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 178 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 $931 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,648
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 129.85%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
53,406
shares
|
$2.39 Million
0.92% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
51,086
shares
|
$2.29 Million
1.08% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
45,737
shares
|
$2.05 Million
0.8% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
45,551
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2024
Added 249.16%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
44,994
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,871
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 43.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
43,459
shares
|
$1.95 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
42,778
shares
|
$1.92 Million
0.18% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
41,778
shares
|
$1.87 Million
0.84% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
41,054
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.5%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
39,480
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 480.59%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
36,516
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
36,500
shares
|
$1.64 Million
0.27% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,765
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
35,186
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
33,963
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
33,037
shares
|
$1.48 Million
0.77% of portfolio
|
Q4 2024
Reduced 41.45%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
32,756
shares
|
$1.47 Million
0.2% of portfolio
|
Q4 2024
Added 114.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
32,483
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 48.62%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
30,057
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
29,359
shares
|
$1.32 Million
0.26% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
28,428
shares
|
$1.27 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
28,108
shares
|
$1.26 Million
0.51% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
25,313
shares
|
$1.13 Million
0.32% of portfolio
|
Q4 2024
New holding
|