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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,119
shares
|
$228,819
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,108
shares
|
$228,327
0.01% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,880
shares
|
$218,136
0.01% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
4,805
shares
|
$214,783
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,795
shares
|
$214,336
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,455
shares
|
$199,138
0.01% of portfolio
|
Q1 2025
Reduced 76.64%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,004
shares
|
$178,978
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
3,836
shares
|
$171,469
0.15% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,785
shares
|
$169,189
0.01% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,244
shares
|
$145,006
0.06% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,919
shares
|
$130,479
0.0% of portfolio
|
Q4 2024
Added 207.59%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,748
shares
|
$122,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,901
shares
|
$84,974
0.0% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,730
shares
|
$77,331
0.03% of portfolio
|
Q4 2024
Added 222.76%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
1,675
shares
|
$74,872
0.05% of portfolio
|
Q1 2025
Reduced 31.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$43,537
0.01% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
952
shares
|
$42,554
0.0% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
753
shares
|
$33,659
0.01% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
728
shares
|
$32,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
725
shares
|
$32,407
0.0% of portfolio
|
Q1 2025
Added 27.19%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
687
shares
|
$30,708
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
553
shares
|
$24,719
0.0% of portfolio
|
Q4 2024
Reduced 33.37%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
486
shares
|
$21,724
0.0% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
406
shares
|
$18,148
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
335
shares
|
$14,974
0.0% of portfolio
|
Q1 2025
Reduced 27.49%
|