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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
12,245
shares
|
$554,576
0.46% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Keystone Financial Services
|
Jul 23, 2024 Q2 2024 |
12,212
shares
|
$553,081
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,148
shares
|
$550,182
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
11,997
shares
|
$543,344
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
11,792
shares
|
$534,059
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
11,413
shares
|
$516,894
0.04% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
11,325
shares
|
$512,909
0.11% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
11,233
shares
|
$508,742
0.0% of portfolio
|
Q2 2024
Added 3.76%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
11,041
shares
|
$500,046
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,651
shares
|
$482,383
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,618
shares
|
$480,889
0.02% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,604
shares
|
$480,255
0.02% of portfolio
|
Q2 2024
Added 5631.89%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
10,494
shares
|
$475,273
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
10,076
shares
|
$456,342
0.21% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
9,719
shares
|
$440,173
0.09% of portfolio
|
Q3 2024
Added 76.1%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jul 12, 2024 Q2 2024 |
9,523
shares
|
$431,296
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
9,449
shares
|
$427,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
9,030
shares
|
$408,968
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
8,825
shares
|
$399,684
0.0% of portfolio
|
Q2 2024
Added 101.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,529
shares
|
$386,278
0.02% of portfolio
|
Q3 2024
Reduced 36.94%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,389
shares
|
$379,937
0.16% of portfolio
|
Q3 2023
Reduced 15.93%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,272
shares
|
$374,638
0.09% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
8,142
shares
|
$368,751
0.01% of portfolio
|
Q2 2024
Added 1391.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
8,045
shares
|
$364,358
0.01% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
8,036
shares
|
$363,950
0.14% of portfolio
|
Q3 2024
Added 42.99%
|