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 241 institutions that hold shares in the stock, with a total of 25.3 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,088
shares
|
$478,473
0.01% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,804
shares
|
$465,003
0.28% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
9,770
shares
|
$463,391
0.2% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
9,695
shares
|
$459,833
0.03% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
9,629
shares
|
$456,703
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,603
shares
|
$455,470
0.08% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
9,442
shares
|
$447,834
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
9,303
shares
|
$441,241
0.24% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,253
shares
|
$438,869
0.01% of portfolio
|
Q2 2025
Added 66.87%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
9,124
shares
|
$432,751
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
8,492
shares
|
$402,775
0.3% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,402
shares
|
$398,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,348
shares
|
$395,945
0.01% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
8,260
shares
|
$391,771
0.11% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,203
shares
|
$389,068
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
8,065
shares
|
$382,522
0.31% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
8,018
shares
|
$380,293
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
7,822
shares
|
$370,997
0.18% of portfolio
|
Q2 2025
Reduced 34.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
7,777
shares
|
$368,863
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,678
shares
|
$364,167
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
7,652
shares
|
$362,934
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,593
shares
|
$360,135
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
7,243
shares
|
$343,535
0.01% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,574
shares
|
$311,804
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
6,385
shares
|
$302,840
0.24% of portfolio
|
Q2 2025
Added 7.09%
|