Institutional Ownership Ishares Tr Yield Optimized Bd (BYLD)
This table provides information about the institutional ownership of Ishares Tr Yield Optimized Bd (BYLD). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
921,577
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
803,053
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
714,337
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
377,165
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
309,663
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,796
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
299,098
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,508
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
256,591
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
219,152
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
208,145
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 56.39%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
190,900
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
137,631
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
136,843
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
82,855
shares
|
$0
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
63,085
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 57.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,490
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
60,182
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
59,262
shares
|
$0
1.52% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
56,420
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
56,129
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
52,926
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 79.87%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
48,327
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
47,752
shares
|
$0
0.86% of portfolio
|
Q2 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
47,614
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 26.68%
|