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 167 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
215,923
shares
|
$9.78 Million
0.0% of portfolio
|
Q1 2025
Added 131.99%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
204,216
shares
|
$9.25 Million
3.72% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
192,141
shares
|
$8.7 Million
0.13% of portfolio
|
Q1 2025
Added 1236.82%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
170,504
shares
|
$7.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
167,232
shares
|
$7.57 Million
0.26% of portfolio
|
Q1 2025
Reduced 36.35%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
156,982
shares
|
$7.11 Million
1.89% of portfolio
|
Q1 2025
Added 72.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
155,508
shares
|
$7.04 Million
0.0% of portfolio
|
Q1 2025
Added 772.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
152,333
shares
|
$6.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
139,029
shares
|
$6.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
134,969
shares
|
$6.11 Million
0.01% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
134,160
shares
|
$6.08 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
129,973
shares
|
$5.89 Million
2.48% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
116,517
shares
|
$5.28 Million
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
111,753
shares
|
$5.06 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
96,488
shares
|
$4.37 Million
0.13% of portfolio
|
Q1 2025
Added 22.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
94,737
shares
|
$4.29 Million
0.7% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,636
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 97.86%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
83,283
shares
|
$3.77 Million
0.86% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
79,224
shares
|
$3.59 Million
0.04% of portfolio
|
Q1 2025
Added 31.95%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
73,359
shares
|
$3.32 Million
1.2% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
71,251
shares
|
$3.23 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
68,983
shares
|
$3.12 Million
0.92% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
64,237
shares
|
$2.91 Million
1.08% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
63,976
shares
|
$2.9 Million
0.09% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
63,896
shares
|
$2.89 Million
0.48% of portfolio
|
Q1 2025
Added 6.96%
|