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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
13,171
shares
|
$588,743
0.13% of portfolio
|
Q1 2025
Added 30.64%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
13,168
shares
|
$588,609
0.04% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
12,013
shares
|
$536,981
0.02% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
11,800
shares
|
$527,460
0.02% of portfolio
|
Q1 2025
Added 39.98%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
11,713
shares
|
$523,571
0.04% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
10,614
shares
|
$474,445
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,614
shares
|
$474,445
0.02% of portfolio
|
Q1 2025
Added 1061300.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,948
shares
|
$444,675
0.01% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
9,311
shares
|
$416,201
0.27% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,389
shares
|
$374,988
0.16% of portfolio
|
Q3 2023
Reduced 15.93%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,644
shares
|
$341,686
0.12% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,343
shares
|
$328,232
0.27% of portfolio
|
Q1 2025
Reduced 68.08%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
7,255
shares
|
$324,298
0.04% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
7,189
shares
|
$321,348
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
7,132
shares
|
$318,800
0.01% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
6,566
shares
|
$293,500
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
6,522
shares
|
$291,533
0.22% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
6,299
shares
|
$281,565
0.28% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
6,011
shares
|
$268,691
0.19% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
5,875
shares
|
$262,612
0.05% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,853
shares
|
$261,629
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,738
shares
|
$256,488
0.0% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
5,532
shares
|
$247,280
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,466
shares
|
$244,330
0.0% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,289
shares
|
$236,418
0.0% of portfolio
|
Q1 2025
Added 2.46%
|