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 |
|---|---|---|---|---|---|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
16,878
shares
|
$799,848
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,370
shares
|
$775,774
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
16,131
shares
|
$764,448
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,126
shares
|
$716,821
0.05% of portfolio
|
Q4 2024
Added 36.34%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
14,852
shares
|
$703,836
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
14,683
shares
|
$695,827
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,611
shares
|
$692,415
0.02% of portfolio
|
Q4 2024
Added 15280.0%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
14,176
shares
|
$671,800
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
14,018
shares
|
$664,313
0.32% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
13,606
shares
|
$644,788
0.19% of portfolio
|
Q4 2024
Added 94.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,261
shares
|
$628,438
0.01% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
12,784
shares
|
$605,833
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
12,450
shares
|
$590,005
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
12,171
shares
|
$576,783
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
12,170
shares
|
$576,736
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
12,145
shares
|
$575,551
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
11,968
shares
|
$567,163
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,626
shares
|
$550,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
11,237
shares
|
$532,521
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
11,023
shares
|
$522,379
0.32% of portfolio
|
Q4 2024
Reduced 44.51%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
11,015
shares
|
$522,000
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
10,843
shares
|
$513,849
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
10,702
shares
|
$507,167
0.29% of portfolio
|
Q4 2024
Added 84.07%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
10,090
shares
|
$478,165
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
10,065
shares
|
$476,980
0.36% of portfolio
|
Q1 2024
New holding
|