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 |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
26,541
shares
|
$2.49 Million
0.44% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
26,279
shares
|
$2.46 Million
4.07% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
26,047
shares
|
$2.44 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
25,948
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
25,801
shares
|
$2.42 Million
1.28% of portfolio
|
Q3 2024
Added 28.43%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
25,742
shares
|
$2.41 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
25,525
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2023
Reduced 40.87%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
24,810
shares
|
$2.32 Million
0.35% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
24,629
shares
|
$2.31 Million
2.84% of portfolio
|
Q3 2024
Added 305.28%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
24,523
shares
|
$2.3 Million
1.3% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
24,398
shares
|
$2.28 Million
0.2% of portfolio
|
Q4 2023
Reduced 20.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,387
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 91.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
24,339
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
24,216
shares
|
$2.27 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
24,169
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
23,688
shares
|
$2.22 Million
1.54% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
23,643
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
23,186
shares
|
$2.17 Million
0.41% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
23,000
shares
|
$2.15 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
22,961
shares
|
$2.15 Million
0.87% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
22,721
shares
|
$2.13 Million
1.25% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,808
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
21,608
shares
|
$2.02 Million
2.22% of portfolio
|
Q3 2024
Added 54.64%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
21,520
shares
|
$2.01 Million
0.28% of portfolio
|
Q3 2024
Added 32.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
21,472
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2024
Added 111.92%
|