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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
235,711
shares
|
$22.3 Million
0.52% of portfolio
|
Q3 2024
Added 45.65%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
233,081
shares
|
$22.1 Million
0.07% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
229,711
shares
|
$21.7 Million
10.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
221,045
shares
|
$20.9 Million
0.27% of portfolio
|
Q3 2024
Added 35.88%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
211,054
shares
|
$20 Million
2.5% of portfolio
|
Q3 2024
Added 8393.12%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
207,740
shares
|
$19.7 Million
1.54% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
197,700
shares
|
$18.7 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
197,107
shares
|
$18.7 Million
1.66% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
194,639
shares
|
$18.4 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
192,400
shares
|
$18.2 Million
0.61% of portfolio
|
Q3 2024
Added 1256.36%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
192,160
shares
|
$18.2 Million
16.59% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
190,522
shares
|
$18 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
190,514
shares
|
$18 Million
0.79% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
189,787
shares
|
$18 Million
3.52% of portfolio
|
Q3 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
188,170
shares
|
$17.8 Million
4.75% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
187,669
shares
|
$17.8 Million
2.08% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
187,514
shares
|
$17.7 Million
0.16% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
186,163
shares
|
$17.6 Million
3.5% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
183,338
shares
|
$17.3 Million
0.12% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
180,753
shares
|
$17.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
180,394
shares
|
$17.1 Million
2.04% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
179,739
shares
|
$17 Million
1.41% of portfolio
|
Q3 2024
Added 90.31%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
179,259
shares
|
$17 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
178,732
shares
|
$16.9 Million
0.66% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
176,037
shares
|
$16.7 Million
0.64% of portfolio
|
Q3 2024
Added 85.9%
|