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 195 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
74,842
shares
|
$3.42 Million
0.37% of portfolio
|
Q3 2025
Added 24.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
73,099
shares
|
$3.34 Million
0.75% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
72,768
shares
|
$3.32 Million
1.03% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
72,720
shares
|
$3.32 Million
1.02% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
71,961
shares
|
$3.28 Million
1.27% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
71,405
shares
|
$3.26 Million
0.02% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
71,251
shares
|
$3.25 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
67,359
shares
|
$3.07 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
65,486
shares
|
$2.99 Million
0.88% of portfolio
|
Q3 2025
Added 48.44%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
59,670
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
59,132
shares
|
$2.7 Million
1.21% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,648
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 129.85%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
52,743
shares
|
$2.41 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
50,415
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
49,646
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
44,264
shares
|
$2.02 Million
0.9% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,468
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
43,400
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 50.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
42,415
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
40,998
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
39,831
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2025
Added 33.99%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
39,090
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
37,377
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
37,280
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 35.76%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
34,950
shares
|
$1.59 Million
0.53% of portfolio
|
Q3 2025
Reduced 17.89%
|
|