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 |
|---|---|---|---|---|---|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
104,611
shares
|
$9.93 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
103,037
shares
|
$9.78 Million
1.67% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
102,901
shares
|
$9.77 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
102,734
shares
|
$9.76 Million
6.76% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
102,717
shares
|
$9.75 Million
1.11% of portfolio
|
Q4 2024
Reduced 71.8%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
101,602
shares
|
$9.65 Million
4.82% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
101,102
shares
|
$9.6 Million
0.12% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
99,943
shares
|
$9.49 Million
1.9% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
99,894
shares
|
$9.49 Million
0.11% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
99,324
shares
|
$9.43 Million
3.96% of portfolio
|
Q4 2024
Added 428.88%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
97,690
shares
|
$9.28 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,253
shares
|
$9.14 Million
1.42% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
94,172
shares
|
$8.94 Million
0.69% of portfolio
|
Q4 2024
Reduced 47.61%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
93,913
shares
|
$8.92 Million
2.29% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
93,891
shares
|
$8.92 Million
3.7% of portfolio
|
Q3 2024
Added 54.97%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
93,238
shares
|
$8.85 Million
0.05% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
91,273
shares
|
$8.67 Million
1.82% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
91,183
shares
|
$8.66 Million
0.68% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
90,234
shares
|
$8.57 Million
3.09% of portfolio
|
Q4 2024
Added 272.62%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
89,684
shares
|
$8.52 Million
1.38% of portfolio
|
Q4 2024
Reduced 30.74%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
86,600
shares
|
$8.22 Million
1.07% of portfolio
|
Q4 2024
Added 50.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
86,469
shares
|
$8.21 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Feb 13, 2025 Q4 2024 |
86,416
shares
|
$8.21 Million
6.04% of portfolio
|
Q4 2024
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
85,572
shares
|
$8.13 Million
1.64% of portfolio
|
Q4 2024
Added 363.28%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
83,470
shares
|
$7.93 Million
0.27% of portfolio
|
Q4 2024
Added 1.8%
|