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 |
|---|---|---|---|---|---|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
396,649
shares
|
$37.1 Million
3.85% of portfolio
|
Q3 2024
Added 180.95%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 08, 2024 Q3 2024 |
395,012
shares
|
$37 Million
15.64% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
390,814
shares
|
$36.6 Million
5.64% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
384,230
shares
|
$36 Million
0.01% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
382,055
shares
|
$35.8 Million
0.1% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
379,596
shares
|
$35.5 Million
0.13% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
369,823
shares
|
$34.6 Million
0.05% of portfolio
|
Q3 2024
Added 458.75%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
364,236
shares
|
$34.1 Million
3.93% of portfolio
|
Q3 2024
Added 198.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
362,742
shares
|
$33.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
362,421
shares
|
$33.9 Million
6.88% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
362,353
shares
|
$33.9 Million
0.08% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
360,457
shares
|
$33.7 Million
13.38% of portfolio
|
Q3 2024
Added 141.89%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
359,584
shares
|
$33.6 Million
0.57% of portfolio
|
Q2 2022
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
353,450
shares
|
$33.1 Million
7.14% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
344,933
shares
|
$32.3 Million
5.33% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
344,461
shares
|
$32.2 Million
2.42% of portfolio
|
Q3 2023
Added 2.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
343,943
shares
|
$32.2 Million
0.19% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
338,600
shares
|
$31.7 Million
5.38% of portfolio
|
Q3 2024
Added 89.78%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
337,708
shares
|
$31.6 Million
14.21% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
331,406
shares
|
$31 Million
25.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
329,439
shares
|
$30.8 Million
2.95% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
324,344
shares
|
$30.4 Million
6.46% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
312,610
shares
|
$29.3 Million
2.61% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
310,073
shares
|
$29 Million
7.24% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
302,535
shares
|
$28.3 Million
1.11% of portfolio
|
Q3 2024
Added 56.99%
|