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 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,013,076
shares
|
$95.1 Million
1.63% of portfolio
|
Q2 2024
Added 10.98%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 14, 2025 Q2 2025 |
550,000
shares
|
$26 Million
1.55% of portfolio
|
Q3 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
370,042
shares
|
$17.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 83.84%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
344,895
shares
|
$16.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 28.25%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
322,000
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
318,693
shares
|
$15.1 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
308,926
shares
|
$14.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 83.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
119,540
shares
|
$5.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
79,826
shares
|
$3.77 Million
0.05% of portfolio
|
Q2 2025
Reduced 89.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
75,508
shares
|
$3.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
59,879
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
42,208
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
38,566
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
36,543
shares
|
$1.73 Million
0.27% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
29,259
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
27,405
shares
|
$1.3 Million
0.9% of portfolio
|
Q2 2025
Reduced 47.81%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
25,725
shares
|
$1.22 Million
1.77% of portfolio
|
Q3 2022
Added 58.55%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
19,991
shares
|
$944,774
0.17% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
19,922
shares
|
$941,513
0.71% of portfolio
|
Q2 2025
Added 322.17%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
18,121
shares
|
$856,398
0.61% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17,491
shares
|
$826,624
0.02% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
17,363
shares
|
$820,575
0.37% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
16,666
shares
|
$787,635
0.02% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,426
shares
|
$776,292
0.08% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
15,254
shares
|
$720,904
0.36% of portfolio
|
Q2 2025
Added 0.14%
|