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 180 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $926 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
215,375
shares
|
$9.61 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
199,885
shares
|
$8.91 Million
3.52% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,000
shares
|
$8.79 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
163,019
shares
|
$7.27 Million
0.26% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
159,975
shares
|
$7.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 71.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
150,084
shares
|
$6.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
115,396
shares
|
$5.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.03%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
112,957
shares
|
$5.04 Million
2.33% of portfolio
|
Q4 2024
Added 56.69%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
111,753
shares
|
$4.98 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
109,984
shares
|
$4.91 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
108,450
shares
|
$4.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
93,076
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
90,803
shares
|
$4.05 Million
1.06% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,148
shares
|
$4.02 Million
0.0% of portfolio
|
Q4 2024
Added 91.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,636
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Added 97.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
79,050
shares
|
$3.53 Million
0.11% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
71,251
shares
|
$3.18 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
67,214
shares
|
$3 Million
0.69% of portfolio
|
Q4 2024
Added 26.2%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
60,039
shares
|
$2.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 82.27%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
59,740
shares
|
$2.66 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
57,668
shares
|
$2.57 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
57,027
shares
|
$2.54 Million
0.5% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
56,720
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 93.11%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
54,275
shares
|
$2.42 Million
2.1% of portfolio
|
Q4 2024
Added 42.36%
|