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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
27,952
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
27,262
shares
|
$1.29 Million
0.16% of portfolio
|
Q4 2024
Added 65.55%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
25,829
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,680
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 76.84%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
24,718
shares
|
$1.17 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
24,061
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
23,473
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
23,297
shares
|
$1.1 Million
0.39% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
22,968
shares
|
$1.09 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
22,791
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
22,713
shares
|
$1.08 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
22,154
shares
|
$1.05 Million
0.41% of portfolio
|
Q4 2024
Added 125.83%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
21,539
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
21,462
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,461
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 26.56%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
20,727
shares
|
$982,252
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
19,389
shares
|
$918,844
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
19,361
shares
|
$917,517
0.08% of portfolio
|
Q4 2024
Added 246.78%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,125
shares
|
$906,333
0.37% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
19,063
shares
|
$903,395
0.07% of portfolio
|
Q4 2024
Added 307.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
18,482
shares
|
$875,861
0.0% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
18,247
shares
|
$864,725
0.0% of portfolio
|
Q4 2024
Added 67.17%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
17,422
shares
|
$825,628
0.57% of portfolio
|
Q4 2024
Added 153.6%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
17,396
shares
|
$824,396
0.06% of portfolio
|
Q4 2024
Added 84.01%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,337
shares
|
$821,600
0.0% of portfolio
|
Q4 2024
Reduced 40.66%
|