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 165 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,346
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
34,859
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
31,393
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
29,217
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
28,598
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Added 43.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,214
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
28,057
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Added 40.38%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
27,254
shares
|
$1.3 Million
0.25% of portfolio
|
Q3 2024
Added 158.65%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
25,829
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
25,153
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 110.2%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
23,297
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
23,020
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
22,154
shares
|
$1.05 Million
0.41% of portfolio
|
Q4 2024
Added 125.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
21,592
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.58%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
21,462
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
19,669
shares
|
$935,260
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
19,361
shares
|
$920,615
0.08% of portfolio
|
Q4 2024
Added 246.78%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,098
shares
|
$908,109
0.38% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,075
shares
|
$907,016
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,834
shares
|
$848,006
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,957
shares
|
$806,305
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,468
shares
|
$783,053
0.16% of portfolio
|
Q3 2024
Added 39.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,370
shares
|
$778,393
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,126
shares
|
$719,241
0.05% of portfolio
|
Q4 2024
Added 36.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,959
shares
|
$663,750
0.02% of portfolio
|
Q3 2024
Added 1.58%
|