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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,930
shares
|
$329,521
0.05% of portfolio
|
Q4 2024
Reduced 72.05%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
6,870
shares
|
$326,668
0.25% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
6,736
shares
|
$320,296
0.22% of portfolio
|
Q3 2024
Added 55.93%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,599
shares
|
$313,782
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
6,370
shares
|
$302,893
0.06% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
6,150
shares
|
$292,432
0.0% of portfolio
|
Q3 2024
Added 19.42%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,029
shares
|
$286,678
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,987
shares
|
$284,681
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5,814
shares
|
$276,455
0.17% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,773
shares
|
$274,506
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,640
shares
|
$268,182
0.0% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
5,328
shares
|
$253,346
0.2% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,946
shares
|
$235,182
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
4,941
shares
|
$234,944
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,857
shares
|
$230,950
0.08% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,674
shares
|
$222,248
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,571
shares
|
$217,351
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,034
shares
|
$191,816
0.04% of portfolio
|
Q4 2024
Added 99.6%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,380
shares
|
$160,719
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,333
shares
|
$158,484
0.0% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,271
shares
|
$155,536
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,270
shares
|
$155,488
0.0% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,254
shares
|
$154,727
0.0% of portfolio
|
Q3 2024
Added 56.29%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,029
shares
|
$144,028
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2,964
shares
|
$140,938
0.13% of portfolio
|
Q4 2024
New holding
|