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 $26.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Advisory Group
Wexford, PA |
Nov 14, 2024 Q3 2024 |
769,849
shares
|
$72 Million
34.24% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
712,188
shares
|
$66.6 Million
1.8% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
689,877
shares
|
$64.6 Million
2.52% of portfolio
|
Q1 2024
Added 8.35%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
667,534
shares
|
$62.5 Million
7.6% of portfolio
|
Q3 2024
Added 62.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
646,364
shares
|
$60.5 Million
0.71% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
635,420
shares
|
$59.5 Million
5.19% of portfolio
|
Q3 2024
Reduced 34.84%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
628,547
shares
|
$58.8 Million
0.06% of portfolio
|
Q3 2024
Added 99.66%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
627,598
shares
|
$58.7 Million
2.93% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
616,692
shares
|
$57.7 Million
1.49% of portfolio
|
Q3 2024
Added 36.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
607,000
shares
|
$56.8 Million
0.13% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
528,072
shares
|
$49.4 Million
1.65% of portfolio
|
Q4 2023
Added 379.7%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
526,477
shares
|
$49.3 Million
1.08% of portfolio
|
Q3 2024
Added 45.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
520,604
shares
|
$48.7 Million
1.49% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
510,057
shares
|
$47.7 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
505,930
shares
|
$47.3 Million
1.35% of portfolio
|
Q3 2024
Added 114.25%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
497,040
shares
|
$46.5 Million
10.18% of portfolio
|
Q3 2024
Added 51.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
487,603
shares
|
$45.6 Million
0.16% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
478,306
shares
|
$44.8 Million
14.2% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
473,586
shares
|
$44.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 25.68%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
462,161
shares
|
$43.2 Million
4.68% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
443,765
shares
|
$41.5 Million
9.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
425,699
shares
|
$39.8 Million
0.15% of portfolio
|
Q3 2024
Added 228.13%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
411,896
shares
|
$38.5 Million
8.5% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
401,636
shares
|
$37.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
401,626
shares
|
$37.6 Million
3.49% of portfolio
|
Q3 2024
Added 0.53%
|