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 |
|---|---|---|---|---|---|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
10,023
shares
|
$474,989
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,740
shares
|
$461,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,568
shares
|
$453,427
0.03% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
9,275
shares
|
$439,542
0.11% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
9,249
shares
|
$438,310
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
9,064
shares
|
$429,542
0.02% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,048
shares
|
$428,784
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
8,936
shares
|
$423,477
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
8,654
shares
|
$410,113
0.07% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
8,293
shares
|
$393,005
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,290
shares
|
$392,863
0.0% of portfolio
|
Q4 2024
Added 472.91%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,203
shares
|
$388,740
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
8,080
shares
|
$382,911
0.26% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
8,015
shares
|
$379,830
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
7,854
shares
|
$372,201
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
7,828
shares
|
$370,968
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
7,826
shares
|
$370,874
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
7,812
shares
|
$370,210
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
7,796
shares
|
$369,452
0.12% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,593
shares
|
$359,832
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
7,593
shares
|
$359,832
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,573
shares
|
$358,884
0.01% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,452
shares
|
$353,150
0.01% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
7,411
shares
|
$351,207
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,204
shares
|
$341,397
0.01% of portfolio
|
Q4 2024
New holding
|