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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
27,254
shares
|
$1.3 Million
0.25% of portfolio
|
Q3 2024
Added 158.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
25,640
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Added 98.33%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
25,153
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 110.2%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
24,790
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Reduced 64.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
23,020
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
22,356
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
21,592
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.58%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
19,864
shares
|
$946,519
0.61% of portfolio
|
Q3 2024
Reduced 57.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
19,669
shares
|
$937,227
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,098
shares
|
$910,019
0.38% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,075
shares
|
$908,923
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,834
shares
|
$849,790
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
17,530
shares
|
$835,304
0.04% of portfolio
|
Q3 2024
Reduced 92.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,957
shares
|
$808,001
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,468
shares
|
$784,700
0.16% of portfolio
|
Q3 2024
Added 39.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,370
shares
|
$780,030
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,959
shares
|
$665,146
0.02% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
12,906
shares
|
$614,970
0.31% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,094
shares
|
$528,629
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,915
shares
|
$520,099
0.0% of portfolio
|
Q3 2024
Added 51.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
10,684
shares
|
$509,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,321
shares
|
$491,795
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,183
shares
|
$485,219
0.0% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
10,065
shares
|
$479,597
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
9,992
shares
|
$476,118
0.01% of portfolio
|
Q3 2024
Reduced 16.59%
|