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 $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
175,527
shares
|
$16.4 Million
0.67% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
174,584
shares
|
$16.3 Million
2.16% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
170,500
shares
|
$16 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
168,956
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
164,093
shares
|
$15.4 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
164,091
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 35.7%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
160,781
shares
|
$15.1 Million
13.46% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
159,475
shares
|
$14.9 Million
5.73% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
157,987
shares
|
$14.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,768
shares
|
$14.8 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
156,733
shares
|
$14.7 Million
1.71% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
155,947
shares
|
$14.6 Million
6.7% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
154,401
shares
|
$14.5 Million
1.7% of portfolio
|
Q2 2023
Added 32.74%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
153,482
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
153,401
shares
|
$14.4 Million
0.1% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
153,245
shares
|
$14.3 Million
1.14% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
151,569
shares
|
$14.2 Million
1.1% of portfolio
|
Q4 2022
Reduced 6.34%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
150,000
shares
|
$14 Million
6.06% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
148,428
shares
|
$13.9 Million
0.15% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
145,428
shares
|
$13.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
144,442
shares
|
$13.5 Million
14.38% of portfolio
|
Q3 2024
Added 59.73%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
141,965
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
141,513
shares
|
$13.2 Million
0.14% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
140,906
shares
|
$13.2 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
140,644
shares
|
$13.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 16.03%
|