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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
7,644
shares
|
$352,923
0.11% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
7,310
shares
|
$337,502
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
7,255
shares
|
$334,963
0.04% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,676
shares
|
$308,230
0.0% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
6,674
shares
|
$308,138
0.05% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
6,587
shares
|
$304,121
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,441
shares
|
$297,380
0.01% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
6,165
shares
|
$284,638
0.19% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,999
shares
|
$276,973
0.25% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
5,997
shares
|
$276,881
0.18% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,967
shares
|
$275,496
0.01% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,906
shares
|
$272,680
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
5,875
shares
|
$271,248
0.05% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,710
shares
|
$263,630
0.02% of portfolio
|
Q2 2025
Added 50.86%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
5,570
shares
|
$257,166
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,562
shares
|
$256,797
0.0% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
5,494
shares
|
$253,657
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,410
shares
|
$249,779
0.0% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,378
shares
|
$248,302
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,119
shares
|
$236,344
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
5,063
shares
|
$233,758
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,967
shares
|
$229,326
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
4,805
shares
|
$221,846
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,705
shares
|
$217,229
0.01% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,285
shares
|
$151,668
0.08% of portfolio
|
Q2 2025
Added 1.26%
|