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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,147
shares
|
$54,081
0.01% of portfolio
|
Q3 2025
Reduced 26.29%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,091
shares
|
$51,440
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
1,009
shares
|
$47,574
0.04% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
925
shares
|
$43,613
0.0% of portfolio
|
Q3 2025
Reduced 61.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
897
shares
|
$42,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
882
shares
|
$41,586
0.01% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
788
shares
|
$37,154
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
684
shares
|
$32,250
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
613
shares
|
$28,902
0.03% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
581
shares
|
$27,394
0.0% of portfolio
|
Q3 2025
Reduced 69.08%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
550
shares
|
$25,932
0.0% of portfolio
|
Q3 2025
Reduced 41.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
518
shares
|
$24,423
0.0% of portfolio
|
Q3 2025
Added 488.64%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
506
shares
|
$23,857
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$23,575
0.0% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
486
shares
|
$22,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
477
shares
|
$22,490
0.01% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
428
shares
|
$20,180
0.0% of portfolio
|
Q2 2024
Added 35.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
415
shares
|
$19,567
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
344
shares
|
$16,219
0.01% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
320
shares
|
$15,088
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
306
shares
|
$14,427
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
233
shares
|
$10,985
0.0% of portfolio
|
Q3 2025
Reduced 32.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
228
shares
|
$10,750
0.0% of portfolio
|
Q3 2025
Added 985.71%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
203
shares
|
$9,571
0.02% of portfolio
|
Q3 2025
Added 10050.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
196
shares
|
$9,241
0.0% of portfolio
|
Q2 2025
New holding
|
|