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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,930
shares
|
$369,062
0.06% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,920
shares
|
$368,596
0.02% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
7,915
shares
|
$368,364
0.32% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,855
shares
|
$365,571
0.16% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7,796
shares
|
$362,825
0.12% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,593
shares
|
$353,378
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
7,586
shares
|
$353,052
0.08% of portfolio
|
Q1 2025
Added 88.05%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,577
shares
|
$352,633
0.21% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
7,204
shares
|
$335,274
0.1% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
7,011
shares
|
$326,291
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
6,897
shares
|
$320,986
0.19% of portfolio
|
Q1 2025
Added 39.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,772
shares
|
$315,168
0.02% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
6,687
shares
|
$311,212
0.07% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,599
shares
|
$307,117
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,500
shares
|
$302,510
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
6,370
shares
|
$296,459
0.06% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
6,286
shares
|
$292,550
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,118
shares
|
$284,731
0.09% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
6,054
shares
|
$281,753
0.05% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,009
shares
|
$279,658
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
6,000
shares
|
$279,240
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
5,962
shares
|
$277,471
0.22% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,930
shares
|
$275,982
0.05% of portfolio
|
Q1 2025
Reduced 69.42%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
5,928
shares
|
$275,889
0.1% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
5,877
shares
|
$273,515
0.04% of portfolio
|
Q1 2025
Added 13.96%
|