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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
20,574
shares
|
$980,762
0.0% of portfolio
|
Q2 2024
Added 32.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
20,448
shares
|
$974,756
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
19,987
shares
|
$952,780
0.06% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
19,938
shares
|
$950,444
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
19,864
shares
|
$946,916
0.61% of portfolio
|
Q3 2024
Reduced 57.97%
|
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
19,078
shares
|
$909,448
0.41% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
17,805
shares
|
$848,764
0.0% of portfolio
|
Q2 2024
Reduced 22.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,370
shares
|
$780,357
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
16,292
shares
|
$776,639
0.0% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
16,069
shares
|
$766,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
13,742
shares
|
$655,081
0.02% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
13,631
shares
|
$649,789
0.0% of portfolio
|
Q2 2024
Reduced 73.25%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jul 31, 2024 Q2 2024 |
12,250
shares
|
$583,957
0.31% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
11,966
shares
|
$570,419
0.0% of portfolio
|
Q2 2024
Added 24.46%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
11,786
shares
|
$561,838
0.18% of portfolio
|
Q2 2024
Added 49.76%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
11,463
shares
|
$546,441
0.0% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
11,295
shares
|
$538,432
0.04% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jul 16, 2024 Q2 2024 |
11,018
shares
|
$525,228
0.38% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
10,770
shares
|
$513,405
0.11% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
10,537
shares
|
$502,298
0.1% of portfolio
|
Q2 2024
Added 48.49%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
10,065
shares
|
$479,798
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
9,992
shares
|
$476,318
0.01% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
9,929
shares
|
$473,315
0.01% of portfolio
|
Q2 2024
Reduced 8.47%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
9,810
shares
|
$467,642
0.19% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
9,772
shares
|
$465,831
0.03% of portfolio
|
Q2 2024
Added 0.84%
|