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 143 institutions that hold shares in the stock, with a total of 9.52 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
State Of New Jersey Common Pension Fund D
|
Aug 07, 2024 Q2 2024 |
1,013,120
shares
|
$48.3 Million
0.21% of portfolio
|
Q2 2024
Added 102.62%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$33 Million
1.58% of portfolio
|
Q3 2023
Added 5.08%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
672,375
shares
|
$32.1 Million
0.1% of portfolio
|
Q2 2024
Added 10.5%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
582,228
shares
|
$27.8 Million
0.01% of portfolio
|
Q2 2024
Added 12.53%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
394,843
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2024
Added 14.35%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
318,303
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.94%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
318,093
shares
|
$15.2 Million
0.03% of portfolio
|
Q2 2024
Added 58.09%
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
310,334
shares
|
$14.8 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
299,082
shares
|
$14.3 Million
0.04% of portfolio
|
Q2 2024
Added 0.31%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
276,569
shares
|
$13.2 Million
3.67% of portfolio
|
Q2 2024
Added 7.48%
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 06, 2024 Q2 2024 |
265,047
shares
|
$12.6 Million
5.55% of portfolio
|
Q2 2024
Added 1.16%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
247,981
shares
|
$11.8 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
231,521
shares
|
$11 Million
0.57% of portfolio
|
Q2 2024
Added 19.09%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
225,689
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2024
Added 6.49%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
218,820
shares
|
$10.4 Million
3.67% of portfolio
|
Q2 2024
Added 7.14%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
199,439
shares
|
$9.51 Million
1.36% of portfolio
|
Q2 2024
Added 1.3%
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
197,553
shares
|
$9.42 Million
2.82% of portfolio
|
Q2 2024
Added 14.52%
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
196,350
shares
|
$9.36 Million
4.19% of portfolio
|
Q3 2024
Added 6.31%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
190,577
shares
|
$9.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
155,259
shares
|
$7.4 Million
1.83% of portfolio
|
Q2 2024
Added 14.49%
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
126,898
shares
|
$6.05 Million
1.68% of portfolio
|
Q2 2024
New holding
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
116,700
shares
|
$5.56 Million
0.35% of portfolio
|
Q3 2024
Added 49.56%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
110,976
shares
|
$5.29 Million
0.71% of portfolio
|
Q3 2024
Added 58.76%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
108,161
shares
|
$5.16 Million
0.47% of portfolio
|
Q3 2024
Added 38.3%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
103,874
shares
|
$4.95 Million
0.06% of portfolio
|
Q2 2024
Added 145.32%
|