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 147 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,929
shares
|
$470,932
0.01% of portfolio
|
Q2 2024
Reduced 8.47%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
9,810
shares
|
$465,288
0.19% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,537
shares
|
$452,339
0.0% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
9,454
shares
|
$448,403
0.03% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
9,255
shares
|
$438,964
0.1% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
9,151
shares
|
$434,031
0.07% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
8,954
shares
|
$424,688
0.03% of portfolio
|
Q3 2024
Added 42.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
8,392
shares
|
$398,032
0.01% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
8,227
shares
|
$390,206
0.27% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,203
shares
|
$389,068
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
8,152
shares
|
$386,649
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,662
shares
|
$363,408
0.12% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
7,346
shares
|
$348,420
0.07% of portfolio
|
Q4 2023
Reduced 30.72%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
7,237
shares
|
$343,250
0.1% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
6,979
shares
|
$331,013
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
6,965
shares
|
$330,349
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
6,870
shares
|
$325,844
0.25% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
6,736
shares
|
$319,488
0.22% of portfolio
|
Q3 2024
Added 55.93%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,280
shares
|
$297,860
0.01% of portfolio
|
Q3 2024
Reduced 37.88%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,029
shares
|
$285,955
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5,814
shares
|
$275,758
0.17% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,640
shares
|
$267,505
0.0% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
5,583
shares
|
$264,801
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
5,328
shares
|
$252,707
0.2% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,150
shares
|
$244,264
0.0% of portfolio
|
Q1 2024
New holding
|