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 |
---|---|---|---|---|---|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
12,154
shares
|
$544,620
0.04% of portfolio
|
Q4 2024
Added 2.44%
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
11,900
shares
|
$533,239
0.02% of portfolio
|
Q4 2024
Added 128.85%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
11,469
shares
|
$513,925
0.04% of portfolio
|
Q4 2024
Reduced 43.96%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,175
shares
|
$500,751
0.0% of portfolio
|
Q4 2024
Reduced 52.41%
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
10,396
shares
|
$465,844
0.14% of portfolio
|
Q4 2024
Reduced 92.09%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
10,164
shares
|
$455,448
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,140
shares
|
$454,373
0.08% of portfolio
|
Q4 2024
Reduced 76.65%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,107
shares
|
$452,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
10,082
shares
|
$451,774
0.1% of portfolio
|
Q4 2024
Added 5.26%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,030
shares
|
$449,444
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
9,724
shares
|
$435,732
0.17% of portfolio
|
Q4 2024
Reduced 18.06%
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
8,581
shares
|
$384,514
0.24% of portfolio
|
Q4 2024
Added 46.73%
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,449
shares
|
$378,599
0.01% of portfolio
|
Q4 2024
Reduced 43.96%
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,430
shares
|
$377,748
0.02% of portfolio
|
Q4 2024
Reduced 89.95%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,389
shares
|
$375,911
0.16% of portfolio
|
Q3 2023
Reduced 15.93%
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,913
shares
|
$354,581
0.0% of portfolio
|
Q4 2024
Reduced 64.01%
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
7,644
shares
|
$342,527
0.12% of portfolio
|
Q4 2024
Added 61.54%
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
7,574
shares
|
$339,390
0.0% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
6,524
shares
|
$292,340
0.12% of portfolio
|
Q4 2024
New holding
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
6,512
shares
|
$291,802
0.05% of portfolio
|
Q4 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
6,299
shares
|
$282,258
0.18% of portfolio
|
Q1 2024
Added 1.67%
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
6,222
shares
|
$278,807
0.11% of portfolio
|
Q4 2024
Reduced 89.04%
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
6,175
shares
|
$276,701
0.01% of portfolio
|
Q4 2024
Reduced 36.18%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,021
shares
|
$269,801
0.08% of portfolio
|
Q4 2024
Added 1.35%
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,992
shares
|
$268,501
0.02% of portfolio
|
Q4 2024
Reduced 20.74%
|