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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,286
shares
|
$298,144
0.0% of portfolio
|
Q2 2025
Reduced 57.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,278
shares
|
$297,765
0.01% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
6,225
shares
|
$295,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
6,141
shares
|
$291,267
0.03% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
5,989
shares
|
$284,058
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,830
shares
|
$276,516
0.0% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
5,496
shares
|
$260,675
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,477
shares
|
$259,774
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,448
shares
|
$258,398
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
5,383
shares
|
$255,315
0.0% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,383
shares
|
$255,315
0.03% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
5,321
shares
|
$252,375
0.04% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
5,233
shares
|
$248,201
0.02% of portfolio
|
Q2 2025
Reduced 71.99%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
5,141
shares
|
$243,837
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
5,091
shares
|
$241,466
0.08% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
5,049
shares
|
$239,474
0.02% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,911
shares
|
$232,928
0.02% of portfolio
|
Q2 2025
Reduced 61.19%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
4,879
shares
|
$231,410
0.15% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,864
shares
|
$230,699
0.0% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
4,859
shares
|
$230,462
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
4,810
shares
|
$228,138
0.01% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
4,803
shares
|
$227,806
0.11% of portfolio
|
Q2 2025
Reduced 51.85%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,752
shares
|
$225,387
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
4,599
shares
|
$218,130
0.03% of portfolio
|
Q2 2025
Reduced 47.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,579
shares
|
$217,181
0.0% of portfolio
|
Q3 2025
New holding
|