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Disclosery

HYDB ISHARES TR

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SHS (fund)

239 managers (241 13F filers) reported a position in HYDB shares at 2024-12-31, 20,198,764 shares in all. 82 filers opened a position and 6 filers sold out during the quarter.

Managers
239
13F filers
241
New
82
Added
100
Reduced
25
Sold out
6
Shares held by filers
20,198,764

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Spire Wealth Managementin group Spire Wealth Management1,101$51.8K<0.01%+57113F-HRTimelineGroup
Sound Income Strategies, LLC1,077$50.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.954$44.8K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO882$41.5K0.02%+32813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC779$37.4K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC684$32.2K0.02%013F-HRTimeline
GeoWealth Management, LLC659$31K<0.01%+52513F-HRTimeline
LGT Financial Advisors LLC637$30K0.07%new13F-HRTimeline
Retirement Wealth Solutions LLC617$28.9K0.02%13F-HRTimeline
WINTRUST INVESTMENTS LLC613$28K0.02%+14613F-HRTimeline
Eukles Asset Management477$22.4K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP425$20K0.01%new13F-HRTimeline
Park Square Financial Group, LLC404$19K0.01%13F-HRTimeline
Wells Financial Advisors INC320$15K0.02%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC306$14.4K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC255$12K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…237$11.1K<0.01%-5113F-HRTimelineGroup
New Republic Capital, LLC231$10.8K0.01%new13F-HRTimeline
CoreCap Advisors, LLC165$7.76K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc162$7.62K<0.01%-1,06413F-HRTimeline
Milestone Investment Advisors LLC140$6.58K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.132$6.21K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC124$5.83K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC118$5.55K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.115$5.42K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC115$5.41K<0.01%013F-HRTimeline
Park Place Capital Corp111$5.22K<0.01%-34413F-HRTimeline
FLP Wealth Management, LLC106$4.99K0.01%13F-HRTimeline
Front Row Advisors LLC100$4.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…85$4K<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC78$3.67K<0.01%new13F-HRTimeline
ORG Partners LLC78$3.67K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.33$1.55K<0.01%+1213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25$1.19K<0.01%-27913F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC22$1.03K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21$987<0.01%new13F-HRTimelineGroup
MAI Capital Management16$753<0.01%new13F-HRTimeline
WR Wealth Planners, LLC8$376<0.01%-213F-HRTimeline
LANARK FINANCIAL, INC.1$53<0.01%-1,13313F-HRTimeline