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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
63,492
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
62,720
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,445
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
57,148
shares
|
$2.71 Million
0.08% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
57,097
shares
|
$2.71 Million
0.08% of portfolio
|
Q3 2025
Added 25.84%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
56,218
shares
|
$2.67 Million
2.35% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
55,174
shares
|
$2.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 61.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,756
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
54,495
shares
|
$2.58 Million
0.52% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
53,407
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
50,217
shares
|
$2.38 Million
0.07% of portfolio
|
Q2 2025
Added 82.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
49,329
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.22%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
48,822
shares
|
$2.32 Million
1.04% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
47,490
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
46,940
shares
|
$2.23 Million
0.43% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,203
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
42,694
shares
|
$2.02 Million
0.37% of portfolio
|
Q3 2025
Added 50.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
42,073
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,709
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 42.34%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
40,059
shares
|
$1.9 Million
0.44% of portfolio
|
Q3 2025
Reduced 45.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
34,868
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
34,131
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.6%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
29,852
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
29,345
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
29,291
shares
|
$1.39 Million
0.42% of portfolio
|
Q2 2025
Added 7.96%
|