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Ishares High Yield Systemati (HYDB)

CUSIP: 46435G250 | NYSE | 453 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Factory Mutual Insurance Co2,116,815
0.8% of portfolio›$95.2M
Apollon Wealth Management, LLC800,786
0.4% of portfolio›$36.0M
Capital Investment Counsel, LLC458,245
2.6% of portfolio›$20.6M
Cornerstone Planning Group LLC430,914
2.4% of portfolio›$19.3M
Boyd Wealth Management, LLC353,100
5.6% of portfolio›$15.9M
TL Private Wealth226,814
3.7% of portfolio›$10.2M
Outlook Wealth Advisors, LLC222,054
2.1% of portfolio›$10.0M
Avior Wealth Management, LLC152,635
0.2% of portfolio›$6.9M
Cottonwood Capital Advisors, LLC147,069
4.0% of portfolio›$6.6M
Cranbrook Wealth Management, LLC130,500
1.1% of portfolio›$5.9M
Beacon Financial Planning, Inc120,707
1.8% of portfolio›$5.4M
Triad Wealth Partners, LLC117,844
0.3% of portfolio›$5.3M
First Citizens Bank & Trust Co99,968
0.1% of portfolio›$4.5M
SAX Wealth Advisors, LLC99,841
0.1% of portfolio›$4.5M
Provident Living Financial Services, Inc.97,281
4.2% of portfolio›$4.4M
IFP Advisors, Inc96,111
0.1% of portfolio›$4.3M
Mascagni Wealth Management, Inc.87,716
2.4% of portfolio›$3.9M
Dynamic Advisor Solutions LLC84,339
0.1% of portfolio›$3.8M
Correct Capital Wealth Management56,747
0.4% of portfolio›$2.6M
Apollon Financial, LLC54,471
0.3% of portfolio›$2.4M
Kestra Advisory Services, LLC53,951
0.0% of portfolio›$2.4M
Truist Financial Corp52,140
0.0% of portfolio›$2.3M
TFB Advisors LLC48,217
0.9% of portfolio›$2.2M
J.W. Cole Advisors, Inc.46,804
0.0% of portfolio›$2.1M
Sovran Advisors, LLC46,472
0.1% of portfolio›$2.1M
Lanark Financial, Inc.46,148
0.1% of portfolio›$2.1M
Simplicity Wealth,LLC38,663
0.1% of portfolio›$1.7M
Strategic Blueprint, LLC34,780
0.1% of portfolio›$1.6M
Seamount Financial Group Inc31,510
0.6% of portfolio›$1.4M
ROI Financial Advisors, LLC30,483
0.7% of portfolio›$1.4M
Rooted Wealth Advisors, Inc.28,334
0.3% of portfolio›$1.3M
Breakwater Capital Group27,728
0.1% of portfolio›$1.2M
Avestar Capital, LLC22,856
0.1% of portfolio›$1.0M
Commonwealth Equity Services, LLC20,989
0.0% of portfolio›$943.7K
Wealthcare Advisory Partners LLC19,830
0.0% of portfolio›$891.6K
Farther Finance Advisors, LLC17,707
0.0% of portfolio›$796.1K
Onyx Bridge Wealth Group LLC17,705
0.1% of portfolio›$796.0K
Turning Point Benefit Group, Inc.16,967
0.3% of portfolio›$757.9K
Cambridge Investment Research Advisors, Inc.16,255
0.0% of portfolio›$731
Keystone Wealth Services, LLC15,492
0.1% of portfolio›$698.5K
Riverchase Wealth Management, LLC15,382
0.3% of portfolio›$691.6K
Exchange Traded Concepts, LLC15,355
0.0% of portfolio›$690.4K
Integrity Alliance, Llc.14,575
0.0% of portfolio›$655.3K
Watershed Private Wealth LLC14,323
0.2% of portfolio›$644.0K
Sagespring Wealth Partners, LLC13,977
0.0% of portfolio›$628.4K
US Bancorp \de\13,467
0.0% of portfolio›$605.5K
OpenArc Corporate Advisory, LLC13,053
0.0% of portfolio›$586.9K
Concurrent Investment Advisors, LLC11,025
0.0% of portfolio›$495.7K
NBT Bank, N.A.10,739
0.0% of portfolio›$482.8K
Claro Advisors Inc.10,070
0.0% of portfolio›$452.7K
Spire Wealth Management9,993
0.0% of portfolio›$449.3K
Park Avenue Securities LLC9,745
0.0% of portfolio›$438
Perigon Wealth Management, LLC9,689
0.0% of portfolio›$435.6K
Capital Investment Advisors, LLC8,796
0.0% of portfolio›$395.5K
Flagship Harbor Advisors, LLC8,471
0.0% of portfolio›$380.8K
Fifth Third Bancorp8,127
0.0% of portfolio›$365.4K
Prime Capital Investment Advisors, LLC7,457
