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 |
|---|---|---|---|---|---|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
11,395
shares
|
$1.07 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
11,131
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,072
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,063
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 46.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
11,030
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 437.26%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,851
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 84.93%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
10,840
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
10,823
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
10,783
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Reduced 94.71%
|
|
|
Savior LLC
|
Oct 18, 2024 Q3 2024 |
10,771
shares
|
$1.01 Million
5.85% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
10,679
shares
|
$999,874
0.08% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,572
shares
|
$989,856
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
10,550
shares
|
$987,796
0.05% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
10,332
shares
|
$967,385
0.25% of portfolio
|
Q3 2024
Reduced 49.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
10,326
shares
|
$966,823
0.05% of portfolio
|
Q3 2024
Added 745.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,266
shares
|
$961,205
0.0% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
10,211
shares
|
$956,055
0.16% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
10,211
shares
|
$956,055
0.91% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,207
shares
|
$955,681
0.04% of portfolio
|
Q2 2020
Added 270.13%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
10,200
shares
|
$955,026
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,192
shares
|
$954,276
0.04% of portfolio
|
Q3 2024
Added 126.39%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,160
shares
|
$951,280
0.64% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
10,075
shares
|
$943,322
0.01% of portfolio
|
Q3 2024
Added 167.95%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
10,043
shares
|
$940,326
0.05% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
10,005
shares
|
$936,768
0.06% of portfolio
|
Q3 2024
Reduced 26.58%
|