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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,748
shares
|
$680,915
0.0% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
14,740
shares
|
$680,545
0.5% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
14,651
shares
|
$676,436
0.04% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
13,601
shares
|
$627,958
0.13% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
13,249
shares
|
$611,706
0.0% of portfolio
|
Q2 2025
Reduced 53.32%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
12,936
shares
|
$597,255
0.3% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,401
shares
|
$572,554
0.02% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
12,006
shares
|
$554,317
0.19% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,762
shares
|
$543,051
0.02% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
11,709
shares
|
$540,604
0.04% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
11,288
shares
|
$521,166
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,839
shares
|
$500,436
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
10,687
shares
|
$493,418
0.01% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,593
shares
|
$489,078
0.01% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
10,383
shares
|
$479,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,856
shares
|
$455,051
0.01% of portfolio
|
Q2 2025
Added 38.19%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
9,806
shares
|
$452,743
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,352
shares
|
$431,781
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
9,311
shares
|
$429,888
0.27% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,250
shares
|
$427,072
0.0% of portfolio
|
Q2 2025
Added 3004.03%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,233
shares
|
$426,287
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,660
shares
|
$399,832
0.01% of portfolio
|
Q2 2025
Added 94.39%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,614
shares
|
$397,708
0.0% of portfolio
|
Q2 2025
Reduced 54.76%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,389
shares
|
$387,320
0.16% of portfolio
|
Q3 2023
Reduced 15.93%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
8,153
shares
|
$376,424
0.3% of portfolio
|
Q2 2025
Added 112.54%
|