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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
132,883
shares
|
$12.6 Million
3.63% of portfolio
|
Q3 2024
Added 78.67%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
132,360
shares
|
$12.6 Million
1.1% of portfolio
|
Q4 2024
Reduced 67.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
132,023
shares
|
$12.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
131,460
shares
|
$12.5 Million
0.44% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
129,650
shares
|
$12.3 Million
0.84% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
129,562
shares
|
$12.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 69.56%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
128,353
shares
|
$12.2 Million
0.28% of portfolio
|
Q4 2024
Added 22.68%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
127,568
shares
|
$12.1 Million
15.3% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
127,439
shares
|
$12.1 Million
0.35% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Mar 19, 2025 Q4 2024 |
123,614
shares
|
$11.7 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
122,014
shares
|
$11.6 Million
8.82% of portfolio
|
Q4 2024
Added 40.33%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
118,825
shares
|
$11.3 Million
2.5% of portfolio
|
Q4 2024
Added 97.41%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
118,633
shares
|
$11.3 Million
1.15% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
115,308
shares
|
$10.9 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
114,007
shares
|
$10.8 Million
0.17% of portfolio
|
Q4 2024
Added 596.57%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
112,776
shares
|
$10.7 Million
0.04% of portfolio
|
Q4 2024
Added 377.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
112,284
shares
|
$10.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
110,276
shares
|
$10.5 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
109,639
shares
|
$10.4 Million
0.08% of portfolio
|
Q4 2024
Added 2856.03%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
109,370
shares
|
$10.4 Million
0.14% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
108,897
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
107,540
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 947.54%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
107,117
shares
|
$10.2 Million
8.83% of portfolio
|
Q4 2024
Added 26.76%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
105,680
shares
|
$10 Million
2.97% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
105,190
shares
|
$9.99 Million
2.41% of portfolio
|
Q4 2024
Added 111.3%
|