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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
39,430
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
36,656
shares
|
$1.71 Million
0.07% of portfolio
|
Q1 2025
Added 41.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
35,064
shares
|
$1.63 Million
0.23% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
34,308
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
32,681
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
31,916
shares
|
$1.49 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
29,388
shares
|
$1.37 Million
0.13% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
28,825
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
27,552
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 88.57%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
27,194
shares
|
$1.27 Million
0.51% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
27,132
shares
|
$1.26 Million
0.41% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
26,571
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
Added 52.74%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
26,436
shares
|
$1.23 Million
0.85% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
26,341
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Added 77.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
26,155
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
25,626
shares
|
$1.19 Million
0.74% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
24,856
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 43.37%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
23,944
shares
|
$1.11 Million
0.45% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
23,521
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,331
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
23,184
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
22,632
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 424.62%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
22,396
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
Added 38.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
21,992
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
21,958
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 2.31%
|