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 $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
54,981
shares
|
$5.22 Million
0.34% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
54,495
shares
|
$5.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.0%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
54,199
shares
|
$5.15 Million
1.29% of portfolio
|
Q3 2024
Reduced 51.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
54,170
shares
|
$5.15 Million
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2024 Q3 2024 |
53,562
shares
|
$5.09 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,272
shares
|
$5.06 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
52,073
shares
|
$4.95 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
51,738
shares
|
$4.92 Million
3.83% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
51,480
shares
|
$4.89 Million
0.45% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
51,283
shares
|
$4.87 Million
2.55% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
51,027
shares
|
$4.85 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,988
shares
|
$4.84 Million
11.09% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
50,898
shares
|
$4.84 Million
0.02% of portfolio
|
Q3 2024
Added 581.09%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
50,803
shares
|
$4.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.96%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
50,226
shares
|
$4.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
50,203
shares
|
$4.77 Million
0.06% of portfolio
|
Q3 2024
Added 53.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
50,098
shares
|
$4.76 Million
0.18% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
49,946
shares
|
$4.74 Million
0.3% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
49,783
shares
|
$4.73 Million
1.25% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
49,423
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
49,016
shares
|
$4.66 Million
1.99% of portfolio
|
Q3 2024
Added 592.51%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
48,966
shares
|
$4.65 Million
0.33% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
48,879
shares
|
$4.64 Million
0.11% of portfolio
|
Q3 2024
Added 131.18%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
48,161
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
48,094
shares
|
$4.57 Million
10.76% of portfolio
|
Q3 2024
Added 124.25%
|