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Get Institutions for : 
Ishares Edge Investment Grade Enhanced Bond Etf (IGEB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    35
Total shares held : 
 8,247,657  
% of shares held : 
 91.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 3,648,986  
% of shares held change : 
   40.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 1,989,630
 24.12%
 
Increased Positions :
19
 2,369,913
 28.73%
 
Unchanged Positions :
5
 208,487
 2.53%
 
Decreased Positions :
17
-653,927
-7.93%
 
Closed Positions :
4
-56,630
-0.69%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   STATE OF NEW JERSEY COMMON PENSION FUND D 245 *New 2024-03-31 550,000 $24,668,000 550,000
   MERCER GLOBAL ADVISORS INC /ADV 266 *New 2024-03-31 285,640 $12,811,000 285,640
   Fundamentun LLC 26 *New 2024-03-31 270,546 $12,134,000 270,546
   Tennessee Valley Asset Management Partners 23 *New 2024-03-31 54,897 $2,462,000 54,897
   ATRIA INVESTMENTS LLC 794 *New 2024-03-31 31,364 $1,407,000 31,364
   SWMG LLC 32 *New 2024-03-31 28,214 $1,265,000 28,214
   Vertex Planning Partners LLC 105 *New 2024-03-31 8,996 $403,000 8,996
   Synergy Financial Management LLC 92 *New 2024-03-31 8,906 $399,000 8,906
   Cyndeo Wealth Partners LLC 316 *New 2024-03-31 7,168 $321,000 7,168
   RAYMOND JAMES & ASSOCIATES 3336 *New 2024-03-31 6,443 $289,000 6,443
   AXXCESS WEALTH MANAGEMENT LLC 687 *New 2024-03-31 6,213 $279,000 6,213
   Shared Vision Wealth Group LLC 67 *New 2024-03-31 5,274 $237,000 5,274
   Spectrum Wealth Counsel LLC 131 *New 2024-03-31 4,154 $186,000 4,154
   Icon Wealth Advisors LLC 388 *New 2024-03-31 3,377 $151,000 3,377
   Steward Partners Investment Advisory LLC 1593 *New 2024-03-31 3,115 $140,000 3,115
   Nelson Van Denburg & Campbell Wealth Management Gr 1531 *New 2024-03-31 518 $23,000 518
   Continuum Advisory LLC 836 *New 2024-03-31 343 $15,000 343
   PRIVATE TRUST CO NA 1708 *New 2024-03-31 185 $8,000 185
   City State Bank 517 *New 2024-03-31 161 $7,000 161
   ESL Trust Services LLC 128 *New 2024-03-31 67 $3,000 67
  20 Records found
  1    
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