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 176 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $911 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
252,561
shares
|
$11.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 46.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
215,375
shares
|
$9.5 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
199,885
shares
|
$8.82 Million
3.52% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,000
shares
|
$8.69 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
192,141
shares
|
$8.48 Million
0.13% of portfolio
|
Q1 2025
Added 1236.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
163,019
shares
|
$7.19 Million
0.26% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
159,975
shares
|
$7.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 71.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
150,084
shares
|
$6.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
115,396
shares
|
$5.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.03%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
112,957
shares
|
$4.98 Million
2.33% of portfolio
|
Q4 2024
Added 56.69%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
111,753
shares
|
$4.93 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
109,984
shares
|
$4.85 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
108,450
shares
|
$4.78 Million
0.16% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
93,076
shares
|
$4.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
90,803
shares
|
$4.01 Million
1.06% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,148
shares
|
$3.98 Million
0.0% of portfolio
|
Q4 2024
Added 91.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,636
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 97.86%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
87,018
shares
|
$3.84 Million
0.7% of portfolio
|
Q1 2025
Added 52.59%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
83,283
shares
|
$3.67 Million
0.86% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
79,224
shares
|
$3.49 Million
0.04% of portfolio
|
Q1 2025
Added 31.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
79,050
shares
|
$3.49 Million
0.11% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
71,251
shares
|
$3.14 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
66,868
shares
|
$2.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 86.12%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
64,237
shares
|
$2.83 Million
1.08% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
59,740
shares
|
$2.64 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.18%
|