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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
41,653,513
shares
|
$3.96 Billion
1.68% of portfolio
|
Q3 2024
Added 104.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
27,763,482
shares
|
$2.64 Billion
0.22% of portfolio
|
Q3 2024
Added 37.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,121,198
shares
|
$1.34 Billion
0.1% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
13,168,418
shares
|
$1.25 Billion
0.34% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,762,720
shares
|
$1.21 Billion
0.41% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,755,967
shares
|
$929 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,563,295
shares
|
$815 Million
2.55% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,462,220
shares
|
$806 Million
0.07% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,700,921
shares
|
$733 Million
0.35% of portfolio
|
Q3 2024
Added 233.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,587,304
shares
|
$627 Million
0.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,000,349
shares
|
$476 Million
6.15% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,256,456
shares
|
$405 Million
0.37% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,083,879
shares
|
$389 Million
0.09% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,707,405
shares
|
$353 Million
0.01% of portfolio
|
Q2 2024
Added 46.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,531,829
shares
|
$336 Million
0.16% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Nationwide Fund Advisors
|
Oct 23, 2024 Q3 2024 |
3,189,159
shares
|
$304 Million
24.9% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,698,350
shares
|
$257 Million
8.63% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,569,800
shares
|
$245 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,448,307
shares
|
$233 Million
20.28% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,360,397
shares
|
$225 Million
0.46% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
2,131,147
shares
|
$203 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,002,737
shares
|
$191 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,906,473
shares
|
$181 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,858,241
shares
|
$177 Million
18.81% of portfolio
|
Q1 2024
Reduced 15.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,851,210
shares
|
$176 Million
0.04% of portfolio
|
Q3 2024
Added 214.47%
|