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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,155
shares
|
$54,781
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
1,111
shares
|
$52,694
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,091
shares
|
$51,746
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
882
shares
|
$41,833
0.01% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
613
shares
|
$29,074
0.03% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
575
shares
|
$27,272
0.0% of portfolio
|
Q2 2025
Reduced 38.7%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
550
shares
|
$26,086
0.0% of portfolio
|
Q3 2025
Reduced 41.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
518
shares
|
$24,568
0.0% of portfolio
|
Q3 2025
Added 488.64%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$23,715
0.0% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
477
shares
|
$22,624
0.01% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
428
shares
|
$20,300
0.0% of portfolio
|
Q2 2024
Added 35.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
415
shares
|
$19,683
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
344
shares
|
$16,315
0.01% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
344
shares
|
$16,315
0.0% of portfolio
|
Q2 2025
Reduced 89.46%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
320
shares
|
$15,177
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
316
shares
|
$14,987
0.0% of portfolio
|
Q2 2025
Reduced 64.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
306
shares
|
$14,513
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
196
shares
|
$9,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
190
shares
|
$9,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
184
shares
|
$8,727
0.01% of portfolio
|
Q1 2025
Reduced 98.3%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
172
shares
|
$8,157
0.01% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
171
shares
|
$8,110
0.01% of portfolio
|
Q2 2025
Reduced 76.8%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
140
shares
|
$6,640
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
136
shares
|
$6,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
113
shares
|
$5,359
0.0% of portfolio
|
Q3 2025
Added 0.89%
|