Institutional Ownership Ishares Tr Edge High Yield Def (HYDB)
This table provides information about the institutional ownership of Ishares Tr Edge High Yield Def (HYDB). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $616 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
135,972
shares
|
$6.46 Million
0.07% of portfolio
|
Q4 2024
Added 1260.81%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
133,240
shares
|
$6.33 Million
0.5% of portfolio
|
Q4 2024
Added 23.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
132,161
shares
|
$6.28 Million
0.01% of portfolio
|
Q3 2024
Added 869.56%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
121,350
shares
|
$5.77 Million
1.51% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
120,433
shares
|
$5.72 Million
0.07% of portfolio
|
Q3 2024
Added 29.39%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
115,992
shares
|
$5.51 Million
0.74% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
110,877
shares
|
$5.27 Million
0.05% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
103,928
shares
|
$4.94 Million
0.43% of portfolio
|
Q3 2024
Added 207756.0%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
102,546
shares
|
$4.87 Million
0.1% of portfolio
|
Q4 2024
Added 893.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
97,644
shares
|
$4.64 Million
0.01% of portfolio
|
Q4 2024
Added 858.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
96,233
shares
|
$4.57 Million
0.03% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
96,098
shares
|
$4.57 Million
0.28% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
93,620
shares
|
$4.45 Million
0.0% of portfolio
|
Q3 2024
Added 115.2%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
89,972
shares
|
$4.28 Million
3.25% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
89,460
shares
|
$4.25 Million
0.02% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
80,181
shares
|
$3.81 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
64,079
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
57,937
shares
|
$2.75 Million
1.48% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,756
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
48,544
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
47,070
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
45,687
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
44,242
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
43,225
shares
|
$2.05 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,648
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Added 4.61%
|