0.0% of portfolio›$335.3K
Choreo, LLC7,075
0.0% of portfolio›$318.1K
Elwood & Goetz Wealth Advisory Group, LLC6,762
0.0% of portfolio›$304.0K
StoneX Group Inc.6,336
0.0% of portfolio›$288.2K
Elevated Financial Group LLC6,317
0.1% of portfolio›$284.0K
Unique Wealth Strategies, LLC6,308
0.1% of portfolio›$295.0K
Embree Financial Group6,283
0.0% of portfolio›$282.5K
Opus Capital Group, LLC6,033
0.0% of portfolio›$271
Regatta Capital Group, LLC5,989
0.0% of portfolio›$269.3K
PFG Advisors5,874
0.0% of portfolio›$264.1K
Strategic Planning Group, LLC5,835
0.0% of portfolio›$262.4K
Thrivent Financial for Lutherans5,230
0.0% of portfolio›$234.0K
BridgePort Financial Solutions, LLC5,055
0.1% of portfolio›$227.3K
Avion Wealth4,899
0.3% of portfolio›$220.0K
Kuhn & Co Investment Counsel4,820
0.1% of portfolio›$216.7K
Sigma Planning Corp4,805
0.0% of portfolio›$216.0K
Hennion & Walsh Asset Management, Inc.4,563
0.0% of portfolio›$205.2K
Cedar Point Capital Partners, LLC4,528
0.1% of portfolio›$203.6K
Armor Investment Advisors, LLC2,949
0.0% of portfolio›$132.6K
Ashton Thomas Private Wealth, LLC2,694
0.0% of portfolio›$121.1K
Adirondack Trust Co1,629
0.0% of portfolio›$73.2K
North Star Investment Management Corp.1,175
0.0% of portfolio›$52.8K
Assetmark, Inc1,010
0.0% of portfolio›$45.4K
Keystone Financial Group, Inc.986
0.0% of portfolio›$44.3K
Eukles Asset Management615
0.0% of portfolio›$27.7K
Trust Co of Vermont400
0.0% of portfolio›$18.0K
Private Trust Co NA337
0.0% of portfolio›$15.2K
Moisand Fitzgerald Tamayo, LLC306
0.0% of portfolio›$13.8K
Tsfg, LLC241
0.0% of portfolio›$11
Asset Dedication, LLC185
0.0% of portfolio›$8.3K
Heritage Family Offices, LLP175
0.0% of portfolio›$7.9K
Sofi Wealth, LLC168
0.0% of portfolio›$7.6K
CoreCap Advisors, LLC156
0.0% of portfolio›$7.0K
Harbor Investment Advisory, LLC148
0.0% of portfolio›$6.7K
Milestone Investment Advisors LLC140
0.0% of portfolio›$6.3K
Mosley Wealth Management122
0.0% of portfolio›$5.5K
Midwest Capital Advisors, LLC104
0.0% of portfolio›$4.7K
GK Wealth Management LLC88
0.0% of portfolio›$4.0K
Ascentis Independent Advisors50
0.0% of portfolio›$2.3K
EverSource Wealth Advisors, LLC49
0.0% of portfolio›$2.2K
Root Financial Partners, LLC10
0.0% of portfolio›$450
Creative Financial Designs Inc10
0.0% of portfolio›$450
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$64
StyleTurnoverLocationFiled
Factory Mutual Insurance Co
2,116,815$95.2M0.8%GrowthLowWaltham, MA2026-10-30
Apollon Wealth Management, LLC
800,786$36.0M0.4%GrowthLowMount Pleasant, SC2026-10-23
Capital Investment Counsel, LLC
458,245$20.6M2.6%CoreLowDenver, CO2026-10-14
Cornerstone Planning Group LLC
430,914$19.3M2.4%ETFMediumFairfield, NJ2026-10-16
Boyd Wealth Management, LLC
353,100$15.9M5.6%ETFMediumSacramento, CA2026-10-20
TL Private Wealth
226,814$10.2M3.7%ETFVery LowSouthlake, TX2026-10-13
Outlook Wealth Advisors, LLC
222,054$10.0M2.1%ETFMediumShenandoah, TX2026-10-28
Avior Wealth Management, LLC
152,635$6.9M0.2%ETFMediumOmaha, NE2026-10-13
Cottonwood Capital Advisors, LLC
147,069$6.6M4.0%ETFVery LowSalt Lake City, UT2026-10-20
Cranbrook Wealth Management, LLC
130,500$5.9M1.1%ETFVery LowBloomfield Hills, MI2026-10-28
Beacon Financial Planning, Inc
120,707$5.4M1.8%ETFVery LowHyannis, MA2026-11-04
Triad Wealth Partners, LLC
117,844$5.3M0.3%ETFMediumLawrence, KS2026-10-26
First Citizens Bank & Trust Co
99,968$4.5M0.1%CoreMediumRaleigh, NC2026-10-14
SAX Wealth Advisors, LLC
99,841$4.5M0.1%ETFVery LowParsippany, NJ2026-10-13
Provident Living Financial Services, Inc.
