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 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
17,681
shares
|
$822,873
0.0% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
17,626
shares
|
$820,314
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,135
shares
|
$797,462
0.0% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,302
shares
|
$665,615
0.07% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
12,315
shares
|
$573,140
0.12% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
11,950
shares
|
$556,153
0.04% of portfolio
|
Q3 2024
Reduced 69.07%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
11,919
shares
|
$554,710
0.12% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,490
shares
|
$534,744
0.07% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
10,731
shares
|
$499,420
0.25% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,651
shares
|
$495,697
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,029
shares
|
$466,749
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$465,400
0.0% of portfolio
|
Q3 2023
Reduced 94.44%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
9,102
shares
|
$423,607
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,600
shares
|
$400,244
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,176
shares
|
$240,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,719
shares
|
$219,622
0.19% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,500
shares
|
$162,890
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,765
shares
|
$82,143
0.0% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
920
shares
|
$42,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
903
shares
|
$42,025
0.0% of portfolio
|
Q3 2024
Added 58.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
465
shares
|
$21,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
438
shares
|
$20,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
435
shares
|
$20,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
290
shares
|
$13,496
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
222
shares
|
$10,331
0.0% of portfolio
|
Q3 2024
New holding
|