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 $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
17,626
shares
|
$818,727
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,344
shares
|
$805,628
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,205
shares
|
$706,272
0.07% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
13,479
shares
|
$626,099
0.12% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
11,919
shares
|
$553,637
0.12% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,490
shares
|
$533,710
0.07% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
10,731
shares
|
$498,454
0.25% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,029
shares
|
$465,847
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
8,600
shares
|
$399,470
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,975
shares
|
$370,438
0.0% of portfolio
|
Q4 2024
Added 54.08%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
6,758
shares
|
$313,909
0.01% of portfolio
|
Q4 2024
Reduced 36.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,032
shares
|
$233,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,719
shares
|
$219,197
0.19% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
4,551
shares
|
$211,393
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,500
shares
|
$162,575
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,233
shares
|
$103,722
0.0% of portfolio
|
Q4 2024
Reduced 87.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
903
shares
|
$41,944
0.0% of portfolio
|
Q3 2024
Added 58.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
874
shares
|
$40,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
700
shares
|
$32,515
0.0% of portfolio
|
Q4 2024
Reduced 60.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
649
shares
|
$30,146
0.0% of portfolio
|
Q4 2024
Reduced 29.46%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
499
shares
|
$23,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
465
shares
|
$21,599
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
440
shares
|
$20,438
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
438
shares
|
$20,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
343
shares
|
$15,932
0.01% of portfolio
|
Q4 2024
New holding
|