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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
1,839,849
shares
|
$172 Million
18.45% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,830,197
shares
|
$171 Million
0.24% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,822,499
shares
|
$171 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,801,107
shares
|
$169 Million
0.06% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,640,048
shares
|
$153 Million
0.45% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,519,970
shares
|
$142 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,482,544
shares
|
$139 Million
0.02% of portfolio
|
Q3 2024
Added 77.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,462,895
shares
|
$137 Million
0.32% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,415,791
shares
|
$132 Million
3.03% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,257,747
shares
|
$118 Million
32.98% of portfolio
|
Q3 2023
Added 32.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,146,717
shares
|
$107 Million
0.75% of portfolio
|
Q3 2024
Added 607.91%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,135,466
shares
|
$106 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
1,128,315
shares
|
$106 Million
0.02% of portfolio
|
Q3 2024
Added 4713.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,125,555
shares
|
$105 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Oct 28, 2024 Q3 2024 |
1,103,695
shares
|
$103 Million
24.86% of portfolio
|
Q2 2023
Added 331.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,088,330
shares
|
$102 Million
0.11% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
1,053,123
shares
|
$98.6 Million
1.76% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,773
shares
|
$91.7 Million
14.99% of portfolio
|
Q3 2022
New holding
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
956,717
shares
|
$89.5 Million
3.12% of portfolio
|
Q3 2024
Added 117.29%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
917,044
shares
|
$85.8 Million
0.09% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
871,254
shares
|
$81.5 Million
7.29% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
817,068
shares
|
$76.5 Million
7.11% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
801,200
shares
|
$75 Million
57.59% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
788,142
shares
|
$73.8 Million
0.12% of portfolio
|
Q3 2024
Added 21.21%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
774,093
shares
|
$72.4 Million
0.17% of portfolio
|
Q3 2024
Added 1.04%
|