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 147 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $533 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
120,433
shares
|
$5.74 Million
0.07% of portfolio
|
Q3 2024
Added 29.39%
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
110,877
shares
|
$5.28 Million
0.05% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
108,161
shares
|
$5.15 Million
0.47% of portfolio
|
Q3 2024
Added 38.3%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
103,928
shares
|
$4.95 Million
0.43% of portfolio
|
Q3 2024
Added 207756.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
96,098
shares
|
$4.58 Million
0.28% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
93,620
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Added 115.2%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
89,460
shares
|
$4.26 Million
0.02% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
83,110
shares
|
$3.96 Million
3.13% of portfolio
|
Q3 2024
Added 63.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
64,079
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
57,937
shares
|
$2.76 Million
1.48% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,756
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
48,544
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
47,070
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
45,687
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
43,225
shares
|
$2.06 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,648
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,346
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
34,859
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
31,393
shares
|
$1.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
29,217
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
28,598
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Added 43.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,214
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
28,057
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 40.38%
|