Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,051 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
66,449
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.13%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
66,408
shares
|
$6.21 Million
1.14% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
65,853
shares
|
$6.16 Million
1.68% of portfolio
|
Q3 2024
Added 21.87%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
64,900
shares
|
$6.07 Million
10.51% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,540
shares
|
$6.04 Million
0.27% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
64,067
shares
|
$6 Million
1.76% of portfolio
|
Q3 2024
Added 16759.74%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
64,000
shares
|
$5.99 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
63,218
shares
|
$5.92 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
62,528
shares
|
$5.85 Million
0.04% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
62,519
shares
|
$5.85 Million
0.01% of portfolio
|
Q3 2024
Added 112.7%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
60,191
shares
|
$5.63 Million
1.29% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
60,164
shares
|
$5.63 Million
0.13% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
59,869
shares
|
$5.6 Million
8.61% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
59,340
shares
|
$5.55 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
58,844
shares
|
$5.51 Million
3.15% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
58,811
shares
|
$5.5 Million
0.15% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
58,456
shares
|
$5.47 Million
0.67% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
57,791
shares
|
$5.41 Million
0.21% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
57,485
shares
|
$5.38 Million
0.75% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
57,467
shares
|
$5.38 Million
0.02% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57,083
shares
|
$5.34 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
56,885
shares
|
$5.32 Million
2.51% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
56,469
shares
|
$5.28 Million
1.98% of portfolio
|
Q3 2024
Added 89.71%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
55,671
shares
|
$5.21 Million
0.89% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
55,203
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2024
Added 12.97%
|