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 196 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
272,632
shares
|
$12.4 Million
4.16% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
262,867
shares
|
$12 Million
3.44% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
257,207
shares
|
$11.7 Million
0.31% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
220,081
shares
|
$10 Million
2.28% of portfolio
|
Q3 2025
Added 56.65%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
202,155
shares
|
$9.22 Million
1.07% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
199,182
shares
|
$9.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
177,412
shares
|
$8.1 Million
0.03% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
175,946
shares
|
$8.03 Million
0.07% of portfolio
|
Q4 2025
Added 4.72%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
173,670
shares
|
$7.92 Million
1.11% of portfolio
|
Q4 2025
Added 31.99%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
172,190
shares
|
$7.86 Million
0.16% of portfolio
|
Q2 2025
Reduced 96.26%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
171,328
shares
|
$7.82 Million
0.07% of portfolio
|
Q4 2025
Added 5.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
165,748
shares
|
$7.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.04%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
158,165
shares
|
$7.22 Million
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
149,531
shares
|
$6.82 Million
2.4% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
147,629
shares
|
$6.74 Million
0.01% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
111,753
shares
|
$5.1 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
110,996
shares
|
$5.06 Million
3.68% of portfolio
|
Q4 2025
Added 46.8%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
109,581
shares
|
$5 Million
0.14% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
108,102
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Added 25.19%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
107,108
shares
|
$4.89 Million
0.16% of portfolio
|
Q3 2025
Added 2056.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
102,171
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
98,301
shares
|
$4.49 Million
0.11% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,636
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Added 97.86%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
86,851
shares
|
$3.96 Million
1.21% of portfolio
|
Q4 2025
Added 19.35%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
83,760
shares
|
$3.82 Million
0.92% of portfolio
|
Q3 2025
Added 230.58%
|
|