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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
530
shares
|
$25,137
0.0% of portfolio
|
Q3 2024
Added 1666.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
519
shares
|
$24,616
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
477
shares
|
$22,624
0.01% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
467
shares
|
$22,149
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
455
shares
|
$21,580
0.01% of portfolio
|
Q2 2024
Reduced 54.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
428
shares
|
$20,300
0.0% of portfolio
|
Q2 2024
Added 35.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
378
shares
|
$17,928
0.0% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
310
shares
|
$14,703
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
306
shares
|
$14,513
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
304
shares
|
$14,418
0.0% of portfolio
|
Q3 2024
Added 76.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
288
shares
|
$13,659
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
165
shares
|
$7,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
140
shares
|
$6,640
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
134
shares
|
$6,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
124
shares
|
$5,881
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
115
shares
|
$5,454
0.0% of portfolio
|
Q3 2024
Reduced 35.39%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$4,743
0.0% of portfolio
|
Q1 2023
Added 2400.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
95
shares
|
$4,505
0.0% of portfolio
|
Q2 2024
Added 97.92%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
21
shares
|
$996
0.0% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$806
0.0% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
10
shares
|
$474
0.0% of portfolio
|
Q3 2024
Reduced 91.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3
shares
|
$142
0.0% of portfolio
|
Q3 2024
Reduced 99.5%
|