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 |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
69,645
shares
|
$3.24 Million
0.54% of portfolio
|
Q1 2025
Added 704.77%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
68,178
shares
|
$3.17 Million
0.78% of portfolio
|
Q1 2025
Reduced 55.43%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
68,081
shares
|
$3.17 Million
1.0% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
66,304
shares
|
$3.09 Million
0.05% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
63,492
shares
|
$2.95 Million
0.11% of portfolio
|
Q1 2025
Reduced 86.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
62,145
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
59,626
shares
|
$2.77 Million
0.29% of portfolio
|
Q1 2025
Added 118.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
57,448
shares
|
$2.67 Million
0.07% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
56,757
shares
|
$2.64 Million
1.54% of portfolio
|
Q1 2025
Added 366.37%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
56,366
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
56,364
shares
|
$2.62 Million
0.58% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
56,033
shares
|
$2.61 Million
2.68% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
55,918
shares
|
$2.6 Million
0.12% of portfolio
|
Q1 2025
Added 193.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,444
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
54,766
shares
|
$2.55 Million
0.09% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,756
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
54,111
shares
|
$2.52 Million
0.04% of portfolio
|
Q1 2025
Added 651.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
50,151
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
49,247
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
48,822
shares
|
$2.27 Million
1.04% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
44,837
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
43,103
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
43,073
shares
|
$2 Million
0.77% of portfolio
|
Q1 2025
Added 87.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,906
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
40,812
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Added 10.43%
|