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 |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
66,449
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.13%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
66,408
shares
|
$6.14 Million
1.14% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
65,853
shares
|
$6.09 Million
1.68% of portfolio
|
Q3 2024
Added 21.87%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
65,794
shares
|
$6.08 Million
1.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
64,900
shares
|
$6 Million
10.51% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
64,722
shares
|
$5.98 Million
0.15% of portfolio
|
Q4 2024
Reduced 29.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,540
shares
|
$5.97 Million
0.27% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
63,218
shares
|
$5.85 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
62,741
shares
|
$5.8 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
62,519
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2024
Added 112.7%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
60,328
shares
|
$5.58 Million
1.55% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
60,191
shares
|
$5.57 Million
1.29% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
60,164
shares
|
$5.56 Million
0.13% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
59,869
shares
|
$5.54 Million
8.61% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
59,340
shares
|
$5.49 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
58,811
shares
|
$5.44 Million
0.15% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
58,456
shares
|
$5.41 Million
0.67% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
58,008
shares
|
$5.36 Million
2.99% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
57,962
shares
|
$5.36 Million
0.06% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
57,791
shares
|
$5.34 Million
0.21% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
57,485
shares
|
$5.32 Million
0.75% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57,083
shares
|
$5.28 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
56,885
shares
|
$5.26 Million
2.51% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
55,972
shares
|
$5.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
55,671
shares
|
$5.15 Million
0.89% of portfolio
|
Q3 2024
Added 0.76%
|