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 240 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
227,285
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
225,245
shares
|
$10.7 Million
0.59% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
223,929
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
222,439
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
213,479
shares
|
$10.1 Million
4.08% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
208,301
shares
|
$9.88 Million
0.37% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
199,439
shares
|
$9.46 Million
1.36% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
178,596
shares
|
$8.47 Million
6.61% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
161,078
shares
|
$7.64 Million
0.22% of portfolio
|
Q2 2025
Reduced 63.56%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
159,986
shares
|
$7.59 Million
2.85% of portfolio
|
Q3 2025
Added 669.87%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
137,856
shares
|
$6.54 Million
1.21% of portfolio
|
Q2 2025
Added 1340.35%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
121,730
shares
|
$5.77 Million
4.63% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
121,426
shares
|
$5.76 Million
0.0% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
116,319
shares
|
$5.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
100,852
shares
|
$4.78 Million
1.65% of portfolio
|
Q2 2025
Added 134.14%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
98,398
shares
|
$4.67 Million
3.64% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
96,233
shares
|
$4.56 Million
0.03% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
92,769
shares
|
$4.4 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
81,442
shares
|
$3.86 Million
0.8% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
80,666
shares
|
$3.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 69.4%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
79,087
shares
|
$3.75 Million
0.26% of portfolio
|
Q2 2025
Added 32.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
74,203
shares
|
$3.52 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
73,142
shares
|
$3.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
67,167
shares
|
$3.19 Million
1.78% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
64,735
shares
|
$3.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.37%
|