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 250 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
181
shares
|
$8,534
0.0% of portfolio
|
Q3 2025
Reduced 68.52%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
171
shares
|
$8,062
0.01% of portfolio
|
Q2 2025
Reduced 76.8%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
161
shares
|
$7,591
0.03% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
140
shares
|
$6,601
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
113
shares
|
$5,327
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$4,715
0.0% of portfolio
|
Q1 2023
Added 2400.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
92
shares
|
$4,337
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
84
shares
|
$3,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
84
shares
|
$3,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
79
shares
|
$3,724
0.0% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
70
shares
|
$3,300
0.0% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
57
shares
|
$2,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
57
shares
|
$2,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
53
shares
|
$2,498
0.0% of portfolio
|
Q3 2025
Reduced 71.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
50
shares
|
$2,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
32
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
22
shares
|
$1,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
19
shares
|
$895
0.0% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
15
shares
|
$707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
8
shares
|
$377
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8
shares
|
$377
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
6
shares
|
$282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|