Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,052 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 $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,338
shares
|
$696,156
0.23% of portfolio
|
Q1 2024
Reduced 51.7%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
7,272
shares
|
$689,894
0.8% of portfolio
|
Q4 2022
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
7,269
shares
|
$689,610
0.07% of portfolio
|
Q3 2024
Added 91.64%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
7,107
shares
|
$674,241
0.01% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
7,074
shares
|
$671,110
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,020
shares
|
$665,987
0.11% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
7,004
shares
|
$664,469
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
7,001
shares
|
$664,184
0.01% of portfolio
|
Q3 2024
Added 29.19%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,979
shares
|
$662,097
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
6,930
shares
|
$657,449
0.33% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,924
shares
|
$656,879
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
6,883
shares
|
$652,990
0.23% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,850
shares
|
$649,859
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,835
shares
|
$648,436
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
6,835
shares
|
$648,436
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,800
shares
|
$645,116
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,786
shares
|
$643,787
0.36% of portfolio
|
Q3 2024
Reduced 36.42%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,772
shares
|
$642,459
0.25% of portfolio
|
Q3 2024
Added 52.18%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,751
shares
|
$640,467
0.06% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
6,720
shares
|
$637,526
0.05% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
6,698
shares
|
$635,439
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
6,671
shares
|
$632,877
0.15% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
6,616
shares
|
$627,659
0.1% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
6,597
shares
|
$625,857
0.06% of portfolio
|
Q3 2024
Reduced 23.97%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
6,494
shares
|
$616,085
0.32% of portfolio
|
Q3 2024
Reduced 2.36%
|