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 198 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
39,090
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
34,950
shares
|
$1.59 Million
0.53% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
33,139
shares
|
$1.51 Million
0.88% of portfolio
|
Q4 2025
Added 12.41%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
32,955
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2025
Reduced 11.6%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
32,579
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
32,243
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2025
Reduced 5.72%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
30,859
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
28,545
shares
|
$1.3 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
27,139
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
26,909
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
26,390
shares
|
$1.2 Million
0.42% of portfolio
|
Q4 2025
Added 4.66%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
26,010
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2025
Added 52.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
25,559
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 347.62%
|
|
|
Paller Financial Services Inc
Centennial, CO |
Jan 15, 2026 Q4 2025 |
24,655
shares
|
$1.13 Million
0.9% of portfolio
|
Q4 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
24,293
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
24,098
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
23,560
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
23,103
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Hb Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
22,064
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Forte Asset Management LLC
|
Jan 16, 2026 Q4 2025 |
21,597
shares
|
$985,471
0.46% of portfolio
|
Q4 2025
Added 2.92%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
21,503
shares
|
$981,181
0.33% of portfolio
|
Q3 2025
Added 79.1%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
20,471
shares
|
$934,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
19,806
shares
|
$903,747
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
19,627
shares
|
$895,580
0.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
18,694
shares
|
$853,007
0.28% of portfolio
|
Q3 2025
Added 24.63%
|
|