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 |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
9,395
shares
|
$428,693
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,233
shares
|
$421,301
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,389
shares
|
$382,790
0.16% of portfolio
|
Q3 2023
Reduced 15.93%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
7,963
shares
|
$363,351
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
7,661
shares
|
$349,571
0.09% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,644
shares
|
$348,795
0.1% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
7,411
shares
|
$338,163
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
7,277
shares
|
$332,049
0.0% of portfolio
|
Q3 2025
Reduced 91.6%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
7,255
shares
|
$331,045
0.04% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
7,195
shares
|
$328,307
0.23% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,160
shares
|
$326,710
0.0% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
7,044
shares
|
$321,417
0.25% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,856
shares
|
$312,839
0.0% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
6,729
shares
|
$307,044
0.04% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,677
shares
|
$304,671
0.01% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,676
shares
|
$304,625
0.0% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,632
shares
|
$302,618
0.01% of portfolio
|
Q3 2025
Reduced 37.39%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,207
shares
|
$283,225
0.0% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
6,195
shares
|
$282,677
0.18% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
6,195
shares
|
$282,677
0.18% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,169
shares
|
$281,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
5,996
shares
|
$273,597
0.19% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
5,875
shares
|
$268,076
0.05% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
5,742
shares
|
$262,007
0.01% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
5,579
shares
|
$254,569
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|