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 |
|---|---|---|---|---|---|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
137,224
shares
|
$12.8 Million
3.38% of portfolio
|
Q3 2024
Added 56.41%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
135,281
shares
|
$12.7 Million
0.06% of portfolio
|
Q3 2024
Added 109.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
135,210
shares
|
$12.7 Million
0.86% of portfolio
|
Q3 2024
Added 139.8%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
132,883
shares
|
$12.4 Million
3.63% of portfolio
|
Q3 2024
Added 78.67%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
132,173
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2024
Added 31.61%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
130,000
shares
|
$12.2 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
129,498
shares
|
$12.1 Million
1.97% of portfolio
|
Q3 2024
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
127,568
shares
|
$11.9 Million
15.3% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
125,415
shares
|
$11.7 Million
0.38% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
122,750
shares
|
$11.5 Million
0.82% of portfolio
|
Q1 2024
Added 78.55%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
119,913
shares
|
$11.2 Million
6.86% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
118,856
shares
|
$11.1 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
115,771
shares
|
$10.8 Million
0.39% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
114,883
shares
|
$10.8 Million
2.98% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
113,401
shares
|
$10.6 Million
1.33% of portfolio
|
Q3 2024
Reduced 20.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
113,175
shares
|
$10.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
108,987
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Added 265.31%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
107,337
shares
|
$10 Million
2.76% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
106,797
shares
|
$10 Million
0.41% of portfolio
|
Q2 2024
Added 53.86%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
106,762
shares
|
$10 Million
3.11% of portfolio
|
Q3 2024
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
106,573
shares
|
$9.98 Million
1.97% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
105,548
shares
|
$9.88 Million
1.79% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
104,620
shares
|
$9.8 Million
0.27% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
103,813
shares
|
$9.72 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
103,479
shares
|
$9.69 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.68%
|