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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,902
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
28,840
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 113.38%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
28,567
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
28,338
shares
|
$1.34 Million
0.43% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
28,166
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.68%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
28,143
shares
|
$1.33 Million
0.64% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
26,861
shares
|
$1.27 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
24,346
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Added 71.01%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
24,275
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
24,261
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
23,946
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
23,600
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,019
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 43.73%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
22,286
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
21,832
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,663
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
20,672
shares
|
$980,472
0.0% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
19,994
shares
|
$948,315
0.0% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,615
shares
|
$882,909
0.0% of portfolio
|
Q2 2025
Reduced 58.48%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
18,444
shares
|
$874,798
0.18% of portfolio
|
Q3 2025
Added 89.23%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
18,430
shares
|
$874,134
0.0% of portfolio
|
Q2 2025
Reduced 53.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
17,429
shares
|
$826,657
0.06% of portfolio
|
Q2 2025
Reduced 34.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
17,288
shares
|
$819,969
0.02% of portfolio
|
Q2 2025
Reduced 40.05%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
17,123
shares
|
$812,143
0.43% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
16,902
shares
|
$801,661
0.05% of portfolio
|
Q2 2025
Added 1.52%
|