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 206 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,847
shares
|
$974,157
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
21,802
shares
|
$972,151
0.18% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
20,875
shares
|
$930,816
0.13% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,876
shares
|
$886,270
0.02% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
18,490
shares
|
$824,469
0.1% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,443
shares
|
$822,373
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
17,376
shares
|
$774,795
0.28% of portfolio
|
Q3 2024
Added 50.66%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
17,223
shares
|
$767,973
0.15% of portfolio
|
Q4 2024
Added 77.21%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
17,042
shares
|
$759,902
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,919
shares
|
$754,418
0.0% of portfolio
|
Q3 2024
Added 32.96%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,581
shares
|
$739,346
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,376
shares
|
$730,205
0.06% of portfolio
|
Q4 2024
Added 58.45%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
16,243
shares
|
$724,275
0.16% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
16,231
shares
|
$723,740
0.62% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
16,036
shares
|
$715,045
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
15,896
shares
|
$708,802
0.01% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,622
shares
|
$696,584
0.23% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
15,182
shares
|
$676,965
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,076
shares
|
$672,238
0.02% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
14,468
shares
|
$645,128
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,373
shares
|
$640,892
0.01% of portfolio
|
Q4 2024
Added 176.46%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
13,768
shares
|
$613,915
0.05% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
12,754
shares
|
$568,700
0.02% of portfolio
|
Q3 2024
Added 56.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,711
shares
|
$566,783
0.02% of portfolio
|
Q4 2024
Reduced 34.11%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,605
shares
|
$562,056
0.03% of portfolio
|
Q3 2024
New holding
|