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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,744
shares
|
$317,979
0.0% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,578
shares
|
$310,152
0.0% of portfolio
|
Q3 2025
Added 35.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,574
shares
|
$309,964
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
6,299
shares
|
$296,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,278
shares
|
$296,007
0.01% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
6,260
shares
|
$295,159
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
6,000
shares
|
$282,900
0.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
5,989
shares
|
$282,381
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
5,881
shares
|
$277,289
0.02% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,830
shares
|
$274,884
0.0% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
5,700
shares
|
$268,755
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,454
shares
|
$257,156
0.04% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,448
shares
|
$256,873
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
5,442
shares
|
$256,590
0.02% of portfolio
|
Q3 2025
Reduced 51.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
5,383
shares
|
$253,808
0.0% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,383
shares
|
$253,808
0.03% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
5,321
shares
|
$250,885
0.04% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
5,172
shares
|
$243,859
0.08% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
5,141
shares
|
$242,398
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,049
shares
|
$238,060
0.02% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,922
shares
|
$232,072
0.14% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
4,859
shares
|
$229,101
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
4,810
shares
|
$226,791
0.01% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,752
shares
|
$224,056
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,716
shares
|
$222,359
0.03% of portfolio
|
Q3 2025
Added 2.54%
|
|