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 165 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
306
shares
|
$14,544
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
304
shares
|
$14,449
0.0% of portfolio
|
Q3 2024
Added 76.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
288
shares
|
$13,688
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
165
shares
|
$7,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
162
shares
|
$7,699
0.0% of portfolio
|
Q4 2024
Reduced 86.79%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
140
shares
|
$6,654
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
134
shares
|
$6,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
124
shares
|
$5,893
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
115
shares
|
$5,465
0.0% of portfolio
|
Q3 2024
Reduced 35.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
115
shares
|
$5,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
111
shares
|
$5,275
0.0% of portfolio
|
Q4 2024
Reduced 75.6%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$4,753
0.0% of portfolio
|
Q1 2023
Added 2400.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
95
shares
|
$4,515
0.0% of portfolio
|
Q2 2024
Added 97.92%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
78
shares
|
$3,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
33
shares
|
$1,568
0.0% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$808
0.0% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
10
shares
|
$475
0.0% of portfolio
|
Q3 2024
Reduced 91.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3
shares
|
$142
0.0% of portfolio
|
Q3 2024
Reduced 99.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|