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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
16,768
shares
|
$795,306
0.03% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
16,611
shares
|
$787,859
0.03% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,370
shares
|
$776,429
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
16,116
shares
|
$764,381
0.49% of portfolio
|
Q2 2025
Added 59.38%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
16,099
shares
|
$763,575
0.24% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
15,761
shares
|
$747,544
0.02% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,058
shares
|
$714,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
14,987
shares
|
$710,833
0.25% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,690
shares
|
$696,746
0.12% of portfolio
|
Q3 2025
Added 48.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
14,597
shares
|
$692,335
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
14,371
shares
|
$681,616
0.01% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
14,253
shares
|
$676,019
0.01% of portfolio
|
Q2 2025
Reduced 58.46%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,204
shares
|
$673,695
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
13,877
shares
|
$658,186
0.0% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
13,651
shares
|
$647,466
0.2% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
13,121
shares
|
$622,329
0.04% of portfolio
|
Q2 2025
Reduced 50.19%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
12,965
shares
|
$614,929
0.35% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,779
shares
|
$606,107
0.03% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
11,975
shares
|
$567,974
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
11,150
shares
|
$528,844
0.02% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
10,920
shares
|
$517,935
0.08% of portfolio
|
Q2 2025
Added 55.76%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
10,874
shares
|
$515,753
0.19% of portfolio
|
Q2 2025
Reduced 60.01%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,787
shares
|
$511,627
0.02% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
10,555
shares
|
$500,623
0.36% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
10,425
shares
|
$494,457
0.07% of portfolio
|
Q2 2025
New holding
|