Institutional Ownership Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,631,463
shares
|
$297 Million
0.1% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,206,094
shares
|
$98.9 Million
0.05% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
1,421,932
shares
|
$63.7 Million
0.28% of portfolio
|
Q3 2024
Added 21.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,420,854
shares
|
$63.7 Million
0.0% of portfolio
|
Q2 2024
Added 5773.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
986,790
shares
|
$44.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
953,498
shares
|
$42.7 Million
0.24% of portfolio
|
Q3 2024
Added 15153.53%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
938,769
shares
|
$42.1 Million
2.12% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
866,566
shares
|
$38.8 Million
0.01% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
857,693
shares
|
$38.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
823,424
shares
|
$36.9 Million
0.14% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
674,795
shares
|
$30.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
659,064
shares
|
$29.5 Million
0.11% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
639,972
shares
|
$28.7 Million
0.08% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
637,687
shares
|
$28.6 Million
0.0% of portfolio
|
Q3 2024
Added 32.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
601,561
shares
|
$27 Million
0.81% of portfolio
|
Q3 2024
Added 48.88%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
586,856
shares
|
$26.3 Million
2.04% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
567,005
shares
|
$25.4 Million
0.06% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
497,462
shares
|
$22.3 Million
9.64% of portfolio
|
Q3 2024
Added 69.63%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
487,437
shares
|
$21.8 Million
5.62% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
467,692
shares
|
$21 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
447,344
shares
|
$20 Million
0.07% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
445,057
shares
|
$19.9 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
444,324
shares
|
$19.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 49.2%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
392,161
shares
|
$17.6 Million
0.04% of portfolio
|
Q3 2024
Added 41.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
358,721
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Added 5.32%
|