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 155 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $545 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,054,970
shares
|
$49.9 Million
0.52% of portfolio
|
Q3 2024
Added 915.62%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
1,013,120
shares
|
$47.9 Million
0.2% of portfolio
|
Q2 2024
Added 102.62%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$32.7 Million
1.58% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
638,954
shares
|
$30.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
591,870
shares
|
$28 Million
0.08% of portfolio
|
Q3 2024
Added 97.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
574,878
shares
|
$27.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
471,510
shares
|
$22.3 Million
0.01% of portfolio
|
Q3 2024
Added 19.42%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
431,738
shares
|
$20.4 Million
0.89% of portfolio
|
Q3 2024
Added 39.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
308,247
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
301,461
shares
|
$14.3 Million
3.79% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
295,298
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
275,319
shares
|
$13 Million
2.89% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
238,012
shares
|
$11.3 Million
3.87% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
201,348
shares
|
$9.52 Million
4.28% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
199,439
shares
|
$9.43 Million
1.36% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
197,553
shares
|
$9.34 Million
2.82% of portfolio
|
Q2 2024
Added 14.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
181,588
shares
|
$8.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
175,000
shares
|
$8.28 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
170,035
shares
|
$8.04 Million
1.97% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
168,089
shares
|
$7.95 Million
0.4% of portfolio
|
Q4 2024
Added 44.04%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
151,681
shares
|
$7.17 Million
0.02% of portfolio
|
Q3 2024
Added 52.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
150,411
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2024
Added 140.58%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
142,724
shares
|
$6.75 Million
1.19% of portfolio
|
Q3 2024
Added 217.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
136,274
shares
|
$6.44 Million
0.02% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
135,972
shares
|
$6.43 Million
0.07% of portfolio
|
Q4 2024
Added 1260.81%
|