Institutional Ownership Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $433 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,403,739
shares
|
$112 Million
0.12% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,013,076
shares
|
$93.6 Million
1.63% of portfolio
|
Q2 2024
Added 10.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,852,092
shares
|
$86.1 Million
1.31% of portfolio
|
Q3 2024
Added 1065.1%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
738,106
shares
|
$34.3 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
550,000
shares
|
$25.6 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
330,500
shares
|
$15.4 Million
0.02% of portfolio
|
Q4 2024
Added 3205.0%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
318,693
shares
|
$14.8 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
216,300
shares
|
$10.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
111,132
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,419
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2024
Added 80.91%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
53,551
shares
|
$2.49 Million
2.01% of portfolio
|
Q4 2024
Added 40.47%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
52,704
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 17.55%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
43,016
shares
|
$2 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
42,208
shares
|
$1.96 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
39,582
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
37,251
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
34,260
shares
|
$1.59 Million
0.19% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
29,245
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
28,510
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
27,340
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
26,941
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
25,725
shares
|
$1.2 Million
1.77% of portfolio
|
Q3 2022
Added 58.55%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
25,055
shares
|
$1.17 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
24,554
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,244
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Added 11.39%
|