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 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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
17,040
shares
|
$779,239
0.05% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
15,652
shares
|
$715,765
0.27% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
15,526
shares
|
$710,003
0.41% of portfolio
|
Q3 2025
Added 66.75%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
15,096
shares
|
$690,340
0.54% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
15,046
shares
|
$688,053
0.04% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,748
shares
|
$674,426
0.0% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
14,743
shares
|
$674,197
0.48% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
13,601
shares
|
$621,973
0.13% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
13,249
shares
|
$605,876
0.0% of portfolio
|
Q2 2025
Reduced 53.32%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,762
shares
|
$537,876
0.02% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
11,709
shares
|
$535,452
0.04% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
11,604
shares
|
$530,650
0.02% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
11,288
shares
|
$516,200
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,839
shares
|
$495,667
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,752
shares
|
$491,688
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,593
shares
|
$484,417
0.01% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
10,383
shares
|
$474,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,856
shares
|
$450,714
0.01% of portfolio
|
Q2 2025
Added 38.19%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
9,806
shares
|
$448,428
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
9,721
shares
|
$444,541
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
9,690
shares
|
$443,123
0.01% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
9,395
shares
|
$429,633
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,352
shares
|
$427,666
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,250
shares
|
$423,002
0.0% of portfolio
|
Q2 2025
Added 3004.03%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,233
shares
|
$422,225
0.35% of portfolio
|
Q4 2024
New holding
|