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 58 institutions that hold shares in the stock, with a total of 9.15 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,289,548
shares
|
$106 Million
0.12% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,013,076
shares
|
$93.3 Million
1.63% of portfolio
|
Q2 2024
Added 10.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,821,330
shares
|
$84.4 Million
1.22% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
752,841
shares
|
$34.9 Million
0.52% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
550,000
shares
|
$25.5 Million
0.35% of portfolio
|
Q3 2022
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
321,500
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
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
|
May 06, 2025 Q1 2025 |
218,948
shares
|
$10.1 Million
0.04% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
137,390
shares
|
$6.37 Million
0.0% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
82,167
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Added 180.62%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
68,861
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Added 30.66%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
52,513
shares
|
$2.43 Million
1.73% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
43,809
shares
|
$2.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
42,208
shares
|
$1.96 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
41,365
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
38,566
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
35,174
shares
|
$1.63 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
30,340
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
26,160
shares
|
$1.21 Million
0.63% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
25,725
shares
|
$1.19 Million
1.77% of portfolio
|
Q3 2022
Added 58.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
21,147
shares
|
$980,163
0.02% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
20,012
shares
|
$927,556
0.2% of portfolio
|
Q1 2025
Added 48.47%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
17,626
shares
|
$816,965
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,024
shares
|
$742,712
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
15,232
shares
|
$706,003
0.36% of portfolio
|
Q1 2025
Added 41.94%
|