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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
21,419
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2024
Added 50.86%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
21,188
shares
|
$1.98 Million
0.17% of portfolio
|
Q3 2024
Added 399.95%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
21,159
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
20,779
shares
|
$1.95 Million
0.95% of portfolio
|
Q3 2024
Reduced 53.64%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
20,737
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2024
Added 314.99%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
20,636
shares
|
$1.93 Million
1.48% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
20,326
shares
|
$1.9 Million
1.41% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
20,305
shares
|
$1.9 Million
1.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,213
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2022
Added 31.12%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
20,194
shares
|
$1.89 Million
0.32% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,959
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2024
Added 347.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
19,955
shares
|
$1.87 Million
0.22% of portfolio
|
Q3 2024
Added 114.66%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
19,941
shares
|
$1.87 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
19,872
shares
|
$1.86 Million
0.88% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,820
shares
|
$1.86 Million
1.33% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
19,713
shares
|
$1.85 Million
0.21% of portfolio
|
Q3 2024
Added 274.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,498
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2024
Added 62.62%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
18,985
shares
|
$1.78 Million
0.83% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
18,930
shares
|
$1.77 Million
0.91% of portfolio
|
Q3 2024
Added 111.39%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
18,780
shares
|
$1.76 Million
0.77% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
18,732
shares
|
$1.75 Million
0.75% of portfolio
|
Q3 2024
Added 209.26%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
18,725
shares
|
$1.75 Million
0.46% of portfolio
|
Q3 2024
Reduced 64.68%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
18,686
shares
|
$1.75 Million
0.76% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
18,600
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
18,486
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2024
Added 626.65%
|