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 |
|---|---|---|---|---|---|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
300,668
shares
|
$28.1 Million
11.78% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
296,313
shares
|
$27.7 Million
5.95% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
293,198
shares
|
$27.4 Million
12.97% of portfolio
|
Q3 2024
Added 24.16%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
291,916
shares
|
$27.3 Million
6.64% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
286,376
shares
|
$26.8 Million
1.05% of portfolio
|
Q1 2023
Reduced 83.98%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
286,048
shares
|
$26.8 Million
2.6% of portfolio
|
Q3 2024
Added 343.19%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
285,200
shares
|
$26.7 Million
8.26% of portfolio
|
Q3 2024
Added 33.36%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
285,011
shares
|
$26.7 Million
0.23% of portfolio
|
Q3 2024
Added 59.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
284,803
shares
|
$26.7 Million
0.19% of portfolio
|
Q3 2024
Added 80.95%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
283,418
shares
|
$26.5 Million
6.23% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
282,530
shares
|
$26.4 Million
1.13% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
281,576
shares
|
$26.3 Million
0.47% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
272,764
shares
|
$25.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.77%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
269,435
shares
|
$25.2 Million
1.79% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
266,940
shares
|
$25 Million
4.32% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
266,770
shares
|
$25 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
258,860
shares
|
$24.2 Million
7.81% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
257,504
shares
|
$24.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
254,765
shares
|
$23.8 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
251,539
shares
|
$23.5 Million
3.3% of portfolio
|
Q3 2024
Added 34.93%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
250,746
shares
|
$23.5 Million
2.25% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
248,823
shares
|
$23.3 Million
0.23% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
248,406
shares
|
$23.2 Million
7.06% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
246,264
shares
|
$23 Million
8.29% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
241,751
shares
|
$22.6 Million
5.81% of portfolio
|
Q3 2024
Added 8.1%
|