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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,967
shares
|
$227,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,645
shares
|
$212,415
0.01% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
4,607
shares
|
$210,678
0.08% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,399
shares
|
$201,166
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,345
shares
|
$198,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
3,608
shares
|
$164,993
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,285
shares
|
$150,223
0.08% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,407
shares
|
$110,072
0.0% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,759
shares
|
$80,439
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,733
shares
|
$79,250
0.0% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,695
shares
|
$77,512
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,342
shares
|
$61,369
0.01% of portfolio
|
Q3 2025
Added 347.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,197
shares
|
$54,738
0.0% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$44,541
0.01% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
903
shares
|
$41,294
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
757
shares
|
$34,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
753
shares
|
$34,434
0.01% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
725
shares
|
$33,154
0.0% of portfolio
|
Q1 2025
Added 27.19%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
641
shares
|
$29,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
594
shares
|
$27,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
571
shares
|
$26,111
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
510
shares
|
$23,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
419
shares
|
$19,160
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
309
shares
|
$14,130
0.01% of portfolio
|
Q3 2025
Added 423.73%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
209
shares
|
$9,557
0.0% of portfolio
|
Q3 2025
Reduced 62.21%
|