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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
18,430
shares
|
$868,974
0.11% of portfolio
|
Q3 2025
Added 76.79%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
17,909
shares
|
$844,409
0.06% of portfolio
|
Q3 2025
Added 36.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
17,717
shares
|
$835,356
0.06% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
17,189
shares
|
$810,461
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
16,768
shares
|
$790,611
0.03% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
16,611
shares
|
$783,208
0.03% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
16,448
shares
|
$775,523
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,370
shares
|
$771,845
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
16,099
shares
|
$759,067
0.24% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,690
shares
|
$692,633
0.12% of portfolio
|
Q3 2025
Added 48.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,204
shares
|
$669,718
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
14,188
shares
|
$668,964
0.01% of portfolio
|
Q3 2025
Reduced 35.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
14,067
shares
|
$663,259
0.01% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
13,877
shares
|
$654,300
0.0% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,712
shares
|
$646,520
0.01% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
13,323
shares
|
$628,179
0.01% of portfolio
|
Q3 2025
Added 43.99%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
12,965
shares
|
$611,299
0.35% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,779
shares
|
$602,529
0.03% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
12,535
shares
|
$591,025
0.02% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
12,228
shares
|
$576,550
0.2% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
11,975
shares
|
$564,621
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
11,958
shares
|
$563,819
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
11,935
shares
|
$562,735
0.07% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
11,302
shares
|
$532,889
0.08% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,088
shares
|
$475,649
0.01% of portfolio
|
Q3 2025
Added 18.75%
|
|