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 238 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $972 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
4,941
shares
|
$235,142
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,909
shares
|
$233,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4,861
shares
|
$231,334
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,752
shares
|
$226,147
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
4,675
shares
|
$222,483
0.02% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,674
shares
|
$222,435
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,657
shares
|
$221,626
0.01% of portfolio
|
Q4 2024
Added 150.38%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
4,585
shares
|
$218,200
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,314
shares
|
$205,303
0.0% of portfolio
|
Q4 2024
Added 31.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,050
shares
|
$192,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,034
shares
|
$191,978
0.04% of portfolio
|
Q4 2024
Added 99.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,811
shares
|
$181,365
0.0% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,778
shares
|
$179,795
0.0% of portfolio
|
Q4 2024
Added 317.46%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,578
shares
|
$170,277
0.0% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,380
shares
|
$160,854
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,271
shares
|
$155,666
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,127
shares
|
$148,813
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2,964
shares
|
$141,056
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,106
shares
|
$100,224
0.06% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,106
shares
|
$100,224
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,879
shares
|
$89,421
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
1,472
shares
|
$70,052
0.06% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,282
shares
|
$61,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$55,918
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,101
shares
|
$52,396
0.0% of portfolio
|
Q4 2024
Added 107.74%
|