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 251 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
71,226
shares
|
$3.36 Million
1.76% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
62,720
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
62,686
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
60,640
shares
|
$2.86 Million
0.08% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
58,829
shares
|
$2.77 Million
0.36% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
58,293
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2025
Added 16.08%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
57,829
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,445
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
57,253
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
57,097
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2025
Added 25.84%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
55,930
shares
|
$2.64 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
55,629
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,756
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
49,891
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
45,440
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2025
Added 57.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
44,522
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
43,180
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 108.88%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
42,694
shares
|
$2.01 Million
0.37% of portfolio
|
Q3 2025
Added 50.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,709
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 42.34%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
40,059
shares
|
$1.89 Million
0.44% of portfolio
|
Q3 2025
Reduced 45.94%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
37,354
shares
|
$1.76 Million
0.53% of portfolio
|
Q3 2025
Added 53.88%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
35,165
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
34,868
shares
|
$1.64 Million
0.2% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
34,854
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 45.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
34,830
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2025
Added 43.06%
|
|