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 |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
5,574
shares
|
$254,341
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
5,391
shares
|
$245,991
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,119
shares
|
$233,579
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,097
shares
|
$232,576
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,856
shares
|
$221,579
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,645
shares
|
$211,951
0.01% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
4,607
shares
|
$210,217
0.08% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,399
shares
|
$200,726
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,345
shares
|
$198,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
3,608
shares
|
$164,633
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,265
shares
|
$103,351
0.0% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,799
shares
|
$82,088
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,733
shares
|
$79,076
0.0% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,342
shares
|
$61,235
0.01% of portfolio
|
Q3 2025
Added 347.33%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,226
shares
|
$55,942
0.0% of portfolio
|
Q3 2025
Added 91.26%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,197
shares
|
$54,619
0.0% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$44,443
0.01% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
911
shares
|
$41,568
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
903
shares
|
$41,203
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
757
shares
|
$34,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
753
shares
|
$34,359
0.01% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
571
shares
|
$26,054
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
542
shares
|
$24,731
0.0% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
419
shares
|
$19,118
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
361
shares
|
$16,472
0.04% of portfolio
|
Q3 2025
Reduced 79.48%
|
|