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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
9,916
shares
|
$928,435
0.04% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,894
shares
|
$926,375
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
9,793
shares
|
$916,918
0.03% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,756
shares
|
$913,454
0.14% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
9,755
shares
|
$913,360
0.06% of portfolio
|
Q3 2024
Added 40.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,726
shares
|
$910,645
0.41% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9,692
shares
|
$907,461
0.79% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
9,597
shares
|
$898,567
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,587
shares
|
$897,630
0.07% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,558
shares
|
$894,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,473
shares
|
$886,956
0.07% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,372
shares
|
$877,500
0.02% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,346
shares
|
$875,065
0.0% of portfolio
|
Q3 2024
Added 436.51%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
9,304
shares
|
$871,133
0.24% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
9,214
shares
|
$862,706
0.26% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
9,213
shares
|
$862,613
0.09% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
9,163
shares
|
$857,931
0.11% of portfolio
|
Q3 2024
Added 91.65%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
9,127
shares
|
$854,561
0.48% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,049
shares
|
$847,257
0.05% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
8,900
shares
|
$833,307
0.04% of portfolio
|
Q2 2024
Added 23.37%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$832,838
0.31% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
8,855
shares
|
$829,093
0.37% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
8,850
shares
|
$828,625
0.34% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,765
shares
|
$820,666
0.05% of portfolio
|
Q3 2024
Added 152.23%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
8,703
shares
|
$814,861
0.23% of portfolio
|
Q3 2024
New holding
|