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 $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,138,485
shares
|
$142 Million
0.04% of portfolio
|
Q2 2025
Added 68.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,016,169
shares
|
$91.5 Million
0.03% of portfolio
|
Q2 2025
Added 42.51%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
1,621,932
shares
|
$73.6 Million
0.3% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,420,854
shares
|
$64.5 Million
0.0% of portfolio
|
Q2 2024
Added 5773.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,132,007
shares
|
$51.4 Million
0.0% of portfolio
|
Q2 2025
Added 88.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
996,346
shares
|
$45.2 Million
0.01% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
915,748
shares
|
$41.5 Million
2.1% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
794,619
shares
|
$36.1 Million
1.54% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
783,778
shares
|
$35.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
746,919
shares
|
$33.9 Million
0.1% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
731,608
shares
|
$33.2 Million
0.4% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
687,332
shares
|
$31.2 Million
0.07% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
556,092
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2025
Added 47.41%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
548,401
shares
|
$24.9 Million
8.91% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
519,201
shares
|
$23.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
508,100
shares
|
$23.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
495,159
shares
|
$22.5 Million
5.46% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
490,925
shares
|
$22.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
442,957
shares
|
$20.1 Million
0.06% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
336,739
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
331,206
shares
|
$15 Million
0.12% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
272,605
shares
|
$12.4 Million
1.87% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
262,867
shares
|
$11.9 Million
3.44% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
253,227
shares
|
$11.5 Million
0.29% of portfolio
|
Q2 2025
Added 51.42%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
248,811
shares
|
$11.3 Million
0.14% of portfolio
|
Q2 2025
Added 29.49%
|