Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,098 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
114
shares
|
$10,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
113
shares
|
$10,771
0.0% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
106
shares
|
$10,103
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
104
shares
|
$9,913
0.0% of portfolio
|
Q4 2024
Reduced 41.24%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
101
shares
|
$9,627
0.02% of portfolio
|
Q4 2021
Reduced 8.18%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
101
shares
|
$9,627
0.0% of portfolio
|
Q2 2024
Added 146.34%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
100
shares
|
$9,532
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
94
shares
|
$8,960
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
94
shares
|
$8,960
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
92
shares
|
$8,769
0.0% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
90
shares
|
$8,578
0.0% of portfolio
|
Q1 2022
Reduced 32.84%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
87
shares
|
$8,292
0.0% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
86
shares
|
$8,197
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
86
shares
|
$8,197
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
85
shares
|
$8,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$7,339
0.0% of portfolio
|
Q4 2023
Reduced 6.1%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
75
shares
|
$7,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
73
shares
|
$6,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
71
shares
|
$6,767
0.0% of portfolio
|
Q2 2024
Reduced 82.93%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$5,719
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
59
shares
|
$5,623
0.0% of portfolio
|
Q4 2024
Added 555.56%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
58
shares
|
$5,528
0.0% of portfolio
|
Q1 2023
Reduced 23.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
55
shares
|
$5,242
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$5,147
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
54
shares
|
$5,147
0.0% of portfolio
|
Q4 2024
Reduced 99.86%
|