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 168 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $983 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,862,573
shares
|
$83.3 Million
0.03% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
1,421,932
shares
|
$63.6 Million
0.26% of portfolio
|
Q3 2024
Added 21.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,420,854
shares
|
$63.5 Million
0.0% of portfolio
|
Q2 2024
Added 5773.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,414,795
shares
|
$63.2 Million
0.03% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,131,051
shares
|
$50.6 Million
2.36% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
886,851
shares
|
$39.6 Million
2.31% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
793,692
shares
|
$35.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
782,069
shares
|
$35 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
624,538
shares
|
$27.9 Million
0.35% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
611,374
shares
|
$27.3 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
602,010
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
545,307
shares
|
$24.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.42%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
521,558
shares
|
$23.3 Million
8.83% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
517,705
shares
|
$23.1 Million
0.07% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
488,616
shares
|
$21.8 Million
6.19% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
481,661
shares
|
$21.5 Million
0.05% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
443,500
shares
|
$19.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 32.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
414,520
shares
|
$18.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
361,842
shares
|
$16.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
325,852
shares
|
$14.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
309,729
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.43%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
275,079
shares
|
$12.3 Million
1.69% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
262,867
shares
|
$11.8 Million
3.44% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
262,288
shares
|
$11.7 Million
1.94% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
252,561
shares
|
$11.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 46.0%
|