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 236 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $967 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,680,702
shares
|
$127 Million
0.04% of portfolio
|
Q4 2024
Added 366.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,414,515
shares
|
$67.2 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
1,213,120
shares
|
$57.6 Million
0.24% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,188,263
shares
|
$56.4 Million
0.56% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$32.8 Million
1.58% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
676,319
shares
|
$32.1 Million
0.01% of portfolio
|
Q4 2024
Added 129.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
648,984
shares
|
$30.8 Million
0.09% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
589,828
shares
|
$28 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
518,878
shares
|
$24.6 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
493,909
shares
|
$23.5 Million
0.0% of portfolio
|
Q4 2024
Added 228.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
458,093
shares
|
$21.8 Million
0.85% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
443,184
shares
|
$21.1 Million
0.0% of portfolio
|
Q4 2024
Added 144.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
442,491
shares
|
$21 Million
0.05% of portfolio
|
Q4 2024
Added 43.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
441,120
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 371.18%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
419,550
shares
|
$19.9 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
329,048
shares
|
$15.6 Million
0.06% of portfolio
|
Q4 2024
Added 1572.93%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
326,650
shares
|
$15.5 Million
0.06% of portfolio
|
Q4 2024
Added 265.14%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
307,970
shares
|
$14.6 Million
3.6% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
280,125
shares
|
$13.3 Million
1.59% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
249,735
shares
|
$11.9 Million
1.96% of portfolio
|
Q4 2024
Added 74.98%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
238,012
shares
|
$11.3 Million
3.87% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
236,691
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Added 79.09%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
201,348
shares
|
$9.56 Million
4.28% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
199,439
shares
|
$9.47 Million
1.36% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
197,553
shares
|
$9.38 Million
2.82% of portfolio
|
Q2 2024
Added 14.52%
|