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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,674
shares
|
$812,146
0.08% of portfolio
|
Q4 2022
Reduced 43.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,427
shares
|
$789,020
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,422
shares
|
$788,551
0.03% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
8,326
shares
|
$779,563
0.25% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
8,179
shares
|
$765,799
1.33% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
8,125
shares
|
$760,743
0.07% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
8,099
shares
|
$758,309
0.2% of portfolio
|
Q3 2024
Added 34.31%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,087
shares
|
$757,185
0.56% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
8,060
shares
|
$754,657
0.01% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
7,956
shares
|
$744,920
0.04% of portfolio
|
Q3 2024
Reduced 70.31%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
7,942
shares
|
$743,609
0.15% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
7,872
shares
|
$737,055
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
7,847
shares
|
$734,714
0.03% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
7,827
shares
|
$732,842
0.28% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
7,756
shares
|
$726,194
0.3% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,754
shares
|
$726,007
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
7,714
shares
|
$722,261
0.21% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
7,536
shares
|
$705,595
0.23% of portfolio
|
Q1 2024
Reduced 73.14%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,534
shares
|
$705,408
0.17% of portfolio
|
Q3 2022
Added 41755.56%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
7,478
shares
|
$700,165
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
7,444
shares
|
$696,981
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,404
shares
|
$693,236
0.08% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
7,375
shares
|
$690,521
0.01% of portfolio
|
Q3 2024
Added 50.82%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
7,352
shares
|
$688,367
0.29% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,338
shares
|
$687,056
0.23% of portfolio
|
Q1 2024
Reduced 51.7%
|