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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,830
shares
|
$271,328
0.0% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,737
shares
|
$266,999
0.0% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
5,605
shares
|
$260,856
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,593
shares
|
$260,298
0.0% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,545
shares
|
$258,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,483
shares
|
$255,178
0.07% of portfolio
|
Q1 2025
Reduced 51.21%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,477
shares
|
$254,899
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,446
shares
|
$253,456
0.01% of portfolio
|
Q1 2025
Reduced 30.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,383
shares
|
$250,524
0.03% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,109
shares
|
$237,772
0.01% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
5,098
shares
|
$237,260
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
5,005
shares
|
$232,932
0.09% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,896
shares
|
$227,859
0.01% of portfolio
|
Q1 2025
Added 29.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,798
shares
|
$223,298
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,752
shares
|
$221,158
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,714
shares
|
$219,389
0.05% of portfolio
|
Q1 2025
Added 39.47%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
4,687
shares
|
$218,132
0.12% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,657
shares
|
$216,736
0.01% of portfolio
|
Q4 2024
Added 150.38%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
4,623
shares
|
$215,154
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,457
shares
|
$207,428
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
4,438
shares
|
$206,544
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,435
shares
|
$206,404
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,314
shares
|
$200,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,257
shares
|
$198,120
0.01% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
3,921
shares
|
$182,483
0.0% of portfolio
|
Q1 2025
Added 2.89%
|