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 |
|---|---|---|---|---|---|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,187
shares
|
$298,398
0.14% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,170
shares
|
$296,807
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
3,164
shares
|
$296,245
0.06% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,162
shares
|
$296,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,156
shares
|
$295,496
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,154
shares
|
$295,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
3,151
shares
|
$295,028
0.03% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,150
shares
|
$294,934
0.03% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,139
shares
|
$293,904
0.19% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,127
shares
|
$292,781
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
3,040
shares
|
$284,635
0.08% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,022
shares
|
$282,949
0.01% of portfolio
|
Q3 2024
Added 84.02%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
2,986
shares
|
$279,579
0.04% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,983
shares
|
$279,298
0.01% of portfolio
|
Q3 2024
Reduced 94.36%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,973
shares
|
$278,361
0.11% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,969
shares
|
$277,987
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,953
shares
|
$276,489
0.02% of portfolio
|
Q1 2024
Added 69.52%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
2,941
shares
|
$275,365
0.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
2,935
shares
|
$274,804
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,928
shares
|
$274,148
0.04% of portfolio
|
Q3 2024
Reduced 69.48%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
2,915
shares
|
$272,931
0.04% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
2,911
shares
|
$272,556
0.06% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
2,897
shares
|
$271,246
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
2,873
shares
|
$268,998
0.16% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
2,867
shares
|
$268,437
0.1% of portfolio
|
Q3 2024
Added 0.7%
|