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 67 institutions that hold shares in the stock, with a total of 6.53 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 |
Nov 12, 2025 Q3 2025 |
994,774
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
848,057
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
612,632
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
377,165
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 5.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
362,794
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
345,631
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
331,408
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
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%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
262,498
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,508
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
256,197
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
197,193
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
128,284
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
100,873
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
97,753
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
86,034
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 19.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
75,590
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
70,203
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 529.45%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
61,372
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
57,874
shares
|
$0
1.31% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
56,551
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
56,002
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
55,335
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
47,752
shares
|
$0
0.86% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
31,887
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|