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 |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
78,255
shares
|
$3.58 Million
0.05% of portfolio
|
Q3 2025
Added 84.07%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
75,609
shares
|
$3.46 Million
2.69% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
75,261
shares
|
$3.44 Million
1.31% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
73,099
shares
|
$3.34 Million
0.75% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
72,768
shares
|
$3.33 Million
1.03% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
72,720
shares
|
$3.33 Million
1.02% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
71,251
shares
|
$3.26 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
66,480
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Added 1035.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
65,486
shares
|
$2.99 Million
0.88% of portfolio
|
Q3 2025
Added 48.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
60,272
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Added 19.37%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
60,195
shares
|
$2.75 Million
0.31% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
59,620
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,648
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 129.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
53,467
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
53,387
shares
|
$2.44 Million
1.11% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
52,743
shares
|
$2.41 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
50,415
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47,549
shares
|
$2.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
44,264
shares
|
$2.02 Million
0.9% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
42,415
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
40,998
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
39,831
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2025
Added 33.99%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
39,090
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
37,499
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 136.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
37,377
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.01%
|