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 |
---|---|---|---|---|---|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
99,776
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2024
Added 63.4%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
98,958
shares
|
$4.72 Million
0.05% of portfolio
|
Q2 2024
Added 593.57%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
93,081
shares
|
$4.44 Million
0.06% of portfolio
|
Q2 2024
Added 14.86%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
89,460
shares
|
$4.26 Million
0.02% of portfolio
|
Q3 2024
Added 3.13%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
86,208
shares
|
$4.11 Million
0.26% of portfolio
|
Q2 2024
Added 318.02%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
77,038
shares
|
$3.67 Million
1.87% of portfolio
|
Q2 2024
Added 20.4%
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
69,442
shares
|
$3.31 Million
0.33% of portfolio
|
Q3 2024
Added 302.52%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
69,357
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.75%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
62,521
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 72.88%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
56,995
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2024
Added 12.78%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
55,671
shares
|
$2.65 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
53,591
shares
|
$2.55 Million
0.02% of portfolio
|
Q2 2024
Added 26.82%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
50,931
shares
|
$2.43 Million
1.97% of portfolio
|
Q2 2024
Added 20.73%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
46,684
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 24.41%
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
45,001
shares
|
$2.15 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
44,820
shares
|
$2.14 Million
0.48% of portfolio
|
Q2 2024
Added 5.14%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
43,504
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2024
Added 23.57%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
39,813
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2024
Added 3.36%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
36,338
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
36,197
shares
|
$1.73 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
35,700
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
34,775
shares
|
$1.66 Million
0.24% of portfolio
|
Q2 2024
Added 1.48%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
25,640
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Added 98.33%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
24,051
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2024
Added 47.77%
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
21,978
shares
|
$1.05 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.77%
|