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 246 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
1,472
shares
|
$67,388
0.06% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,282
shares
|
$58,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,175
shares
|
$53,791
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,134
shares
|
$51,914
0.0% of portfolio
|
Q1 2025
Added 113300.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,101
shares
|
$50,403
0.0% of portfolio
|
Q4 2024
Added 107.74%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,077
shares
|
$49,305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
954
shares
|
$43,674
0.0% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
882
shares
|
$40,377
0.02% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
779
shares
|
$35,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
737
shares
|
$33,739
0.03% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
684
shares
|
$31,313
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
659
shares
|
$30,169
0.0% of portfolio
|
Q4 2024
Added 391.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
637
shares
|
$29,161
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
613
shares
|
$28,063
0.03% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
477
shares
|
$21,837
0.01% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
428
shares
|
$19,593
0.0% of portfolio
|
Q2 2024
Added 35.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
425
shares
|
$19,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
404
shares
|
$18,495
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
320
shares
|
$14,649
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
306
shares
|
$14,008
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
303
shares
|
$13,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
255
shares
|
$11,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
237
shares
|
$10,849
0.0% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
231
shares
|
$10,575
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
188
shares
|
$8,606
0.0% of portfolio
|
Q1 2025
Added 16.05%
|