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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
12,639
shares
|
$597,319
0.11% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
10,977
shares
|
$518,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,970
shares
|
$518,442
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,029
shares
|
$473,970
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
9,604
shares
|
$453,885
0.16% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,490
shares
|
$448,497
0.05% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
8,600
shares
|
$406,436
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
5,350
shares
|
$252,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,809
shares
|
$227,273
0.0% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
4,314
shares
|
$203,879
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,273
shares
|
$201,941
0.0% of portfolio
|
Q2 2025
Reduced 89.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,611
shares
|
$170,655
0.0% of portfolio
|
Q2 2025
Added 139.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,392
shares
|
$160,305
0.0% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,382
shares
|
$65,313
0.01% of portfolio
|
Q1 2025
Added 138100.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$55,908
0.0% of portfolio
|
Q2 2025
Added 343.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$47,260
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$47,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
706
shares
|
$33,365
0.0% of portfolio
|
Q1 2025
Added 166.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
700
shares
|
$33,082
0.0% of portfolio
|
Q4 2024
Reduced 60.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
554
shares
|
$26,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
499
shares
|
$23,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
465
shares
|
$21,975
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
448
shares
|
$21,172
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
438
shares
|
$20,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
411
shares
|
$19,423
0.0% of portfolio
|
Q1 2025
New holding
|