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 230 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
9,719
shares
|
$435,508
0.09% of portfolio
|
Q3 2024
Added 76.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,703
shares
|
$434,791
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,681
shares
|
$433,805
0.02% of portfolio
|
Q3 2024
Added 81.39%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,675
shares
|
$433,536
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
9,578
shares
|
$429,190
0.11% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,268
shares
|
$415,299
0.0% of portfolio
|
Q3 2024
Reduced 33.29%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
9,103
shares
|
$407,905
0.11% of portfolio
|
Q3 2024
Added 28.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,529
shares
|
$382,184
0.02% of portfolio
|
Q3 2024
Reduced 36.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,407
shares
|
$376,717
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,389
shares
|
$375,911
0.16% of portfolio
|
Q3 2023
Reduced 15.93%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
8,036
shares
|
$360,093
0.14% of portfolio
|
Q3 2024
Added 42.99%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,927
shares
|
$355,208
0.09% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
7,892
shares
|
$353,640
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,560
shares
|
$338,763
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
7,521
shares
|
$337,016
0.03% of portfolio
|
Q3 2024
Added 29.36%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,393
shares
|
$331,280
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,253
shares
|
$325,006
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
6,299
shares
|
$282,258
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
6,248
shares
|
$279,972
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,140
shares
|
$275,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,139
shares
|
$275,088
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
5,971
shares
|
$267,560
0.06% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,942
shares
|
$266,261
0.01% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
5,941
shares
|
$266,216
0.08% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,937
shares
|
$266,036
0.16% of portfolio
|
Q3 2024
New holding
|