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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
32,594
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
29,726
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Added 52.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29,703
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.81%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
29,676
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
27,810
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
27,461
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
26,874
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2025
Added 26.6%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
25,337
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
25,228
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
Reduced 40.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
25,164
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
24,631
shares
|
$1.14 Million
0.44% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
23,603
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
23,453
shares
|
$1.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 71.84%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23,322
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
22,899
shares
|
$1.06 Million
0.68% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
21,600
shares
|
$997,272
0.03% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
20,852
shares
|
$962,736
0.49% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
19,547
shares
|
$902,484
0.0% of portfolio
|
Q2 2025
Added 28.99%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,372
shares
|
$894,405
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,443
shares
|
$851,513
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
17,609
shares
|
$813,007
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
15,870
shares
|
$732,717
0.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
15,397
shares
|
$710,879
0.61% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
15,000
shares
|
$692,550
0.21% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
14,898
shares
|
$687,840
0.05% of portfolio
|
Q2 2025
Added 27.19%
|