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 $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
30,044
shares
|
$2.81 Million
0.42% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
29,807
shares
|
$2.79 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
29,626
shares
|
$2.77 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
29,622
shares
|
$2.77 Million
0.29% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,450
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
29,426
shares
|
$2.76 Million
0.28% of portfolio
|
Q3 2024
Added 22.1%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
29,375
shares
|
$2.75 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
29,296
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
28,877
shares
|
$2.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,850
shares
|
$2.7 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
28,836
shares
|
$2.7 Million
0.17% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
28,436
shares
|
$2.66 Million
0.3% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
28,357
shares
|
$2.66 Million
0.15% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
27,976
shares
|
$2.62 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
27,844
shares
|
$2.61 Million
0.22% of portfolio
|
Q3 2024
Added 59.11%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
27,411
shares
|
$2.57 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
27,366
shares
|
$2.56 Million
1.84% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
27,299
shares
|
$2.56 Million
1.56% of portfolio
|
Q2 2024
Reduced 18.06%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
27,239
shares
|
$2.55 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
27,115
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 230.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
26,920
shares
|
$2.52 Million
0.13% of portfolio
|
Q3 2024
Added 42.61%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
26,860
shares
|
$2.51 Million
0.25% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
26,842
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,678
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.45%
|
|
|
Sourcerock Group LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
26,666
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 44.17%
|