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 178 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,503,674
shares
|
$67.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 77.33%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
1,421,932
shares
|
$63.4 Million
0.26% of portfolio
|
Q3 2024
Added 21.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,420,854
shares
|
$63.4 Million
0.0% of portfolio
|
Q2 2024
Added 5773.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,319,131
shares
|
$58.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 40.21%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,091,067
shares
|
$48.7 Million
2.3% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
835,460
shares
|
$37.3 Million
2.37% of portfolio
|
Q4 2024
Added 42.36%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
826,608
shares
|
$36.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
782,069
shares
|
$34.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
602,010
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
545,307
shares
|
$24.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
531,433
shares
|
$23.7 Million
0.28% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
503,315
shares
|
$22.5 Million
5.63% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
497,995
shares
|
$22.2 Million
8.29% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
481,882
shares
|
$21.5 Million
0.49% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
481,661
shares
|
$21.5 Million
0.05% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
443,500
shares
|
$19.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 32.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
429,294
shares
|
$19.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
392,025
shares
|
$17.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
361,842
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
325,852
shares
|
$14.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
309,729
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.43%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
297,177
shares
|
$13.3 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
283,641
shares
|
$12.7 Million
0.07% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
262,867
shares
|
$11.7 Million
3.44% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
252,863
shares
|
$11.3 Million
1.87% of portfolio
|
Q4 2024
Added 40.18%
|