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 230 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
26,775
shares
|
$1.2 Million
0.41% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
25,632
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Added 27.96%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
25,534
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2024
Added 460.69%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
25,332
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
25,213
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
24,686
shares
|
$1.11 Million
0.48% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,482
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
22,903
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,987
shares
|
$985,237
0.0% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
21,973
shares
|
$984,610
0.01% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,881
shares
|
$980,487
0.01% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,847
shares
|
$978,964
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
20,875
shares
|
$935,408
0.13% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,464
shares
|
$916,991
0.07% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
19,290
shares
|
$864,384
0.03% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
19,075
shares
|
$854,750
0.03% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
18,490
shares
|
$828,536
0.1% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,443
shares
|
$826,430
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
17,376
shares
|
$778,618
0.28% of portfolio
|
Q3 2024
Added 50.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,919
shares
|
$758,140
0.0% of portfolio
|
Q3 2024
Added 32.96%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
16,258
shares
|
$728,520
0.61% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
16,243
shares
|
$727,848
0.16% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,225
shares
|
$727,042
0.37% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,128
shares
|
$722,695
0.27% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
16,058
shares
|
$719,558
0.04% of portfolio
|
Q3 2024
Reduced 4.0%
|