2.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
339,675
shares
|
$32.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 47.45%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
332,352
shares
|
$31.6 Million
5.02% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
328,675
shares
|
$31.2 Million
6.34% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
326,274
shares
|
$31 Million
5.98% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
322,175
shares
|
$30.6 Million
7.02% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
318,796
shares
|
$30.3 Million
0.03% of portfolio
|
Q4 2024
Added 534.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
308,671
shares
|
$29.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
302,912
shares
|
$28.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
300,766
shares
|
$28.6 Million
2.14% of portfolio
|
Q4 2024
Added 96.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
297,382
shares
|
$28.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 79.94%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
293,295
shares
|
$27.9 Million
2.54% of portfolio
|
Q4 2024
Added 2.53%
|