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 187 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
72,939
shares
|
$3.37 Million
0.84% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
71,251
shares
|
$3.29 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
67,138
shares
|
$3.1 Million
1.05% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
66,480
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 1035.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
60,272
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
Added 19.37%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
60,195
shares
|
$2.78 Million
0.31% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
59,620
shares
|
$2.75 Million
0.04% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
59,595
shares
|
$2.75 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
59,519
shares
|
$2.75 Million
2.2% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
54,119
shares
|
$2.5 Million
1.22% of portfolio
|
Q2 2025
Added 53.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,648
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 129.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
53,467
shares
|
$2.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
53,387
shares
|
$2.46 Million
1.11% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
48,626
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47,549
shares
|
$2.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
46,813
shares
|
$2.16 Million
0.09% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
44,117
shares
|
$2.04 Million
0.6% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
43,389
shares
|
$2 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
42,563
shares
|
$1.97 Million
0.69% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
42,514
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
39,458
shares
|
$1.82 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
37,499
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 136.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,406
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
35,134
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
32,960
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
New holding
|