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 213 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
33,429
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2024
Added 889.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
33,049
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
32,761
shares
|
$1.48 Million
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,570
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
31,345
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,167
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
30,773
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Added 887.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
30,738
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
30,562
shares
|
$1.38 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
30,353
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
29,589
shares
|
$1.34 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
28,960
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
28,345
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2024
Added 58.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
27,826
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
27,266
shares
|
$1.23 Million
0.79% of portfolio
|
Q2 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
27,064
shares
|
$1.23 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
26,971
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
26,775
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
25,896
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
25,492
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
25,332
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
25,213
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
23,616
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
Added 172.2%
|
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
23,352
shares
|
$1.06 Million
0.46% of portfolio
|
Q2 2024
Reduced 17.23%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
22,903
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Added 0.36%
|