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 |
|---|---|---|---|---|---|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
15,207
shares
|
$704,844
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,147
shares
|
$702,063
0.02% of portfolio
|
Q1 2025
Reduced 37.52%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
12,639
shares
|
$585,817
0.12% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,490
shares
|
$532,561
0.07% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
11,438
shares
|
$530,151
0.21% of portfolio
|
Q1 2025
Reduced 54.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
10,929
shares
|
$506,559
0.01% of portfolio
|
Q1 2025
Added 61.72%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,029
shares
|
$464,844
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
9,102
shares
|
$421,877
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
8,600
shares
|
$398,610
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,921
shares
|
$367,138
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,032
shares
|
$233,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,000
shares
|
$231,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,719
shares
|
$218,725
0.19% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,439
shares
|
$159,397
0.0% of portfolio
|
Q4 2024
Reduced 56.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,023
shares
|
$140,116
0.0% of portfolio
|
Q1 2025
Added 35.38%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$115,875
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,382
shares
|
$64,055
0.01% of portfolio
|
Q1 2025
Added 138100.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$46,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
866
shares
|
$40,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
706
shares
|
$32,723
0.0% of portfolio
|
Q1 2025
Added 166.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
700
shares
|
$32,445
0.0% of portfolio
|
Q4 2024
Reduced 60.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
554
shares
|
$25,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
499
shares
|
$23,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
465
shares
|
$21,552
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
442
shares
|
$20,486
0.0% of portfolio
|
Q1 2025
Added 0.45%
|