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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
257,207
shares
|
$11.8 Million
0.31% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
243,872
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Added 60.09%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
234,158
shares
|
$10.7 Million
0.06% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
199,182
shares
|
$9.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
177,412
shares
|
$8.11 Million
0.03% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
171,004
shares
|
$7.82 Million
0.95% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
168,014
shares
|
$7.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
167,173
shares
|
$7.64 Million
0.08% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
165,748
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.04%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
161,830
shares
|
$7.4 Million
0.06% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
158,165
shares
|
$7.23 Million
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
145,364
shares
|
$6.65 Million
2.58% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
145,237
shares
|
$6.64 Million
0.01% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
140,496
shares
|
$6.42 Million
1.31% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
131,582
shares
|
$6.02 Million
0.89% of portfolio
|
Q3 2025
Added 38.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
127,589
shares
|
$5.83 Million
0.0% of portfolio
|
Q2 2025
Added 353.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
113,763
shares
|
$5.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
111,753
shares
|
$5.11 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
109,511
shares
|
$5.01 Million
0.15% of portfolio
|
Q2 2025
Added 71.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
98,181
shares
|
$4.49 Million
0.12% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,636
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Added 97.86%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
87,926
shares
|
$4.02 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
86,656
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2025
Added 1105.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
86,348
shares
|
$3.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
83,760
shares
|
$3.83 Million
0.92% of portfolio
|
Q3 2025
Added 230.58%
|