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 199 institutions that hold shares in the stock, with a total of 30.3 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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
536
shares
|
$23,889
0.01% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
496
shares
|
$22,106
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
462
shares
|
$20,591
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
450
shares
|
$20,056
0.0% of portfolio
|
Q3 2024
Reduced 82.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
445
shares
|
$19,833
0.0% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
406
shares
|
$18,095
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
304
shares
|
$13,549
0.01% of portfolio
|
Q4 2024
Added 22.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$13,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
272
shares
|
$12,123
0.0% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
245
shares
|
$10,919
0.0% of portfolio
|
Q4 2024
Reduced 39.05%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
211
shares
|
$9,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
177
shares
|
$7,888
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
172
shares
|
$7,666
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
172
shares
|
$7,666
0.0% of portfolio
|
Q4 2024
Reduced 63.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
162
shares
|
$7,220
0.0% of portfolio
|
Q3 2024
Reduced 42.96%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
136
shares
|
$6,061
0.0% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
123
shares
|
$5,482
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
67
shares
|
$2,986
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
59
shares
|
$2,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
59
shares
|
$2,629
0.0% of portfolio
|
Q4 2024
Reduced 99.72%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
58
shares
|
$2,585
0.0% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
51
shares
|
$2,273
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
3
shares
|
$133
0.0% of portfolio
|
Q4 2024
Reduced 99.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$44
0.0% of portfolio
|
Q4 2024
New holding
|