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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
227,139
shares
|
$10.6 Million
0.03% of portfolio
|
Q1 2025
Added 58.38%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
222,167
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Added 23.23%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
199,439
shares
|
$9.28 Million
1.36% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
197,846
shares
|
$9.21 Million
4.23% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
192,001
shares
|
$8.94 Million
0.41% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
185,043
shares
|
$8.61 Million
0.0% of portfolio
|
Q1 2025
Added 175.71%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
179,411
shares
|
$8.35 Million
7.28% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
157,017
shares
|
$7.31 Million
0.54% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
149,170
shares
|
$6.94 Million
0.09% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
144,124
shares
|
$6.71 Million
0.13% of portfolio
|
Q1 2025
Added 40.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
120,958
shares
|
$5.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
117,692
shares
|
$5.48 Million
0.07% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
109,381
shares
|
$5.09 Million
0.42% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
109,286
shares
|
$5.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
105,987
shares
|
$4.93 Million
0.0% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
105,697
shares
|
$4.92 Million
3.95% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
102,178
shares
|
$4.76 Million
0.01% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
99,933
shares
|
$4.65 Million
0.03% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
98,013
shares
|
$4.56 Million
1.24% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
96,233
shares
|
$4.48 Million
0.03% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
95,071
shares
|
$4.42 Million
1.26% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
94,074
shares
|
$4.38 Million
4.41% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
82,384
shares
|
$3.83 Million
1.46% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
80,820
shares
|
$3.76 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
71,627
shares
|
$3.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.58%
|