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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,773
shares
|
$274,390
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,640
shares
|
$268,069
0.0% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,545
shares
|
$263,553
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
5,512
shares
|
$261,985
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
5,328
shares
|
$253,239
0.2% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,157
shares
|
$245,112
0.03% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
4,956
shares
|
$235,558
0.09% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
4,941
shares
|
$234,845
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,674
shares
|
$222,155
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,657
shares
|
$221,347
0.01% of portfolio
|
Q4 2024
Added 150.38%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
4,585
shares
|
$217,925
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,571
shares
|
$217,259
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,314
shares
|
$205,044
0.0% of portfolio
|
Q4 2024
Added 31.93%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,034
shares
|
$191,736
0.04% of portfolio
|
Q4 2024
Added 99.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,811
shares
|
$181,136
0.0% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,380
shares
|
$160,651
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,333
shares
|
$158,417
0.0% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,271
shares
|
$155,470
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,029
shares
|
$143,968
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2,964
shares
|
$140,878
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,106
shares
|
$100,098
0.06% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,885
shares
|
$89,594
0.08% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,859
shares
|
$88,358
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,447
shares
|
$68,775
0.0% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,175
shares
|
$55,847
0.0% of portfolio
|
Q1 2021
New holding
|