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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,101
shares
|
$52,330
0.0% of portfolio
|
Q4 2024
Added 107.74%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,077
shares
|
$51,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
954
shares
|
$45,343
0.0% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
905
shares
|
$43,014
0.0% of portfolio
|
Q3 2024
Added 76.41%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
882
shares
|
$41,921
0.02% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
779
shares
|
$37,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
759
shares
|
$36,075
0.0% of portfolio
|
Q3 2024
Added 336.21%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
684
shares
|
$32,510
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
617
shares
|
$29,326
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
519
shares
|
$24,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
477
shares
|
$22,671
0.01% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
467
shares
|
$22,196
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
428
shares
|
$20,342
0.0% of portfolio
|
Q2 2024
Added 35.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
378
shares
|
$17,966
0.0% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
310
shares
|
$14,734
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
306
shares
|
$14,544
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
304
shares
|
$14,449
0.0% of portfolio
|
Q3 2024
Added 76.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
288
shares
|
$13,688
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
255
shares
|
$12,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
231
shares
|
$10,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
165
shares
|
$7,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
162
shares
|
$7,699
0.0% of portfolio
|
Q4 2024
Reduced 86.79%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
140
shares
|
$6,654
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
134
shares
|
$6,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
124
shares
|
$5,893
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|