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 $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,974
shares
|
$471,883
0.32% of portfolio
|
Q2 2022
Reduced 19.41%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,931
shares
|
$467,803
0.29% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
4,924
shares
|
$467,139
0.13% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
4,843
shares
|
$459,455
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
4,824
shares
|
$457,652
0.23% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
4,784
shares
|
$453,858
0.24% of portfolio
|
Q3 2024
Added 102.97%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
4,783
shares
|
$453,763
0.1% of portfolio
|
Q3 2024
Added 94.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,750
shares
|
$450,632
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,749
shares
|
$450,537
0.21% of portfolio
|
Q3 2024
Added 70.52%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
4,721
shares
|
$447,881
0.46% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,713
shares
|
$447,122
0.0% of portfolio
|
Q2 2023
Added 2.76%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
4,689
shares
|
$444,845
0.07% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
4,681
shares
|
$444,086
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,577
shares
|
$434,219
0.02% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,574
shares
|
$433,935
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,566
shares
|
$433,176
0.02% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,515
shares
|
$428,338
0.26% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
4,467
shares
|
$423,784
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,460
shares
|
$423,120
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
4,424
shares
|
$419,704
0.41% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
4,418
shares
|
$419,135
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
4,403
shares
|
$417,712
0.04% of portfolio
|
Q3 2024
Added 34.61%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,392
shares
|
$416,669
0.03% of portfolio
|
Q3 2024
Added 81.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,385
shares
|
$416,004
0.04% of portfolio
|
Q3 2022
Added 30.31%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,378
shares
|
$415,340
0.1% of portfolio
|
Q3 2024
Reduced 8.39%
|