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 254 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
428
shares
|
$19,919
0.0% of portfolio
|
Q2 2024
Added 35.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
425
shares
|
$19,779
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
378
shares
|
$17,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
378
shares
|
$17,592
0.01% of portfolio
|
Q1 2025
Added 186.36%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
320
shares
|
$14,892
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
306
shares
|
$14,241
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
303
shares
|
$14,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
233
shares
|
$10,843
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$9,308
0.01% of portfolio
|
Q1 2025
Reduced 50.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
200
shares
|
$9,308
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
188
shares
|
$8,749
0.0% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
184
shares
|
$8,563
0.01% of portfolio
|
Q1 2025
Reduced 98.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
159
shares
|
$7,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
140
shares
|
$6,515
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
136
shares
|
$6,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
111
shares
|
$5,165
0.0% of portfolio
|
Q4 2024
Reduced 75.6%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
101
shares
|
$4,700
0.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$4,654
0.0% of portfolio
|
Q1 2023
Added 2400.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
79
shares
|
$3,676
0.0% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
38
shares
|
$1,768
0.0% of portfolio
|
Q1 2025
Reduced 51.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
32
shares
|
$1,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
30
shares
|
$1,396
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
22
shares
|
$1,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16
shares
|
$744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10
shares
|
$465
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|