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 |
|---|---|---|---|---|---|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
18,471
shares
|
$1.73 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
18,440
shares
|
$1.73 Million
0.66% of portfolio
|
Q3 2024
Added 36.05%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
18,039
shares
|
$1.69 Million
0.42% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
18,000
shares
|
$1.69 Million
2.37% of portfolio
|
Q1 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
17,763
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
17,716
shares
|
$1.66 Million
0.62% of portfolio
|
Q4 2023
Reduced 43.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,589
shares
|
$1.65 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
17,365
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2024
Added 44.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,240
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16,989
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
16,771
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
16,512
shares
|
$1.55 Million
0.28% of portfolio
|
Q3 2024
Added 8636.51%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
16,480
shares
|
$1.54 Million
0.57% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
16,393
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
16,367
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
16,280
shares
|
$1.52 Million
1.08% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
16,030
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
15,980
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
15,728
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
15,676
shares
|
$1.47 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
15,643
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
15,613
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
15,562
shares
|
$1.46 Million
0.39% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
15,562
shares
|
$1.46 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
15,490
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.78%
|