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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,443
shares
|
$841,554
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
17,990
shares
|
$820,883
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
17,887
shares
|
$816,183
0.0% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
16,489
shares
|
$752,393
0.01% of portfolio
|
Q3 2025
Added 58.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
16,212
shares
|
$739,753
0.04% of portfolio
|
Q4 2025
Added 7.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
15,902
shares
|
$725,608
0.0% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Jan 27, 2026 Q4 2025 |
15,766
shares
|
$719,402
0.23% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
15,557
shares
|
$709,865
0.02% of portfolio
|
Q4 2025
Added 34.07%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
15,526
shares
|
$708,451
0.41% of portfolio
|
Q3 2025
Added 66.75%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
15,204
shares
|
$693,758
0.13% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
15,096
shares
|
$688,830
0.54% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,756
shares
|
$673,316
0.01% of portfolio
|
Q3 2025
Reduced 68.97%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
14,743
shares
|
$672,723
0.48% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,489
shares
|
$615,503
0.0% of portfolio
|
Q3 2025
Reduced 79.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,785
shares
|
$583,379
0.02% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,984
shares
|
$546,829
0.0% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,732
shares
|
$535,331
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,687
shares
|
$533,277
0.03% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
10,968
shares
|
$500,469
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,839
shares
|
$494,583
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,752
shares
|
$490,613
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jan 29, 2026 Q4 2025 |
10,661
shares
|
$486,461
0.3% of portfolio
|
Q4 2025
Added 48.17%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
10,467
shares
|
$477,609
0.11% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,001
shares
|
$456,345
0.0% of portfolio
|
Q3 2025
Reduced 94.02%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,856
shares
|
$449,729
0.01% of portfolio
|
Q2 2025
Added 38.19%
|
|