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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,077
shares
|
$51,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
954
shares
|
$45,400
0.0% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
882
shares
|
$41,974
0.02% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
779
shares
|
$37,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
684
shares
|
$32,551
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
659
shares
|
$31,361
0.0% of portfolio
|
Q4 2024
Added 391.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
637
shares
|
$30,314
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
617
shares
|
$29,363
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
613
shares
|
$29,172
0.03% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
519
shares
|
$24,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
477
shares
|
$22,700
0.01% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
428
shares
|
$20,368
0.0% of portfolio
|
Q2 2024
Added 35.44%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
320
shares
|
$15,228
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
306
shares
|
$14,562
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
255
shares
|
$12,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
237
shares
|
$11,278
0.0% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
231
shares
|
$10,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
165
shares
|
$7,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
162
shares
|
$7,709
0.0% of portfolio
|
Q4 2024
Reduced 86.79%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
140
shares
|
$6,662
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
132
shares
|
$6,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
124
shares
|
$5,901
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
118
shares
|
$5,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
115
shares
|
$5,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
115
shares
|
$5,472
0.0% of portfolio
|
Q3 2024
Reduced 35.39%
|