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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,323
shares
|
$154,652
0.0% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,271
shares
|
$152,232
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
3,263
shares
|
$151,860
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,282
shares
|
$106,204
0.01% of portfolio
|
Q1 2025
Added 78.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,106
shares
|
$98,013
0.06% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,946
shares
|
$90,566
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,670
shares
|
$77,721
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,175
shares
|
$54,684
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,134
shares
|
$52,776
0.0% of portfolio
|
Q1 2025
Added 113300.0%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
1,122
shares
|
$52,217
0.05% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,093
shares
|
$50,868
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,079
shares
|
$50,216
0.02% of portfolio
|
Q1 2025
Reduced 36.6%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,077
shares
|
$50,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,063
shares
|
$49,472
0.0% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,049
shares
|
$48,820
0.0% of portfolio
|
Q1 2025
Added 342.62%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
999
shares
|
$46,493
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
954
shares
|
$44,399
0.0% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
938
shares
|
$43,654
0.0% of portfolio
|
Q1 2025
Added 1003.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
900
shares
|
$41,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
882
shares
|
$41,048
0.02% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
737
shares
|
$34,299
0.03% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
613
shares
|
$28,529
0.03% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
542
shares
|
$25,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
477
shares
|
$22,199
0.01% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
432
shares
|
$20,105
0.0% of portfolio
|
Q1 2025
Added 161.82%
|