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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
21,947
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
20,333
shares
|
$946,297
0.28% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
19,654
shares
|
$914,697
0.39% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
18,684
shares
|
$869,553
0.08% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
18,482
shares
|
$860,152
0.0% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
17,123
shares
|
$796,904
0.49% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16,649
shares
|
$774,844
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
16,481
shares
|
$767,025
0.29% of portfolio
|
Q1 2025
Added 682.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,370
shares
|
$761,859
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,367
shares
|
$761,720
0.05% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
15,574
shares
|
$724,813
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,909
shares
|
$693,864
0.01% of portfolio
|
Q1 2025
Added 122.22%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,816
shares
|
$689,536
0.04% of portfolio
|
Q1 2025
Added 63.46%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
14,791
shares
|
$688,373
0.34% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
14,754
shares
|
$686,651
0.17% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
14,581
shares
|
$678,599
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
14,479
shares
|
$673,852
0.01% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
14,237
shares
|
$662,589
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,962
shares
|
$649,791
0.03% of portfolio
|
Q1 2025
Added 45.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
13,516
shares
|
$629,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
12,653
shares
|
$588,870
0.05% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
12,437
shares
|
$578,817
0.31% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
12,125
shares
|
$564,297
0.4% of portfolio
|
Q1 2025
Added 63.61%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
11,968
shares
|
$556,990
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
11,949
shares
|
$556,106
0.37% of portfolio
|
Q1 2025
Reduced 1.82%
|