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 |
|---|---|---|---|---|---|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
11,881
shares
|
$552,941
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
11,708
shares
|
$544,890
0.29% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
11,409
shares
|
$530,974
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
11,068
shares
|
$515,104
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,504
shares
|
$488,856
0.01% of portfolio
|
Q1 2025
Added 107.02%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
10,221
shares
|
$475,685
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
10,112
shares
|
$470,612
0.35% of portfolio
|
Q1 2025
Added 43.13%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
10,063
shares
|
$468,332
0.28% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
9,975
shares
|
$464,236
0.26% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
9,887
shares
|
$460,140
0.29% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,804
shares
|
$456,278
0.28% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
9,571
shares
|
$445,434
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
9,249
shares
|
$430,448
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,233
shares
|
$429,703
0.03% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,065
shares
|
$421,885
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,995
shares
|
$418,627
0.01% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
8,955
shares
|
$416,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
8,759
shares
|
$407,643
0.05% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
8,654
shares
|
$402,757
0.12% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,647
shares
|
$402,431
0.01% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
8,595
shares
|
$400,011
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,415
shares
|
$391,634
0.0% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,203
shares
|
$381,767
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
8,062
shares
|
$375,205
0.25% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
7,994
shares
|
$372,040
0.0% of portfolio
|
Q1 2025
Added 5.56%
|