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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,660
shares
|
$249,662
0.14% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
5,563
shares
|
$245,383
0.05% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
5,478
shares
|
$241,634
0.02% of portfolio
|
Q4 2024
Reduced 88.62%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
5,405
shares
|
$238,414
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,162
shares
|
$227,695
0.0% of portfolio
|
Q4 2024
Reduced 86.65%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,119
shares
|
$225,799
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,104
shares
|
$225,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
5,078
shares
|
$223,990
0.16% of portfolio
|
Q4 2024
Reduced 35.66%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
4,976
shares
|
$219,491
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,830
shares
|
$213,051
0.09% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
4,805
shares
|
$211,948
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,557
shares
|
$201,009
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,375
shares
|
$192,981
0.0% of portfolio
|
Q4 2024
Added 43.77%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,112
shares
|
$181,380
0.0% of portfolio
|
Q4 2024
Reduced 51.09%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
3,623
shares
|
$159,810
0.14% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,435
shares
|
$151,517
0.01% of portfolio
|
Q4 2024
Reduced 89.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,919
shares
|
$128,757
0.0% of portfolio
|
Q4 2024
Added 207.59%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,880
shares
|
$127,036
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
2,435
shares
|
$107,407
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,177
shares
|
$96,027
0.0% of portfolio
|
Q4 2024
Added 1243.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,733
shares
|
$76,442
0.0% of portfolio
|
Q4 2024
Reduced 82.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,730
shares
|
$76,310
0.03% of portfolio
|
Q4 2024
Added 222.76%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,122
shares
|
$49,491
0.0% of portfolio
|
Q4 2024
Reduced 96.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,070
shares
|
$47,197
0.0% of portfolio
|
Q4 2024
Reduced 96.52%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$42,963
0.01% of portfolio
|
Q3 2024
Reduced 26.77%
|