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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,468
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
15,256
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
15,185
shares
|
$1.42 Million
1.22% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,091
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,971
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2024
Added 43.88%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
14,962
shares
|
$1.4 Million
0.95% of portfolio
|
Q3 2024
Reduced 91.54%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
14,941
shares
|
$1.4 Million
0.47% of portfolio
|
Q3 2024
Added 461.48%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
14,823
shares
|
$1.39 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,718
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
14,567
shares
|
$1.36 Million
0.65% of portfolio
|
Q3 2024
Reduced 38.76%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
14,465
shares
|
$1.35 Million
0.4% of portfolio
|
Q3 2024
Added 41.08%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
14,433
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 33.78%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
14,218
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
14,150
shares
|
$1.32 Million
0.66% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
13,863
shares
|
$1.3 Million
0.28% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
13,689
shares
|
$1.28 Million
0.18% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
13,682
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
13,671
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
13,622
shares
|
$1.28 Million
0.38% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
13,547
shares
|
$1.27 Million
1.45% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,500
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
13,473
shares
|
$1.26 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
13,448
shares
|
$1.26 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
13,442
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
13,378
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2024
Added 0.45%
|