97,281$4.4M4.2%GARPLowLehi, UT2026-11-03
IFP Advisors, Inc
96,111$4.3M0.1%GrowthLowTampa, FL2026-10-16
Mascagni Wealth Management, Inc.
87,716$3.9M2.4%ETFLowClinton, MS2026-10-23
Dynamic Advisor Solutions LLC
84,339$3.8M0.1%ETFLowPhoenix, AZ2026-10-13
Correct Capital Wealth Management
56,747$2.6M0.4%ETFMediumClayton, MO2026-11-02
Apollon Financial, LLC
54,471$2.4M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Kestra Advisory Services, LLC
53,951$2.4M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
52,140$2.3M0.0%CoreLowCharlotte, NC2026-10-30
TFB Advisors LLC
48,217$2.2M0.9%ETFLowOverland Park, KS2026-11-02
J.W. Cole Advisors, Inc.
46,804$2.1M0.0%IndexLowTampa, FL2026-11-05
Sovran Advisors, LLC
46,472$2.1M0.1%ETFMediumSan Diego, CA2026-11-02
Lanark Financial, Inc.
46,148$2.1M0.1%CoreMediumBirmingham, AL2026-10-26
Simplicity Wealth,LLC
38,663$1.7M0.1%ETFLowSummit, NJ2026-10-23
Strategic Blueprint, LLC
34,780$1.6M0.1%ETFLowAtlanta, GA2026-10-22
Seamount Financial Group Inc
31,510$1.4M0.6%ETFLowColorado Springs, CO2026-10-21
ROI Financial Advisors, LLC
30,483$1.4M0.7%GrowthVery LowBeaverton, OR2026-10-19
Rooted Wealth Advisors, Inc.
28,334$1.3M0.3%ETFLowBourbonnais, IL2026-11-03
Breakwater Capital Group
27,728$1.2M0.1%ETFLowParamus, NJ2026-10-09
Avestar Capital, LLC
22,856$1.0M0.1%GrowthLowNew York, NY2026-10-28
Commonwealth Equity Services, LLC
20,989$943.7K0.0%ETFLowWaltham, MA2026-11-02
Wealthcare Advisory Partners LLC
19,830$891.6K0.0%ETFLowWest Chester, PA2026-10-21
Farther Finance Advisors, LLC
17,707$796.1K0.0%IndexLowSan Francisco, CA2026-10-08
Onyx Bridge Wealth Group LLC
17,705$796.0K0.1%ETFMediumTarrytown, NY2026-10-16
Turning Point Benefit Group, Inc.
16,967$757.9K0.3%ETFMediumFrederick, MD2026-10-28
Cambridge Investment Research Advisors, Inc.
16,255$7310.0%ETFLowFairfield, IA2026-11-02
Keystone Wealth Services, LLC
15,492$698.5K0.1%ETFHighPalm Desert, CA2026-11-03
Riverchase Wealth Management, LLC
15,382$691.6K0.3%ETFMediumFlower Mound, TX2026-10-28
Exchange Traded Concepts, LLC
15,355$690.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Integrity Alliance, Llc.
14,575$655.3K0.0%ETFMediumUrbandale, IA2026-10-29
Watershed Private Wealth LLC
14,323$644.0K0.2%ETFMediumOak Brook, IL2026-10-30
Sagespring Wealth Partners, LLC
13,977$628.4K0.0%ETFLowFranklin, TN2026-10-22
US Bancorp \de\
13,467$605.5K0.0%IndexLowMinneapolis, MN2026-11-05
OpenArc Corporate Advisory, LLC
13,053$586.9K0.0%GrowthLowAtlanta, GA2026-10-21
Concurrent Investment Advisors, LLC
11,025$495.7K0.0%GrowthMediumTampa, FL2026-10-16
NBT Bank, N.A.
10,739$482.8K0.0%CoreLowNorwich, NY2026-10-21
Claro Advisors Inc.
