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 |
---|---|---|---|---|---|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
3,270
shares
|
$155,880
0.0% of portfolio
|
Q2 2024
Added 1.96%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,254
shares
|
$155,118
0.0% of portfolio
|
Q3 2024
Added 56.29%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,969
shares
|
$141,532
0.0% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,213
shares
|
$105,493
0.0% of portfolio
|
Q2 2024
Added 5.83%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,106
shares
|
$100,393
0.06% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,021
shares
|
$96,341
0.02% of portfolio
|
Q3 2024
New holding
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,860
shares
|
$88,666
0.0% of portfolio
|
Q3 2024
Added 51.22%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,842
shares
|
$87,808
0.01% of portfolio
|
Q2 2024
Added 0.93%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
1,790
shares
|
$85,329
0.08% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,404
shares
|
$66,928
0.0% of portfolio
|
Q2 2024
Reduced 20.63%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,226
shares
|
$58,443
0.0% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
1,178
shares
|
$56,155
0.04% of portfolio
|
Q2 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
1,175
shares
|
$56,012
0.0% of portfolio
|
Q1 2021
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,134
shares
|
$54,057
0.0% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,077
shares
|
$51,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
795
shares
|
$37,897
0.02% of portfolio
|
Q2 2023
Reduced 22.06%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
781
shares
|
$37,230
0.0% of portfolio
|
Q2 2024
Reduced 55.7%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
759
shares
|
$36,181
0.0% of portfolio
|
Q3 2024
Added 336.21%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
684
shares
|
$32,606
0.03% of portfolio
|
Q4 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
663
shares
|
$31,605
0.0% of portfolio
|
Q2 2024
Added 236.55%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
599
shares
|
$28,554
0.0% of portfolio
|
Q2 2024
Added 1.87%
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
554
shares
|
$26,409
0.01% of portfolio
|
Q3 2023
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
544
shares
|
$25,932
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
530
shares
|
$25,265
0.0% of portfolio
|
Q3 2024
Added 1666.67%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
513
shares
|
$24,454
0.0% of portfolio
|
Q2 2024
Added 346.09%
|