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 203 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $658 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,657
shares
|
$220,136
0.01% of portfolio
|
Q4 2024
Added 150.38%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
4,585
shares
|
$216,732
0.19% of portfolio
|
Q4 2024
New holding
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,571
shares
|
$216,071
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,314
shares
|
$203,922
0.0% of portfolio
|
Q4 2024
Added 31.93%
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,034
shares
|
$190,687
0.04% of portfolio
|
Q4 2024
Added 99.6%
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,811
shares
|
$180,145
0.0% of portfolio
|
Q4 2024
Added 17.12%
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,778
shares
|
$178,586
0.0% of portfolio
|
Q4 2024
Added 317.46%
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,380
shares
|
$159,772
0.03% of portfolio
|
Q4 2024
New holding
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,333
shares
|
$157,550
0.0% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,271
shares
|
$154,620
0.07% of portfolio
|
Q2 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,029
shares
|
$143,180
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2,964
shares
|
$140,108
0.13% of portfolio
|
Q4 2024
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,106
shares
|
$99,550
0.06% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,885
shares
|
$89,103
0.08% of portfolio
|
Q3 2024
Added 5.31%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,859
shares
|
$87,874
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,282
shares
|
$60,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,175
shares
|
$55,542
0.0% of portfolio
|
Q1 2021
New holding
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,101
shares
|
$52,044
0.0% of portfolio
|
Q4 2024
Added 107.74%
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,077
shares
|
$50,909
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
954
shares
|
$45,095
0.0% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
882
shares
|
$41,692
0.02% of portfolio
|
Q4 2024
Added 59.21%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
779
shares
|
$36,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
759
shares
|
$35,877
0.0% of portfolio
|
Q3 2024
Added 336.21%
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
684
shares
|
$32,332
0.02% of portfolio
|
Q4 2023
New holding
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
617
shares
|
$29,165
0.02% of portfolio
|
Q4 2024
New holding
|