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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,579
shares
|
$215,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,497
shares
|
$212,033
0.09% of portfolio
|
Q3 2025
Reduced 54.13%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
4,365
shares
|
$205,809
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,319
shares
|
$203,640
0.0% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,311
shares
|
$203,263
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,231
shares
|
$199,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,035
shares
|
$190,250
0.01% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
3,916
shares
|
$184,639
0.09% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,271
shares
|
$154,227
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,147
shares
|
$148,381
0.0% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,904
shares
|
$136,923
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,716
shares
|
$128,059
0.0% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,666
shares
|
$125,701
0.0% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,593
shares
|
$122,259
0.07% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,380
shares
|
$112,217
0.03% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,338
shares
|
$110,236
0.0% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,193
shares
|
$103,399
0.0% of portfolio
|
Q3 2025
Added 13606.25%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,106
shares
|
$99,297
0.06% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,796
shares
|
$84,681
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,787
shares
|
$84,257
0.01% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,610
shares
|
$75,911
0.0% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,423
shares
|
$67,094
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,176
shares
|
$55,448
0.01% of portfolio
|
Q2 2025
Reduced 48.47%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,175
shares
|
$55,401
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,155
shares
|
$54,458
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|