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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
29,359
shares
|
$1.3 Million
0.26% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
28,428
shares
|
$1.25 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
28,108
shares
|
$1.24 Million
0.51% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
25,313
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
23,447
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
23,007
shares
|
$1.01 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
22,941
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 88.8%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
22,385
shares
|
$987,402
0.54% of portfolio
|
Q4 2024
Reduced 67.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
22,208
shares
|
$979,594
0.03% of portfolio
|
Q1 2025
Added 74.71%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
21,802
shares
|
$961,686
0.18% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
20,101
shares
|
$886,655
0.73% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,876
shares
|
$876,730
0.02% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,740
shares
|
$870,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
19,069
shares
|
$841,133
0.02% of portfolio
|
Q4 2024
Reduced 32.34%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,443
shares
|
$813,520
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
18,425
shares
|
$812,726
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,822
shares
|
$786,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,581
shares
|
$731,387
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,376
shares
|
$722,345
0.06% of portfolio
|
Q4 2024
Added 58.45%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
16,036
shares
|
$707,347
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,622
shares
|
$689,086
0.23% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
13,926
shares
|
$614,275
0.0% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
13,743
shares
|
$606,203
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,310
shares
|
$587,104
0.0% of portfolio
|
Q4 2024
Reduced 39.17%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
12,154
shares
|
$536,112
0.04% of portfolio
|
Q4 2024
Added 2.44%
|