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 193 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,358,646
shares
|
$154 Million
0.05% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,016,169
shares
|
$92.2 Million
0.03% of portfolio
|
Q2 2025
Added 42.51%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
1,621,932
shares
|
$74.2 Million
0.29% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,420,854
shares
|
$65 Million
0.0% of portfolio
|
Q2 2024
Added 5773.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,132,007
shares
|
$51.8 Million
0.0% of portfolio
|
Q2 2025
Added 88.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
1,085,864
shares
|
$49.7 Million
2.28% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
996,346
shares
|
$45.6 Million
0.01% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
845,181
shares
|
$38.7 Million
1.5% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
786,978
shares
|
$36 Million
0.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
746,919
shares
|
$34.2 Million
0.1% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
731,608
shares
|
$33.5 Million
0.4% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
687,332
shares
|
$31.4 Million
0.07% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
556,092
shares
|
$25.4 Million
0.0% of portfolio
|
Q2 2025
Added 47.41%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
548,401
shares
|
$25.1 Million
8.91% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
519,316
shares
|
$23.7 Million
0.06% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
506,071
shares
|
$23.1 Million
5.36% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
490,925
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
472,927
shares
|
$21.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
442,957
shares
|
$20.3 Million
0.06% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
386,837
shares
|
$17.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
336,739
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
331,206
shares
|
$15.1 Million
0.12% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
277,897
shares
|
$12.7 Million
1.79% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
272,632
shares
|
$12.5 Million
4.16% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
262,867
shares
|
$12 Million
3.44% of portfolio
|
Q4 2023
Added 0.54%
|