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 240 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $969 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
68,036
shares
|
$3.22 Million
0.73% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
67,115
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
62,433
shares
|
$2.96 Million
1.06% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
57,538
shares
|
$2.73 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
56,942
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Added 219.29%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
55,708
shares
|
$2.64 Million
2.88% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,756
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
53,894
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
53,363
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Added 28.13%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
50,834
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
Added 102.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
50,258
shares
|
$2.38 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,375
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
47,126
shares
|
$2.23 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
44,242
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,918
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
40,647
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
39,490
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 314.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
37,132
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2024
Added 44.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
36,957
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 93.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
35,062
shares
|
$1.66 Million
0.22% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
34,759
shares
|
$1.65 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
32,952
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Added 4241.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
31,129
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
28,819
shares
|
$1.37 Million
0.28% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
28,190
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
New holding
|