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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
102,734
shares
|
$9.61 Million
6.76% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
99,604
shares
|
$9.32 Million
1.42% of portfolio
|
Q3 2024
New holding
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
98,908
shares
|
$9.26 Million
0.53% of portfolio
|
Q3 2024
Added 83.9%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
98,366
shares
|
$9.21 Million
1.72% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
97,929
shares
|
$9.16 Million
6.0% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
97,681
shares
|
$9.14 Million
0.12% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,253
shares
|
$9.01 Million
1.42% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
95,955
shares
|
$8.98 Million
0.45% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
95,395
shares
|
$8.93 Million
1.13% of portfolio
|
Q3 2024
Added 4208.72%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
95,013
shares
|
$8.89 Million
0.37% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
93,891
shares
|
$8.79 Million
3.7% of portfolio
|
Q3 2024
Added 54.97%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
92,678
shares
|
$8.67 Million
2.63% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
91,711
shares
|
$8.58 Million
0.25% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
90,338
shares
|
$8.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.83%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
90,263
shares
|
$8.45 Million
0.04% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
89,068
shares
|
$8.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
87,403
shares
|
$8.18 Million
2.65% of portfolio
|
Q3 2024
Added 102.7%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
87,346
shares
|
$8.17 Million
0.72% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
86,946
shares
|
$8.14 Million
6.29% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
84,501
shares
|
$7.91 Million
6.76% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
84,368
shares
|
$7.9 Million
1.86% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
84,085
shares
|
$7.87 Million
3.28% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
81,994
shares
|
$7.67 Million
0.29% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
81,547
shares
|
$7.63 Million
0.04% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
81,111
shares
|
$7.59 Million
3.08% of portfolio
|
Q4 2022
Reduced 56.66%
|