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 56 institutions that hold shares in the stock, with a total of 9.03 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,264,803
shares
|
$105 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,013,076
shares
|
$93.6 Million
1.63% of portfolio
|
Q2 2024
Added 10.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,773,681
shares
|
$82.5 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
738,106
shares
|
$34.3 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
550,000
shares
|
$25.6 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
330,500
shares
|
$15.4 Million
0.02% of portfolio
|
Q4 2024
Added 3205.0%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
318,693
shares
|
$14.8 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
216,300
shares
|
$10.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
114,732
shares
|
$5.34 Million
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
53,551
shares
|
$2.49 Million
2.01% of portfolio
|
Q4 2024
Added 40.47%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
52,704
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 17.55%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
45,125
shares
|
$2.1 Million
0.13% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
43,716
shares
|
$2.03 Million
0.03% of portfolio
|
Q4 2024
Added 53.34%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
42,208
shares
|
$1.96 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
38,994
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
37,251
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
35,304
shares
|
$1.64 Million
0.22% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
29,281
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
28,685
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
26,160
shares
|
$1.22 Million
0.63% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
25,725
shares
|
$1.2 Million
1.77% of portfolio
|
Q3 2022
Added 58.55%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
25,055
shares
|
$1.17 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,244
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
23,749
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,636
shares
|
$959,986
0.0% of portfolio
|
Q4 2024
Reduced 72.64%
|