Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,053 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 $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
20
shares
|
$1,903
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
19
shares
|
$1,808
0.0% of portfolio
|
Q2 2024
Reduced 55.81%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
19
shares
|
$1,808
0.0% of portfolio
|
Q3 2024
Reduced 51.28%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
16
shares
|
$1,523
0.0% of portfolio
|
Q1 2024
Reduced 93.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
15
shares
|
$1,427
0.0% of portfolio
|
Q2 2023
Reduced 91.85%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
15
shares
|
$1,427
0.0% of portfolio
|
Q2 2023
Reduced 95.27%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
15
shares
|
$1,427
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
12
shares
|
$1,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12
shares
|
$1,142
0.0% of portfolio
|
Q2 2024
Reduced 94.42%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11
shares
|
$1,047
0.0% of portfolio
|
Q2 2023
Reduced 96.76%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
9
shares
|
$856
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
7
shares
|
$666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5
shares
|
$475
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4
shares
|
$380
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
3
shares
|
$285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$95
0.0% of portfolio
|
Q3 2024
Reduced 98.59%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1
shares
|
$95
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$95
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|