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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,827
shares
|
$463,343
0.0% of portfolio
|
Q3 2025
Reduced 31.05%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
9,770
shares
|
$460,655
0.2% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
9,695
shares
|
$457,119
0.03% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,661
shares
|
$455,516
0.03% of portfolio
|
Q3 2025
Added 96.72%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,603
shares
|
$452,781
0.08% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
9,442
shares
|
$445,190
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
9,124
shares
|
$430,196
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,843
shares
|
$416,947
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
8,492
shares
|
$400,397
0.3% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
8,466
shares
|
$399,171
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
8,378
shares
|
$395,022
0.23% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,348
shares
|
$393,608
0.01% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,203
shares
|
$386,771
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
8,195
shares
|
$386,394
0.09% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
8,065
shares
|
$380,264
0.31% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,678
shares
|
$362,017
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
7,652
shares
|
$360,791
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
7,621
shares
|
$359,330
0.14% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,593
shares
|
$358,009
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,554
shares
|
$356,171
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
7,355
shares
|
$346,788
0.01% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
7,341
shares
|
$346,128
0.01% of portfolio
|
Q3 2025
Added 69.34%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
7,276
shares
|
$343,063
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
7,045
shares
|
$332,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
6,884
shares
|
$324,580
0.24% of portfolio
|
Q3 2025
Added 7.82%
|
|