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 243 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $969 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
7,593
shares
|
$347,607
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
7,586
shares
|
$347,287
0.08% of portfolio
|
Q1 2025
Added 88.05%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,577
shares
|
$346,875
0.21% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,573
shares
|
$346,691
0.01% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
7,411
shares
|
$339,275
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
7,065
shares
|
$323,435
0.23% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
7,041
shares
|
$322,336
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
7,011
shares
|
$320,963
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
6,956
shares
|
$318,445
0.09% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,930
shares
|
$317,255
0.05% of portfolio
|
Q4 2024
Reduced 72.05%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
6,897
shares
|
$315,744
0.19% of portfolio
|
Q1 2025
Added 39.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,772
shares
|
$310,022
0.02% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,709
shares
|
$307,138
0.0% of portfolio
|
Q4 2024
Added 18.95%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
6,687
shares
|
$306,130
0.07% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,627
shares
|
$303,384
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,599
shares
|
$302,102
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,551
shares
|
$299,904
0.0% of portfolio
|
Q4 2024
Added 38435.29%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,461
shares
|
$295,784
0.01% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
6,370
shares
|
$291,618
0.06% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
6,303
shares
|
$288,551
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
6,150
shares
|
$281,547
0.0% of portfolio
|
Q3 2024
Added 19.42%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
5,866
shares
|
$268,545
0.22% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,545
shares
|
$253,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
5,512
shares
|
$252,339
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
5,512
shares
|
$252,339
0.09% of portfolio
|
Q4 2024
New holding
|