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 |
|---|---|---|---|---|---|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
12,906
shares
|
$613,680
0.31% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
12,784
shares
|
$607,879
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
11,023
shares
|
$524,143
0.32% of portfolio
|
Q4 2024
Reduced 44.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,915
shares
|
$519,008
0.0% of portfolio
|
Q3 2024
Added 51.03%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
10,065
shares
|
$478,590
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
10,023
shares
|
$476,593
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,929
shares
|
$472,123
0.01% of portfolio
|
Q2 2024
Reduced 8.47%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,740
shares
|
$463,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,568
shares
|
$454,958
0.03% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,537
shares
|
$453,484
0.0% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
9,454
shares
|
$449,537
0.03% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
9,255
shares
|
$440,075
0.1% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
8,654
shares
|
$411,497
0.07% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
8,392
shares
|
$399,039
0.01% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,203
shares
|
$390,052
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
8,152
shares
|
$387,627
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
8,080
shares
|
$384,204
0.26% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
8,015
shares
|
$381,113
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
7,826
shares
|
$372,126
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,662
shares
|
$364,328
0.12% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,452
shares
|
$354,342
0.01% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,204
shares
|
$342,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
6,979
shares
|
$331,851
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
6,965
shares
|
$331,185
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
6,956
shares
|
$330,757
0.09% of portfolio
|
Q4 2024
Reduced 3.88%
|