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 230 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
15,896
shares
|
$712,299
0.01% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,817
shares
|
$708,759
0.02% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
15,254
shares
|
$683,531
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
15,182
shares
|
$680,305
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,076
shares
|
$675,555
0.02% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
14,748
shares
|
$660,857
0.41% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
14,468
shares
|
$648,311
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
13,902
shares
|
$622,948
0.46% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
13,768
shares
|
$616,944
0.05% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
12,754
shares
|
$571,506
0.02% of portfolio
|
Q3 2024
Added 56.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,605
shares
|
$564,830
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
12,245
shares
|
$548,698
0.46% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,148
shares
|
$544,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
11,978
shares
|
$536,734
0.37% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
11,940
shares
|
$535,031
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
11,867
shares
|
$531,760
0.22% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,865
shares
|
$531,670
0.04% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
11,369
shares
|
$509,444
0.49% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
11,325
shares
|
$507,473
0.11% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,651
shares
|
$477,271
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,618
shares
|
$475,792
0.02% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,604
shares
|
$475,165
0.02% of portfolio
|
Q2 2024
Added 5631.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,438
shares
|
$467,726
0.01% of portfolio
|
Q3 2024
Added 29.75%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
10,335
shares
|
$463,111
0.04% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
10,076
shares
|
$451,505
0.21% of portfolio
|
Q3 2024
Added 0.37%
|