Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,055 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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$193,063
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,057
shares
|
$192,782
0.0% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,910
shares
|
$179,005
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,904
shares
|
$178,442
0.0% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,891
shares
|
$177,224
0.03% of portfolio
|
Q2 2023
Added 164.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,648
shares
|
$154,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,641
shares
|
$153,794
0.0% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,636
shares
|
$153,325
0.01% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,610
shares
|
$150,889
0.06% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,609
shares
|
$150,795
0.0% of portfolio
|
Q2 2024
Added 40.65%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,508
shares
|
$141,329
0.09% of portfolio
|
Q2 2024
Added 27.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,480
shares
|
$138,705
0.01% of portfolio
|
Q4 2023
Reduced 10.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,480
shares
|
$138,705
0.01% of portfolio
|
Q2 2022
Reduced 13.45%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,334
shares
|
$125,022
0.01% of portfolio
|
Q3 2024
Reduced 20.6%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,331
shares
|
$124,741
0.0% of portfolio
|
Q3 2024
Reduced 56.62%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,314
shares
|
$123,148
0.05% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,270
shares
|
$119,024
0.04% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,168
shares
|
$109,464
0.0% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,130
shares
|
$105,903
0.03% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,123
shares
|
$105,247
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,105
shares
|
$103,560
0.01% of portfolio
|
Q3 2024
Added 42.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,093
shares
|
$102,435
0.0% of portfolio
|
Q3 2024
Reduced 72.78%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
990
shares
|
$92,782
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
989
shares
|
$92,689
0.01% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
978
shares
|
$91,658
0.01% of portfolio
|
Q3 2024
Added 22.1%
|