10,070$452.7K0.0%CoreLowBoston, MA2026-11-02
Spire Wealth Management
9,993$449.3K0.0%GrowthMediumMclean, VA2026-10-30
Park Avenue Securities LLC
9,745$4380.0%ETFMediumNew York, NY2026-10-26
Perigon Wealth Management, LLC
9,689$435.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Capital Investment Advisors, LLC
8,796$395.5K0.0%CoreLowAtlanta, GA2026-10-22
Flagship Harbor Advisors, LLC
8,471$380.8K0.0%ETFMediumBoston, MA2026-10-26
Fifth Third Bancorp
8,127$365.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Prime Capital Investment Advisors, LLC
7,457$335.3K0.0%ETFLowOverland Park, KS2026-10-20
Choreo, LLC
7,075$318.1K0.0%IndexLowRockford, IL2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
6,762$304.0K0.0%ETFLowAthens, GA2026-10-28
StoneX Group Inc.
6,336$288.2K0.0%ETFMediumNew York, NY2026-11-03
Elevated Financial Group LLC
6,317$284.0K0.1%ETFMediumIndianapolis, IN2026-10-16
Unique Wealth Strategies, LLC
6,308$295.0K0.1%CoreMediumBurr Ridge, IL2026-10-13
Embree Financial Group
6,283$282.5K0.0%ETFLowChicago, IL2026-10-22
Opus Capital Group, LLC
6,033$2710.0%ETFVery LowCincinnati, OH2026-10-30
Regatta Capital Group, LLC
5,989$269.3K0.0%ETFLowEl Segundo, CA2026-10-23
PFG Advisors
5,874$264.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Strategic Planning Group, LLC
5,835$262.4K0.0%GrowthMediumBountiful, UT2026-10-22
Thrivent Financial for Lutherans
5,230$234.0K0.0%GARPMediumMinneapolis, MN2026-11-05
BridgePort Financial Solutions, LLC
5,055$227.3K0.1%ETFLowFairfield, IA2026-11-02
Avion Wealth
4,899$220.0K0.3%ETFLowThe Woodlands, TX2026-11-04
Kuhn & Co Investment Counsel
4,820$216.7K0.1%CoreLowChicago, IL2026-10-29
Sigma Planning Corp
4,805$216.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Hennion & Walsh Asset Management, Inc.
4,563$205.2K0.0%ValueMediumParsippany, NJ2026-10-13
Cedar Point Capital Partners, LLC
4,528$203.6K0.1%ETFMediumCedar Rapids, IA2026-10-29
Armor Investment Advisors, LLC
2,949$132.6K0.0%ETFLowRaleigh, NC2026-10-27
Ashton Thomas Private Wealth, LLC
2,694$121.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Adirondack Trust Co
1,629$73.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
North Star Investment Management Corp.
1,175$52.8K0.0%CoreLowChicago, IL2026-10-27
Assetmark, Inc
1,010$45.4K0.0%ETFLowConcord, CA2026-10-21
Keystone Financial Group, Inc.
986$44.3K0.0%ETFLowAtlanta, GA2026-10-13
Eukles Asset Management
615$27.7K0.0%CoreLowCincinnati, OH2026-11-04
Trust Co of Vermont
400$18.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Private Trust Co NA
337$15.2K0.0%CoreLowCleveland, OH2026-10-20
Moisand Fitzgerald Tamayo, LLC
306$13.8K0.0%ETFVery LowOrlando, FL2026-10-15
Tsfg, LLC
241$110.0%ETFLowLake Forest, IL2026-10-23
Asset Dedication, LLC
185$8.3K0.0%ETFLowSan Francisco, CA2026-11-03
Heritage Family Offices, LLP
175$7.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Sofi Wealth, LLC
168$7.6K0.0%ETFVery LowSan Francisco, CA2026-10-27
CoreCap Advisors, LLC
156$7.0K0.0%ETFMediumSouthfield, MI2026-10-08
Harbor Investment Advisory, LLC
148$6.7K0.0%GrowthLowLutherville, MD2026-10-13
Milestone Investment Advisors LLC
140$6.3K0.0%ETFVery LowMiddleton, WI2026-11-05
Mosley Wealth Management
122$5.5K0.0%ETFHighAnaheim, CA2026-10-16
Midwest Capital Advisors, LLC
104$4.7K0.0%ETFHighGrand Rapids, MI2026-11-04
GK Wealth Management LLC
88$4.0K0.0%GARPVery HighReno, NV2026-10-09
Ascentis Independent Advisors
50$2.3K0.0%ETFLowDallas, TX2026-11-03
EverSource Wealth Advisors, LLC
49$2.2K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
10$4500.0%ETFMediumEncinitas, CA2026-10-21
Creative Financial Designs Inc
10$4500.0%ETFMediumKokomo, IN2026-11-04
Allspring Global Investments Holdings, LLC
1$640.0%CoreMediumCharlotte, NC2026-11-04