Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,059 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
41,459
shares
|
$3.83 Million
0.05% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
40,111
shares
|
$3.71 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
40,007
shares
|
$3.7 Million
1.73% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
39,616
shares
|
$3.66 Million
0.08% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
39,292
shares
|
$3.63 Million
0.71% of portfolio
|
Q3 2024
Added 72662.96%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
39,069
shares
|
$3.61 Million
0.47% of portfolio
|
Q3 2024
Added 1462.14%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
38,696
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.76%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
38,165
shares
|
$3.53 Million
1.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
38,024
shares
|
$3.52 Million
2.22% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,929
shares
|
$3.51 Million
0.06% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
37,823
shares
|
$3.5 Million
0.07% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
37,776
shares
|
$3.49 Million
2.29% of portfolio
|
Q4 2024
Added 38.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
37,633
shares
|
$3.48 Million
0.5% of portfolio
|
Q4 2024
Added 127.91%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
36,921
shares
|
$3.41 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,731
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
36,536
shares
|
$3.38 Million
0.1% of portfolio
|
Q3 2024
Added 578.98%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
36,234
shares
|
$3.35 Million
0.44% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
36,020
shares
|
$3.33 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
35,669
shares
|
$3.3 Million
2.38% of portfolio
|
Q4 2024
Added 1162.62%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
35,638
shares
|
$3.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
35,519
shares
|
$3.28 Million
2.8% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
35,314
shares
|
$3.27 Million
1.06% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
35,144
shares
|
$3.25 Million
0.99% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
34,991
shares
|
$3.24 Million
0.47% of portfolio
|
Q4 2024
Added 89.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
34,931
shares
|
$3.23 Million
0.14% of portfolio
|
Q3 2024
Added 4.13%
|