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 165 institutions that hold shares in the stock, with a total of 22.5 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,862,573
shares
|
$83.3 Million
0.03% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
1,621,932
shares
|
$72.5 Million
0.34% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,420,854
shares
|
$63.5 Million
0.0% of portfolio
|
Q2 2024
Added 5773.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,414,795
shares
|
$63.2 Million
0.03% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,131,051
shares
|
$50.6 Million
2.36% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
886,851
shares
|
$39.6 Million
2.31% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
864,507
shares
|
$38.6 Million
0.01% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
793,692
shares
|
$35.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
634,891
shares
|
$28.4 Million
0.07% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
624,538
shares
|
$27.9 Million
0.35% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
611,374
shares
|
$27.3 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
601,478
shares
|
$26.9 Million
0.0% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
567,525
shares
|
$25.4 Million
0.09% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
521,558
shares
|
$23.3 Million
8.83% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
517,705
shares
|
$23.1 Million
0.07% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
488,616
shares
|
$21.8 Million
6.19% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
471,525
shares
|
$21.1 Million
0.0% of portfolio
|
Q1 2025
Added 30.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
414,520
shares
|
$18.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
377,254
shares
|
$16.9 Million
0.0% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
305,791
shares
|
$13.7 Million
0.12% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
291,438
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Added 223.29%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
275,079
shares
|
$12.3 Million
1.69% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
262,867
shares
|
$11.8 Million
3.44% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
262,730
shares
|
$11.7 Million
0.32% of portfolio
|
Q1 2025
Added 61.17%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
262,288
shares
|
$11.7 Million
1.94% of portfolio
|
Q1 2025
Added 3.73%
|