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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,878
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
58,270
shares
|
$2.64 Million
0.04% of portfolio
|
Q1 2025
Added 47.59%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
55,679
shares
|
$2.52 Million
2.19% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
54,659
shares
|
$2.48 Million
0.31% of portfolio
|
Q1 2025
Added 81.85%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
53,801
shares
|
$2.44 Million
0.05% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,648
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 129.85%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
52,343
shares
|
$2.37 Million
1.16% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
50,491
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
47,734
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47,549
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
46,953
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 44.55%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
45,899
shares
|
$2.08 Million
0.18% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
45,778
shares
|
$2.07 Million
0.09% of portfolio
|
Q1 2025
Added 95.24%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
44,117
shares
|
$2 Million
0.6% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
43,898
shares
|
$1.99 Million
0.93% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
43,617
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
42,279
shares
|
$1.91 Million
0.29% of portfolio
|
Q1 2025
Added 29.07%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
41,617
shares
|
$1.88 Million
0.75% of portfolio
|
Q1 2025
Added 48.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
37,048
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
35,263
shares
|
$1.6 Million
0.87% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
33,484
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
32,594
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,429
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
30,204
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
29,726
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2025
Added 52.9%
|