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 57 institutions that hold shares in the stock, with a total of 9.16 Million shares, which have been reported (via 13F filing form) to have a value of $421 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
15,232
shares
|
$700,672
0.36% of portfolio
|
Q1 2025
Added 41.94%
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,205
shares
|
$699,430
0.07% of portfolio
|
Q4 2024
Added 6.31%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,147
shares
|
$696,762
0.02% of portfolio
|
Q1 2025
Reduced 37.52%
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
13,479
shares
|
$620,034
0.12% of portfolio
|
Q4 2024
Added 9.45%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
12,639
shares
|
$581,394
0.12% of portfolio
|
Q1 2025
Added 6.04%
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,490
shares
|
$528,540
0.07% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
11,438
shares
|
$526,148
0.21% of portfolio
|
Q1 2025
Reduced 54.35%
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,029
shares
|
$461,334
0.26% of portfolio
|
Q2 2024
New holding
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
8,600
shares
|
$395,600
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,975
shares
|
$366,850
0.0% of portfolio
|
Q4 2024
Added 54.08%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
6,758
shares
|
$310,868
0.01% of portfolio
|
Q4 2024
Reduced 36.55%
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,032
shares
|
$231,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,719
shares
|
$217,074
0.19% of portfolio
|
Q3 2024
Added 5.93%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
4,551
shares
|
$209,346
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,439
shares
|
$158,194
0.0% of portfolio
|
Q1 2025
Added 280.84%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$115,000
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,233
shares
|
$102,718
0.0% of portfolio
|
Q4 2024
Reduced 87.37%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,382
shares
|
$63,572
0.01% of portfolio
|
Q1 2025
Added 138100.0%
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$46,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
700
shares
|
$32,200
0.0% of portfolio
|
Q4 2024
Reduced 60.34%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
649
shares
|
$29,854
0.0% of portfolio
|
Q4 2024
Reduced 29.46%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
554
shares
|
$25,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
499
shares
|
$22,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
465
shares
|
$21,390
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
442
shares
|
$20,332
0.0% of portfolio
|
Q1 2025
Added 0.45%
|