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 27.1 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 |
|---|---|---|---|---|---|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,389
shares
|
$383,628
0.16% of portfolio
|
Q3 2023
Reduced 15.93%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
7,661
shares
|
$350,337
0.09% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,644
shares
|
$349,560
0.1% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
7,411
shares
|
$338,905
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
7,255
shares
|
$331,771
0.04% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
7,195
shares
|
$329,027
0.23% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
7,044
shares
|
$322,122
0.25% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,856
shares
|
$313,524
0.0% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,676
shares
|
$305,293
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
|
$305,202
0.05% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,441
shares
|
$294,546
0.01% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
6,195
shares
|
$283,297
0.18% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
6,195
shares
|
$283,297
0.18% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,999
shares
|
$274,334
0.25% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,967
shares
|
$272,870
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
|
$270,081
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
5,875
shares
|
$268,663
0.05% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,710
shares
|
$261,118
0.02% of portfolio
|
Q2 2025
Added 50.86%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
5,579
shares
|
$255,127
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
5,574
shares
|
$254,899
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,562
shares
|
$254,350
0.0% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
5,391
shares
|
$246,530
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,378
shares
|
$245,935
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,119
shares
|
$234,091
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,097
shares
|
$233,085
0.01% of portfolio
|
Q3 2025
New holding
|