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 71 institutions that hold shares in the stock, with a total of 6.27 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 |
Aug 05, 2025 Q2 2025 |
937,293
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
838,197
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
615,659
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
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 |
Sep 04, 2025 Q2 2025 |
348,292
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
311,939
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
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 |
Aug 07, 2025 Q2 2025 |
258,762
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
244,119
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
190,900
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.44%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
137,343
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
98,389
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 55.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
85,110
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 216.88%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
72,276
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
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
|
Aug 07, 2025 Q2 2025 |
60,174
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
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%
|
|
|
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 |
Aug 04, 2025 Q2 2025 |
55,882
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
48,578
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
47,879
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
47,752
shares
|
$0
0.86% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
35,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.7%
|