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 240 institutions that hold shares in the stock, with a total of 25.2 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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,335
shares
|
$205,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,231
shares
|
$200,676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,964
shares
|
$188,012
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,952
shares
|
$187,443
0.0% of portfolio
|
Q2 2025
Reduced 29.34%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
3,655
shares
|
$173,356
0.09% of portfolio
|
Q2 2025
Reduced 85.74%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,271
shares
|
$155,143
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,147
shares
|
$149,262
0.0% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,904
shares
|
$137,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,882
shares
|
$136,693
0.0% of portfolio
|
Q2 2025
Reduced 32.3%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,666
shares
|
$126,448
0.0% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,655
shares
|
$125,926
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,593
shares
|
$122,985
0.07% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,430
shares
|
$115,254
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,380
shares
|
$112,883
0.03% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,322
shares
|
$110,132
0.01% of portfolio
|
Q2 2025
Reduced 97.88%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,106
shares
|
$99,887
0.06% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,074
shares
|
$98,369
0.0% of portfolio
|
Q2 2025
Reduced 75.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,879
shares
|
$89,120
0.01% of portfolio
|
Q2 2025
Added 76.76%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,795
shares
|
$85,136
0.04% of portfolio
|
Q2 2025
Added 66.36%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,556
shares
|
$73,801
0.01% of portfolio
|
Q2 2025
Reduced 66.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,434
shares
|
$68,014
0.0% of portfolio
|
Q2 2025
Added 36.7%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,423
shares
|
$67,492
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,176
shares
|
$55,777
0.01% of portfolio
|
Q2 2025
Reduced 48.47%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,175
shares
|
$55,730
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
1,169
shares
|
$55,445
0.05% of portfolio
|
Q2 2025
Added 4.19%
|