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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
338,607
shares
|
$15.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
327,622
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
262,867
shares
|
$11.8 Million
3.44% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
260,849
shares
|
$11.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
235,643
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
204,783
shares
|
$9.18 Million
0.06% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
189,303
shares
|
$8.48 Million
3.56% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
180,389
shares
|
$8.08 Million
1.74% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
166,049
shares
|
$7.44 Million
0.02% of portfolio
|
Q3 2024
Added 129.19%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
131,448
shares
|
$5.89 Million
1.51% of portfolio
|
Q3 2024
Added 1152.6%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
125,085
shares
|
$5.61 Million
0.13% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
124,328
shares
|
$5.57 Million
0.21% of portfolio
|
Q3 2024
Added 131.65%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
115,881
shares
|
$5.19 Million
0.21% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
111,753
shares
|
$5.01 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
91,280
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,636
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2024
Added 97.86%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
86,510
shares
|
$3.88 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
85,872
shares
|
$3.85 Million
1.05% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
83,887
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
83,859
shares
|
$3.76 Million
0.17% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
74,126
shares
|
$3.32 Million
0.04% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
72,090
shares
|
$3.23 Million
1.62% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
71,251
shares
|
$3.19 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
69,295
shares
|
$3.11 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
63,217
shares
|
$2.83 Million
0.04% of portfolio
|
Q3 2024
Added 6.0%
|