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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
28,725
shares
|
$1.28 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
28,381
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 91.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
28,140
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.33%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
26,766
shares
|
$1.2 Million
0.62% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
25,331
shares
|
$1.13 Million
0.34% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
22,689
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
22,208
shares
|
$992,697
0.03% of portfolio
|
Q1 2025
Added 74.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
22,089
shares
|
$987,378
0.03% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
21,228
shares
|
$948,891
0.18% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
20,101
shares
|
$898,514
0.73% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
19,853
shares
|
$887,429
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
19,441
shares
|
$869,012
0.11% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
19,039
shares
|
$851,043
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,443
shares
|
$824,402
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,132
shares
|
$810,500
0.03% of portfolio
|
Q1 2025
Reduced 83.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17,307
shares
|
$773,622
0.0% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
16,649
shares
|
$744,210
0.44% of portfolio
|
Q1 2025
Added 234.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,888
shares
|
$710,193
0.0% of portfolio
|
Q1 2025
Added 57.2%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
15,852
shares
|
$708,584
0.7% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
15,802
shares
|
$706,349
0.23% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
15,750
shares
|
$704,025
0.03% of portfolio
|
Q1 2025
Added 32.35%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
15,386
shares
|
$687,754
0.26% of portfolio
|
Q1 2025
Reduced 66.36%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
15,154
shares
|
$677,383
0.0% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
13,951
shares
|
$623,609
0.5% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,818
shares
|
$617,664
0.0% of portfolio
|
Q1 2025
Added 3.82%
|