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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
291,014
shares
|
$27.6 Million
0.09% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
290,479
shares
|
$27.6 Million
3.91% of portfolio
|
Q4 2024
Added 191.63%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
287,505
shares
|
$27.3 Million
9.81% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
283,418
shares
|
$26.9 Million
6.23% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
281,632
shares
|
$26.7 Million
8.66% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
279,608
shares
|
$26.6 Million
7.57% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
279,464
shares
|
$26.5 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
277,466
shares
|
$26.3 Million
1.81% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
274,448
shares
|
$26.1 Million
0.07% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
269,399
shares
|
$25.6 Million
2.23% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
268,711
shares
|
$25.5 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
258,603
shares
|
$24.6 Million
5.84% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
257,997
shares
|
$24.5 Million
3.22% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
254,409
shares
|
$24.2 Million
0.2% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
251,883
shares
|
$23.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
247,207
shares
|
$23.5 Million
5.25% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
241,785
shares
|
$23 Million
4.43% of portfolio
|
Q4 2024
Added 29.88%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
235,361
shares
|
$22.3 Million
6.98% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
234,159
shares
|
$22.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
233,804
shares
|
$22.2 Million
6.88% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
233,345
shares
|
$22.2 Million
0.01% of portfolio
|
Q4 2024
Added 503.02%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
231,637
shares
|
$22 Million
11.69% of portfolio
|
Q4 2024
Added 6225.42%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
227,706
shares
|
$21.6 Million
10.12% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
225,997
shares
|
$21.5 Million
1.55% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
220,361
shares
|
$20.9 Million
4.33% of portfolio
|
Q4 2024
Added 1489.56%
|