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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
61
shares
|
$5,708
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$5,614
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
58
shares
|
$5,427
0.0% of portfolio
|
Q1 2023
Reduced 23.68%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
58
shares
|
$5,427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$5,053
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
51
shares
|
$4,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
48
shares
|
$4,491
0.0% of portfolio
|
Q1 2022
Added 1212.5%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
44
shares
|
$4,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
44
shares
|
$4,117
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
43
shares
|
$4,023
0.0% of portfolio
|
Q2 2024
Reduced 70.95%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$3,743
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
35
shares
|
$3,275
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
34
shares
|
$3,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
34
shares
|
$3,181
0.0% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
33
shares
|
$3,088
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
32
shares
|
$2,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$2,807
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
27
shares
|
$2,526
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27
shares
|
$2,526
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
25
shares
|
$2,339
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
24
shares
|
$2,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
24
shares
|
$2,245
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$1,871
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$1,871
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
20
shares
|
$1,871
0.0% of portfolio
|
Q3 2024
Added 150.0%
|