Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,135 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
99
shares
|
$9,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
98
shares
|
$9,414
0.0% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
94
shares
|
$9,030
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
91
shares
|
$8,742
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
90
shares
|
$8,646
0.0% of portfolio
|
Q1 2022
Reduced 32.84%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
88
shares
|
$8,454
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
87
shares
|
$8,358
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
85
shares
|
$8,165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
80
shares
|
$7,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$7,397
0.0% of portfolio
|
Q4 2023
Reduced 6.1%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
76
shares
|
$7,301
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
75
shares
|
$7,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
71
shares
|
$6,820
0.0% of portfolio
|
Q2 2024
Reduced 82.93%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
70
shares
|
$6,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
60
shares
|
$5,764
0.0% of portfolio
|
Q1 2025
Reduced 91.43%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$5,764
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
59
shares
|
$5,668
0.0% of portfolio
|
Q4 2024
Added 555.56%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
58
shares
|
$5,572
0.0% of portfolio
|
Q1 2023
Reduced 23.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$5,187
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
54
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
Reduced 99.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
53
shares
|
$5,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
48
shares
|
$4,611
0.0% of portfolio
|
Q1 2022
Added 1212.5%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
44
shares
|
$4,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
43
shares
|
$4,131
0.0% of portfolio
|
Q2 2024
Reduced 70.95%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
41
shares
|
$3,938
0.0% of portfolio
|
Q4 2024
New holding
|